Notebook 1: Tenant and Common Masters
Overview
Steps
Step 1: Open the notebook

Step 2: Run setup cells

Step 3: Authenticate
Field
Example

Step 4: Upload tenant and branding
4.1 Download the template

4.2 Open the Excel file
4.3 Fill Sheet 1: Tenant Info

Column
What to enter
Example
4.4 Fill Sheet 2: Branding Details

Column
What to enter
Example
4.5 Save the file
4.6 Upload the file


Step 5: Upload departments, designations, and complaint types
5.1 What this phase creates
Master
Examples
5.2 Download the template
5.3 Fill Sheet 1: Departments & Designations

Department Name
Designation Name
5.4 Fill Sheet 2: Complaint Types

Complaint Type
Complaint Sub Type
Department Name
Resolution Time (Hours)*
Search Words
5.5 Save the file
5.6 Upload and process


5.7 Check results

Step 6: Handle errors (if any)

_STATUS
_ERROR_MESSAGE

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