{
  "count": 27,
  "data": [
    {
      "id": "aamir",
      "name": "Aamir",
      "position": "Public Relationship Officer",
      "department": "Government Relations",
      "summary": "Process and manage all government related transaction",
      "reportingTo": "Aiza (HR Manager)",
      "sections": [
        {
          "title": "Government Relations & Legal Compliance",
          "items": [
            "Process and manage all government related transaction",
            "Employee Visa & Immigration Management",
            "Company Documentation & Licensing",
            "Employee Support Services",
            "Employee visa tracker",
            "Document expiry tracker and monitoring",
            "Government renewal tracker",
            "Calendar for renewal deadlines",
            "Expense tracking for visa and license costs",
            "Task management for government processes"
          ]
        }
      ],
      "functionalAreas": [
        "Government Relations & Legal Compliance"
      ],
      "accessHints": [
        "Reports",
        "Documents",
        "Visa",
        "Calendar",
        "Tasks",
        "Trackers"
      ],
      "modulePermissions": [
        "Calendar",
        "Documents",
        "Finance",
        "HR",
        "Reports",
        "Review",
        "Tasks",
        "Trackers",
        "Visa"
      ],
      "crmNeeds": [
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Reporting Direct to Aiza (HR Manager)",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Employee visa tracker",
          "modules": [
            "HR",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Document expiry tracker and monitoring",
          "modules": [
            "Documents",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Government renewal tracker",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Calendar for renewal deadlines",
          "modules": [
            "Calendar"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Expense tracking for visa and license costs",
          "modules": [
            "Finance",
            "Documents",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aamir",
          "employeeName": "Aamir",
          "need": "Task management for government processes",
          "modules": [
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Aamir.md"
    },
    {
      "id": "aiza",
      "name": "Aiza",
      "position": "Office and HR Manager",
      "department": "HR & Office",
      "summary": "Create and maintain organizational chart",
      "reportingTo": "Alexandra",
      "sections": [
        {
          "title": "Organizational Management",
          "items": [
            "Create and maintain organizational chart",
            "Develop and update company profile",
            "Oversee department structures and reporting lines",
            "Support strategic workforce planning"
          ]
        },
        {
          "title": "HR Operations Oversight",
          "items": [
            "Monitor HR Admin activities for employee onboarding",
            "Ensure all new employee records, contracts, and documents are complete",
            "Supervise employee lifecycle: (onboarding, probation, confirmation, offboarding)",
            "Monitor employee data accuracy in CRM/HRMS"
          ]
        },
        {
          "title": "Leave & Attendance Management",
          "items": [
            "Approve leave requests",
            "Monitor attendance, lateness, and absenteeism",
            "Review overtime, holidays, and rest day work",
            "Approve payroll attendance records",
            "Coordinate payroll with finance"
          ]
        },
        {
          "title": "Payroll, Compensation & Benefits",
          "items": [
            "Approve monthly payroll, salary adjustments, incentives, commissions, and bonuses, compensation and benefits.",
            "Approve compensation and benefits",
            "Monitor insurance, visa, and labor benefits",
            "Ensure WPS compliance"
          ]
        },
        {
          "title": "Employee Requests & Document Control",
          "items": [
            "Approve employee requests: Documents, leave balance, visa documents, any letter",
            "Monitor employee document expiry"
          ]
        },
        {
          "title": "Policy & Compliance",
          "items": [
            "Create company policies and procedures",
            "Handle disciplinary actions",
            "Ensure UAE labor law compliance",
            "Monitor legal deadlines and renewals"
          ]
        },
        {
          "title": "Office Administration",
          "items": [
            "Office Administration",
            "Monitor asset issuance",
            "Supervise office supplies and vendor coordination",
            "Maintain office standards and administrative controls"
          ]
        },
        {
          "title": "Meetings, Calendar & Task Management",
          "items": [
            "Add and monitor management meetings",
            "Create and assign tasks"
          ]
        }
      ],
      "functionalAreas": [
        "Organizational Management",
        "HR Operations Oversight",
        "Leave & Attendance Management",
        "Payroll, Compensation & Benefits",
        "Employee Requests & Document Control",
        "Policy & Compliance",
        "Office Administration",
        "Meetings, Calendar & Task Management"
      ],
      "accessHints": [
        "View",
        "Approve",
        "Reports",
        "Finance",
        "Attendance",
        "Leave",
        "Payroll",
        "Documents",
        "Visa",
        "Calendar",
        "Tasks"
      ],
      "modulePermissions": [
        "Approve",
        "Attendance",
        "Calendar",
        "Documents",
        "Finance",
        "HR",
        "Leave",
        "Payroll",
        "Reports",
        "Review",
        "Tasks",
        "View",
        "Visa"
      ],
      "crmNeeds": [
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Reporting Direct to Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Develop and update company profile",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Oversee department structures and reporting lines",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor HR Admin activities for employee onboarding",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor employee data accuracy in CRM/HRMS",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Approve leave requests",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor attendance, lateness, and absenteeism",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor insurance, visa, and labor benefits",
          "modules": [
            "Documents",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "**Employee Requests & Document Control**",
          "modules": [
            "HR",
            "Documents",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Approve employee requests: Documents, leave balance, visa documents, any letter",
          "modules": [
            "HR",
            "Documents",
            "Tasks"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor employee document expiry",
          "modules": [
            "HR",
            "Documents",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor legal deadlines and renewals",
          "modules": [
            "Calendar",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Monitor asset issuance",
          "modules": [
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "**Meetings, Calendar & Task Management**",
          "modules": [
            "Calendar",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Add and monitor management meetings",
          "modules": [
            "Calendar",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aiza",
          "employeeName": "Aiza",
          "need": "Create and assign tasks",
          "modules": [
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Aiza.md"
    },
    {
      "id": "aldrince",
      "name": "Aldrince",
      "position": "HR Admin Generalize",
      "department": "HR & Office",
      "summary": "Add new employees into CRM/HRMS",
      "reportingTo": "Aiza (HR Manager)",
      "sections": [
        {
          "title": "Employee Records & HR Documentation",
          "items": [
            "Add new employees into CRM/HRMS",
            "Maintain complete employee files",
            "Update employee personal and job information",
            "Ensure all employee records are accurate and organized",
            "Maintain digital and physical filing systems"
          ]
        },
        {
          "title": "Leave & Attendance Administration",
          "items": [
            "Process leave applications",
            "Update leave balances",
            "Monitor attendance records",
            "Track lateness, absences, and overtime",
            "Prepare attendance reports for payroll"
          ]
        },
        {
          "title": "Payroll Preparation Support",
          "items": [
            "Prepare payroll data:",
            "Coordinate with finance and HR Manager",
            "Maintain payroll documentation"
          ]
        },
        {
          "title": "Employee Requests Processing",
          "items": [
            "Handle employee requests: Letters, documents, cert",
            "Prepare documents for approval",
            "Coordinate document release"
          ]
        },
        {
          "title": "Document Expiry Monitoring",
          "items": [
            "Track expiry dates for: passport, visa, eid, insurance and labor card",
            "Send renewal reminders",
            "Coordinate with PRO/management for renewals",
            "Maintain compliance tracker"
          ]
        },
        {
          "title": "HR Policy & Compliance Support",
          "items": [
            "Assist in implementing HR policies",
            "Support disciplinary documentation",
            "Ensure forms and templates are updated"
          ]
        },
        {
          "title": "Asset & Office Administration",
          "items": [
            "Record employee asset issuance: laptop, phones, sim, etc",
            "Maintain asset tracking logs and Manage filing and inventory records",
            "Support office administrative tasks"
          ]
        },
        {
          "title": "Calendar, Meetings & Task Coordination",
          "items": [
            "Support task tracking",
            "Schedule meeting and birthday notifications"
          ]
        },
        {
          "title": "Reporting & Administrative Support",
          "items": [
            "Generate HR reports : attendance, leave, expiry tracker, headcount",
            "Maintain HR dashboards",
            "Ensure accurate CRM updates"
          ]
        }
      ],
      "functionalAreas": [
        "Employee Records & HR Documentation",
        "Leave & Attendance Administration",
        "Payroll Preparation Support",
        "Employee Requests Processing",
        "Document Expiry Monitoring",
        "HR Policy & Compliance Support",
        "Asset & Office Administration",
        "Calendar, Meetings & Task Coordination",
        "Reporting & Administrative Support"
      ],
      "accessHints": [
        "Reports",
        "Finance",
        "Attendance",
        "Leave",
        "Payroll",
        "Documents",
        "Visa",
        "Calendar",
        "Tasks",
        "Trackers",
        "Inventory"
      ],
      "modulePermissions": [
        "Attendance",
        "Calendar",
        "Documents",
        "Finance",
        "HR",
        "Inventory",
        "Leave",
        "Payroll",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "Trackers",
        "Visa"
      ],
      "crmNeeds": [
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Reporting Direct to Aiza (HR Manager)",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Add new employees into CRM/HRMS",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Update employee personal and job information",
          "modules": [
            "HR"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Update leave balances",
          "modules": [
            "HR"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Monitor attendance records",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Prepare attendance reports for payroll",
          "modules": [
            "HR",
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "**Employee Requests Processing**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Handle employee requests: Letters, documents, cert",
          "modules": [
            "HR",
            "Documents",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Prepare documents for approval",
          "modules": [
            "Documents"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "**Document Expiry Monitoring**",
          "modules": [
            "Documents",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Maintain compliance tracker",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Ensure forms and templates are updated",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Maintain asset tracking logs and Manage filing and inventory records",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Support office administrative tasks",
          "modules": [
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "**Calendar, Meetings & Task Coordination**",
          "modules": [
            "Calendar",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Support task tracking",
          "modules": [
            "Tasks",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "**Reporting & Administrative Support**",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Generate HR reports : attendance, leave, expiry tracker, headcount",
          "modules": [
            "HR",
            "Documents",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "aldrince",
          "employeeName": "Aldrince",
          "need": "Ensure accurate CRM updates",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Aldrince.md"
    },
    {
      "id": "auie",
      "name": "Auie",
      "position": "Sales Coordinator",
      "department": "Sales Admin",
      "summary": "Coordinate Sales and admins",
      "reportingTo": "Alexandra",
      "sections": [],
      "functionalAreas": [],
      "accessHints": [
        "Reports",
        "Sales"
      ],
      "modulePermissions": [
        "Reports",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "auie",
          "employeeName": "Auie",
          "need": "Reporting to Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Auie.md"
    },
    {
      "id": "christy",
      "name": "Christy",
      "position": "Chief Accountant",
      "department": "Finance",
      "summary": "Manage all accountant",
      "reportingTo": "Majo and Alexandra",
      "sections": [
        {
          "title": "Leave & Attendance",
          "items": [
            "Approval and view of the Accountants absences and leave"
          ]
        },
        {
          "title": "Payroll Preparation Support",
          "items": [
            "Viewing access on approved payroll file"
          ]
        },
        {
          "title": "Employee Requests Processing",
          "items": [
            "Apply for leave",
            "Employee request - salary certificates, pay slips and other request module",
            "Full access of my own employee dashboard"
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Viewing only"
          ]
        },
        {
          "title": "Broker's Registration",
          "items": [
            "Viewing access on the agency broker files",
            "Read Only access on the brokers dashboard"
          ]
        },
        {
          "title": "Sales",
          "items": [
            "View and extract the Sales Progression Reports",
            "Full access of the Receipt preparation",
            "Read only access on the Client dashboard"
          ]
        },
        {
          "title": "Accounts and Finance Report and preparation of receipt",
          "items": [
            "Full access, preparation, editing, view"
          ]
        },
        {
          "title": "Audit Trail",
          "items": [
            "View - who is editing and what are the changes made"
          ]
        }
      ],
      "functionalAreas": [
        "Leave & Attendance",
        "Payroll Preparation Support",
        "Employee Requests Processing",
        "Leads and Inquiries",
        "Broker's Registration",
        "Sales",
        "Accounts and Finance Report and preparation of receipt",
        "Audit Trail"
      ],
      "accessHints": [
        "Full access",
        "View",
        "Read only",
        "Edit",
        "Approve",
        "Reports",
        "Leads",
        "Brokers",
        "Sales",
        "Finance",
        "Attendance",
        "Leave",
        "Payroll"
      ],
      "modulePermissions": [
        "Approve",
        "Attendance",
        "Brokers",
        "Edit",
        "Finance",
        "Full access",
        "HR",
        "Leads",
        "Leave",
        "Payroll",
        "Read only",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Reporting to Majo and Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Approval and view of the Accountants absences and leave",
          "modules": [
            "HR",
            "Finance"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Viewing access on approved payroll file",
          "modules": [
            "HR",
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "**Employee Requests Processing**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Employee request - salary certificates, pay slips and other request module",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Full access of my own employee dashboard",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Viewing access on the agency broker files",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Read Only access on the brokers dashboard",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "View and extract the Sales Progression Reports",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Full access of the Receipt preparation",
          "modules": [
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Read only access on the Client dashboard",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "**Accounts and Finance Report and preparation of receipt**",
          "modules": [
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "christy",
          "employeeName": "Christy",
          "need": "Full access, preparation, editing, view",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Christy.md"
    },
    {
      "id": "claire",
      "name": "Claire",
      "position": "Sales Admin",
      "department": "Sales Admin",
      "summary": "handle all process of sales progression after booking",
      "reportingTo": "Ronald",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "* RA & SPA generation, checking, and execution.",
            "* Sales progression updates for all active projects (CIF & broker�s details update)",
            "* Daily sales progression updates for all active projects.",
            "* Sales layout and area checking.",
            "* Collect and follow up on broker�s details, buyer�s CIF, documents, IDs, and passport copies from agents.",
            "* Inventory",
            "* Sales records (On hold, Sold, Cancelled, Available)",
            "* Generate RA, emails and follow-up.",
            "* Paylink creation for booking fees.",
            "* POS / Card payment",
            "* Oqood emails to clients.",
            "* DLD registration and document checking.",
            "* Agent support.",
            "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
            "* Project filing system updates",
            "* Purchaser database and email updates"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Brokers",
        "Documents",
        "Inventory",
        "Reports",
        "Review",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "Reporting to Ronald",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "* Sales progression updates for all active projects (CIF & broker�s details update)",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "* Daily sales progression updates for all active projects.",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "* Generate RA, emails and follow-up.",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "* Project filing system updates",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "claire",
          "employeeName": "Claire",
          "need": "* Purchaser database and email updates",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Claire.md"
    },
    {
      "id": "denard",
      "name": "Denard",
      "position": "Sales Admin Support",
      "department": "Sales Admin",
      "summary": "handle all request pre-booking (Agreement, Sales offer, Unit Inventory, & Layout)",
      "reportingTo": "Joan",
      "sections": [
        {
          "title": "Broker's Registration",
          "items": [
            "Add the onboarding broker on the CRM (Agency or Individual)",
            "Validation of Broker's Documents",
            "Upload the broker's files or documents on the CRM",
            "Generate Agency Agreement/Contract or Individual Agreement",
            "Upload the Signed Agreements on the CRM",
            "Generate NOCs",
            "Upload remarks",
            "Update agency record",
            "Update and maintain the broker's details in the CRM",
            "Update and maintain broker's documents",
            "Maintain records of issued and signed documents"
          ]
        },
        {
          "title": "Sales Offers",
          "items": [
            "Upload, edit and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate Standard Sales Offers with combined layout",
            "Generate Standard Sales Offers without layout",
            "Generate Custom Sales Offers",
            "Generate Combined Units Sales Offers",
            "Upload the individual layout",
            "Maintain the record of old sales offers",
            "Maintain the records of standard sales offers request and custom sales offers"
          ]
        },
        {
          "title": "Availability List or Unit Inventory",
          "items": [
            "Upload, edit, and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate daily availability list with cover page",
            "Generate sold units list",
            "Generate on hold units list",
            "Generate excel and pdf format availability list",
            "Edit sold units, on hold units, and release units on the availability list, and add remarks",
            "Tag the agent who sold the units",
            "Daily unit inventory update of portal or CRM",
            "Upload the approved fact sheet, brochure, and floor plan",
            "Maintain the availability list records"
          ]
        },
        {
          "title": "Others:",
          "items": [
            "Create area comparison with old and new area",
            "Identify and draft the discrepancies and changes",
            "Add remarks to the unchanged, decrease, and increase area",
            "Edit and update sales offers with the approved disclaimer",
            "Maintain layout records"
          ]
        }
      ],
      "functionalAreas": [
        "Broker's Registration",
        "Sales Offers",
        "Availability List or Unit Inventory",
        "Others:"
      ],
      "accessHints": [
        "Edit",
        "Approve",
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Approve",
        "Brokers",
        "Documents",
        "Edit",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks"
      ],
      "crmNeeds": [
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "handle all request pre-booking (Agreement, Sales offer, Unit Inventory, & Layout)",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Reporting to Joan",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Add the onboarding broker on the CRM (Agency or Individual)",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Upload the broker's files or documents on the CRM",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate Agency Agreement/Contract or Individual Agreement",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Upload the Signed Agreements on the CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate NOCs",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Update agency record",
          "modules": [
            "Brokers"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Update and maintain the broker's details in the CRM",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Update and maintain broker's documents",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate Standard Sales Offers with combined layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate Standard Sales Offers without layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate Custom Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate Combined Units Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Maintain the records of standard sales offers request and custom sales offers",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "**Availability List or Unit Inventory**",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate daily availability list with cover page",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate sold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate on hold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Generate excel and pdf format availability list",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Edit sold units, on hold units, and release units on the availability list, and add remarks",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Daily unit inventory update of portal or CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Upload the approved fact sheet, brochure, and floor plan",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Maintain the availability list records",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "denard",
          "employeeName": "Denard",
          "need": "Edit and update sales offers with the approved disclaimer",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Denard.md"
    },
    {
      "id": "dindy",
      "name": "Dindy",
      "position": "Sales Admin Support",
      "department": "Sales Admin",
      "summary": "handle all request pre-booking, Reliever of Divina and assist any request from layout",
      "reportingTo": "Joan",
      "sections": [
        {
          "title": "Broker's Registration",
          "items": [
            "Add the onboarding broker on the CRM (Agency or Individual)",
            "Validation of Broker's Documents",
            "Upload the broker's files or documents on the CRM",
            "Generate Agency Agreement/Contract or Individual Agreement",
            "Upload the Signed Agreements on the CRM",
            "Generate NOCs",
            "Upload remarks",
            "Update agency record",
            "Update and maintain the broker's details in the CRM",
            "Update and maintain broker's documents",
            "Maintain records of issued and signed documents"
          ]
        },
        {
          "title": "Sales Offers",
          "items": [
            "Upload, edit and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate Standard Sales Offers with combined layout",
            "Generate Standard Sales Offers without layout",
            "Generate Custom Sales Offers",
            "Generate Combined Units Sales Offers",
            "Upload the individual layout",
            "Maintain the record of old sales offers",
            "Maintain the records of standard sales offers request and custom sales offers"
          ]
        },
        {
          "title": "Availability List or Unit Inventory",
          "items": [
            "Edit sold units, on hold units, and release units on the availability list, and add remarks",
            "Tag the agent who sold the units",
            "Daily unit inventory update of portal or CRM",
            "Maintain the availability list records"
          ]
        },
        {
          "title": "Others:",
          "items": [
            "Layout Checking",
            "Compare architectural and general layout",
            "Identify and draft discrepancies with general layout and architectural layout",
            "Individual layout checking",
            "Identify and draft discrepancies in individual layout",
            "Compare new and previous layout",
            "Identify the changes in old and new layout",
            "Draft and create request additional layout",
            "Edit and update sales offers with the approved disclaimer",
            "Maintain layout records"
          ]
        }
      ],
      "functionalAreas": [
        "Broker's Registration",
        "Sales Offers",
        "Availability List or Unit Inventory",
        "Others:"
      ],
      "accessHints": [
        "Edit",
        "Approve",
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Approve",
        "Brokers",
        "Documents",
        "Edit",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks"
      ],
      "crmNeeds": [
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "handle all request pre-booking, Reliever of Divina and assist any request from layout",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Reporting to Joan",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Add the onboarding broker on the CRM (Agency or Individual)",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Upload the broker's files or documents on the CRM",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Generate Agency Agreement/Contract or Individual Agreement",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Upload the Signed Agreements on the CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Generate NOCs",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Update agency record",
          "modules": [
            "Brokers"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Update and maintain the broker's details in the CRM",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Update and maintain broker's documents",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Generate Standard Sales Offers with combined layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Generate Standard Sales Offers without layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Generate Custom Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Generate Combined Units Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Maintain the records of standard sales offers request and custom sales offers",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "**Availability List or Unit Inventory**",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Edit sold units, on hold units, and release units on the availability list, and add remarks",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Daily unit inventory update of portal or CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Maintain the availability list records",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Draft and create request additional layout",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "dindy",
          "employeeName": "Dindy",
          "need": "Edit and update sales offers with the approved disclaimer",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Dindy.md"
    },
    {
      "id": "fikadu",
      "name": "Fikadu",
      "position": "Office Supervisor",
      "department": "HR & Office",
      "summary": "Approved Leave of cleaners",
      "reportingTo": "Aiza",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "Car booking - calendar access"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "Approve",
        "Reports",
        "Leave",
        "Calendar"
      ],
      "modulePermissions": [
        "Approve",
        "Calendar",
        "Leave",
        "Reports",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "fikadu",
          "employeeName": "Fikadu",
          "need": "Reporting Direct to Aiza",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "fikadu",
          "employeeName": "Fikadu",
          "need": "Car booking - calendar access",
          "modules": [
            "Sales",
            "Calendar"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Fikadu.md"
    },
    {
      "id": "francis",
      "name": "Francis",
      "position": "Doorman/Guess Relationship Officer",
      "department": "HR & Office",
      "summary": "Welcoming guess",
      "reportingTo": "Aiza",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "Monitor Employee Birthday - Calendar access",
            "Schedule Meeting - Calendar access"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "Reports",
        "Calendar"
      ],
      "modulePermissions": [
        "Calendar",
        "HR",
        "Reports"
      ],
      "crmNeeds": [
        {
          "employeeId": "francis",
          "employeeName": "Francis",
          "need": "Reporting Direct to Aiza",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "francis",
          "employeeName": "Francis",
          "need": "Monitor Employee Birthday - Calendar access",
          "modules": [
            "HR",
            "Calendar",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "francis",
          "employeeName": "Francis",
          "need": "Schedule Meeting - Calendar access",
          "modules": [
            "Calendar"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Francis.md"
    },
    {
      "id": "gracey",
      "name": "Gracey",
      "position": "Sales Admin",
      "department": "Sales Admin",
      "summary": "handle the process of sales progression after booking",
      "reportingTo": "Ronald",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "* Sales progression updates for all assigned active projects.",
            "* Daily unit status updates from reservation to SPA execution, including commission processing and DLD registration.",
            "* Inventory",
            "* Sales records (On hold, Sold, Cancelled, Available)",
            "* Maintain:",
            "* Agents� KPIs",
            "* Broker commission",
            "* Agent commission (checklist & reports)",
            "* Prepare payments reports (sales, instalments � current & escrow).",
            "* Check, compare & generate project/s pricing matrices & area (SqM / Sq Ft); identify discrepancies.",
            "* Sales layout and area checking.",
            "* Payment updates, statement of account (SOA) generation, instalment collections (from 1st instalment - onward) � Divos, Gavi, Garda, Brunello, Arte, Wow",
            "* Shared receipt/s to the buyer via email",
            "* Invoice generation, client emails, and payment follow-ups.",
            "* Generate RA, emails and follow-up for signed RA.",
            "* SPA generation.",
            "* Client queries and email handling.",
            "* Paylink creation (booking fee, service charge, instalments).",
            "* POS / Card payment",
            "* Oqood emails to clients.",
            "* Agent support.",
            "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
            "* Project filing system updates"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "Reports",
        "Brokers",
        "Sales",
        "Finance",
        "Inventory"
      ],
      "modulePermissions": [
        "Brokers",
        "Finance",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks"
      ],
      "crmNeeds": [
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "Reporting to Ronald",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Sales progression updates for all assigned active projects.",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Daily unit status updates from reservation to SPA execution, including commission processing and DLD registration.",
          "modules": [
            "Brokers",
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Agent commission (checklist & reports)",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Prepare payments reports (sales, instalments � current & escrow).",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Check, compare & generate project/s pricing matrices & area (SqM / Sq Ft); identify discrepancies.",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Payment updates, statement of account (SOA) generation, instalment collections (from 1st instalment - onward) � Divos, Gavi, Garda, Brunello, Arte, Wow",
          "modules": [
            "Finance"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Generate RA, emails and follow-up for signed RA.",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "gracey",
          "employeeName": "Gracey",
          "need": "* Project filing system updates",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Gracey.md"
    },
    {
      "id": "hazel",
      "name": "Hazel",
      "position": "Customer Representative Service",
      "department": "Leads & CSR",
      "summary": "handle outgoing calls and collect leads",
      "reportingTo": "Suzi",
      "sections": [
        {
          "title": "Leads and Inquiries",
          "items": [
            "Handle incoming leads and client inquiries via calls, WhatsApp, email, and social media platforms.",
            "Ensure leads are properly and fairly distributed to the Sales Manager.",
            "Monitor and update RM WhatsApp groups and the agency contact list.",
            "Maintain and update the daily rotation sheet.",
            "Once the CRM is operational, update all incoming leads and ensure information accuracy."
          ]
        },
        {
          "title": "Agency Registration",
          "items": [
            "Coordinate with agencies regarding new brokerage registrations via calls and emails.",
            "Manage initial communication for agency renewals.",
            "Coordinate with the agency for private briefing",
            "Engage with existing brokers and invite them to the Brokers Club."
          ]
        },
        {
          "title": "Client and Lead Management",
          "items": [
            "Handle incoming leads and client inquires through calls, whatsapp and email.",
            "Assign leads/agencies based on the rotation, ensuring fair distribution in  coordination with the sales manager.",
            "Update daily rotation sheet.",
            "Generate report in CRM if how many leads came from each agents",
            "We should have access to Agency registration that Joan's team is generating.",
            "Manage the CRM so leads can be assigned or rotated efficiently"
          ]
        }
      ],
      "functionalAreas": [
        "Leads and Inquiries",
        "Agency Registration",
        "Client and Lead Management"
      ],
      "accessHints": [
        "Reports",
        "Leads",
        "Brokers",
        "Sales"
      ],
      "modulePermissions": [
        "Brokers",
        "Leads",
        "Reports",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Reporting to Suzi",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Monitor and update RM WhatsApp groups and the agency contact list.",
          "modules": [
            "Leads",
            "Brokers",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Maintain and update the daily rotation sheet.",
          "modules": [
            "Leads"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Once the CRM is operational, update all incoming leads and ensure information accuracy.",
          "modules": [
            "Leads"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Assign leads/agencies based on the rotation, ensuring fair distribution in  coordination with the sales manager.",
          "modules": [
            "Leads",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Update daily rotation sheet.",
          "modules": [
            "Leads"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Generate report in CRM if how many leads came from each agents",
          "modules": [
            "Leads",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "We should have access to Agency registration that Joan's team is generating.",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hazel",
          "employeeName": "Hazel",
          "need": "Manage the CRM so leads can be assigned or rotated efficiently",
          "modules": [
            "Leads"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Hazel.md"
    },
    {
      "id": "hersey",
      "name": "Hersey",
      "position": "Sales Admin Support",
      "department": "Sales Admin",
      "summary": "handle all request pre-booking (Agreement, Sales offer, Unit Inventory, & Layout)",
      "reportingTo": "Joan",
      "sections": [
        {
          "title": "Broker's Registration",
          "items": [
            "Add the onboarding broker on the CRM (Agency or Individual)",
            "Validation of Broker's Documents",
            "Upload the broker's files or documents on the CRM",
            "Generate Agency Agreement/Contract or Individual Agreement",
            "Upload the Signed Agreements on the CRM",
            "Generate NOCs",
            "Upload remarks",
            "Update agency record",
            "Update and maintain the broker's details in the CRM",
            "Update and maintain broker's documents",
            "Maintain records of issued and signed documents"
          ]
        },
        {
          "title": "Sales Offers",
          "items": [
            "Upload, edit and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate Standard Sales Offers with combined layout",
            "Generate Standard Sales Offers without layout",
            "Generate Custom Sales Offers",
            "Generate Combined Units Sales Offers",
            "Upload the individual layout",
            "Maintain the record of old sales offers",
            "Maintain the records of standard sales offers request and custom sales offers"
          ]
        },
        {
          "title": "Availability List or Unit Inventory",
          "items": [
            "Upload, edit, and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate daily availability list with cover page",
            "Generate sold units list",
            "Generate on hold units list",
            "Generate excel and pdf format availability list",
            "Edit sold units, on hold units, and release units on the availability list, and add remarks",
            "Tag the agent who sold the units",
            "Upload the approved fact sheet, brochure, and floor plan",
            "Maintain the availability list records"
          ]
        },
        {
          "title": "Others:",
          "items": [
            "Layout Checking",
            "Compare architectural and general layout",
            "Identify and draft discrepancies with general layout and architectural layout",
            "Individual layout checking",
            "Identify and draft discrepancies in individual layout",
            "Compare new and previous layout",
            "Identify the changes in old and new layout",
            "Draft and create request additional layout",
            "Edit and update sales offers with the approved disclaimer",
            "Maintain layout records"
          ]
        }
      ],
      "functionalAreas": [
        "Broker's Registration",
        "Sales Offers",
        "Availability List or Unit Inventory",
        "Others:"
      ],
      "accessHints": [
        "Edit",
        "Approve",
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Approve",
        "Brokers",
        "Documents",
        "Edit",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks"
      ],
      "crmNeeds": [
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "handle all request pre-booking (Agreement, Sales offer, Unit Inventory, & Layout)",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Reporting to Joan",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Add the onboarding broker on the CRM (Agency or Individual)",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Upload the broker's files or documents on the CRM",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate Agency Agreement/Contract or Individual Agreement",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Upload the Signed Agreements on the CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate NOCs",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Update agency record",
          "modules": [
            "Brokers"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Update and maintain the broker's details in the CRM",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Update and maintain broker's documents",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate Standard Sales Offers with combined layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate Standard Sales Offers without layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate Custom Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate Combined Units Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Maintain the records of standard sales offers request and custom sales offers",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "**Availability List or Unit Inventory**",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate daily availability list with cover page",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate sold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate on hold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Generate excel and pdf format availability list",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Edit sold units, on hold units, and release units on the availability list, and add remarks",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Upload the approved fact sheet, brochure, and floor plan",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Maintain the availability list records",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Draft and create request additional layout",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "hersey",
          "employeeName": "Hersey",
          "need": "Edit and update sales offers with the approved disclaimer",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Hersey.md"
    },
    {
      "id": "joan",
      "name": "Joan",
      "position": "Sales Admin Support Supervisor",
      "department": "Sales Admin",
      "summary": "Manage Sales Admin Support Team",
      "reportingTo": "Alexandra",
      "sections": [
        {
          "title": "Broker's Registration",
          "items": [
            "Oversee the onboarding process of brokers (Agency and Individual) within the CRM system",
            "Validate and approve of all broker documentation",
            "Monitor the accurate uploading and maintenance of broker records and documents in the CRM",
            "Review and approve generated Agency and Individual Agreements/Contracts prior to release",
            "Ensure timely uploading and tracking of signed agreements",
            "Review, approve and supervise the issuance and documentation of NOCs",
            "Review and validate remarks and updates entered into broker records",
            "Ensure ongoing accuracy, completeness, and compliance of broker data in the CRM",
            "Maintain oversight of document control, including issued and signed agreements",
            "Generate Report of Agency Registration with the number of agencies weekly, and monthly",
            "Generate Report of Agency with Sold Units",
            "Generate Report of Agency for Renewal",
            "Generate Report of Agency with expired documents"
          ]
        },
        {
          "title": "Sales Offers",
          "items": [
            "Review and approve all unit data inputs (unit number, area, pricing, payment plans, and related details)",
            "Review and approve generated Standard, Custom, and Combined Unit Sales Offers prior to release",
            "Ensure consistency and review sales offer formats (with and without layout)",
            "Monitor proper uploading and maintenance of layouts associated with sales offers",
            "Review, approve and supervise tracking and documentation of all standard and custom sales offer requests",
            "Review and approve revisions or updates to existing sales offers",
            "Oversee and approve the archiving and record maintenance of previous sales offers",
            "Validate and approve records of standard and custom sales offer requests within the CRM",
            "Generate Report of number of sales offer request with agent",
            "Generate Report of sales offers revisions"
          ]
        },
        {
          "title": "Availability List and Unit Inventory",
          "items": [
            "Review, approve and oversee the accuracy and integrity of unit inventory data (pricing, area, status, etc.)",
            "Review and validate daily availability lists, including sold and on-hold units",
            "Approve the generation and release of availability reports (Excel and PDF formats)",
            "Monitor, review, and approve updates related to sold, on-hold, and released units, including remarks and agent tagging",
            "Ensure all supporting materials (fact sheets, brochures, floor plans) are properly approved and uploaded",
            "Ensure accuracy, consistency, and approval of all inventory records maintained in the CRM",
            "Generate report for sold units with agents name",
            "Generate report for on hold units with agents name",
            "Generate report for release units with date",
            "Generate report for available units"
          ]
        },
        {
          "title": "Others:",
          "items": [
            "Supervise layout checking processes, ensuring alignment between architectural and general layouts",
            "Review and validate identified discrepancies and ensure proper documentation",
            "Oversee individual layout reviews and discrepancy reporting",
            "Monitor comparisons between new and previous layouts and validate documented changes",
            "Monitor and oversee requests for additional or revised layouts",
            "Ensure and monitor sales offers are updated in line with approved disclaimers",
            "Maintain oversight of layout records, ensuring accuracy and proper documentation"
          ]
        }
      ],
      "functionalAreas": [
        "Broker's Registration",
        "Sales Offers",
        "Availability List and Unit Inventory",
        "Others:"
      ],
      "accessHints": [
        "View",
        "Approve",
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Approve",
        "Brokers",
        "Documents",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Reporting to Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Oversee the onboarding process of brokers (Agency and Individual) within the CRM system",
          "modules": [
            "Brokers",
            "Tasks"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Monitor the accurate uploading and maintenance of broker records and documents in the CRM",
          "modules": [
            "Brokers",
            "Documents",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Review and approve generated Agency and Individual Agreements/Contracts prior to release",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Ensure timely uploading and tracking of signed agreements",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Review and validate remarks and updates entered into broker records",
          "modules": [
            "Brokers"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Ensure ongoing accuracy, completeness, and compliance of broker data in the CRM",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate Report of Agency Registration with the number of agencies weekly, and monthly",
          "modules": [
            "Brokers",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate Report of Agency with Sold Units",
          "modules": [
            "Brokers",
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate Report of Agency for Renewal",
          "modules": [
            "Brokers",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate Report of Agency with expired documents",
          "modules": [
            "Brokers",
            "Documents",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Review and approve generated Standard, Custom, and Combined Unit Sales Offers prior to release",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Monitor proper uploading and maintenance of layouts associated with sales offers",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Review, approve and supervise tracking and documentation of all standard and custom sales offer requests",
          "modules": [
            "Sales",
            "Documents",
            "Tasks",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Review and approve revisions or updates to existing sales offers",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Validate and approve records of standard and custom sales offer requests within the CRM",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate Report of number of sales offer request with agent",
          "modules": [
            "Sales",
            "Tasks",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate Report of sales offers revisions",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "**Availability List and Unit Inventory**",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Review and validate daily availability lists, including sold and on-hold units",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Approve the generation and release of availability reports (Excel and PDF formats)",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Monitor, review, and approve updates related to sold, on-hold, and released units, including remarks and agent tagging",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Ensure all supporting materials (fact sheets, brochures, floor plans) are properly approved and uploaded",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Ensure accuracy, consistency, and approval of all inventory records maintained in the CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate report for sold units with agents name",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate report for on hold units with agents name",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate report for release units with date",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Generate report for available units",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Oversee individual layout reviews and discrepancy reporting",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Monitor comparisons between new and previous layouts and validate documented changes",
          "modules": [
            "Sales",
            "Documents",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Monitor and oversee requests for additional or revised layouts",
          "modules": [
            "Sales",
            "Tasks",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "joan",
          "employeeName": "Joan",
          "need": "Ensure and monitor sales offers are updated in line with approved disclaimers",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Joan.md"
    },
    {
      "id": "kennette",
      "name": "Kennette",
      "position": "Public Relationship Manager",
      "department": "Government Relations",
      "summary": "Process and manage all government related transaction",
      "reportingTo": "Aiza (HR Manager)",
      "sections": [
        {
          "title": "Government Relations & Legal Compliance",
          "items": [
            "Process and manage all government related transaction",
            "Employee and shareholder Visa & Immigration Management",
            "Company Documentation & Licensing",
            "Employee Support Services",
            "Employee visa tracker",
            "Document expiry tracker and monitoring",
            "Government renewal tracker",
            "Calendar for renewal deadlines",
            "Expense tracking for visa and license costs",
            "Task management for government processes"
          ]
        }
      ],
      "functionalAreas": [
        "Government Relations & Legal Compliance"
      ],
      "accessHints": [
        "Reports",
        "Documents",
        "Visa",
        "Calendar",
        "Tasks",
        "Trackers"
      ],
      "modulePermissions": [
        "Calendar",
        "Documents",
        "Finance",
        "HR",
        "Reports",
        "Review",
        "Tasks",
        "Trackers",
        "Visa"
      ],
      "crmNeeds": [
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Reporting Direct to Aiza (HR Manager)",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Employee visa tracker",
          "modules": [
            "HR",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Document expiry tracker and monitoring",
          "modules": [
            "Documents",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Government renewal tracker",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Calendar for renewal deadlines",
          "modules": [
            "Calendar"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Expense tracking for visa and license costs",
          "modules": [
            "Finance",
            "Documents",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "kennette",
          "employeeName": "Kennette",
          "need": "Task management for government processes",
          "modules": [
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Kennette.md"
    },
    {
      "id": "lian",
      "name": "Lian",
      "position": "Sales Admin Support",
      "department": "Sales Admin",
      "summary": "handle all request pre-booking",
      "reportingTo": "Joan",
      "sections": [
        {
          "title": "Broker's Registration",
          "items": [
            "Add the onboarding broker on the CRM (Agency or Individual)",
            "Validation of Broker's Documents",
            "Upload the broker's files or documents on the CRM",
            "Generate Agency Agreement/Contract or Individual Agreement",
            "Upload the Signed Agreements on the CRM",
            "Generate NOCs",
            "Upload remarks",
            "Update agency record",
            "Update and maintain the broker's details in the CRM",
            "Update and maintain broker's documents",
            "Maintain records of issued and signed documents"
          ]
        },
        {
          "title": "Sales Offers",
          "items": [
            "Upload, edit and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate Standard Sales Offers with combined layout",
            "Generate Standard Sales Offers without layout",
            "Generate Custom Sales Offers",
            "Generate Combined Units Sales Offers",
            "Upload the individual layout",
            "Maintain the record of old sales offers",
            "Maintain the records of standard sales offers request and custom sales offers"
          ]
        },
        {
          "title": "Availability List or Unit Inventory",
          "items": [
            "Upload, edit, and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate daily availability list with cover page",
            "Generate sold units list",
            "Generate on hold units list",
            "Generate excel and pdf format availability list",
            "Edit sold units, on hold units, and release units on the availability list, and add remarks",
            "Tag the agent who sold the units",
            "Daily unit inventory update of portal or CRM",
            "Upload the approved fact sheet, brochure, and floor plan",
            "Maintain the availability list records"
          ]
        }
      ],
      "functionalAreas": [
        "Broker's Registration",
        "Sales Offers",
        "Availability List or Unit Inventory"
      ],
      "accessHints": [
        "Edit",
        "Approve",
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Approve",
        "Brokers",
        "Documents",
        "Edit",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks"
      ],
      "crmNeeds": [
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "handle all request pre-booking",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Reporting to Joan",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Add the onboarding broker on the CRM (Agency or Individual)",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Upload the broker's files or documents on the CRM",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate Agency Agreement/Contract or Individual Agreement",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Upload the Signed Agreements on the CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate NOCs",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Update agency record",
          "modules": [
            "Brokers"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Update and maintain the broker's details in the CRM",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Update and maintain broker's documents",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate Standard Sales Offers with combined layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate Standard Sales Offers without layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate Custom Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate Combined Units Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Maintain the records of standard sales offers request and custom sales offers",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "**Availability List or Unit Inventory**",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate daily availability list with cover page",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate sold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate on hold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Generate excel and pdf format availability list",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Edit sold units, on hold units, and release units on the availability list, and add remarks",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Daily unit inventory update of portal or CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Upload the approved fact sheet, brochure, and floor plan",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "lian",
          "employeeName": "Lian",
          "need": "Maintain the availability list records",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Lian.md"
    },
    {
      "id": "majo",
      "name": "Majo",
      "position": "Chief Finance Officer",
      "department": "Finance",
      "summary": "Manage Finance, accounts and legal compliance",
      "reportingTo": "Alexandra",
      "sections": [
        {
          "title": "Leave & Attendance",
          "items": [
            "Approval and view of the Accountants absences and leave"
          ]
        },
        {
          "title": "Payroll Preparation Support",
          "items": [
            "Viewing access on approved payroll file"
          ]
        },
        {
          "title": "Employee Requests Processing",
          "items": [
            "Apply for leave",
            "Employee request - salary certificates, pay slips and other request module",
            "Full access of my own employee dashboard"
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Viewing only"
          ]
        },
        {
          "title": "Broker's Registration",
          "items": [
            "Viewing access on the agency broker files",
            "Read Only access on the brokers dashboard"
          ]
        },
        {
          "title": "Sales",
          "items": [
            "View and extract the Sales Progression Reports",
            "Full access of the Receipt preparation",
            "Read only access on the Client dashboard"
          ]
        },
        {
          "title": "Accounts and Finance Report and preparation of receipt",
          "items": [
            "Full access, preparation, editing, view"
          ]
        },
        {
          "title": "Audit Trail",
          "items": [
            "View - who is editing and what are the changes made"
          ]
        }
      ],
      "functionalAreas": [
        "Leave & Attendance",
        "Payroll Preparation Support",
        "Employee Requests Processing",
        "Leads and Inquiries",
        "Broker's Registration",
        "Sales",
        "Accounts and Finance Report and preparation of receipt",
        "Audit Trail"
      ],
      "accessHints": [
        "Full access",
        "View",
        "Read only",
        "Edit",
        "Approve",
        "Reports",
        "Leads",
        "Brokers",
        "Sales",
        "Finance",
        "Attendance",
        "Leave",
        "Payroll"
      ],
      "modulePermissions": [
        "Approve",
        "Attendance",
        "Brokers",
        "Edit",
        "Finance",
        "Full access",
        "HR",
        "Leads",
        "Leave",
        "Payroll",
        "Read only",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "reporting to Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Approval and view of the Accountants absences and leave",
          "modules": [
            "HR",
            "Finance"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Viewing access on approved payroll file",
          "modules": [
            "HR",
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "**Employee Requests Processing**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Employee request - salary certificates, pay slips and other request module",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Full access of my own employee dashboard",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Viewing access on the agency broker files",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Read Only access on the brokers dashboard",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "View and extract the Sales Progression Reports",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Full access of the Receipt preparation",
          "modules": [
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Read only access on the Client dashboard",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "**Accounts and Finance Report and preparation of receipt**",
          "modules": [
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "majo",
          "employeeName": "Majo",
          "need": "Full access, preparation, editing, view",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Majo.md"
    },
    {
      "id": "mariia-trinidad",
      "name": "Mariia Trinidad",
      "position": "Senior Accountant/Legal Compliance Officer",
      "department": "Finance",
      "summary": "Accountant and coordinate to legal",
      "reportingTo": "Christy",
      "sections": [
        {
          "title": "Employee Requests Processing and Leave & Attendance",
          "items": [
            "Apply for leave",
            "Employee request - salary certificates, pay slips and other request module",
            "Full access of my own employee dashboard"
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Viewing only"
          ]
        },
        {
          "title": "Broker's Registration",
          "items": [
            "Viewing access on the agency broker files",
            "Read Only access on the brokers dashboard"
          ]
        },
        {
          "title": "Sales",
          "items": [
            "View and extract the Sales Progression Reports",
            "Full access of the Receipt preparation",
            "Read only access on the Client dashboard"
          ]
        },
        {
          "title": "Accounts and Finance Report and preparation of receipt",
          "items": [
            "Full access, preparation, editing, view"
          ]
        },
        {
          "title": "Audit Trail",
          "items": [
            "View - who is editing and what are the changes made"
          ]
        }
      ],
      "functionalAreas": [
        "Employee Requests Processing and Leave & Attendance",
        "Leads and Inquiries",
        "Broker's Registration",
        "Sales",
        "Accounts and Finance Report and preparation of receipt",
        "Audit Trail"
      ],
      "accessHints": [
        "Full access",
        "View",
        "Read only",
        "Edit",
        "Reports",
        "Leads",
        "Brokers",
        "Sales",
        "Finance",
        "Attendance",
        "Leave"
      ],
      "modulePermissions": [
        "Attendance",
        "Brokers",
        "Edit",
        "Finance",
        "Full access",
        "HR",
        "Leads",
        "Leave",
        "Read only",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Reporting to Christy",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "**Employee Requests Processing and Leave & Attendance**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Employee request - salary certificates, pay slips and other request module",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Full access of my own employee dashboard",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Viewing access on the agency broker files",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Read Only access on the brokers dashboard",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "View and extract the Sales Progression Reports",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Full access of the Receipt preparation",
          "modules": [
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Read only access on the Client dashboard",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "**Accounts and Finance Report and preparation of receipt**",
          "modules": [
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "mariia-trinidad",
          "employeeName": "Mariia Trinidad",
          "need": "Full access, preparation, editing, view",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Mariia Trinidad.md"
    },
    {
      "id": "melvin",
      "name": "Melvin",
      "position": "Customer Representative Service",
      "department": "Leads & CSR",
      "summary": "handle outgoing calls and collect leads",
      "reportingTo": "Suzi",
      "sections": [
        {
          "title": "Leads and Inquiries",
          "items": [
            "Handle incoming leads and client inquiries via calls, WhatsApp, email, and social media platforms.",
            "Ensure leads are properly and fairly distributed to the Sales Manager.",
            "Monitor and update RM WhatsApp groups and the agency contact list.",
            "Maintain and update the daily rotation sheet.",
            "Once the CRM is operational, update all incoming leads and ensure information accuracy."
          ]
        },
        {
          "title": "Agency Registration",
          "items": [
            "Coordinate with agencies regarding new brokerage registrations via calls and emails.",
            "Manage initial communication for agency renewals.",
            "Coordinate with the agency for private briefing",
            "Engage with existing brokers and invite them to the Brokers Club."
          ]
        },
        {
          "title": "Client and Lead Management",
          "items": [
            "Handle incoming leads and client inquires through calls, whatsapp and email.",
            "Assign leads/agencies based on the rotation, ensuring fair distribution in  coordination with the sales manager.",
            "Update daily rotation sheet.",
            "Generate report in CRM if how many leads came from each agents",
            "We should have access to Agency registration that Joan's team is generating.",
            "Manage the CRM so leads can be assigned or rotated efficiently"
          ]
        }
      ],
      "functionalAreas": [
        "Leads and Inquiries",
        "Agency Registration",
        "Client and Lead Management"
      ],
      "accessHints": [
        "Reports",
        "Leads",
        "Brokers",
        "Sales"
      ],
      "modulePermissions": [
        "Brokers",
        "Leads",
        "Reports",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Reporting to Suzi",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Monitor and update RM WhatsApp groups and the agency contact list.",
          "modules": [
            "Leads",
            "Brokers",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Maintain and update the daily rotation sheet.",
          "modules": [
            "Leads"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Once the CRM is operational, update all incoming leads and ensure information accuracy.",
          "modules": [
            "Leads"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Assign leads/agencies based on the rotation, ensuring fair distribution in  coordination with the sales manager.",
          "modules": [
            "Leads",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Update daily rotation sheet.",
          "modules": [
            "Leads"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Generate report in CRM if how many leads came from each agents",
          "modules": [
            "Leads",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "We should have access to Agency registration that Joan's team is generating.",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "melvin",
          "employeeName": "Melvin",
          "need": "Manage the CRM so leads can be assigned or rotated efficiently",
          "modules": [
            "Leads"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Melvin.md"
    },
    {
      "id": "michelle",
      "name": "Michelle",
      "position": "Accountant",
      "department": "Finance",
      "summary": "Accountant",
      "reportingTo": "Christy",
      "sections": [
        {
          "title": "Employee Requests Processing and Leave & Attendance",
          "items": [
            "Apply for leave",
            "Employee request - salary certificates, pay slips and other request module",
            "Full access of my own employee dashboard"
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Viewing only"
          ]
        },
        {
          "title": "Broker's Registration",
          "items": [
            "Viewing access on the agency broker files",
            "Read Only access on the brokers dashboard"
          ]
        },
        {
          "title": "Sales",
          "items": [
            "View and extract the Sales Progression Reports",
            "Full access of the Receipt preparation",
            "Read only access on the Client dashboard"
          ]
        },
        {
          "title": "Accounts and Finance Report and preparation of receipt",
          "items": [
            "Full access, preparation, editing, view"
          ]
        },
        {
          "title": "Audit Trail",
          "items": [
            "View - who is editing and what are the changes made"
          ]
        }
      ],
      "functionalAreas": [
        "Employee Requests Processing and Leave & Attendance",
        "Leads and Inquiries",
        "Broker's Registration",
        "Sales",
        "Accounts and Finance Report and preparation of receipt",
        "Audit Trail"
      ],
      "accessHints": [
        "Full access",
        "View",
        "Read only",
        "Edit",
        "Reports",
        "Leads",
        "Brokers",
        "Sales",
        "Finance",
        "Attendance",
        "Leave"
      ],
      "modulePermissions": [
        "Attendance",
        "Brokers",
        "Edit",
        "Finance",
        "Full access",
        "HR",
        "Leads",
        "Leave",
        "Read only",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Reporting to Christy",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "**Employee Requests Processing and Leave & Attendance**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Employee request - salary certificates, pay slips and other request module",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Full access of my own employee dashboard",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Viewing access on the agency broker files",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Read Only access on the brokers dashboard",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "View and extract the Sales Progression Reports",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Full access of the Receipt preparation",
          "modules": [
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Read only access on the Client dashboard",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "**Accounts and Finance Report and preparation of receipt**",
          "modules": [
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "michelle",
          "employeeName": "Michelle",
          "need": "Full access, preparation, editing, view",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Michelle.md"
    },
    {
      "id": "patricia",
      "name": "Patricia",
      "position": "Accountant",
      "department": "Finance",
      "summary": "Accountant",
      "reportingTo": "Christy",
      "sections": [
        {
          "title": "Employee Requests Processing and Leave & Attendance",
          "items": [
            "Apply for leave",
            "Employee request - salary certificates, pay slips and other request module",
            "Full access of my own employee dashboard"
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Viewing only"
          ]
        },
        {
          "title": "Broker's Registration",
          "items": [
            "Viewing access on the agency broker files",
            "Read Only access on the brokers dashboard"
          ]
        },
        {
          "title": "Sales",
          "items": [
            "View and extract the Sales Progression Reports",
            "Full access of the Receipt preparation",
            "Read only access on the Client dashboard"
          ]
        },
        {
          "title": "Accounts and Finance Report and preparation of receipt",
          "items": [
            "Full access, preparation, editing, view"
          ]
        },
        {
          "title": "Audit Trail",
          "items": [
            "View - who is editing and what are the changes made"
          ]
        }
      ],
      "functionalAreas": [
        "Employee Requests Processing and Leave & Attendance",
        "Leads and Inquiries",
        "Broker's Registration",
        "Sales",
        "Accounts and Finance Report and preparation of receipt",
        "Audit Trail"
      ],
      "accessHints": [
        "Full access",
        "View",
        "Read only",
        "Edit",
        "Reports",
        "Leads",
        "Brokers",
        "Sales",
        "Finance",
        "Attendance",
        "Leave"
      ],
      "modulePermissions": [
        "Attendance",
        "Brokers",
        "Edit",
        "Finance",
        "Full access",
        "HR",
        "Leads",
        "Leave",
        "Read only",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Reporting to Christy",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "**Employee Requests Processing and Leave & Attendance**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Employee request - salary certificates, pay slips and other request module",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Full access of my own employee dashboard",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Viewing access on the agency broker files",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Read Only access on the brokers dashboard",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "View and extract the Sales Progression Reports",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Full access of the Receipt preparation",
          "modules": [
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Read only access on the Client dashboard",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "**Accounts and Finance Report and preparation of receipt**",
          "modules": [
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "patricia",
          "employeeName": "Patricia",
          "need": "Full access, preparation, editing, view",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Patricia.md"
    },
    {
      "id": "pauline",
      "name": "Pauline",
      "position": "Receptionist",
      "department": "HR & Office",
      "summary": "Monitor Employee Birthday - Calendar access",
      "reportingTo": "Aiza",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "Schedule Meeting - Calendar access"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "Reports",
        "Calendar"
      ],
      "modulePermissions": [
        "Calendar",
        "HR",
        "Reports"
      ],
      "crmNeeds": [
        {
          "employeeId": "pauline",
          "employeeName": "Pauline",
          "need": "Reporting Direct to Aiza",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "pauline",
          "employeeName": "Pauline",
          "need": "Monitor Employee Birthday - Calendar access",
          "modules": [
            "HR",
            "Calendar",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "pauline",
          "employeeName": "Pauline",
          "need": "Schedule Meeting - Calendar access",
          "modules": [
            "Calendar"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Pauline.md"
    },
    {
      "id": "princess",
      "name": "Princess",
      "position": "Sales Admin Support",
      "department": "Sales Admin",
      "summary": "handle all request pre-booking (Agreement, Sales offer, Unit Inventory, & Layout)",
      "reportingTo": "Joan",
      "sections": [
        {
          "title": "Broker's Registration",
          "items": [
            "Add the onboarding broker on the CRM (Agency or Individual)",
            "Validation of Broker's Documents",
            "Upload the broker's files or documents on the CRM",
            "Generate Agency Agreement/Contract or Individual Agreement",
            "Generate Guidelines on Agency Real Estate Broker Commission Calculation for Hotel Apartments and Commercial Units",
            "Upload the Signed Agreements on the CRM",
            "Generate NOCs",
            "Upload remarks",
            "Update agency record",
            "Update and maintain the broker's details in the CRM",
            "Update and maintain broker's documents",
            "Maintain records of issued and signed documents"
          ]
        },
        {
          "title": "Sales Offers",
          "items": [
            "Upload, edit and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate Standard Sales Offers with combined layout",
            "Generate Standard Sales Offers without layout",
            "Generate Custom Sales Offers",
            "Generate Combined Units Sales Offers",
            "Upload the individual layout",
            "Maintain the record of old sales offers",
            "Maintain the records of standard sales offers request and custom sales offers"
          ]
        },
        {
          "title": "Availability List or Unit Inventory",
          "items": [
            "Upload, edit, and draft the unit number, unit area, approved price, payment plan, and other unit details",
            "Generate daily availability list with cover page",
            "Generate sold units list",
            "Generate on hold units list",
            "Generate excel and pdf format availability list",
            "Edit sold units, on hold units, and release units on the availability list, and add remarks",
            "Tag the agent who sold the units",
            "Daily unit inventory update of portal or CRM",
            "Upload the approved fact sheet, brochure, and floor plan",
            "Maintain the availability list records"
          ]
        },
        {
          "title": "Others:",
          "items": [
            "Create area comparison with old and new area",
            "Identify and draft the discrepancies and changes",
            "Add remarks to the unchanged, decrease, and increase area",
            "Edit and update sales offers with the approved disclaimer",
            "Maintain layout records"
          ]
        }
      ],
      "functionalAreas": [
        "Broker's Registration",
        "Sales Offers",
        "Availability List or Unit Inventory",
        "Others:"
      ],
      "accessHints": [
        "Edit",
        "Approve",
        "Reports",
        "Brokers",
        "Sales",
        "Documents",
        "Inventory"
      ],
      "modulePermissions": [
        "Approve",
        "Brokers",
        "Documents",
        "Edit",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks"
      ],
      "crmNeeds": [
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "handle all request pre-booking (Agreement, Sales offer, Unit Inventory, & Layout)",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Reporting to Joan",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Add the onboarding broker on the CRM (Agency or Individual)",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Upload the broker's files or documents on the CRM",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate Agency Agreement/Contract or Individual Agreement",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate Guidelines on Agency Real Estate Broker Commission Calculation for Hotel Apartments and Commercial Units",
          "modules": [
            "Brokers",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Upload the Signed Agreements on the CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate NOCs",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Update agency record",
          "modules": [
            "Brokers"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Update and maintain the broker's details in the CRM",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Update and maintain broker's documents",
          "modules": [
            "Brokers",
            "Documents"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate Standard Sales Offers with combined layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate Standard Sales Offers without layout",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate Custom Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate Combined Units Sales Offers",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Maintain the records of standard sales offers request and custom sales offers",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "**Availability List or Unit Inventory**",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate daily availability list with cover page",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate sold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate on hold units list",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Generate excel and pdf format availability list",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Edit sold units, on hold units, and release units on the availability list, and add remarks",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Daily unit inventory update of portal or CRM",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Upload the approved fact sheet, brochure, and floor plan",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Maintain the availability list records",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "princess",
          "employeeName": "Princess",
          "need": "Edit and update sales offers with the approved disclaimer",
          "modules": [
            "Sales"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Princess.md"
    },
    {
      "id": "rholen",
      "name": "Rholen",
      "position": "Accounting Assistant",
      "department": "Finance",
      "summary": "Recording and Filing of Accounts transactions",
      "reportingTo": "Christy",
      "sections": [
        {
          "title": "Employee Requests Processing and Leave & Attendance",
          "items": [
            "Apply for leave",
            "Employee request - salary certificates, pay slips and other request module",
            "Full access of my own employee dashboard"
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Viewing only"
          ]
        },
        {
          "title": "Broker's Registration",
          "items": [
            "Viewing access on the agency broker files",
            "Read Only access on the brokers dashboard"
          ]
        },
        {
          "title": "Sales",
          "items": [
            "View and extract the Sales Progression Reports",
            "Full access of the Receipt preparation",
            "Read only access on the Client dashboard"
          ]
        },
        {
          "title": "Accounts and Finance Report and preparation of receipt",
          "items": [
            "Full access, preparation, editing, view"
          ]
        },
        {
          "title": "Audit Trail",
          "items": [
            "View - who is editing and what are the changes made"
          ]
        }
      ],
      "functionalAreas": [
        "Employee Requests Processing and Leave & Attendance",
        "Leads and Inquiries",
        "Broker's Registration",
        "Sales",
        "Accounts and Finance Report and preparation of receipt",
        "Audit Trail"
      ],
      "accessHints": [
        "Full access",
        "View",
        "Read only",
        "Edit",
        "Reports",
        "Leads",
        "Brokers",
        "Sales",
        "Finance",
        "Attendance",
        "Leave"
      ],
      "modulePermissions": [
        "Attendance",
        "Brokers",
        "Edit",
        "Finance",
        "Full access",
        "HR",
        "Leads",
        "Leave",
        "Read only",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Reporting to Christy",
          "modules": [
            "HR",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "**Employee Requests Processing and Leave & Attendance**",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Employee request - salary certificates, pay slips and other request module",
          "modules": [
            "HR",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Full access of my own employee dashboard",
          "modules": [
            "HR"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Viewing access on the agency broker files",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Read Only access on the brokers dashboard",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "View and extract the Sales Progression Reports",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Full access of the Receipt preparation",
          "modules": [
            "Finance"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Read only access on the Client dashboard",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "**Accounts and Finance Report and preparation of receipt**",
          "modules": [
            "Finance",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "rholen",
          "employeeName": "Rholen",
          "need": "Full access, preparation, editing, view",
          "modules": [
            "Review"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Rholen.md"
    },
    {
      "id": "ronald",
      "name": "Ronald",
      "position": "Sales Admin Manager",
      "department": "Sales Admin",
      "summary": "Manage Sales Admin Team, handle all process of sales progression after booking",
      "reportingTo": "Alexandra",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "* Oversee the full Sales Administration team (sales progression, documentation, payments, DLD/Oqood, agent support).",
            "* Assign tasks, balance workloads, and ensure timely completion of all sales",
            "related, payments and collection deliverables.",
            "* Monitor team performance, KPIs, accuracy, and compliance with internal processes.",
            "* Provide coaching, training, and continuous process improvement.",
            "* Monitor and report performance metrics and KPIs (daily & monthly), highlighting top-performing agents.",
            "* Provide management with KPI updates for all projects, including overall sold units, unsold and available inventory, and corresponding sales value and percentage.",
            "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
            "* Oversee milestone tracking, unit status updates, and timely communication with clients and agents.",
            "* Ensure smooth end",
            "to",
            "end sales progression from reservation to SPA execution and DLD registration.",
            "* Oversee milestone tracking, unit status updates, and timely communication with clients and agents.",
            "* Supervise SPA/RA generation, checking, circulation, and execution.",
            "* Ensure all CIF, IDs, passports, and compliance documents are collected and verified.",
            "* Oversee instalment collection, payment updates, and reconciliation with finance team.",
            "* Ensure timely issuance of invoices, paylinks, card/POS payment and follow",
            "ups for outstanding payments.",
            "* Review payment reports, instalment schedules, and discrepancies before escalation.",
            "* Supervise the preparation of agent KPIs, conduct initial checking and approval of broker commissions, and oversee agent commission processing.",
            "* Highlight risks, delays, and opportunities for improvement to management.",
            "* Ensure accuracy of inventory, pricing matrices, and sales data.",
            "* Ensure timely submission and approval of DLD registrations and Oqood processes."
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "View",
        "Reports",
        "Brokers",
        "Sales",
        "Finance",
        "Documents",
        "Tasks",
        "Inventory"
      ],
      "modulePermissions": [
        "Brokers",
        "Calendar",
        "Documents",
        "Finance",
        "Inventory",
        "Reports",
        "Review",
        "Sales",
        "Tasks",
        "View"
      ],
      "crmNeeds": [
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "Reporting to Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Assign tasks, balance workloads, and ensure timely completion of all sales",
          "modules": [
            "Sales",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Monitor team performance, KPIs, accuracy, and compliance with internal processes.",
          "modules": [
            "Tasks",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Monitor and report performance metrics and KPIs (daily & monthly), highlighting top-performing agents.",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Provide management with KPI updates for all projects, including overall sold units, unsold and available inventory, and corresponding sales value and percentage.",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Oversee milestone tracking, unit status updates, and timely communication with clients and agents.",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Oversee milestone tracking, unit status updates, and timely communication with clients and agents.",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Oversee instalment collection, payment updates, and reconciliation with finance team.",
          "modules": [
            "Finance"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Review payment reports, instalment schedules, and discrepancies before escalation.",
          "modules": [
            "Calendar",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Supervise the preparation of agent KPIs, conduct initial checking and approval of broker commissions, and oversee agent commission processing.",
          "modules": [
            "Brokers",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "ronald",
          "employeeName": "Ronald",
          "need": "* Ensure timely submission and approval of DLD registrations and Oqood processes.",
          "modules": [
            "Brokers",
            "Tasks"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Ronald.md"
    },
    {
      "id": "suzi",
      "name": "Suzi",
      "position": "Social Media & Leads Manager",
      "department": "Leads & CSR",
      "summary": "Manage Leads/CSR Team and all social media platforms",
      "reportingTo": "Alexandra",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "Manage Leads / Customer Service Department."
          ]
        },
        {
          "title": "Leads and Inquiries",
          "items": [
            "Handle incoming leads and client inquiries via calls, WhatsApp, email, and social media platforms.",
            "Ensure leads are properly and fairly distributed to the Sales Manager.",
            "Monitor and update RM WhatsApp groups and the agency contact list.",
            "Maintain and update the daily rotation sheet.",
            "Once the CRM is operational, update all incoming leads and ensure information accuracy."
          ]
        },
        {
          "title": "Agency Registration",
          "items": [
            "Coordinate with agencies regarding new brokerage registrations via calls and emails.",
            "Manage initial communication for agency renewals.",
            "Coordinate with the agency for private briefing",
            "Engage with existing brokers and invite them to the Brokers Club."
          ]
        },
        {
          "title": "Client and Lead Management",
          "items": [
            "Handle incoming leads and client inquires through calls, whatsapp and email.",
            "Assign leads/agencies based on the rotation, ensuring fair distribution in  coordination with the sales manager.",
            "Update daily rotation sheet.",
            "Generate report in CRM if how many leads came from each agents",
            "We should have access to Agency registration that Joan's team is generating.",
            "Manage the CRM so leads can be assigned or rotated efficiently"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities",
        "Leads and Inquiries",
        "Agency Registration",
        "Client and Lead Management"
      ],
      "accessHints": [
        "Reports",
        "Leads",
        "Brokers",
        "Sales"
      ],
      "modulePermissions": [
        "Brokers",
        "Leads",
        "Reports",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Reporting to Alexandra",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Monitor and update RM WhatsApp groups and the agency contact list.",
          "modules": [
            "Leads",
            "Brokers",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Maintain and update the daily rotation sheet.",
          "modules": [
            "Leads"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Once the CRM is operational, update all incoming leads and ensure information accuracy.",
          "modules": [
            "Leads"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Assign leads/agencies based on the rotation, ensuring fair distribution in  coordination with the sales manager.",
          "modules": [
            "Leads",
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Update daily rotation sheet.",
          "modules": [
            "Leads"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Generate report in CRM if how many leads came from each agents",
          "modules": [
            "Leads",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "We should have access to Agency registration that Joan's team is generating.",
          "modules": [
            "Brokers"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "suzi",
          "employeeName": "Suzi",
          "need": "Manage the CRM so leads can be assigned or rotated efficiently",
          "modules": [
            "Leads"
          ],
          "priority": "High",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Suzi.md"
    },
    {
      "id": "vincent",
      "name": "Vincent",
      "position": "Sales Admin",
      "department": "Sales Admin",
      "summary": "handle all process of sales progression after booking",
      "reportingTo": "Ronald",
      "sections": [
        {
          "title": "General Responsibilities",
          "items": [
            "* Sales progression updates for all assigned active projects.",
            "* Daily unit status tracking from reservation to SPA execution.",
            "* Generate RA, emails and follow-up for signed RA.",
            "* Sales layout and area checking.",
            "* Payment updates, statement of account (SOA) generation, and instalment collection (from 1st instalment - onward) � Interstellar, Arte, Gavi Project",
            "* Shared receipt/s to the buyer via email",
            "* DLD registration and document checking.",
            "* Payments reports (sales, instalments � current & escrow).",
            "* Invoice generation, client emails, and payment follow-ups.",
            "* Paylink creation (booking fee, service charge, instalments).",
            "* POS / Card payment",
            "* Oqood emails to clients.",
            "* Agent support.",
            "* Project filing system updates.",
            "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)"
          ]
        }
      ],
      "functionalAreas": [
        "General Responsibilities"
      ],
      "accessHints": [
        "Reports",
        "Sales",
        "Finance",
        "Documents"
      ],
      "modulePermissions": [
        "Documents",
        "Finance",
        "Reports",
        "Review",
        "Sales"
      ],
      "crmNeeds": [
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "Reporting to Ronald",
          "modules": [
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Sales progression updates for all assigned active projects.",
          "modules": [
            "Sales"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Daily unit status tracking from reservation to SPA execution.",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Generate RA, emails and follow-up for signed RA.",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Payment updates, statement of account (SOA) generation, and instalment collection (from 1st instalment - onward) � Interstellar, Arte, Gavi Project",
          "modules": [
            "Finance"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Payments reports (sales, instalments � current & escrow).",
          "modules": [
            "Sales",
            "Reports"
          ],
          "priority": "High",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Project filing system updates.",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        },
        {
          "employeeId": "vincent",
          "employeeName": "Vincent",
          "need": "* Customer support (construction progress update, payment update, RA, SPA, follow ups, etc)",
          "modules": [
            "Review"
          ],
          "priority": "Normal",
          "source": "hr-user-note"
        }
      ],
      "sourceFile": "/home/crm/Documents/design/md/from_users/hr/Vincent.md"
    }
  ]
}