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An Introduction for End Users

Everest is a customer-centric software program organized into three functional levels, a built-in hierarchy called Tri-Level Tracking™.
 

Tri-Level Tracking
1. Accounts
  • Accounts and Contacts
  • Internal Areas
     
2. Concerns
  • Complaints
  • Feedback 
  • Requests
  • Questions
  • Internal Audits

 

3. Actions
  • Phone Call
  • Email
  • Letter
  • Corrective Action
  • Preventive Action
  • Supplier Corrective Action
  • Inspection
  • Meeting
  • Interview

Within Everest the term “Concern” has a broad meaning and refers to any external or internal issue that needs to be tracked.

Concerns that are customer complaints, requests or support calls are entered under the respective Account.  Internal concerns such as audits, supplier non-conformances and quality improvement projects will be entered within an Internal Area.  Basic data elements include:

For every Concern there are two levels of ownership.  The Concern Owner has high-level responsibility for ensuring that all concerns are handled within the designated time frame and that the customer is notified of the resolution when appropriate.  Action Owners have responsibility for Corrective Actions or any other Action sub-tasks that may be required to resolve a concern.  In some cases, the Concern Owner and an Action Owner will be the same person.  In other cases, the Concern Owner will assign Actions throughout the organization.  Actions are also useful for managing tasks when external third parties are involved (i.e. Suppliers or Distributors).

Open Concerns are easily tracked and updated from within the View Menu:

Once an Everest system is installed and configured, the terminology and available features will be unique.  Default system settings and features documented in the Help may be re-purposed or not in use.

 



 

See also

Welcome
How Everest is Organized
Workflow Diagram
Main Menu
Accounts
Concerns
Advanced Functions
Release Notes
Web Browsers and Settings
Dashboard
Customer Support