Executive Overview & SLA Radar

Active Work Items

📋

369

↑ 12% vs last week (Across 4 projects)

In Progress

🔄

163

Active processing

Pending Queries

⚠️

49

⚠️ Action Required by Client Team

Sign-Off Completed

✅

157

94.2% SLA Compliance Rate

Real-Time Activity Feed & Ingestion Status

Live stream of manual updates and API automated entries

View All

Activity ID	Activity & Scope	Assignee	Status	Last Sync

Email SLA Escalation Radar

Automated reminder triggers bound to RM/CFO hierarchy

Lobatse Branch Invoice Discrepancy 72h Email SLA

Escalated to Regional Manager (RM) & COO via Email

Unilever Creditor Statement Query 24h Reminder

Automated Email notification sent to Supplier contact & Team Lead (TL)

MIS Supporting Document Verification Completed

Signed off by CFO Sponsor & Team Lead

Filter Tasks: All Statuses In Progress Pending Queries SLA Escalated Completed All Staff / Assignees Priyesha K (Team Lead) Anand Kumar (Analyst) Kabelo Phiri (Senior Accountant)

📑 List View 🗂️ Kanban Board 🔲 Project Matrix

Project Definition & Executive Hierarchy Engine

Manage corporate project lines with multi-level parent-child relations and assigned executive roles (CEO, COO, CFO, RM, BM, TL).

📁 Create New Project

Active Projects & Parent-Child Hierarchy Structure

Every project is bound to specific Client Groups, Entities, Regions, and Store Units

Project Code & Name	Parent Group & Entity	Executive Sponsor	Regional Manager (RM)	Branch / Unit Manager (BM)	Team Lead (TL)	Actions

Users, Teams & Multi-Project Role Engine

Configure corporate users (CEO, COO, CFO, RM, BM, TL, SA). Users can serve in multiple projects with distinct roles.

👤 Add User / Assign Project Role

Corporate User Directory

Global organization hierarchy designations

User Name	Primary Designation	Contact Email	Projects Count

Per-Project Role Matrix

Specific project bindings & permissions

User	Assigned Project Line	Specific Role in Project	SLA Escalation Node

Metadata-Driven Master & Hierarchy Engine

Define new masters, dynamic fields, and project-specific parent-child relationships with zero code changes.

⚡ Add Custom Field

Master Data Sets

Custom Fields Configuration for: Client Group

Configure text, number, dropdown, date, or cross-master reference fields

Visual Parent-Child Relationship Flow

Hierarchies are bound per Project without modifying database schemas

Edit Flow

💳 Expense & PPR 3-Way Audit 📊 MIS Financial & TB Audit 📜 Creditors Recon & Ageing 💵 Daily Cashing-Up Settlement

Expense & PPR 3-Way Match Audit Report

Automated 3-way match validation between Oracle EBS, Tax Invoices, and PPR Schedules across 81 store branches.

📊 Download Excel (.xlsx) 📄 Download PDF Report 📧 Schedule Email

Date Range Preset Current Month (August 2026) Previous Month (July 2026) Q3 2026 (July - Sept) Year-to-Date (YTD 2026)

Filter Unit / Branch All Store Branches (81 Units) Gaborone Superstore #101 Francistown Mall #104 Lobatse Central #108

Grouping Dimension Store Branch Wise Supplier Wise Expense Category Assigned Accountant

🚀 Apply Filters & Update

Automated API Ingestion & Integration Monitor

Ingest tasks automatically from external software (Oracle, EBS, I-Analytics) with idempotency enforcement

Ingestion ID	Source Integration	REST Endpoint	Timestamp	Payload Records	Idempotency Key	Status

Hierarchy-Bound Email & System Escalation Rule Engine

SLA Breaches trigger automated sequence reminders linking SA ➔ BM ➔ TL ➔ RM ➔ COO/CFO

➕ Add Rule Step

Rule Definition: Invoice Query & Task Escalation Hierarchy

1

Stage 1: Query Raised / SLA Warning (Immediate)

Email Alert sent directly to Assigned Senior Accountant (SA) & Branch Manager (BM)

2

Stage 2: 24 Hours Unanswered Follow-up

Email Reminder sent to Chobe Team Lead (TL) & magic-link generated for activity

3

Stage 3: 72 Hours SLA Breach Escalation

Executive Alert sent to Regional Manager (RM) & COO / CFO Executive Sponsor

Role-Based Access Control (RBAC) Matrix

Configure granular row-level and column-level permissions for Chobe Staff vs Client Hierarchy Roles

User Role	User Group	Transactions Access	Masters Config	Report Builder	System Alerts
Chobe Lead Administrator	Internal Staff	Full (Read/Write)	Full Config	Full Builder	Full Control
Regional Manager (RM)	Client User	Region Units Only	View Only	Region Reports	72h SLA Alert
Branch Manager (BM)	Client User	Branch Unit Only	No Access	Branch Reports	Immediate Alert

Project Settings & Configuration Bindings

Fixed Phase 1 404 issue — Configure project-specific attributes and service bindings

💾 Save Settings

General System Configuration

Application Name

Default Currency

SMTP Email & Notification Server Credentials

SMTP Relay Host

System Notification Sender Address