Service Staff - Zayeen Documentation

Used By

Administrator or module owner

Data Type

master data

Search Keys

Code, Name

When to Use This Form

When users need to create, review, or update Service Staff.
When this data needs to be available as a choice in transactions, reports, filters, or settings.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Before You Start

Make sure the user has access to this menu and the related reference data has already been prepared.
Check required fields first, especially codes, names, dates, accounts, customers, suppliers, products, divisions, or departments.
If the form uses active status, confirm the status before saving so the data appears in the correct selections.

Workflow

Open Sales & POS / Customers & Sales Team / Service Staff List.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the required fields and complete supporting information that helps search, reporting, or transaction processing.
Review the code, name, status, accounts, grouping, and other references before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Key Fields

Field	User Explanation	Status
Code `id`	Unique code used to identify Service Staff. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Category `category`	Category stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Country `country`	Country stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Religion `religion`	Religion stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Gender `sex`	Gender stores information needed by Service Staff. Fill it in according to the company data standard.	Required

Details and Relationships

Most master-data forms are used as references by other forms. Changes may affect future transactions and reports.
Audit fields are filled in automatically by the application and help support teams trace changes.

After Saving

Active data can appear as a choice in transactions, reports, filters, or settings that use this reference.
Changes are normally used for new activity. Historical documents remain available for review.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Common Issues

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

Available Fields

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Code `id`	Unique code used to identify Service Staff. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Category `category`	Category stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Country `country`	Country stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Religion `religion`	Religion stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Gender `sex`	Gender stores information needed by Service Staff. Fill it in according to the company data standard.	Required
Active `isactive`	Status that controls whether the data can be used in new transactions or selections.	Optional
Registration Date `registerdate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Active Until `activeuntil`	Status that controls whether the data can be used in new transactions or selections.	Optional
Date of Birth `birthdate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Last Updated `updatetimestamp`	Audit timestamp filled in automatically by the application.	Optional
Address `address`	Address stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Service Staff Group `servicedoergroup`	Service Staff Group stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Commission `commisionrules`	Commission stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Phone `telephone`	Phone stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Facsimile `faximile`	Facsimile stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Care Phone `mobilephone`	Care Phone stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Email `email`	Email stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Website `website`	Website stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Personal Contact `contactperson`	Personal Contact stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Image `image`	Image stores information needed by Service Staff. Fill it in according to the company data standard.	Optional
Created By `usercreate`	Audit information filled in automatically when the record is created.	Optional
Updated By `useredit`	Audit information filled in automatically when the record is updated.	Optional

Menu Location

Sales & POS / Customers & Sales Team / Service Staff List
/form/servicedoer