MIS (Management Information System) Data Capture

Overview

After confirming the enquirer’s details, the next step in the Enquiry Wizard is the MIS screen. MIS stands for Management Information System, and this is where you capture key details about the enquiry that help your organisation track, report on, and analyse the work being done across your mailbox.

Think of this step as categorising the enquiry, the information you capture here is what gets used to generate reports, identify trends, and support data-driven decisions for your team.

Why Does This Matter?

The data you enter on this screen (please refer to the image below) feeds directly into your team’s reporting. Accurate and consistent capturing here means your managers and team leads get a true picture of the types of enquiries coming in, how they are being handled, and where patterns may be emerging. Skipping fields or capturing incorrect information can affect the quality of your team’s reports, so it is worth taking a moment to fill this in carefully.

The Fields on Your Screen

The MIS screen is fully customisable, which means the fields you see are specific to your team’s mailbox. Your organisation has defined exactly what information needs to be captured, so the fields on your screen may look different to those of another team or another company using the same system.

If you are unsure what a particular field is asking for or what value to select, check with your team leader or mailbox administrator — they will be able to guide you on what is expected.

What Happens Next?

Once you have completed all the required fields, click Next to continue through the Enquiry Wizard. Required fields will be marked and must be filled in before you can proceed.