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SRT

Service Request Tracker - CRM Task Management System

MS Access VBA SQL Excel Automation FTP Integration

System Overview

SRT is an enterprise-level task management system designed to auto-allocate and manage CRM Service Requests (SRs) efficiently across multiple agents with intelligent workload distribution and real-time tracking.

🤖 Auto Allocation

Intelligent round-robin distribution of SRs to online agents for balanced workload management.

⚡ Real-time Tracking

Live SR assignment and status updates with automatic reallocation when agents log out.

🔒 Exclusive Locking

Double-click to lock SRs for exclusive access, preventing reassignment to other agents.

📊 Smart SLA Management

Automatic priority and SLA calculations based on SR type and elapsed time.

👥 Multi-role Support

Different user roles (SR Agent, Email Agent, L2 Agent) with appropriate permissions.

📈 Comprehensive Reporting

Real-time reports for pending/closed SRs with multiple filtering options.

Ready to Use SRT?

Download the complete SRT application package including compiled database, supporting files, and documentation.

📦 Download Full Package

File Name: SRT_System.Zip | File Size: ~35 MB | Version: 2.1.0 | Updated: 2025

Core Features

🎯 Intelligent SR Allocation

Round-Robin Distribution

Automatically distributes SRs equally among all online agents using intelligent allocation logic.

Online Agent Detection

Only assigns SRs to currently logged-in agents, with automatic reallocation when agents log out.

Exclusive SR Locking

Double-click to lock SRs for exclusive processing, preventing interference from other agents.

📊 SLA & Priority Management

Automatic Calculations

Real-time priority, SLA status, and elapsed time calculations based on SR type.

Dual SLA Systems

Different SLA rules for CLE (27 hours) and Non-CLE (4 hours) service requests.

Escalating Priorities

Automatic priority escalation from Low → Medium → High → Critical based on elapsed time.

🔧 User Management

Self-Service Accounts

Users can create accounts, reset passwords, and manage profiles with email notifications.

Session Management

Availability status options (Tea break, Lunch, Meeting) to prevent auto-logout.

Role-Based Access

Different permissions for SR Agents, Email Agents, and Read-Only users.

SLA & Priority Configuration

Non-CLE Service Requests

Elapsed Time Priority SLA Status
0 to 1 Hour Low In SLA (≤4 Hours)
1 to 2 Hours Medium
2 to 3 Hours High Out SLA (>4 Hours)
>3 Hours Critical

CLE (Credit Limit Enhancement) Requests

Elapsed Time Priority SLA Status
0 to 9 Hours Low In SLA (≤27 Hours)
9 to 13.5 Hours Medium
13.5 to 18 Hours High Out SLA (>27 Hours)
>18 Hours Critical

Note: CLE requests consider only Monday to Friday, 9:30 AM to 6:30 PM as working hours for SLA calculations.

Installation Guide

System Requirements

  • ✅ Microsoft Access 2016 or later
  • ✅ Windows 10/11 Operating System
  • ✅ LAN Connectivity (Mandatory)
  • ✅ 2GB RAM minimum (4GB recommended)
  • ✅ 200MB free disk space on D: drive
  • ✅ Microsoft Excel for reporting features

Step 1: Extract to D: Drive

Download and extract SRT_System.zip directly to D:\ to create the complete folder structure at D:\SRT_System\.

Step 2: Launch Application

Navigate to D:\SRT_System\ and double-click SRT_Frontend.accde to launch the application.

Step 3: Create User Account

First-time users should create an account:

  • 👤 Click "Create Account" on login screen
  • 📧 Use official email for notifications
  • 🔐 Password: 5-15 characters (case sensitive)
  • 🚀 Immediate access after account creation

Step 4: Configure Session Settings

Set your availability status to prevent auto-logout: "I am here", "Tea break", "Lunch break", or "Meeting".

⚠️ Important Notes

  • SRT works only on LAN connectivity
  • Always logout properly before disconnecting LAN or shutting down
  • Set laptop/desktop sleep time to minimum 2 hours
  • If logout fails, immediately re-login and logout properly

Backend Processing

Report900 Integration

FTP Data Retrieval

Automated retrieval of Report900 data every 2 hours from FTP server:

FTP Details:
Server: ftp://172.17.4.100/Report900/
Username: csoumr
Password: Qwer@1234

Data Processing Steps

  1. Copy latest Report900.zip to D:\Macro_Templates\
  2. Extract and delimit first column using "^" symbol
  3. Save as "Final_Report900.xlsx"
  4. Copy TTL_REPORT_1166 files (daily morning)
  5. Run SRT_Backend_A1.1.accde macros
  6. Click "Update New Report 900"

Business Rules Engine

Segment Filtering

Automatically ignores "Voluntary" SRs and "Non-EBS Segments" from processing.

Intelligent Routing

Routes SRs to appropriate buckets (CLE Agent, DataLink Agent, SR Agent, L2 Agent) based on barring/restoration reasons.

Duplicate Handling

Smart reconciliation between new Report900 data and existing SRT records with appropriate status updates.

Application Screenshots

Click on any screenshot to view in full size

Login Screen
Login & Authentication
Home Screen
Dashboard Overview
Agent Screen
SR Agent Interface
Email Agent
Email Agent Interface
Reports
Reporting Dashboard
Roster
User Roster Management

Technical Architecture

Frontend

MS Access Compiled Database (.accde)
Custom UI Forms & Controls
Event-Driven VBA Programming

Backend

MS Access Database Engine
ADO/DAO Data Connections
SQL Query Optimization

Integration

FTP Data Retrieval
Excel Automation & Reporting
Email Notification System