User Name

Password:

Enter System

This is the title screen of the system.

Users will access by putting in there user id and password then clicking “Enter
System”.

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 Select Role
Select Role Agent
Financial Administrator
Human Resources
Sales Controller
System Administrator

This is the select role screen. User will select their appropriate role in this screen. If
anyone select a role that has not been assigned to them, they will see the error
screen as below.
The roles are:
• Agent: agents are primarily responsible for sales and new property registration.
They are also responsible for producing sales receipts for owners (sellers) of the
properties.
• Financial administrators: they are responsible for producing sales commission slips
for agents and checking S&C records for discrepancies.
• Human resources: HR is responsible for adding new agents and monitoring agent
performances.
• Sales controller: Agents report to sales controller. This role is supervisory role to
agents.
• System administrators: system administrators are responsible for creating new
users in the system and assigning role(s) to the users.

2
 Select Role Agent
Select Role
Financial Administrator
Not Allowed. PleaseHuman Resources Role
select appropriate
Sales Controller
System Administrator

This is the error screen for trying to access a role that hasn’t been assigned to user.

3
 Select Task
Agent New Property Registration
Sales Receipt Creation
Check Sales Record

Agent role task selection window

• New Property registration.: Agents can register new listings from this module.
• Sales receipt creation module: agents can create sales receipt for owners(sellers)
from this module.
• Check sales record module: agents can check their sales record from this module.

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 Select Task
Financial Administrator S&C Records
Create Commission Slip

Financial Administrator task select screen

• S&C records: records for all sales and paid commission towards the agents.
• Create Commission slip: for creating commission slips for agents who require them
for tax purposes and other uses.

5
 Select Task
Human Resources Add Agent
Agent performance

Human resources task

• Add agent: HR will be responsible for adding an agent. This will only add the agent
for records. Agents have yo be added as users by system administrators.
• Agent performance: HR can select specific agent and check their

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 Sales Controller Active Listings
Select Task List
Sales Record
Agent Performance

Sales controller role will check agent performance and sales record. They will have
access to such modules.

7
 Select Task
System Administrator Add User
List Users

System Administrators will be responsible for adding users, define user roles and
deleting users.

8
 Generate Commission Slip
Select Agent
Enter Property

Generate Commission Slip

Commission slip for agents will be generated using this module. This is the input
screen for this module.

9
 Commission Slip
Sales Date Dd-mm-yyyy
Listing XXXX Acme Road, SomeCity, BC
Agent SomeOne
Sale Price $XXXXXXXXX.XX
Commission $XXXXX.XX

This is a sample generated commission slip module.

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 Enter Property Details

Property Name

Property Address

Property Details

Owner

Asking Price

Register Property

Agents have access to this new property registration module. Upon clicking the
register property button, the module will show details of the registered property to
ensure registration.

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 Property Registered

Property ID Alphanumeric Auto Generated

Property Name Acme Road Condo

Property Address XXXX Acme Road Unit X, SomeCity, BC

Property Details Single Bedroom Condo with Den and Terrace.

Agent SomeOne

Owner (Seller) SomeOneElse

Asking Price $XXXXXXXXX.XX

Sample property registration confirmation screen

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 Generate Sales Receipt
Search Property
Select Property

Generate Sales Receipt

Agents can produce sales receipt from this module. Any property for which sales
report is generated will be transferred to sold listings and available on sales records
only.

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 Sales Receipt

Sales Date Dd-mm-yyyy

Listing Details XXXX Acme Road, SomeCity, BC

Seller SomeOneElse

Sale Price $XXXXXXXX.XX

Fees and Taxes $XXXXX.XX

Net Proceeds $XXXXXXXX.XX

Sample sales receipt generated by system.

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 Sales Record

Agent SomeOne

Sales Date Listing Sales Price Earned

Commission
dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX

dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX

dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX

dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX

Sales record module for agents. Agents can only see their own performance.

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 Sales Record
Agent Sales Date Listing Sales Price Earned
Commission
SO 1 dd-mm-yyyy SomeName $XXXXXXX.X $XXXXX.XX
X
SO 1 dd-mm-yyyy SomeName $XXXXXXX.X $XXXXX.XX
X
SO 1 dd-mm-yyyy SomeName $XXXXXXX.X $XXXXX.XX
X
SO 1 dd-mm-yyyy SomeName $XXXXXXX.X $XXXXX.XX
X

Sales record module for financial administrators. They can see all entries of sales.

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 Add Agent Details

Agent Name

Agent Address

Commission Rate

Register Agent

HR users will be able to register new agents from this module. Users will be created
separately by system administrators.

17
 Select Agent Module
Select Agent

View Agent Performance

This is the data entry screen for the agent performance module of the system. Users
will be able to select an agent from a drop down list to view their performance.

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 Agent Performance

Agent SomeOne

Sales Date Listing Sales Price Earned Fees Earned by

Commission Happy Realty
dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX $XXXXX.XX

dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX $XXXXX.XX

dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX $XXXXX.XX

dd-mm-yyyy SomeName $XXXXXXX.XX $XXXXX.XX $XXXXX.XX

Agent performance module will show HR users and Sales controllers performance of
a single agent as requested in the entry for the module.

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 Add User Details

User Name

User ID Alphanumeric Autogenerated

User Role

Register User

This is the add user module for system administrators. System administrators can
input username and select role for the user. The user ID will be generated using role
information automatically. If an user with same name already exist, name has to be
changed slightly otherwise the system will issue additional role to the existing user.

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 Current Users
Name Role User ID Delete
HR SC AG FA SA
SomeOne   HRXXX
AnotherOne   SCXXX

AgentOne  AGXXX

FAOne  FAXXX
SAOne  SAXXX

Click here to delete checked user(s)

This is the current users list. System administrators can select to check the delete
column box and then click the “Click here to delete users” button to delete users.

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