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Web Panel User Manual

1. Name Text ADD FIELD ADD SECTION Contact Number Number Figure 47 Create New Form template Step 1 Enter the Title Step 2 Click on Add Field for adding fields Step 3 Enter field name and select field type etc Step 4 Click on Save to save the form template 33 User can delete the field by clicking on delete mark There are certain actions that can be performed on field in a form they are Computed Default Barcode Required Advanced Pages A form can have one more pages It means that in the mobile app each page appears as a tab This is more suited for lengthy forms or if your form needs to have data segregated properly based on business rules Sections Sections is used for grouping similar data together Section is like a mini form A section can have one more fields and can be made repeatable This is best used in the case of an invoice form where we would want to capture all items for a single invoice You could create a section called items and add fields like item name description quantity price per unit and amount to a section Now this section can be made repeatable to let users add multiple items to the same invoice Computed field The use of a computed field is to have it calculate basic arithmetic on numeric fields For example in the invoice case above the formula for the amount will be price per unit X quantity There could be another field in which you would want to capture wha
2. Figure 94 Create Route plan Step 1 Click on Create Step 2 Name the Route plan Step 3 Days required completing the Route Plan Step 4 Minimum customers to be covered if minimum customer s condition is not met Then user cannot complete the route plan Step 5 User can add any number of customers by clicking on Add Customer It is preferable to have two or more customers Step 6 Click on Save the Route Plan Note Once Route plan is created user has provision to edit or to remove the Route plan Assigning Route plan Once a route plan is created it has to be assigned to an employee for completion of it Navigation Menu bar gt gt Route Plans gt gt Assign Click on assign 62 HOME JOBS WORKS ROUTE FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Assign Route Plan Route Plan sample View Route Plan Employee Black Berry From 2015 09 25 Y This is a recurring route assignment Frequenc y Weekly From 2015 09 25 Assign 3 routes assignments ahead of time Figure 95 Assign Route Plan Step 1 Select Route plan from dropdown Step 2 Select Employee to whom Route Plan should be assigned Step 3 Select from date Step 3 Select the check box if it is a route plan needs to be Recurring Step 4 Select the date and finally click on Assign User can view route plan by clicking on view route plan now this Route plan will appear in the employee s mobile app employee may accept or re
3. Charan v working hours Figure 1 Dashboard Employee User can create employees in this section and can configure settings for them Navigation Menu bar gt gt Employees HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS E REPORTS ADMIN eee A PRADEEP CHANDRAHAAS Employee Filters Employee RESET APPLY EXPORT SELECTED EXPORT ALL Employee Id Employee Name Status IMEI Search Employee Ic Inuyashaa chandrahaas Employee Employee Name James Cristopher Employee Phone Employee Phone Penni James Employee Email Pradeep Chandrahaas 919452103578 2015 09 11 07 44 PM Ravi Kanth Status v Active Disabled RESET APPLY Showing 1 to 5 of 5 entries lt lt 25 v Records per page Figure 2 Employee List screen This screen displays the list of employees User can filter employees by applying filters from left pane User can filter employees based on employee id employee name employee phone number employee E mail IMEl number and employee status Enter filter values and click on apply for applying filters click on reset to clear all filters Export selected This will export only selected employees into Excel sheet Export All On click exports all employees into Excel sheet Actions on Employees HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH Employee Filters Employee RESET APPLY EXPORT SELECTED EXPORT ALL Employee Id Employee Name Inuyashaa chandrahaa
4. Cumar varma 2015 06 17 18 44 52 lt umar varma FilledBy Cumar varma 2015 06 17 18 46 25 lt umar varma Employee Name t mar varma Filled Between AND ModifiedBy mal ag Ne cmpi gt Name Modified Between Showing 1 to 7 of 7 entries Total Pages 1 lt lt lt 1 gt gt gt 25 Records per page RESET APPLY Figure 56 View Forms of a template Add Form Click on add form for adding form to the template Manage Columns User can select which columns to be visible and which columns to be invisible Show Form Template When clicked navigates user to view form template screen 40 Import Forms Bulk forms can be uploaded in a single go Navigation Menu bar gt gt Forms HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN sos a S WORKS HOME Import Forms Activity test with Customer d Download Template Supported Formats Choose file No file chosen You can use xls format for importing forms fonly xis formats a s formats are supported Important Notes _IMPORT Date time fields should be in the format of YY YY MM DD HH MM SS Example 2015 07 30 10 49 30 Enter Latitude and Longitude values with comma separated Example 17 4398504 78 3913883 Date field should be in the format of YYYY MM DD Example 2015 07 15 Time Field should be in the format of HH MM Figure 57 Import Forms Step 1 Download the Template Step 2 Fill the template and
5. Employees Named locations Knowledge base Forms Jobs Choose file No file chosen Choose file No file chose Choose file No file chosen Ghoose file No file choser Choose file No file choser een Biss No file chose List Lists 8 Choose file N Agenda Agenda Choose file No file choser Work Work Works 2 Choose file No file chosen Figure 106 Create App Configuration Step 1 Enter text under singular amp plural against the field label which need to be changed Step 2 Enter order for label order should be in between 0 99 Step 3 Click on choose file against label to change default image and to upload custom image Step 4 Click on save 69 Modules Navigation Admin gt gt Company gt gt Modules HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN WI SPOORS E Modules Description Sales Track your leads convert them to accounts with approval take orders from customers track payment history of customers and get data of top lead c oyees Figure 107 Modules Step 1 Select required module Step 2 Click on save Step 3 These saved modules will reflect in works Mobile Reports This is to give provision for the mobile app user to check for reports like employee activity summary report Today s activity report Distance travelled report Navigation Admin gt gt Company gt gt Mobile Reports HOME JOBS WORKS ROUT
6. Employees Available Activities showing 0 Selected Activities showing 4 Activities Figure 149 Employee Activity summary report 96 Web User Login Report Navigation Reports gt gt Employee Reports gt gt Web user login Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Web User Login Report Employee Last Login Time Inuyashaa chandrahaas James Cristopher Penni James Ravi Kanth Figure 150 Web User Login Report Device Event logs This gives details about the mobile device such as number of calls made received messages sent received GPS status On Off Network status On Off mode of internet using etc user can filters device events logs by applying filters from left pane filters include event types from and to date Employee name Enter filter values and click on apply for applying filters click on reset to clear all filters Navigation Reports gt gt Employee Reports gt gt Device Event logs HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B amp PRADEEP SPOORS Event Filters Device Event Logs RESET APPLY Employee Name Event Type Details Event Types 1 radeep spoors Network On wifi on mobileData ofF wifi ofP mobileData of App Installed App Updated Network On Network Off Employee RESET MAN Showing 1 to 25 of 601 entries Total Pages 25 lt lt lt gt gt gt 25 v Records per page
7. ID Actions Title DES Ee MOBILE PRINT TEMPLATE Status 1989 Activity Form Endurance YES yw W W Active i X WITHDRAW Withdrawn L EDIT Published Ja OPEN TO CUSTOMER Yes x EMPLOYEE GROUP No 11521 New test form EMAIL GROUP Created By 11520 Filter municipalities YES Up MANAGE LISTS Conta H m a 7 PRINT TEMPLATE PAYMENT CONFIGURATION Created between ASSIGN WORKFLOW B MANAGE EXTERNAL DATA SOURCE Order Booking YES DS Figure 50 Actions on form template 1 View 2 View Form submission 3 Follow up Job Work 4 Mobile Print Template 5 Withdraw 6 Edit 7 Open to customer 8 Employee Group 9 Email to Group 10 Manage Lists 11 Print Template 12 Payment Configuration 13 Assign Work Flow 14 Manage external Data source View To view form click on form title View Form Submission It displays the list for number of times the form is filled for Follow up Job Work This creates the follow up for job work To create a follow up the form must have date field type 36 assigned to form field name Job Work and Form Mapping Due Date Py te n Hab anmaineae Ses Pee ao eee Atari A Penn A A he user selects a date against that field Follow up Work is not creat Inerwis Credit card venfication Figure 51 Follow up Job work Step 1 Select follow up type to work Step 2 Select the checkbox to create follow up for the work Step 3 Select the template fo
8. REMOVE Figure 74 Create Area group Step 1 Enter group Name Step 2 Select group by clicking on Right Arrow Step 3 Enter strictly valid pin code Step 4 Click on Add Step 5 Click on Save In Create job gt gt use this pin code by unselecting address same as customer this job is now sent to the employee group anyone from the group can accept the job Dispatch Navigation Menu bar gt gt Dispatch All unassigned jobs and works are shown here Unassigned jobs works for the day can be assigned to the employees Employees can be filtered based on city by selecting check box against filter by city and employees who are in leave on the day are shown in red color User can also include completed jobs and works by selecting checkbox against them User can drag amp drop jobs works to the time slot against employees job work will automatically assign to employee in the dropped time slot Option to create new job work is available in left pane User can also search for employees by using the search bar above employees list in left pane 51 HOME JOBS WORKS ROUTES FORMS LOCATE DISPA CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp BworKsHome Dispatch Schedule Unassigned Jobs Works Y Include Completed Jobs Y Include Completed Works Filter By City Jobs Works Y Employees lt fs gt Thursday September 24th 2015 New Job New Work 5am 6am Tam 8am 9am title 2015 09 24 05 00 00 PM abc cba Kerala Customer Black
9. Admin gt Employees gt gt Permission set Permission set is usually imposed on an employee group Permissions are given by selecting the checkbox against the action name Generally permission set is assigned to back office employee so that back office employee will have permissions on the imposed employee group HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B amp SPRADEEPM All Permission Sets Figure 15 Permission set List screen Permissions are classified into 4 types view add modify and delete Click on Create New Permission set to create new permission set 17 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a PRADEEP M Create Permission Set Name Dev YPermissions Select All Unselect All Modules y Modify Manage Delete Figure 16 Create Permission set Step 1 Enter name Step 2 Edit permissions by selecting the checkbox Employee Groups All showing 0 Selected showing 1 Note The permissions above will be affected on the Employees under the groups on the right hand side box Figure 17 Assign Permission set Step 3 Select the Employee group by selecting group under all and click on right arrow button Step 4 Click on Save Organizational Chart Hierarchy of employee structure is displayed in this screen Click on Click here for organization chart button to view the hierarchy of Employees User c
10. Navigation Admin gt gt Employees gt gt Import Employee Status Import Customer Mapping Navigation Admin gt gt Employees gt gt Import Customer Mapping Bulk Employee customer mapping can be uploaded in a single go Download template fill details and upload the Document 19 Import List Mapping Bulk List mapping can be uploaded in a single go Download template fill details and upload the Document Navigation Admin gt gt Employees gt gt Import List Mapping Manage Invalid Locations This is used to track both valid and invalid locations of employee for the selected date Navigation Admin gt gt Employees gt gt Manage Invalid Locations Note GPRS Location services of Mobile must be on HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Search for Locations Employees pradeep m Select Date 2015 09 18 From Time To Time Location Type Only valid Only invalid Figure 20 Manage Invalid Locations Step 1 Select Employee Step 2 Select Date Step 3 Select time Range Step 4 Set Location type to All Preferably Territory Management This is used to restrict an employee for a particular region this region is selected by user on map and assigned to employee The purpose of restricting an employee to a specific region is to cater customers actions in that specific region Navigation Admin gt gt Employees gt gt Territory management 20 HOME JOBS WORKS Territories Filt
11. Team Lead E E E El S eae Figure 110 Role Definitions 71 Step 1 Click on add role to define the role Step 2 Click on Save Workflows Work flow list is displayed here Navigation Admin gt gt Workflow gt gt Workflows Click on Create Work Flow HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a PRADEEP SPOORS Workflows Page 1 of 2 gt Created By Actions F New Lead Approval Order approval Sales Payment Approval ww Nw Nw Nw Nw Ne Se Swe SS Figure 111 List of Work Flows screen HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Create workflow Title Approvals Y Can edit submitted data when it comes for approval Final Approval Level Name Approval Approval Flow mode Role My Approval Role based Y Everyone in hierarchy up to final approver DELETE APPROVAL LEVEL Warning It appears that one or more of the roles needed for this workflow has not yet been assigned to any employee Please assign these to at least one employee for smooth approval process ADD APPROVAL LEVEL Figure 112 Create Workflow Step 1 Enter the title Step 2 Enter the Approval level name Types There are 3 types 1 Role based 2 Employee Group Based 3 Hierarchy Based 72 Role based Approval Flow Mode 1 Everyone in hierarchy up to final approver 2 Direct to final
12. folder 1 Created between Image pdf folder eee sample sridharfile wi Nw NI S NS NSIS Image eser APPLY RESET APPLY Showing 1 to 11 of 11 entries Total Pages 1 lt lt lt 1 gt gt gt 25 Records per page Figure 97 knowledge Base User can create folder or file by clicking on appropriate button Create Folder Create Folder Folder will be added to gt Document Library ADD FOLDER Folder name Folder Select which Employee groups can view this Folder Available Groups showing 0 Selected Groups showing 1 Filter Filter ADD FOLDER Figure 98 Create Folder Step 1 Enter Folder Name Step 2 Select Employee Group by clicking on employee group under all and click on right arrow button 65 Step 3 To unselect employee group click on employee group in selected groups and click on left arrow button Step 4 Click on add folder button User can add files and folder inside a folder Create File Create Article SHARE THIS ARTICLE Description Message Description File Choose file screenshot n 4 Make this article secure Select which Employee groups can view this article Figure 99 Create File Step 1 Enter Title Step 2 Click on choose file to select file Step 3 Select Employee Group Step 4 Select make secure this article checkbox if article needs to be secure Step 5 Click on share article to share article
13. gt gt 25 Y Records per page RESET APPLY Figure 24 Send Messages List Screen List of sent messages are displayed here Click on Send Messages to send message 22 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS a PRADEEP M Send Message Subject Visit customer Visit customer Ravi Note Maximum 500 character are allowed for body Employees Available Employees showing 3 Selected Employees showing 1 Inuyashaa chandrahaas pradeep m bulli bulli z chinnu abbu Figure 25 Send Messages Screen Step 1 Enter Subject Step 2 Enter Body Step 3 Select type either employee or employee group Step 4 Select Employees by using left amp right arrow buttons Step 5 Click on Send to send message Chat Group List of created chat groups are displayed in this screen User can edit or disable chat groups by clicking on corresponding options User can create new chat group by clicking on Add Employee Chat Group HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee 4 PRADEEP M Employee Chat Groups Saved successfully Actions 4 7 Figure 26 Chat Group list screen Click on Add Employee Chat Group HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP M Create Employee Chat Group Chat Group Name New Group Available Employees showing 3 Selected Employees showing 1 Inuyashaa chan
14. new testing neww Figure 82 Add Work Attachment Step 1 Select form under Available Form templates and click on right arrow button Step 2 To unselect select form under selected form templates and click on left arrow button Step 3 Click on Save to save the attachments Auto Form Fill Fill the form fields with the appropriate type JOBS OR ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee E f 7 9 2 5 eE Work Form Auto Fill Configuration Auto fill Form from Work Ton E Work Fields Change Customer Phone Number Employee Customer Pincode Starts Pincode Pincode Figure 83 Auto Form Fill Step 1 Click on the Auto form fill button 56 Step 2 Now a form appears select the corresponding type for each field Delete User can delete the work by selecting work and click on delete button View User can view work by clicking on the work title Add Work Navigation Menu bar gt gt Works Click on add under work template in right pane HOME JOBS RKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Work Filters Works Select RESET APPLY DELETE REASSIGN Edit Title 4 Work Name Customer 4 Start Time Employee Action At 4 it card verification l e W Personal Loan verification End Between Kumar varma 3 8 02 30 gt new work iran PM Kumar varma View Add SIM card verification Kumar varma View Add p
15. 3 Select report type in which it has to be generated in Step 4 Click on load to generate report Work Report It displays the work fields data of the selected template in the selected date range Report can be generated in 4 formats PDF CSV EXCEL and HTML Navigation Reports gt gt Works gt gt Work Report 91 JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Work Report Work Template Delivery From 9015 08 05 To 2015 09 30 Load report as Note Data is available for only last 6 months Figure 141 Work report Step 1 Select work template from dropdown Step 2 Select date range Step 3 Select report type in which report has to be generated Step 4 Click on load Form Reports Form reports are used to generate various form reports like Form report Saved search report Form Report Form report loads the field values of the selected form The report can be generated in 3 formats like PDF EXCEL and HTML Navigation Reports gt gt Form Reports gt gt Form Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPOR A BPRADEEP SPOORS Form Report y Bulk Print Download Form Audio and video Submitted By pradeep spoors x Updated By pradeep spoors x y Submitted between 2015 05 07 09 30 and 2015 09 30 10 40 Updated between 2015 09 29 10 22 and 15 09 30 10 35 Load report as HTML PDF XLS Note Data is available for only last 6 m
16. 3 characters of employee name Step 2 Select date range Step 3 Select report type in which report has to be generated 98 Step 4 Click on load to generate report Claims User submits claims on behalf of the employees he can accept the claim or reject the claim Submit Navigation Menu bar gt gt 3 dots gt gt Claims gt gt Click on submit claims User can submit claims on behalf of employees HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a BWORKS HOME Submit Claims Employee Julian Thomak y From 2015 09 01 To 2015 10 01 Actual Distance Claimed Distance Mode of Transport Actions Figure 154 Submit Step 1 Select employee from dropdown Step 2 Select from amp to date Step 3 Click on view Distance travelled by employee for each date is displayed select mode of transport user can also delete submission by clicking on delete icon under actions Mode of transport Bike car etc is added under Admin gt gt Claims gt gt settings Approve Navigation Reports gt gt Claims gt gt Approve User can approve or reject submitted claims 99 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a S WORKS HOME Approve Claims Employee Julian Thomak From 2015 08 01 To 2015 10 01 Actual Distance Claimed Distance Mode of Transport Total Amount Approve Reject Comments Figure 155 Approve Claims Step 1 Select employ
17. 4 Click on Load List Audit This generates report for changes modifications done on lists Report can be loaded in HTML Navigation Reports gt gt Audits gt gt List Audit HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES List Audit List Categories Modified By Julian Thomak From 2015 06 09 ES 2015 09 30 Figure 163 list Audit Step 1 Select list from dropdown Step 2 Select modified by employee by entering first 3 characters of employee name Step 3 Select date range Step 4 Click on load Calendars This module gives flexibility to define user specific calendars Create Calendar This is used to create user defined calendar and to set the working hours of each day etc This calendar can be selected while creating employee if user want to use this created calendar then select this calendar in place of Default Calendar while creating employee Navigation Admin gt gt Calendars gt gt Create Calendar 104 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Create Calendar Title Working calendar Description Working hours Working Hours Monday Title Working hours Start Time 10 00 00 nd Time 18 00 00 Tuesday Title Working hours Start Time 10 00 00 End Time 18 00 00 Wednesday Title Working hours Start Time 10 00 00 nd Time 18 00 00 Figure 164 Create Calendar Step 1 Ent
18. 84 Step 3 Select date range Step 4 Select time Spent Step 5 Select location Source Step 6 Select report format type Day Wise Distance Travelled Report This generates report for day wise distance travelled by employees Report can be generated in 4 formats HTML PDF XIs and CSV Navigation Reports gt gt Location Reports gt gt Day Wise Distance Travelled Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS 908 A WORKS HOME Day Wise Distance Traveled Report Black Berry Julian Thomak Emp2 New i Kanakachary Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Siri Siri pavan maganti Siri Sin Spice Testing Works Home abc cba emp1 m king khan pradeep test From 2015 09 07 00 00 To 2015 09 30 23 59 Location Source Best Pick Gps only Cell only Load report as HTML PDF Figure 131 Day wise distance travelled Report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 To unselect Click on employee in right pane and click on left arrow button Step 3 Select date range Step 4 Select location Source Step 5 Select report Format type Step 6 Click on Load Employee Wise Distance Travelled Report This generates report for distance travelled by individual employees Report is generated in XIs Navigation Reports gt gt Location Reports gt gt Employee Wise Distance Travelled Report 85 H
19. ADMIN eee E PRADEEP Permissions Select All Unselect All Modules Modify Manage Delete Figure 10 Permission settings Permissions are classified into 4 types view add modify manage and delete Permissions are independent to employees and can be given with permissions as per business requirement Click on save to bring these permissions into affect User can select view add modify manage delete permissions for all modules by selecting the check box corresponding to view add modify manage delete Import employees This will navigate user to Import employee screen where user can upload employees in bulk HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS J REPORTS ADMIN ene a PRADEEP CHANDRAHAAS Import Employees eons a No Me cinder mplate Supported formats only xls formats are supported You can use xls format for importing Employees IMPORT Important Notes Enter all Required column values and try uploading make sure that file remains in xls format Figure 11 Import Employees screen Step 1 Click on download Template Step 2 Enter details in template and click on save Step 3 Click on choose file for selecting file and click on import 15 Employee Groups Navigation Admin gt gt Employees gt gt Employee Groups Employees can be grouped together to form a group list of employee groups are displayed in this screen user can create employee group clicking on add employee group One of the pur
20. Create Edit Customer Activity Activity Name Select Form With Customer Field column wrap test Figure 93 Create activity screen Step 1 Set name for Activity this is Mandatory field Step 2 Select Form from the dropdown Step 3 Click on save Note Forms which contain Customer data type are only shown in the dropdown Creation of a Route plan First in order to use Route plan user has to create a Route plan Navigation Menu bar gt gt Routes gt gt Plans 61 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a BWORKS HOME New Route Plan Customer in Route 6 ew Ro ion i ts 30 in Ni ni 0 Route Plan Name New Route Duration in days 0 Min Nights to stay 0 ADD CUSTOMER l Select Rad v A Bhutan Riy w nim o ES ve i United Arab Saudi Arabia jera Xt ea Jones es i Fw bien SD Ley M anma t Kerala Customer urma f y ted Sea m t LV Prasad al E 1 Life inc A Yemen d Mechanic f Chennai Bangl Bay of Bengal n Bengaluruo o FINAUAN y Gulf of Aden Arabian Sea ngaturu t Moon Andaman Sea Nigeria PG 4 Ethiopia E Central Sri Lanka African e Laccadive Sea Min Customers to be completed Cameroon Republic inea s li 1 omalia Equatorial Uganda uinea f Kenya aa gi oe sn y r 10 f Rwanda Nairobi ws Kinga DR Congo Burundi eS ae Tanzania le Google Luanda Dar es Salaam Map data 2015 Google ORION ME SK planet ZENRIN Terms of Use
21. Employee Leave report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Employee Leave Report Employee pradeep spoors From 2015 09 09 To 2015 09 29 Load report as e HTML XLS PDF Figure 147 Employee Leave Report Step 1 Select Employee Step 2 Select Date Range Step 3 Select the load report Format Step 4 Click on Load Employee Activity Report This generates the Hour wise Employee Activity report It generates the individual employee activity report in a given time field Report is generated in Xls Navigation Reports gt gt Employee Reports gt gt Employee Activity Report 95 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORT eee Route And Activity Report Employees pradeep spoors From 2015 09 02 00 00 To 2015 09 29 23 59 Location Source Best Pick O Gps only Cell only Figure 148 Route And Activity Report Step 1 Select employee Step 2 Select date range Step 3 Select Location source preferably best pick Step 4 Click on Load to generate report Employee Activity Summary Report This generates the Activities done by the Employees Activities like forms works routes etc Report can be generated in 2 formats HTML XIs Navigation Reports gt gt Employee Reports gt gt Employee Activity Summary HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Available Employees showing 0 selected Employees showing 2
22. Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Sin Sin ravali padakanti Sin Siri Spice Testing Works Home abc cba emp1 m king khan pavan maganti 2015 09 01 00 00 2015 09 30 23 59 Load report as HTML Figure 135 Customer Check in check out report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 To unselect Click on employee in right pane and click on left arrow button Step 3 Select date range Step 4 Select Load Report format Step 5 Click on load to generate report Employee Attendance Report Employee Attendance details are generated punch In Punch out time etc Navigation Reports gt gt Location Reports gt gt Employee Attendance Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS amp worksHome Employee Attendance Report Available Employees showing 16 Selected Employees showing 5 Black Berry Julian Thomak Emp2 New i Mamatha Reddy Lava Andriod Sree nath Sin Siri pavan maganti Sin Sin ravali padakanti Spice Testing Works Home abe cba emp1 m king khan pradeep test shyam test for emp AA AAA A At Customer 2015 09 30 00 00 To 2015 09 30 23 59 Location Source BestPick Gps only Cell only Load report as HTML PDF XLS CSV Figure 136 Employee Attendance Report 88 Step 1 Click on employee in left pane and click on right arrow to select employee St
23. FORMS LOCATE DISPATCH CUSTOMERS MultiDay Signin SignOut Available Employees showing 16 Black Berry Emp2 New Lava Andriod Siri Sin Siri Siri Spice Testing Works Home EMPLOYEES amp BworKsHome Selected Employees showing 5 Julian Thomak Mamatha Reddy Sree nath pavan maganti ravali padakanti abc cba emp1 m king khan pradeep test shyam test for emp RA AA A From 2015 08 01 To 2015 09 30 Figure 129 Multiday signin Sign Out Report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 To unselect Click on employee in right pane and click on left arrow button Step 3 Select the date range Step 4 Click on Export to xls Track Summary Report This generates track summary report for the employee s location time spent at customer distance travelled etc Report can be generated in 4 formats HTML PDF CSV and XIs Navigation Report gt gt Location Reports gt gt Track Summary Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORT eee Track Summary Report r Employees Julian Thomak Customer Type Erom 2015 06 12 00 00 ae Time Spent More than 10 Minutes Location Source Best Pick Gps only Cell only Load report as HTML PDF XLS CSV Figure 130 Track Summary Report Step 1 Select employee by entering first 3 letters of employee name Step 2 Select customer type
24. Form Templates Report On Operation of Payment swimming pool Audio and video of swimming pool pradeep Via Arta spoors View ACC Audio and video Audio video Test Audio video Test ravi chand View Add Filled By y 323085 cash collecting ravi chand cash collecting pradeep View Add spoors Filled between Daily update pradeep l spoors ae pradeep Danan Spoors View Add 2015 08 05 12 29 Modified By Emnin Nar 4 2904286 cash collecting Kumar yarma Expense Reimbursement RESET APPLY l Showing 1 to 25 of 48 entries Total Pages 2 lt lt gt gt gt 25 Y Records per page Figure 55 Forms screen This displays forms of a particular type that are available to user and user can edit delete and export forms To view form details click on form ID All fields of form are displayed in column wise User can filter forms by applying filters from left pane Filter set include form fields filled by modified by filled between modified between etc HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS MANAGE COLUMNS Modified Time Audio and video DELETE EXPORT SELECTED EXPORT ALL Print Status Form Filters RESET APPLY Form Fields Payment audio 4 video 4 Filled By 4 Filled Time Modified By 4 audio ALL pradeep spoors pradeep spoors 2015 07 04 10 09 13 pradeep spoors pradeep spoors 2015 07 04 10 48 33 video ALL
25. My Accounts Managing account settings Password This is used to reset or change password of user Navigation Admin gt gt My Account and Invoice gt gt Passwords HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS Change Password Figure 167 Change Password Step 1 Enter old password Step 2 Enter new password 106 ADMIN Step 3 Confirm new password Step 4 Click on Save Invoice Recipients User can configure who can receive invoice recipients by entering their E Mail Address Navigation Admin gt gt My Account and Invoice gt gt Invoice Recipients HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Invoice recipients Invol i Send Invoices and Reminders to Support spoors in Figure 168 Invoice Recipients Step 1 Enter the mail Id Step 2 Click on Save Invoice Navigation Admin gt gt My Account and Invoice gt gt Invoice Recipients It shows details about total amount to be paid tax due date status etc Notifications Navigation Admin gt gt My Account and Invoice gt gt Notifications This schedules the Notifications and alerts the users for selected activities List of all notifications are displayed in this screen user can delete selected notifications user can filter notifications by applying filters from left pane filter set includes event types and status Name select filter set and click on apply to filter notif
26. ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Time Spent At Customer Report Employees Julian Thomak Customer From To Location Source Best Pick Gps only Cell only Load report as HTML PDF XLS Figure 126 Time spent at customer Report Step 1 Select Employee by entering first 3 characters of employee name Step 2 Select customer by entering first 3 characters of customer name Step 3 Select date range Step 4 Select Location source preferably Best Pick from the drop down Step 5 Select report format type Step 6 Click on Load to generate report Travel Overview Report This generates the total distance travelled by an employee in a day report is generated in XIs Navigation Report gt gt Location Reports gt gt Travel overview report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REP amp WORKSHOME Travel Overview Report Available Employees showing 19 Selected Employees showing 4 Black Berry Julian Thomak Emp2 New i Kanakachary Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Siri Sin Siri Sin Spice Testing Works Home abc cba emp1 m king khan pavan maganti Customers x Jones Y Track Check In Check Out Date 2015 09 30 Location Source Best Pick Gps only Cell only Figure 127 Travel Overview Report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 Select customer
27. by entering first 3 characters of employee 82 Step 3 Select tracks and check in check out as required Step 4 Select date for which report has to be generated Step 5 Select location source as Best Pick preferably Step 6 Select minimum time spent at location Step 7 Click on load to Generate report Sign In Sign Out Report This generates report for Sign in Sign out of employee for the selected day Navigation Reports gt gt Location Reports gt gt Sign in Sign out report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS sos E NOTO e Sign in Sign out Report Available Employees showing 17 Selected Employees showing 4 Black Berry a Julian Thomak Emp2 New Mamatha Reddy Lava Andriod Sree nath Siri Siri pavan maganti Siri Siri Spice Testing Works Home abc cba emp1 m king khan pradeep test ravali padakanti a A AAA Date 2015 09 30 Figure 128 Sign In Sign Out Report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 To unselect Click on employee in right pane and click on left arrow button Step 3 Select the date for which report has to be generated Step 4 Click on Load Multi Day Sign In Sign Out Report This generates report for attendance of employee in the selected date range Report is generated in XIs only Navigation Report gt gt Location Reports gt gt Multiday Sign in Sign out report 83 HOME JOBS WORKS ROUTES
28. clicked on count displays list of completed works for today e Completed Yesterday Displays the count of completed works for yesterday when clicked on count displays list of completed works for yesterday e All Scheduled Displays the count of all schedule works when clicked on count displays list of all schedule works Customer check ins e Today Displays the count of number of check ins done for customers by employees for today e Yesterday Displays the number of check ins done for customers by employees for yesterday Pending Approvals e Forms Displays the count for number of forms waiting for action when clicked on count displays list of pending forms e Leaves Displays the count for number of leaves waiting for action when clicked on count view list of pending leaves Form activities e Today Displays the count for number of forms filled for today when clicked on count view list of forms e Yesterday Displays the count for number of forms filled for Yesterday when clicked on count displays list of forms Employees e On Field Displays the count for number of employees on field click on count to view list of employees on field e Not Synced Displays the count for number of employees not synced click on count to view list of employees not synced e Activation pending Displays the count for pendings activation of employees click on count to view list of activation pendings Field empl
29. created works HOME JOBS JRKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B amp PRADEEP SPOORS Work Filters Works Select E _CREATE WORK TEMPLATE Works RESET APPLY DELETE REASSIGN Click here to view forms T 4 Work Name 4 Customer 4 Start Time Employee 4 Action At 4 Credit card verification and End Between lt umar varma Personal Loan verification View Add SIM card verification Work Name View Add Employee testing work View pradeep spoors Customer Sample work Address Showing 1 to 6 of 6 entries Total Pages 1 lt lt lt 1 gt gt gt 25 Y Records per page Working RESET APPLY Figure 87 View Work navigating screen 58 HOME JOBS IR ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN B amp PRADEEP SPOORS Work Filters Working Select RESET APPLY DELETE REASSIGN Priority Employee Customer Work Title 4 Start Time End Time Last Activity Activity Time Performed at High Medium Low Status Completed Pending Rejected Start Between End Between Showing 1 to 1 of 1 entries lt lt lt 1 gt gt gt 25 Y Records per page Figure 88 View Works Submitted works can be seen here in the above figure option to import works and create work template are available at top right of the screen user can filter works by applying filters from left pane and also user can select
30. location is not captured for form then no location would be shown on map Form Templates User can create new form template or can use the existing template Navigation Menu bar gt gt Forms gt gt Gear icon 32 HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN amp worKsHoMe Filters RESET APPLY social D Title 11997 Vis YES Form Templates Public Status Active Withdrawn Activity Form Endurance Published Yes No 11521 New test form Filter municipalities Created By Created between Order Booking Showing 1 to 25 of 35 entries Total Pages 2 lt lt lt 25 Y Records per page RESET APPLY Figure 46 Form Template screen Form templates list is shown in this screen user can apply filters from left pane Filters set include title status published created by created between Enter filter values and click on apply for applying filters click on reset to clear all filters There are 2 Options to create form template User can create a new template or can create from an existing template Create blank form Template Click on create blank Form Template HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN a S WORKS HOME Online Form No Y Create new blank template Title Testing Published No v Page 1 Field Label Data Type Remote Field Computed Default ADD FIELD ADD SECTION O Barcode Required
31. on reset to clear all filters User can also filter jobs based on today delayed upcoming completed by selecting Dropdown in header User can reassign delete export jobs by selecting the jobs and clicking on appropriate buttons Job invitations can be seen by clicking on View all job invitations Create Job This explains how to create a job 44 ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp workKsHome Create Job Job Information Same as Customer Address Title Phone Number 9502298062 Description Street Time Zone GMT 05 30 Chennai Kolkata Mumbai Area Type Job y City Start time 2015 09 23 Landmark End time 2015 09 23 Coty ENE State Customer Narmada Pin code Employee Julian Thomak Location Priority Medium Figure 63 Create Job screen Step 1 Fill all the required details Step 2 Click on Save Import Jobs Bulk jobs can be created at once WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a WORKS HOME Import Jobs Choose file No file chosen Download Template only xis formats are suf Supported formats You can use xls format for importing jobs Important Notes Title of jobs accepts alphanumeric characters Date and time fields must be in the format of YYYY MM DD HH MM SS Figure 64 Import Jobs Step 1 Download template Step 2 Fill required fields in the template Step 3 Upload the doc
32. screen Route Plan Route Plan is defined as the area of customers for which an employee must visit to complete the job Purpose of Route Plan is for prioritizing of jobs All assigned Route Plans are displayed in this screen HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN A Lworks HOME Route Filters Assigned Route Plans Select Route Plan Reser APPLY DELETE REASSIGN Route Plans MEAR Route Plan Employee 4 End Time 4 Status aksjvbkjbw Assign Africa India 2015 02 24 Spice Testing n aksjvbkjbv y Spee Africa India 2015 03 26 Lava Andriod final Assign r 0 Africa India 2015 04 25 Lava Andriod jbckjsbvee jbckjsbvee kjsbyjbx order Assign Status kisbvjbx Completed UnCompleted View VIEW Rejected kjvbkjbvkIkbkjb View Assign Time order 2015 05 15 work22 work3 E klsvinkInv ji Nl Nw NN fw STN Today s Route Plan order 2015 05 16 Lava Andriod 015 05 16 Completed Past Route Plan View Assign Africa India 2015 05 25 Lava Andriod a Upcoming Route Plan sample RESET APPLY Showing 1 to 25 of 51 entries Total Pages 3 lt lt lt gt gt gt 25 _Y Records per page View Assign Figure 91 Route Plan User can filter route plans by applying filters from left pane filter set include Route plans lists status time and employee name Enter filter values and click on apply for applying selected filters click on reset to clear all filters O
33. user will be navigated to form templates list screen Forms Map View User can view the location of filled forms HOME JOBS WORKS Forms Locator Search Form K Report On Operation of swimming pool Audio and video Audio video Test cash collecting Daily update Delivery Expense Reimbursement Fecal incident Response log ROUTES REG Seach Emoioyee ES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Submitted between 2015 09 23 00 00 and 2015 09 23 23 59 Filter by Location 10 KM Kumar varma pradeep spoors ravi chand Hitech Wines SA amp PRADEEP SPOORS Forms with no location Bhanu s IMS Learning Resources Russells Institute Russe 9k Y new testing of Spoken English e neww W Map data 92015 Google Terms ofUse Report a map error Sales Quotation Supervisors check list Maintenance Schedule Swimming pool and spa self inspection check list Swimming pool day wise monthly report testing very new Weekly Chemical Maintenance Log Work Report Figure 45 Forms Map View Select form by selecting the check box user can also select unselect all forms by selecting check boxes which at header position beside form search bar in the same wise user can also select unselect all employees by selecting checkboxes which are at top header position beside employee search bar Form filled location is displayed on map and fields which are filled are displayed below map if
34. visible to user based on conditions like employee customer mapping employees created by sub ordinates and superiors HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH Ja EMPLOYEES REPORTS ADMIN eee A PRADEEP My Customer Fiters Customers NADECUSTOMEREILOS IMPORT 400 RESET APPLY DELETE EXPORT SELECTED EXPORT ALL ASSIGN SELECTED CUSTOMER TO EMPLOYEE Customer Id Customer Name Parent Custo Customer Name y Ravi Kumar Customer Phone Primary Contact Primary Contact Email Address RESET APPLY Showing 1 to 1 of 1 entries lt lt lt gt gt gt 25 vw Records per page Figure 34 View Customer screen List of customers mapped to employee are displayed in this screen User can filter customers by applying filters from left pane Filters include customer id customer name customer phone customer primary contact customer primary email and customer address Enter filter values and click on apply for applying filters click on reset to clear all filters Import Customers This is used to import customers in bulk Editing or adding new customers in bulk is possible through this feature Helpful text for importing customers is displayed in the right pane HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH gt TOMER EMPLOYEES REPORTS ADMIN eee a PRADEEP M Smart Import Customers Choose file No file choser Download Template Supported formats only xis formats are supported you can use xls formats for importing Custome
35. 3 Click on Save Note Check image dimensions on right pane and upload accordingly App Configurations User can give desired names and icons to menu items these will reflect for entire web account and mobile app User can alter form templates names list templates names and can set order for labels and can give images for icons as per requirement In other words App configurations are used to alter default menu item labels icons and ordering of labels List of all app configurations are displayed in this screen Navigation Admin gt gt Company gt gt Labels HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN ese amp PRADEEP SPOORS App Configurations Note When importing Employees please leave Appld empty if you wish to configure it to the default app configuration Put the required appid if you wish to change it Edit App id App Name 4 Figure 105 App Configuration list screen User can create new app configuration or can use default app configurations Click on create app configuration for creating new app configuration HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eso y ES A App Configuration Default Note Order number must be less than 100 Singular Label Plural Label Visibile Upload icon Customer Employee Named location Article Form Job Customer Employee Named location Article Form Job Customers
36. 3 Select the date Step 4 Select the format type Step 5 Click on Load Location Reports Location reports are used to track the employee locations and managing his locations Manage Invalid Locations Both Valid and Invalid Locations can be managed here Navigation Reports gt gt Location Reports gt gt Manage Invalid Locations 80 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORT Search for Locations Employees pradeep spoors Select Date From Time To Time Location Type Only valid Only invalid Figure 124 Manage Invalid Locations Step 1 Select employee by entering first 3 characters of employee Step 2 Select date Step 3 Select date range Step 4 Select Location Type Step 5 Click on Load HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS amp PRADEEP CHANDRAHAAS Mark Locations as valid invalid All Location details for Inuyashaa chandrahaas from 2015 04 20 00 00 00 to 2015 04 20 23 59 00 Location Device Time Latitude Longitude Invalid Figure 125 Managing Locations If location is invalid click on YES or else if location is valid click on NO Time Spent At Customers Report This generates the report for time spent by the Employee at customer location Report can be generated in 4 formats HTML CSV XIs and PDF Navigation Reports gt gt Location Reports gt gt Time Spent at customers report 81 HOME JOBS WORKS
37. 33 Detail Tracking Report Step 1 Select employee by entering first 3 characters of employee 86 Step 2 Select date Step 3 Select location source as best pick Step 4 Select load type Step 5 Click on load to generate report Last Known Locations Report This generates the last known locations report for all employees Report can be generated in HTML CSV PDF and XIs Navigation Report gt gt Location Reports gt gt Last Known locations Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPC Last Known Locations Report Figure 134 Last Known Locations Report Step 1 Select the load report Format type Step 2 Click on load Customer Check in Checkout Report This generates the customers check in check out report Employee on reaching to customer and when about to start the customer work will click on check in the mobile app under customers after completion of that work he will click on check out by this user can know how much time employee spend in customer location and how much time employee took to complete the job Report can be generated in 3 formats HTML PDF XIs Navigation Reports gt gt Location Reports gt gt Customer check in Checkout Report 87 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES A MworKsHome Customer Checkin CheckOut Available Employees showing 18 Selected Employees showing 5 Black Berry Julian Thomak Emp2 New i Kanakachary
38. A E E A E E S iio tadpitecio one 32 Create Diank iorn Template ic 33 Coe TOn Te SETI e eee E E EEEE E N E a 34 Actions that can be performed on Form Template oooooonnncnnnncncnonnninnnnnnnnnnnnnnnnannnnnnnnnnnnnnnnos 35 0 PEI e E EA 38 A e o o E soaanee ae neues E E E ose 39 AUO TOT e oo er ee ee ee 40 TOD ETN e A E N E E EE 41 A TS O O E S AE ANE 41 ACON On oros EE 42 a A dete asincaie tinier eaiisitorstecingoneaciod samnte esorehgaisesartachygacdepiok semieebneastenataas 43 TOD street aac e head 44 Crede A E E teeta eae ie ete tee cate anaes 44 POr JODS asentar iii 45 JOD TVA Oe T reeea ne es eead ee eaeee 45 por Ona E a E ner Tie Nene SUN Neen NT enn eer ne tenn rn tee 46 JOD SeMS POR O CORE cen nT oC Om O 47 TO OOO ei 50 DSPM nidad tae 51 AWOSE Despina o eta ibiciniads 52 IO Soenen ET E A adawereeinaeeG 52 Creaune a Work Templates N N E unto 53 Actions thatcan be periormed On the WOTK 0000 A a tveoiels 54 PRU NW ON 57 REGULA VV ON cei eee eect eet cca ce nec ee ecco teem rece cea 58 VIEW WO tai 58 DOPO OTe nai 59 REESE MO di 59 Rome IAM sn cocoa 60 ACUIVITICS OF a ROUTE Plans 60 ETEAMON OL ACOSO 61 Creaton ola ROUE 90 At E T E rato elaateanet eee 6l ASSIS nne Route PM da ART 62 A a S n NO 63 Know ledo Dase caes 64 COMPAN ainia dardo E is oot neuseleriaSeeariees 66 Mobile CONTSUTAIONS aii a a a a 66 LOLOS a O r a ee tie 68 APPC OS rasa 69 DYN CIS A RA 70 Moble REPO acer ers deta le degree tnd a a eee euteeds toned 70 S
39. Approver 3 Direct After Immediate Manager Everyone in Hierarchy up to final approver Everyone in hierarchy has to approve in this Direct to final Approver Only the final Approver has to approve Direct After Immediate manager Only the reporting manager and the immediate manager have to approve Employee Group Based Any one of them in the Employee group has to accept Hierarchy Based Approval Flow Mode 1 Only Immediate Manager 2 Every One in hierarchy Up to top level Click on save to save the work flow Note User accepts the approvals from overflow menu 3 dots in menu bar user can accept or reject the approval and approval status is displayed in forms gt gt Approvals in mobile app Approval settings User can edit workflow and can alter the status of the work flow Navigation Admin gt gt Workflow gt gt Approval settings 73 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B amp SRPRADEEP SPOORS Enable Disable Workflow Workflow Name Enable Figure 113 Enable Disable Workflow After editing click on save to save the work flow Reports Various reports that are available to user are displayed here reports like customer reports employee reports form reports job reports location reports audits misc reports my reports route plan reports etc can be checked here User can also search for reports using search bar at top right position HO
40. Berry empi m Emp2 New Julian Thomak king khan Lava Andriod Mamatha Reddy pavan maganti pradeep test Q Note Unassigned Job2 W2 are shown in your timezone All assigned jobs works are shown in individual employee s timezone Employee on leave are shown in Red Figure 75 Dispatch screen Auto dispatch All unassigned jobs are shown here Unassigned jobs can be assigned to employees Route to jobs from employee home work location can be optimized by optimize route Navigation Menu bar gt gt 3 dots gt gt Auto Dispatch WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A WORKS HOME Job Filters Auto Dispatch Jobs RESET APPLY DELETE REASSIGN Job Types Employee abc cba starting from Home Work OPTIMIZE ROUTE Title 4 Priority Customer Guwahati Collection Report for orderbooking Priority High Medium Low 09 21 06 00 PM Starts between Medium Kerala Custome for orderbooking order boo 2015 09 20 05 00 Plv 2015 09 20 06 00 PM new job1 Medium Jones Job Nork flow test NEW ji SiN SN NN mM Y New job Medium 2211 Job Work flow test NEW Showing 1 to 10 of 147 entries Total Pages 15 gt gt 10 v Records per page Figure 76 Auto Dispatch Works Generally a work can be defined as a step by step procedure for completing a task Here also same wise as there will be certain activities to be performed in a step by step mann
41. ES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp PRADEEP SPOORS Mobile Reports Figure 108 Mobile Reports Select the reports which should be available for field employee to check in mobile app these selected reports will appear in mobile app under reports Settings Navigation Admin gt gt Company gt gt Settings This is used for managing settings of company 70 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp PRADEEP SPOORS Company Settings Customer Settings Exact text Customer search Enforce Customer ld when adding Customers Location Locale settings GMT 05 30 Chennai Kolkata Mumbai New Delhi 50 In meters Y Report settings Soft threshold for managers to view Form 2 Hard threshold for managers to view Form 4 Select Date Format YYYY MM DD Signin SignOut Report Conditions Employee Working Hours No Figure 109 Settings Select details as per the requirement and click on save Work Flows Work flow can be defined here Manage Roles Roles can be defined here User can add or delete roles Highest role starts with digit 1 Navigation Admin gt gt Workflow gt gt Manage roles HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Role definitions Note Rank 1 is highest followed by 2 and so on Roles Title are used in workflow level configuration Rank RolefTitle COO Manager HR Supervisor
42. Effort User Manual Table of Contents Da OO ar ii isis 6 A A a UE EI On ER O 8 NS e PP o RAER RRE 9 A nn II XA 10 Employee customer map ae aie i asirans ies 10 Employee List IA A O UN E TE TEE EENT EEEE 10 PoP O Eae ee ene ee ee eee ee eee 10 Disable Enable Employes essere ri r E Oar 10 Employee Ternmitoty maple ra R iea 10 ING GMT CAI ONS Se rs E E E E ees gates 10 Manace Employee Chaceon naa A E E E ERE E eS 10 BE Te E E E E E E E E E E E E 11 BO e e a E A EA A E 11 DEIS Web panel ACC OUN aE EE E EE AE E O T 11 A MS APA e Un mI e E A 11 EMPIOVES Cit OUIOS tros deso 16 IPC EMIS GLO sec caciones ei da salen banana 17 OR ti AU OMA CA ooo cari EE A A 18 NSCS TE CIN oro PP o A E E E E E 19 Mpor TEI SS ANS ascos 19 Import Customer IVE AN Goss sasecctecadevsasnencdesecossaseatenctevadesssocsuesedoanstosteeiaetantoetsoesnesedeasctous kek 19 Hapon ETS VEO Sf ois een gece E UP E OE IIA 20 Manase Ty alts CATION ara 20 TEO AA SIN ontario ios 20 Cie Me UCM ION neo dtecdas 21 A ES A E E PP 22 OO AP E E E e o o lt A 23 aii AA E 24 A e O ono UU ddevedanseneseagleepieancbiaeoe 24 OPCS CSCO OP O Pp CO A e o o Geees E see 25 Userdeliaca Held ao 26 Sep ll Enter custom FA att T E 26 TW CST TE E tis cence T E A E O O E A 27 Manace custome r He Si 21 Manase system denned Helds dridco pc ooicis 28 Min OC WIS Ct Ce med O e lolicon 28 TE SUING E E A AE A EE E E 29 CUSTOMISE e E e oi OA 29 ELV LS OOO O EE E E E A E 30 o 31 Rorm 11010 ANC Suso
43. Export Click on save to save the mapping for customer Employee List Mapping Employees can be mapped with list so the mapped list values are assigned to employee Reset Password This is used to change reset Password Disable Enable Employees This is used to Enable or Disable employees Employee Territory mapping Employee territory mapping can be done here Notifications Settings Notification settings can be configured here Manage Employee Chat Chat settings can be configured here 10 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Manage Employee Chat Select Employees with whom Penni James can chat with Select Unselect All _SAVE Chick to enable chat Y Y Y Figure 5 Manage Employee Chat Step 1 Select employees by selecting the check box against them Step 2 User can select unselect all employees at once for chat by selecting select all unselect all Step 3 Click on save So now user can chat with the selected employees and selected employees can chat with user Device details Employee device details can be checked here Resend SMS If the employee is not activated even after all settings click on resend to send activation message to employees mobile app and if employee confirms activation message by sending sms employee will become active Delete web panel account Click on delete to delete web panel account for employee Create Employ
44. Fields By default system creates a form which contains basic form fields user can use them or add additional fields Employee Mapping The works which user has created need to be mapped or to be assigned to an employee or Employee group HOME JOBS JRKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Assign Employee Group Name Poe Working Available Groups showing 1 Selected Groups showing 1 back office r Test group Figure 81 Employee Mapping Step 1 Select the Employee group on the left side under available groups Step 2 Click on Right arrow mark it will be selected 55 Step 3 To Unselect Select the employee group under Selected groups and click on left arrow button Step 4 Click on Save Add Work Attachment User can add attachments for the works these attachments are forms which were created and published by user JOBS OR ROUTES FORMS LOCATE DISPATCH Mapped Form templates for testing work Available FormTemplates showing 13 Report On Operation of swimming pool Audio and video Audio video Test Delivery Supervisors check list Maintenance Schedule ADMIN ese amp tTa Selected FormTemplates showing 5 Daily update Expense Reimbursement Fecal incident Response log Sales Quotation Swimming pool and spa self inspection check I Swimming pool day wise monthly report Weekly Chemical Maintenance Log Work Report cash collecting
45. Figure 151 Device Event logs 97 Territory Territory is as an area selected by the user Time Spent In Territory It generates the report for the duration of employee in the Assigned Territory Report can be generated into 4 formats HTML CSV PDF and XIs First a territory has to be created and should be assigned to employee s refer territory mapping under employee s section Navigation Reports gt gt Territory gt gt Time Spent In Territory HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Time Spent In Territory y Employee Julian Thomak From 2015 07 02 00 00 To 2015 09 30 23 59 Load report as HTML XLS Figure 152 Time spent in Territory report Step 1 Select employee by entering first 3 characters of employee name Step 2 Select date Range Step 3 Select report load type Step 4 Click on load Report will be generated Time Not spent in Territory It generates the Report for the duration of employee not spent in the Assigned Territory Report can be generated in 4 formats HTML CSV PDF and XIs Navigation Reports gt gt Territory gt gt Time Not Spent In Territory HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Time Not Spent In Territory Employee Julian Thomak From 2015 07 07 00 00 b To 2015 09 30 23 59 Load report as HTML XLS Figure 153 Time not spent in territory Step 1 Select employee by entering first
46. GU OS rial aia 70 VV OE Ke Te OW e E E esest setae 71 INA MANS A O E E ahaa 71 OO ts a o O 12 Role Dascdsnssdossrnd E E E E 73 Employee Group Base yere a a a eed T3 traca o e e E E E E A E E bt ere ne cen ree A E E N ret em T3 APPLOV lse DO Sia a a T E AA T3 REDOT Syira a Oe ao 74 Fay OUTIL Repo Sinai iio 74 MY REPO cie dea cio dices dica es suraee 75 View Form ACUVIY Re PO tdi A E 75 TOOR DON urga a T dd 76 Customer VOD REPO a E E ee dite 76 Ep Oy Ce TOER PO aa OAS TI JOR PO a AA A 78 JOB Progress REDO Mai a E E db Ancdadaal eine Mtaaenaxane 78 E DON aerar E A eee ee 79 PAR 010 aE E E E E AA 80 OCG at Oni DOS E E bd Socio 80 Manage Invalid Locations ios 80 Time Spent At Customers Report miii 81 Trave OVER SN ROPO diras 82 Sin li S180 Qut REPO coa 83 Multi Day Sign In Sign Out Report ooccccccccccnncoocnnnnnnnnnnnnonnnnnnnnnnnnnnononnnnnnnnnnnnnnnnnnannonss 83 rack summary Reportan as 84 Day Wise Distance Travelled Repol sares 85 Employee Wise Distance Travelled ReDOtuarniida nien iina 85 Detail Trackin REPO A ds 86 Last Kno wi Locations REPO ata 87 Customer Check n Checkout Repo eri aia 87 Employee Attendance REPO aii A A 88 Customer CPO EES ates agra aa 89 Locked eu FOTN We OI Seashore hats steeect E E 89 ING We USIO Met RC pO aerate O asa 90 CUSIOIN ER ACH VALY INC PO E E E avd maciaee naan 90 Customer Status REPO sas 91 WOFK REPOL eriei deis 91 IN O 92 Forti Reportando aia 92 Bulk BratDOWal0ad seras tds 93
47. Is revisitable cash collecting Add Form Template Form Auto Fill Y Enable Form Auto fill from Job Note Auto fill only works for Customer Date Phone Text and Time field types in Form Form Fields Job Fields Pick another customer Employee id Job Title Employee Name Job Description Customer Phone Figure 72 Edit Job Stage Step 1 Click on edit stage Step 2 Select the Form from the form dropdown Step 3 Select enable form auto fill from job check box for auto populating forms fields data to job Step 4 Click on save Form Auto Fill If enabled corresponding form fields are filled with the job fields in the sense job fields will be copied to form fields Step 1 Select the type in the drop down in Job fields section against the form fields Step 2 Click on save or update button Area Groups User can create a job and can assign it to an Employee Group Employee group is assigned with a pin code Navigation Admin gt gt Jobs gt gt Area Group WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A WORKS HOME Area Groups Figure 73 list of Area Groups List of area groups are displayed in the screen click on add new area group 50 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp PRADEEP SPOORS Create Area Group Group Name Name All showing 1 Selected showing 1 Pincodes ESA A 520014 back office Test group
48. Job Invitation Audit y Employee Julian Thomak Modified By Sres nath From 2015 05 02 L 2015 09 30 Figure 160 Job Invitation Audit Step 1 Select employee by entering first 3 characters of employee name Step 2 Select modified by Employee by entering first 3 characters of employee name Step 3 Select date Range 102 Step 4 Click on load Form Audit This generates report for changes modifications done on forms Report can loaded in HTML Navigation Reports gt gt Audits gt gt Form Audits HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Form Audit Y Form Order Booking Modified By Julian Thomak From 2015 07 02 ES 2015 09 30 Figure 161 Form Audit Step 1 Select Form from dropdown Step 2 Select modified by Employee by entering first 3 characters of employee name Step 3 Select date Range Step 4 Click on load Form Template Audit This generates report for changes modifications done on form templates Report can be loaded in HTML Navigation Reports gt gt Audits gt gt Form Template Audit HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Form Template Audit Form payment form Modified By Julian Thomak From 2015 06 02 To 2015 09 30 Figure 162 Form Template Audit Step 1 Select Form from dropdown Step 2 Select Modified by Employee by entering first 3 characters of employee name Step 3 Select Date Range 103 Step
49. Location Latitude and longitude Step 4 Select Radius Step 5 Click on Save Now territory is created it has to be assigned to employee Assign territory to employee Click on Assign button to assign territory to employee 21 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B SBPRADEEPM Employees Mapping For Ameerpet Go Back To Territories Create Employee Available Employees showing 3 Selected Employees showing 1 bulli bulli F Inuyashaa chandrahaas chinnu abbu pradeep m Figure 23 Employee Territory Mapping Step 1 Select employee and click on right arrow button to add the Employee Step 2 Click on Save Send Messages Navigation Admin gt gt Employees gt gt Send Messages or click on 3 dots in menu screen gt gt Send Messages Web Panel account user manager back office Root employee can send messages to field employees these messages are displayed in mobile app under messages module User can filter messages by applying filters from left pane filters include subject from and to date Enter filter values and click on apply for applying filters click on reset to clear all filters HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN B amp PRADEEPM Message Filters Messages SET APPLY RESE asasi Creation Date Subject Schduled For Employee Delivered To App Employee Group Count Subject Showing 1 to 2 of 2 entries lt lt lt gt
50. ME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES PORTS amp PRADEEP SPOORS Reports Favourites ad ad Manage Favourites Manage invalid locations Time Spent At Customers Report My Reports a View Form Activity Report Job Reports ad ad Customer Job Report Employee Job Report Job Report Job Progress Report Job TAT Report Figure 114 Reports Favourite Reports Reports can be made favourite by clicking on the star mark Frequently accessed reports can be made as favourite for ease of access These favourite reports are available under quick links in home screen configure screen and in monitor under favourite reports 74 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS Work Report successfully added to favourites Work Templa Delivery From 2015 08 05 To 2015 09 30 Load report as PDF Click on stay mark to make report as favaourite Note Data is availaple for only last 6 months Figure 115 Favourite Report Step 1 click on star mark to make the Report as Favourite To un favourite any report click on the same star mark HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS Work Report successfully removed from favourites Work Templ Delivery From 2015 08 05 To 2015 09 30 Load report as PDF Note Data is av lable for only last 6 months Click on star icon to unfavourite report Figure 116 UnFavourite Click on the favourite mark to unfavour
51. OME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES A B2worKsHoMe Employee Wise Distance Traveled Report Available Employees showing 19 Selected Employees sho Black Berry Julian Thomak Emp2 New E Kanakachary Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Siri Siri Siri Siri Spice Testing Works Home abc cba emp1 m king khan pavan maganti 2015 09 30 00 00 2015 09 30 23 59 Location Source BestPick Gps only Cell only Figure 132 Employee Wise distance travelled report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 To unselect Click on employee in right pane and click on left arrow button Step 3 Select date range Step 4 Select location source as best pick Step 5 Click on load to generate report Detail Tracking Report This generates the report of employee s tracking details like location with latitude and longitude battery level how he is connected to internet etc Report is generated for only the selected date Report can be generated in 2 formats HTML and XIs Navigation Report gt gt Location Reports gt gt Detail Tracking Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Detailed Tracking Report Employees Julian Thomak Date 2015 09 30 Load source Best Pick Gps only Cell only Y Tracks Activity Location Include Outlier Load report as HTML XLS Figure 1
52. OORS Filters List Templates RESET APPLY ID Title Actions Title Currencies gt S VIEW ITEMS Status s Active Withdrawn CREATE NEW ITEM 639 YES A WITHDRAW A MAP ITEMS gt A ab aer t Figure 60 Actions on List 1 View 2 Click to get all lists to sync 3 View items 4 Withdraw 5 View Items 6 Create New Items 42 7 Map Items View Click on list title to displays list fields Click to get all list sync It syncs all the list items View Items It is used to check List items Withdraw Forms which are withdrawn cannot be used any longer Create new list It is used to add items to the list Import list Navigation Admin gt gt Form gt gt Import List Bulk List can be imported in a single go HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS DMIN eee A PRADEEP SPOORS Import Lists Leave Types and Quota y Download Template Supported Formats Choose file No file chosen You can use xls format for importing List Important Notes _ IMPORT Date and time fields must be in the format of YYYY MM DD HH MM SS Figure 61 Import List Step 1 Download the template Step 2 Fill the details in the template and save it Step 3 Click on choose file to choose the file Step 4 Click on upload to upload it Import List Status Navigation Configure gt gt Form gt gt Import List Status Import list s status is shown here while bulk uploadi
53. ORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN amp PRADEEP SPOORS Job Types amp Stages Types Edit Figure 68 Job Settings Create a job type Job type can be created in two ways 1 By creating a new job type 2 Editing the already existing job type Create a job Stage Job stage can also be created in two ways 1 By creating a new job stage 2 Editing the already existing job stage Note It is preferable to create a job stage before you create a job type so that you can use the job stage in your job type Creating a Job Type 47 WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS O PRADEEP SPOORS Selected Stages showing 1 Collector Form Y p Job cash collect Figure 69 Create Job Type Step 1 Enter the Name Field Step 2 Select the stage you want to have in your job type this can be done by selecting the stage in left box and click right arrow button Step 3 To remove the stage select the stage in right column box and click left arrow button Step 4 Click on save to create job type User can create follow up job for job type select check box for follow up and select job type Editing Job Type WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a ALPRADEEP SPOORS Edit Job Type Name cash collect Available States showing 1 Selected States showing 1 Collector Form Create follow up Job Y Select follow up job type c
54. Reports gt gt Customer Job Report 76 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS sos Customer Job Report Customer Kerala Customer From 2015 05 02 Ta 2015 09 30 Load report as HTML Note Data is available for only last 6 months Figure 118 Customer Job Report Step 1 Select customer Step 2 Select from and to date between which report has to be generated Step 3 Select format type Step 4 Click on Load Employee Job Report Employee job report list out s the number of jobs assigned to an employee in a time interval Report can be generated into 4 formats PDF HTML CSV and EXCEL Data is available for last 6 months from current date Navigation Report gt gt Job Reports gt gt Employee Job Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Employee Job Report Employees pradeep test From 2015 09 30 To 2015 09 30 Load report as HTML Note Data is available for only last 6 months Figure 119 Employee Job Report Step 1 Select employee Step 2 Select date range in which the report has to be generated Step 3 Select format T1 Step 4 Click on load Job Report This generates all the jobs that were created and assigned to employees between selected time ranges Report can be generated into 4 formats PDF HTML CSV and Xls Data is available for last 6 months from current date Navigation Reports gt gt J
55. Route Phan Reno isap 93 Day PER DO sumas td o da E rato 94 EMPIOYSS ePOS uns E E a id NeT 94 eae Dita REPO eae canned wate tire Roan eau eed dciniaS 94 Employee Leave Report iii ii eee 95 Fimployec ACtivil REPO Conica e a 95 Employee Activity Summary Report cccccccnnoonocccnnnnnnnnnnnnnnnonnnnnnnnnnonnnannnnnnnnnnnnnnnnanonoss 96 Web User Goin REDO birena Sa 97 DEN EVE O 97 Ns AT se sesue et 98 Time pent In SOL Gy saris eres A ae 98 Time Not spent mi Territori 98 RP 0 cere see O RT nK O 99 AIN il in 99 Schedule REPO ito a 100 q on 0 e 100 EMPIOJES AU 101 TVS COT PU a a taa iba 101 Me O LO E EP oe ne ee ee ee ea ee 102 JOD AN AMIA o o de edo 102 EPA 103 Fort Template Aud estaras Det N 103 LAU a a dbBacactensacacensences 104 LUE e aaa 104 SS A A O 104 Caldas nino 105 OA 105 MIEACCOI MS A AA pabadiaedencdnbagess 106 PASSWORD Ad 106 VOICE RECIPES Aids 107 EAO A E RR NO 107 NE A A A A eee aE Leaves Dashboard Dashboard helps user to monitor overall activities done by and yet to be performed by employees Any lags in activities can be easily identified and can be addressed Links to various modules are available in menu bar menu bar gives quick access to jobs works routes forms locate dispatch customers employees reports admin and overflow menu Notification count is displayed on notification icon Unassigned jobs e Delayed Unassigned delayed jobs count is displayed click on count to view list of del
56. S Approved Rejected Rejected Rejected Rejected Approved Showing 1 to 6 of 6 entries Total Pages 1 gt 25 _v Records per page RESET APPLY Figure 173 Leaves User can approve or reject leave by clicking on corresponding approve or reject button View My Leaves HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN ese a BWORKS HOME LEAVES APPROVALS Leave Filters My Leaves RESET APPLY CANCEL Status Applied a Approved J Cancelled r 4601 Rejected Leave Start Between Employee From TO Works Home 2015 4 12 50 PM 15 09 04 01 00 PM 4597 Works Home 5 09 03 06 58 PM 1015 09 04 06 59 PM 4596 Works Home 9 12 00 AM 2015 09 10 11 50 PM Works Home 2015 07 02 12 00 AM 07 02 11 50 PM Works Home 1 02 11 50 PM Showing 1 to 5 of 5 entries Total Pages 1 gt gt 10 Y Records per page Figure 174 View My leaves Apply Leave Click on Apply Leave 111 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Apply Leave Timezone GMT 05 30 Chennai Kolkata Mumbai From 2015 10 01 13 22 To 2015 10 07 13 22 Leave Type Leave Actual Quota 0 Available Quota 0 Figure 175 Apply Leave Step 1 Select time zone Step 2 Select date and time zone Step 3 Select leave type Step 4 Click on save Reporting manager has to approve leave he can approve rejec
57. TS ADMIN eee A BWORKS HOME Filters Work Templates RESET APPLY DELETE Work Template Name Description Created Date Copied From Actions Copied From User Defined Systed Defined EyebiT WORK FIELDS Userdl X EMPLOYEE GROUP MAPPING E ADD WORK ATTACHEMENTS Sere 982 AUTO FORM FILL Figure 79 Work template actions Edit Edit Work Flow Edit work fields Employee Mapping Add Work Attachments Auto Form Fill E SS eS Delete Edit User can edit the Work Template by clicking on the Edit button Edit work Flow User can set the order for the forms i e what should be next activity for the first form 54 HOME JOBS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a PRADEEP SPOORS Manage work flow for testing work Actions Start Action End Action Next Actions Next Processes Action Name Rule Name Manage Rule Create Rule Figure 80 Manage Work Flow Step 1 Select Starting point by selecting the check box in the start action This will become the first activity Step 2 Click on Edit mark in Next Actions to set the Next action for the first activity Step 3 At the last action or activity select the checkbox in End Action Create Rule Advance settings can be done here visibility etc Next Process This is to add another work sheet to this work i e to link another work with the current work as a Next Process or Next Activity to the current activity Edit Work
58. USTOMERS EMPLOYEES REPORTS ADMIN eee Form Templates ID Multiple Customers Fi Multiple Customers For Multiple Customers Form E 6 6 6 6 9 9 dd 000O0OOOGOO Figure 48 Create From Existing Step 1 Click on button Step 2 A popup appears change the name of the form and click on Create Now the form is created check it in the form templates now user can customize the fields in it Form Template Helpful Actions When a form template is saved it shows helpful next actions to perform actions on form template By clicking on Go back to form template screen user will be navigated to form templates list screen HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp BworksHome Farmers Visit Template Actions Go back to Form Template Screen Sy Assign Form Template to Employee Groups Manage Lists in Form Template Configure Follow up for Job Work Assign Workflow 5 A i EN y Payment configuration View Forms Submissions Manage Recipient Email id Web Print Format y Xx Mobile Print Format Manage external Data Source Edit Form Template Withdraw Form Template Figure 49 Form template next actions screen Actions that can be performed on Form Template Below listed are the actions that can be performed on a form template 35 HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN amp 2worKsHoMme Filters Form Templates RESET APPLY APPLY
59. an also search for employee by using search bar Navigation Admin gt gt Employees gt gt Organizational Chart 18 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B PRADEEP SPOORS Organization Chart CLICK HERE FOR ORGANIZATION CHART e pradeep spoors o Kumar varma a ravi chand o Back office 1234 Figure 18 Organization Chart Device Event Logs Navigation Admin gt gt Employees gt gt Device Event Logs This gives details about the mobile device such as number of calls made received messages sent received GPS status On Off Network status On Off mode of internet using etc user can filters device events logs by applying filters from left pane filters include event types from and to date Employee name Enter filter values and click on apply for applying filters click on reset to clear all filters HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN ese UA Event Filters Device Event Logs RESET APPLY y Employee Name Event Type Details Event Types App Installed App Updated Network On Network Off Employee RESET APPLY lt lt lt gt gt gt 25 Y Records per page Figure 19 Device event logs Step 1 Select event types Step 2 Select Date Range Step 3 Select Employees Step 4 Click on Apply click on reset to clear filters Import Employee Status Employee Bulk Upload status is displayed in this screen
60. ash collect Figure 70 Editing Job Type Step 1 Click on edit button in job type Step 2 Select the required states by selecting forms and press right arrow mark button Step 3 After completion click on save Step 4 Select create follow up job if required Step 5 If create follow up job type is selected then select the follow up job type 48 Step 6 Finally click on save User can create follow up job for job type Creating a new job stage User can create a new job stage Click on add stage WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp PRADEEP SPOORS Create Job Stage Name New Job Stage Y Mandatory to complete Job Y ls revisitable Expense Reimbursement Y Add Form Template 1 1 Form Auto Fill Y Enable Form Auto fill from Job Note Auto fill only works for Customer Date Phone Text and Time field types in Form Form Fields Job Fields Pick another customer Job Start Time Job Description Figure 71 Creating New Job stage Step 1 Enter Job Type Step 2 Create your own form template or select from the dropdown Step 3 Fill all the details and select the stage you created Step 4 Select enable form auto fill from job check box for auto populating forms fields data to job Step 5 Click on save Edit Job Stage 49 WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS amp PRADEEP SPOORS Edit Job Stage Collector Form t
61. ayed jobs e Rejected Unassigned rejected jobs count is displayed click on count to view list of Rejected jobs Assigned jobs e Delayed Delayed jobs count is displayed click on count to view list of delayed jobs e In Progress In progress jobs count is displayed click on count to view list of in progress job To start Displays the count of jobs that are about to start when clicked on count displays list of jobs that are about to start Completed Today Displays the count of completed jobs when clicked on count displays list of completed jobs for today Completed Yesterday Displays the count of completed jobs when clicked on count displays list of completed jobs for yesterday All Scheduled Displays the count of all schedule jobs when clicked on count displays list of all schedule jobs Unassigned works e Delayed Delayed works count is displayed click on count to view list of delayed works e Rejected Unassigned rejected works count is displayed click on count to view list of Rejected works Assigned works e Delayed Delayed works count is displayed click on count to view list of delayed works e In Progress In progress works count is displayed click on count to view list of in progress works e To start Displays the count of works that are about to start when clicked on count displays list of works that are about to start e Completed Today Displays the count of completed works when
62. cation settings amp Media settings Adjust the settings as per the requirements and click on Save 67 Update Reminder Limits amp App Settings HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Update Reminder Limits Send Version Update App Un used Duration Stop work reminder after 2 hours u No of days history to be synced first time Max Number of Days For Day Plan Creation In Days App Settings Default App Screen Agenda App Title spoors Show Completed Jobs Y Q Hide Customer Info e Default Search for Forms Advanced Figure 102 Remainder App settings Adjust the settings as per the requirements and click on Save Bluetooth Printer Settings Bluetooth Printer Printer Service RecordUuid 00001101 0000 1000 8000 00805F9B34FB Printer Label Width 12 Figure 103 Bluetooth Printer settings Logos Logo is a representation or identification of a company in this section user can change logo for the company Navigation Admin gt gt Company gt gt Logos HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS Logo Settings Company Logo Choose file No file chosen Important Notes fee aera ee concen ee PRA Dimensions of web Logo should be 100 25 Pixels and Mobile App logo should be EA 150 150 Pixels Figure 104 Logo settings 68 Step 1 Click on choose file to choose Web logo Step 2 Click on choose file to choose App logo Step
63. drahaas P pradeep m bulli bulli chinnu abbu Figure 27 Create Chat Group 23 Step 1 Select employee by clicking on employee and click on Right arrow button Step 2 Enter name to the chat group Step 3 Click on save Change Account Admin This is used to change root employee for company Navigation Admin gt gt Employees gt gt Change account admin HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Change Account Admin Note Change Account Admin to any Manager Select Manager from the drop down and click on Change Button Select New Account Admin Julian Thomak Figure 28 Change Account Admin Step 1 Select employee from dropdown and click on change Note Most of settings are reflected when re login Customers Customers are used to link the task that you do for a person who might generate revenue for your company Customers can be individuals or corporate To give more flexibility EFFORT allows categorization of customers and lets you configure up to two contact details Customers can be used in a variety of places like jobs forms route plans etc Navigation Menu bar gt gt Customers HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH i EMPLOYEES REPORTS ADMIN eee A PRADEEP M Customer Filters Customers RESET APPLY DELETE EXPORT SELECTED EXPORT ALL ASSIGN SELECTED CUSTOMER TO EMPLOYEE Customer Id Customer Name Email Customer Name Customer Phone Primary Contac
64. e Range Step 4 Click on load Customer Audit This generates report for changes modifications done on customers report can be loaded in HTML Navigation Reports gt gt Audits gt gt Customer Audits HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Customers Audit Customer Kerala Customer Modified By Julian Thomak From 2015 05 20 To 2015 09 30 Figure 158 Customer Audit Step 1 Select Customer by entering first 3 characters of customer name Step 2 Select modified by Employee by entering first 3 characters of customer name Step 3 Select date range Step 4 Click on Load 101 Job Audits This generates report for changes modifications that are done on jobs Report can be loaded in HTML Navigation Reports gt gt Audits gt gt Job Audits HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Job Audit Employee Julian Thomak Modified By Sree nath From 2015 06 02 To 2015 09 30 Figure 159 Job Audits Step 1 Select employee by entering first 3 characters of employee name Step 2 Select modified by Employee by entering first 3 characters of employee name Step 3 Select date range Step 4 Click on load Job Invitation Audit This generates report for changes modifications done on job invitations Report can be loaded in HTML Navigation Reports gt gt Audits gt gt Job Invitation Audits HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES
65. ed Text field and set format of mail Format of E mail User can set the format of E mail he can select the details that should be in mail and these details will be sent to mail Message Subject Notifications Body lt employee_name gt lt customer gt lt job_start_time gt lt job_ end time gt Figure 172 Format of E mail Step 1 Enter subject Step 2 Click on the selected mark and Select fields in the pop up Step 3 Click on save Leaves Leaves applied by employees are displayed in this screen User manager root employee can approve or reject leave User manager can apply leave by clicking on apply leave and can also check his applied leaves by clicking on my leaves user can filter leaves by applying filters from left pane filter set include approved rejected applied cancelled Select filter set and click on apply to filter leaves click on reset to clear all filters Navigation menu bar gt gt 3 dots gt gt leaves 110 HOME JOBS WORKS Leave Filters RESET APPLY Employee Employee Name Status Applied Approved Cancelled Rejected Leave Start Between ROUTES FORMS LOCATE DISPATCH CUSTOMERS Leaves APPROVE REJECT Employee Lava Andriod work22 work3 testemp Lava Andriod Lava Andriod test emp EMPLOYEES 2 00 AM 00 AM DO AM 12 00 AM 15 06 26 12 00 AM 15 07 06 12 00 AM REPORTS ADMIN Leave Type amp O VIEW MY LEAVE
66. ee This will navigate user to create employee screen where an employee can be created by giving all required details 11 Employee Details HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee amp PRADEEP SPOORS Create Employee Employee Details First Name Pradeep Last Name Kumar Employee ID 12345 Type Field Reporting Manager pradeep spoors Manager Y Email Pradeep gmail com Create web panel account Mobile Figure 6 Employee Details Section Employee First name Last name Mobile number E mail id are mandatory fields and rest are optional fields e User can select roles for Employees from the dropdown In order to select roles first user has to create roles refer Manage Roles section under Workflows section for creating Roles e User can select time zone for employee that is in which time zone employee has to work e Employee customer mapping can be done in Auto Map Customer to Employee If mapping is set to No Customer is not visible to employee who created him her for No Explicit mapping exists select the option as required e User can select reporting manager for employee e User can create his own required calendar and these calendars will reflect in the calendar dropdown For creating calendar refer Admin gt gt calendar section gt gt Create Calendar e Select the manager check box so that employee is being created will have acces
67. ee Step 2 Select date range Step 3 Click on view List of claims that needs actions appears user can approve or reject by selecting on appropriate check box and user can also enter comments for the approval and click on save to reflect changes Schedule Reports These Reports are sent to registered mail on the basis of Daily Weekly and Monthly Report can be of PDF or Excel Format Navigation Reports gt gt Schedule Reports gt gt Schedule Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES j RAE Schedule Reports Weekly Monthly Report type Figure 156 schedule Reports Step 1 Select The Check box as of user requirement Step 2 Select the Report Format type Step 3 Click on Save Audits Changes modifications that are done on employee customers jobs job invitations forms form templates and lists etc can be checked here 100 Employee Audit This generates report for changes modifications done on the employee Report can be loaded in HTML Navigation Reports gt gt Audits gt gt Employee Audits HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Employee Audit gt Employee Julian Thomak Modified By Works Home From 2015 04 20 JE To MNAE 2015 09 30 Figure 157 Employee Audit Step 1 Select employee by entering first 3 characters of employee Step 2 Select modified by Employee by entering first 3 characters of employee Step 3 Select dat
68. ep 2 To unselect Click on employee in right pane and click on left arrow button Step 3 Select required field at At Step 4 Select date range Step 5 Select location source preferably best pick Step 6 Select load type Step 7 Click on Load to generate report Customer Reports Reports related to customer activities are described here Locked customer reports This is to check for the locked customers Employees can lock customers those locked customers can be seen here under in locked customers Report of Locked customers report can be generated in 2 formats HTML and Excel Navigation Reports gt gt Customer Reports gt gt Locked Customers Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Locked Customer Report Available Employees showing 0 Selected Employees showing 4 Back office 1234 Kumar varma pradeep spoors ravi chand Load report as Figure 137 Locked customer Report Step 1 Select the employee by clicking on employee and click on right arrow button Step 2 Select the format which in report has to be generate the report 89 Step 3 Click on Load New Customer Report Report for New Customers is generated here Report can be generated in 2 formats HTML and XIs Navigation Reports gt gt Customers Report gt gt New Customer Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee New Customer Report y From 2015 09 23 To Load
69. er RESET APPLY Territory Name ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Territories Page 1 of 1 Territory Name Hyderabad Motinagar amp BworKsHoMe Ep Eb Eb Eb Figure 21 Territory management User can edit assign delete territory Click on Create Territory for creating territory User can also search for territory by entering territory name in the field provided in left pane Create Territory HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee SBPRADEEPM Create Territory Shamshabad Surmaguda Solipet gt y Y Rajiv Gandhi Adibhatla International Airport Enter Territory Name Chuna Dandumailaram Selection type Circle bs f Muchintal Mangalpall Maddur ea Tattikhana Latitude 17 11240986586296 Golconda Ibrahimpatnam Longitude Radius 2 78 51207733154297 Thimmapur Kothur 10 gt M heshwaram Penjerla Mekaguda a Gangaram Rachakon Pocharam Manchal Eliminedu Lemoor Arutla Begampet Rangapur Akanpally SAE Inagar Seriguda Palle Pulimamidi Note Click on the map to select the centre of the territory Then adjust Dedpally area covered by choosing radius appropriately Keshampet Yacharam dlipu pur Nandiwanaparthy j Mucherla Papireddyguda j a Nakkertha Medipally Figure 22 Create Territory Step 1 Enter Territory Name Step 2 Select selection type Step 3 Select
70. er Title Step 2 Enter description Step 3 Click on Add to set Title Start Time and End Time Step 4 Click on delete to delete timings for the day Step 5 When finished click on Save Calendar This is used to set Special days and to alter the behaviour of default calendar Navigation Admin gt gt Calendars gt gt Calendar HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN O iTo Oo Calendars Description Actions a Click to manage holidays special days Click to edit default calendar Figure 165 Calendar Step 1 Click add new calendar to add new calendar Step 2 Click on Manage working hour s button watch mark to alter the behaviour of default calendar Step 3 Click on Manage holiday and special day s button chair mark to set any special days or holidays My Calendar The purpose of this is to view the calendar details like its working hours and holidays and special days 105 Navigation Admin gt gt Calendars gt gt My Calendar HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS My Calendar Title Vorking Hours Monday Full Day 7 10 00 00 nd Time 18 00 00 Tuesday 10 00 00 EndTime 18 00 00 Wednesday Full Day Start Time 10 00 00 End Time 18 00 00 Thursday Full Day Start Time 10 00 00 Friday Full Day ve 00 00 00 id Time 18 00 00 Figure 166 My Calendar User can view the details of the calendar in the above Figure
71. er to complete the work these activities are defined by the user 52 HOME JOBS K ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN A PRADEEP SPOORS Work Filters Works Select reser APPLY DELETE REASSIGN Work Templates PPren Title 4 Work Name 4 Customer Start Time Credit card verification View Add Credit card verification sn Personal Loan verification F 2015 04 20 Jeo J L m A Personal Loan new wori new wor kiran lise Kun ma View Add verific ation ie Ke SIM card verification SIM card verification View Add 2015 08 04 07 54 Priority 7 new worl new work Pradeeg PM pradeep spoors testing work High eee View ten new wor Pradeep sae Sia ln ice pradeep spoors actwor Low ravi chand Status Work 1 Completed Pending Showing 1 to 6 of 6 entries Total Pages lt lt gt gt gt 25 v Records per page Rejected 9 9 5 Working RESET APPLY Figure 77 Works screen All works amp work templates are displayed in this screen user can filter works by applying filters from left pane Filter set include work template list priority status starts between ends between and work template name User can delete or reassign works by selecting works and clicking on appropriate action button User can select works for today upcoming completed rejected delayed List of all work templates are visible in right pane user can add view work of a template When clicked on
72. erally represent the gathering of information HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN 7 SBpRADEEPM Form Filters View Forms Form Templates RESET APPLY DELETE REASSIGN Form Templates Title 4 Template Filled By 4 Filled Time Approval Status Payment customer data customer data i Customer in Customer in es eA Forhouioi FormCopy Test Filled By 4 266841 Number Testing pradeep m oa Pag s FormCopyTest View Add Filled between A General Work Inuyashaa 2015 09 11 08 00 View chandrahaas New time pradeep m View Add Modified By y new time difference RESET APPLY l Showing 1 to 25 of 29 entries Total Pages 2 lt lt lt gt gt gt 25 Records per page View Add Figure 44 Forms list screen By default forms of all templates are displayed in this screen user can filter forms by applying filters from left pane Filter set include Form templates list filled by filled between modified by modified between User can delete or reassign forms by selecting the forms and by clicking on corresponding buttons User can create new form template by clicking on Create Form Template All published form templates are displayed in the right pane User can view add forms of a template by clicking on view Add button User 31 can also search for form templates by clicking on by entering form template name in Search bar which is in right pane On clicking gear icon
73. gear icon in right pane user will be navigated to list of work templates screen User can create work template using Create Work Template option Creating a work Template The following below Content describes you how to create a work Template Navigation Menu bar gt gt Works gt gt Create New Template HOME JOBS JRKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Create Work Template Work Name PJP Work Description Description Add Process Actions ADD ACTION Action Title Action Description Form Template Action Description Audio and video Figure 78 Creating work Template Step 1 Enter Work Name and Work Description fields Step 2 Click on Add Action to add the Activities or Actions that need to be performed in this work Step 3 Enter data in row wise order Action title is mandatory 53 Step 4 Select the Form template from dropdown Step 5 Click on Delete row for deleting the particular row Step 6 Finally save the work by clicking on Save Note in Form Templates Dropdown the forms which appear are the forms which user had already created and published user can select a form of his wish from the dropdown which is required to complete the work User can select only a single form at a time the forms which are selected becomes the Activities Actions that can be performed on the work HOME JOBS ORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPOR
74. gure 39 Customer details screen Click on required section to view those particular details of customer User can Edit delete lock add activity to customer and can view employees mapped to customer User can also view mapped employee to the customer by clicking on respective buttons Import Customer Status The status of bulk uploading customers can be seen here Whether the entire employees are uploaded or not status can be checked here Navigation Admin gt gt Customers gt gt Import Customer Status Customer Types User can create customer types user can select colour for type so customers who belongs to this type will appear in selected colour on map when locating customers on map 29 Navigation Admin gt gt Customer gt gt Customer Types o ANER SPOORS CUSTOMER SUPPORT 91 99515 54321 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP My Customer Types Note Customer Typeld should be put against Customer Type column in Customer Bulk upload Type New Figure 40 List of customer types Click on Add New Customer Type HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B amp SBPRADEEPM Create Customer type Type Name A Type Color light green Figure 41 New Customer type Step 1 Enter Type Name Step 2 Select colour Step 3 Click on Save Activities Navigation Admin gt gt Customer gt gt Cust
75. ications click on reset to clear all filters Click on Schedule New Notification to create new notification HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN a WORKS HOME Notification Filters All Scheduled Notification reset APPLY DELETE UNDELETE Event Type 2 Edit Subject Job Form 3 WorkFlow Route Plan f Start Stop work E Territories Work ne more Status Deleted Undeleted Name k 5 j lt lt lt gt gt gt 5 v Records per page e APPLY Showing 1 to 2 of 2 entries Total Pages 1 2 por pay Figure 169 All Schedule Notification 107 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Create Notification Rule definition Message amp BworkKsHome Notification Quality Neutral White v Subject Notifications lt job_end_time gt Name New Notification Notify when Unassigned Job is about to start Buffer time mins 14 Delivery Rule Deliver via Sync amp Web Notifications Figure 170 Create Notification Step 1 Select Notification Quality Step 2 Select rule type Step 3 Enter name Step 4 Select when Notification has to fire Rule type is divided 2 categories Time based Event Based Time Based If Time based is selected notify when details can be observed here below 1 Unassigned job is about to Start 2 Job Not completed within End time 3 Employees no
76. icular day is shown in the map with blue line Show Planned Travel Planned travel of employee is displayed on the map Show nearby Employees Displays the employees who are within the selected range Show nearby Customers Customer type can be selected here and searching is done on the basis of customer type Jobs works for the selected date are displayed in right pane When clicked on eye icon job work details are displayed in new tab User can filter customers based on name and priority by using filter button Knowledge base Navigation Menu bar gt gt 3 dots gt gt Knowledge base Knowledge base acts as a repository for you to store videos training content new product offerings etc Each article can be shared with a Group of employees An article can contain a file a media item or a pdf file All the Files and folder which have been uploaded and created are displayed in this screen user can filter files and folders by applying filters from left pane User can edit or delete files and 64 folders by selecting the check box and clicking on appropriate buttons User can download files by clicking on download icon HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN A WORKS HOME Knowledge base Filters Knowledge base _CREATEFOLDER CREATEFILE RESET APPLY DELETE Type Has Attachment 2 No Attachment m e Title Created On Download Document Library 2014 09 26 11 28 AM Title
77. is useful for payment processing HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Payment Configuration Enable Payment Processing Y Payment amount field Amount Figure 52 Payment Configuration Step 1 Click on enable payment configuration Step 2 Select field only currency fields in template will appear in the dropdown Step 3 Click on save So when the selected field is filled in a form then payment processing option will be enabled in mobile Assign Work Flow To assign a workflow first user has to create a work flow Follow navigation where user can create workflow admin gt gt Workflow gt gt Workflows and assign it to the form Manage External Data source This is used to connect Effort with external data source Add Forms Navigation Menu bar gt gt Forms This is used to add forms to Form template 38 HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN a BWORKS HOME Form Filters View Forms RESET APPLY DELETE REASSIGN Form Templates Form Templates ID Title Template Filled By Filled Time Approval Status Payment pavan magant 5 09 23 57 AM is A Activity Form Activity test with Customer data Endurance 9 t View Add ivi i magan Activity test with magan Customer data See audio and video 1 e pavan Farmers Vis audio and video 1 Y magant View Add 266902 Farmers Visit Works Home Fil
78. itation Step 1 Fill all the required Fields Step 2 Enter the pin code you have set for creating the employee group Step 3 Click on save Import Job amp Form Jobs and forms can be imported by this 46 amp SBworKsHOMEe CREATE Job Types YH wet T pe Q Assigned To Job Add Guwahati Collection Report Add for orderbooking Add myjobty pe Add amp SBworKSHOME WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a BWORKS HOME Import Job and Form ect Job State Work flow test NEW y Download Template Supported formats Choose file No file chosen You can use xls format for importing Job 4 Form only xls formats are supported Important Notes IMPORT This feature is only supported for Forms that do not use pages sections computed fields and Lists Only one Form per stage can be uploaded Images if any in the Form are also not supported in this bulk upload They have to be uploaded separately once the Form has been filled Figure 67 Import Job Form Step 1 Download the template Step 2 Fill the details Step 3 Upload the document Job Settings Navigation Menu bar gt gt Forms Click on gear icon in forms screen to go to job settings before creating a job its type has to be created and also it s stages has to be created job type defines what type of job to be performed and job stages defines tasks to be done during the completion of the job W
79. ite the report My Reports Generates report for form activities View Form Activity Report EMPLOYEES EMPLOYEES This generates the form report activity of the form This feature is only available to manager who is directly reporting to Root Person Report can be generated in XIs Navigation Reports gt gt My Reports gt gt View Form Activity Report 75 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS one a BWORKS HOME View Form Activity Report Form Templates Order Booking Available Employees showing 3 Selected Employees showing 2 Black Berry r Julian Thomak test emp pavan maganti work22 work3 2015 06 02 00 00 2015 09 30 23 59 Figure 117 Form Activity Report Step 1 Select form from dropdown Step 2 Click on employee in left pane and click on right arrow to select employee Step 3 To unselect Click on employee in right pane and click on left arrow button Step 4 Select date range Step 5 Click on load Job Reports Job Reports generates various types of reports like customer job report employee job report Job report Job progress report job TAT report and tag report Customer Job Report Customer job report gives details about the list of jobs that were done to the Customer in between a selected date range Report can be generated into 4 formats PDF HTML CSV and EXCEL Data is available for last 6 months from current date Navigation Reports gt gt Job
80. ject route plan Locate To track and employee location and to locate customer on map this feature is useful and Route plans are shown here in the map Navigation Menu bar gt gt Locate 63 HOME JOBS WORKS ROUTES FORMS LC i DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN cce a WORKS HOME Locate Show Planned Travel Show Actual Travel Y Show nearby Employees Show nearby Customers Jobs Works mE AnKireddipal culore e Kerala Customer Apple High 2015 08 25 10 45 00 AM Keesaragut Patighanpur Bogaram Yeddumailaram n ibibo 1 Bhanur can a TRE A Ditficut Singapur 4 KondapL Shankarpally A Ay AO Meee pe a 4 N Mokil okila e reir Maharajpet Chinnamangalaram f Medipally Nyalata Urella Chilkur G4 M wf hs Google oinaba P e Pa E e TermsofUse Report a map error 8 Job Employee Customer Work Route Plan Customer Check In 63 Customer Check Out a Y Y Figure 96 Locate screen User can track employees locations under him user can search for employee using search bar in left pane under employees click on employee to track locations employees home location is displayed on map if employee home location is under selected radius option to select radius is at top center of map user can select radius in KMs user can also search for customer by selecting customer from dropdown Show Actual Travel The Distance Travelled by the employee on that part
81. led By Employee Farmers Visit Lava Andriod 2015 09 23 12 46 PN View Add Filled between j 66900 Farmers Visit Works Home 2015 09 23 11 55 AM column wrap test View Add Farmers Visit Works Home cust type filter Farmers Visi Works Home View Add Modified By 4 266897 Farmers Visi Works Home I Daily Sales Report Showing 1 to 12 of 12 entries Total Pages 1 lt lt lt gt gt 25 v Records per page View Add Figure 53 Forms List screen HOME JOBS WORKS ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Fill Daily update indicates an title field indicates a mandatory field Assign To Kumar varma y Daily work Title Daily work HE Planned Tasks List Tabular efa Task name Resource Actual Time Spent min value 1 max value 8 Un Planned Tasks List Tabular sfa Task Name Resource Time spent min value 1 max value 8 Figure 54 Adding form Enter form details and select assign to if form need to be assigned to employee and click on save View Form Navigation Menu bar gt gt Forms Click on view in right pane 39 HOME JOBS WORKS Form Filters RESET APPLY Form Templates Q Report On Operation ROUTES LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN View Forms DELETE REASSIGN Title Template Filled By Filled Time pradeep Click to view forms of a particular Approval Status SPRADEEPSPOORS
82. nd time and completion time Report is generated in EXCEL format Data is available for last 6 months from current date Navigation Reports gt gt Job Reports gt gt Job TAT Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPOR amp BworksHome Job TAT Report Form Order Booking Available Employees showing 19 Selected Employees showing 5 Black Berry Julian Thomak Emp2 New i Kanakachary Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Siri Siri pavan maganti Siri Siri Spice Testing Works Home labc cba emp1 m king khan pradeep test 2015 05 02 00 00 2015 09 30 23 59 Note Data is available for only last 6 months Figure 122 Job TAT Report Step 1 Select Form 79 Step 2 Click on employee in left pane and click on right arrow to select employee Step 3 Select date range Step 4 Click on load Tag Report This is used to tag employee with customer tags report is generated for tagged employee Report can be generated in 2 formats HTML EXCEL Navigation Reports gt gt Job Reports gt gt Tag Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS A PRADEEP SPOORS Tag Report y Kumar varma pradeep spoors ravi chand Tags Date Load report as Figure 123 Tag Report Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 Select tag by clicking in tag field Step
83. ng the status can be checked here whether Import list status is successful or not 43 Jobs Jobs are tasks that need to be performed by your field employees in their field visits to customer deliver an item get feedback take a survey and in a lot more cases Each Job can be further sequenced into a set of sub tasks that help the employee see it as a checklist of items to be done before he she can complete the main task at hand WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A SworksHome Job Filters Jobs Today s Jobs v Import Job and Form _IMPORT CREATE Job Types tt Reset APPLY DELETE REASSIGN EXPORT VIEW ALL JOB INVITATIONS Job Types z Edit Title Customer Start Time Employee Stage At Complete Time Repeats Actions for orderbooking Guwahati Collection Priority Guwahati Collection Report High Medium Low Job View Add Status View Add Complete In complete Rejected M View Add myjobtype Time Showing 1 to 3 of 3 entries Total Pages 1 lt lt lt gt gt gt 25 Y Records per page RESET APPLY Figure 62 Jobs list screen Jobs of all types are displayed user can filter jobs by applying filters from left pane filter set include job types priority status time when selected manually specify under time date fields will appear title employee name un assigned jobs customer address Enter filter values and click on apply for applying filters click
84. nly in add edit Customer in web and mobile and in smart import Customers only All other import areas do not handle these settings System Defined Customer Fields Visible Mandatory Unique Figure 37 Manage system defined fields Step 1 Select required fields by selecting checkboxes Step 2 Click on save to reflect selected fields Manage user defined fields User can manage user defined fields manage in the sense user can create or edit fields as per requirement 28 HOME JOBS WORKS ROUTES LOCATE DISPATCH Form Template Title Customer form Page 1 Title Page 1 Order Field Label Outstanding amount Total calls Last service Date Text audio country customer CUSTOMERS EMPLOYEES Data Type Currency Number Date Te xt Audio country Customer REPORTS ADMIN eee Computed Default Barcode none none Required Visible A BRworKsHoMme ADD FIELD Customer Type 00000000 0 000000020 000000000 Date Figure 38 Manage user defined fields Step 1 Add fields Modify fields as per requirement Step 2 Click on save to reflect fields View customer details User can view customer details by clicking on customer name HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH EMPLOYEES REPORTS ADMIN eee E PEA 0 PSI e ustomer View View Mapped Employee Ravi Kumar New Customer Information Customer Activities Tags Customer Hierarchy Fi
85. ns Wi Fi and Mobile data or only Mobile data to upload files which are larger than 500 kb Note Mobile handset time should match with actual time zone a difference of 15 Minutes is acceptable if it exceeds user specified actions are imposed 13 Track and Sync settings HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS REPORTS ADMIN boo Track and Sync Settings Track During Work Hours Tracking frequency 300 x In seconds Track via Data only Track Upload Frequency immediately Sync frequency during work hours 5 minutes Sync frequency during non work hours 30 minutes Location provider Unified Affects android only Figure 8 Track amp Sync Settings Select track timing when employee has to be tracked select the things like track frequency and mode of tracking sync frequency during working and non working hours and location provider from dropdown Address Settings HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS MPLOYEE REPORTS ADMIN nae Address Settings Street bapu nagar Area Sf Nagar City Hyderabad District Ranga reddy Pin code 500038 Landmark Gitali Country india State Andhra Pradesh Home Latitude Home Longitude Figure 9 Address settings 14 Enter the address and location details this home location is displayed on map in locate screen Permissions HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS ES REPORTS
86. ob Reports gt gt Job Report Step 1 Select the form and to date range Step 2 Select the format type Step 3 Click on Load HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Job Report Figure 120 Job Report Job Progress Report This generates the progress of the jobs that are assigned to an employee Report can be generated into 4 formats PDF HTML CSV and EXCEL Data is available for last 6 months from current date Navigation Reports gt gt Job Reports gt gt Job Progress Report 78 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS amp WORKSHOME Job progress report Black Berry Julian Thomak Emp2 New i Kanakachary Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Siri Siri pavan maganti Siri Siri ravali padakanti Spice Testing Works Home abc cba emp1 m king khan pradeep test Job type Job From 2015 09 30 00 00 Tos 2015 09 30 23 59 Load report as HTML Figure 121 Job Progress Report Step 1 Select employees by selecting them in left pane and click on right arrow button Step 2 User can remove employees by selecting them in right pane and click on left arrow button Step 3 User can search employees by using search bar in both panes Step 4 Select date range Step 5 Select format type in which report has to be generated in Step 5 Click on Load Job TAT Report This generates the time difference between the job e
87. omer Activities User can define Customer activities these activities are Route Plan activities if it is assigned to employee he can check it in the Mobile app gt gt Route Plan HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee B RPRADEEPSPOORS Activity Filters Manage Activity RESET APPLY DELETE Name Form Name Creation Time Modified Time cash collecting 2015 08 04 08 16 PM Delivery 2015 07 15 05 00 PN 4 12 41 PM Showing 1 to 5 of 5 entries Total Pages 1 lt lt lt 1 gt gt gt 25 Y Records per page RESET APPLY Figure 42 Customer Activities 30 User can manage activities manage in the sense user can delete or view activities user can delete activities in multiple or individually by selecting the checkbox and click on delete Click on create to create new customer activity User can filter activities by applying filters from left pane filters include activity name Enter filter values and click on apply for applying filters click on reset to clear all filters HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN ese Create Edit Customer Activity Activity Name Plan Select Form With Customer Field Testing Figure 43 Create Customer Activity Step 1 Enter Activity name Step 2 Select the form Step 3 Click on Save Note Only the forms with Customer Field type will appear in the dropdown Forms Forms gen
88. onths Figure 142 Form Report Step 1 Select form template Step 2 Fill details Step 3 Select format type in which report to be generated in 92 Step 4 Click on load Bulk Print Download Navigation Reports gt gt Form Reports gt gt Form Report This is used to download form field values in bulk Admin will send a mail to user s registered mail Form Bulk Download SELECT FORM TEMPL 2015 09 30 Load repor as Figure 143 Bulk Print Download Step 1 Select form template Step 2 Select date Step 3 Select format type Step 4 Click on Request for form bulk download Route Plan Report Navigation Reports gt gt Route Plan Report This generates the progress of Route Plan Report for selected Employees Report can be generated in 4 formats HTML CSV PDF and XIs HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Route Plan Report Available Employees showing 18 Selected Employees showing 5 Black Berry Julian Thomak Emp2 New i Kanakachary Endrakanti Lava Andriod Mamatha Reddy Maksymilian Maria Sree nath Sin Siri pavan maganti Sin Siri Spice Testing Works Home abc cba emp1 m king khan pradeep test SS A A A Routes All From 2015 08 19 To Load report as Figure 144 Route Plan Report 93 Step 1 Click on employee in left pane and click on right arrow to select employee Step 2 To unselect Click on employee in right pane and click on lef
89. oyees battery status and last known locations are displayed in bottom pane Feeds are displayed on left pane feeds are nothing but recent activities done by employees O Feeds o Q Unassigned Jobs Assigned Jobs shailajaa vangari submitted a To start Completed ang Form of type new ay today 1582 O gt 185 Al shailajaa scheduled a new Job Follow up 1222 00 for shailajaa O vangari 4 days All Completed shailajaa vangari submitted a test 4 days Unassigned Works Assigned Works 0 O ro vangari completed Job Completed 4 days 84 O 6 O today ra modified Job High O O shailajaa vangari completed Job High 4 days de EAU shailajaa vangari completed TAT in scheduled yesterday Job High 4 days Customers Check Ins Pending Approvals shailajaa vangari submitted a 266829 Form of type new 4 days shailajaa vangari submitted a bbjb 0 9 Form of type cus 4 days Yesterday Leaves shailajaa scheduled a new de ta unassigned Job tiles Form Activities Employees 6 days 0 1 2 58 Today Yesterday Not Synced Activation Pending Delayed Rejected Delayed In progress 9 5 Today s 9 To start Delayed Rejected Delayed In progress O Today s O To start Show ontyGPS A ONLYCELL f ONLYOTHER all View All last known Locations In Map Current Showing All No Location update from 18 Employees for last one hour Madhapur Hyderabad Y 10 days ago ganesh Ch Working hours Madhapur Hyderabad Y 10 days ago
90. pose for creating employee group is to give permissions to back office employee on employee group HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A PRADEEP SPOORS Employee Groups Group Name Figure 12 Employee Group list screen Click on red tick mark Checkbox HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A RPRADEEPSPOORS Assign Permission Set Name back office Permission Sets All showing 0 Selected sho Figure 13 Assign permission set screen Step 1 To select employee group click on employee group under all and click on right arrow button Step 2 To unselect employee group click on employee group under selected and click on left arrow button so back office employee will have selected permissions on the employee group Click on Add Employee group to create an employee group 16 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS amp PRADEEP M Create Employee Group Group Name Employees showing 0 Employees in Group showing 4 Inuyashaa chandrahaas bulli bulli chinnu abbu pradeep m Figure 14 Create Employee Group screen Step 1 Enter Group Name Step 2 Select type to field back office as required Step 3 Select the Employee and click on Right Arrow button Step 4 To remove employee select the employee and click Left Arrow button Step 5 Click on save Permission Set Navigation
91. ption to create and assign route plan are available at top right of middle pane User can delete or can re assign route plan to employee user can also sort routes based on today delayed upcoming rejected completed List of route plans are displayed in right pane User can also search for route plans using search bar in right pane Click on gear icon to view all route plans User can view or assign route plan by clicking on corresponding view assign options available in right pane Activities of a Route plan A Route Plan should have activities these activities are performed at the customer location to complete the task assigned to the employee and these activities are forms that are selected as per the Requirement 60 Creation of Activities Navigation Admin gt gt Customer gt gt Activities HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN a WORKS HOME Activity Filters Manage Activity RESET APPLY DELETE Name Form Name Creation Time Modified Time Actions on RESET ARR Showing 1 to 11 of 11 entries Total Pages 1 lt lt lt 1 gt gt gt 5 Records per page Figure 92 List of activities screen List of activities are displayed in this screen user can filter activites by applying filter from left pane Click on create to create activites Create Activites Click on create button HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee
92. r which follow up has to be created Step 4 Select the appropriate form fields corresponding to work fields Step 5 Finally click on save Step 6 Follow up to job can be done when selected job Mobile Print Template It is used to set the mobile format in which form can be downloaded Forms gt gt Click on form id gt gt click on Save as PDF or Document now when save as pdf or document is clicked file will be downloaded in the user defined format instead of default format this is for mobile format Withdraw User cannot delete the form he can only withdraw the form so that it can no longer be used Edit User can edit form fields and settings Print Template It is used to set the format in which form can be downloaded Forms gt gt Click on form id gt gt click on Save as PDF or Document now when save as pdf or document is clicked file will be downloaded in the user defined format instead of default format Open to Customer By clicking this form will be visible to the customers who are having web panel Account 31 Employee Group It is used to assign the form the employee group so the form is visible to that employee group only and only that employee group can access the form Email to Group It is used to Email the form to the employee group Manage Lists Forms that contains list are shown in this manage list section Payment configuration This option is available for form templates with currency field this feature
93. radeep spoors testing work Employee Ea A View new work radeep AS pradeep spoors WORK 2 Customer g 015 08 19 10 10 Sample work gt i i ravi chand Showing 1 to 6 of 6 entries Total Pages 1 lt lt gt gt gt 5 Y Records per page Working Figure 84 Add Work navigating screen HOME JOBS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a WORKS HOME Work Name PJP Description Description Starts 2015 09 24 14 36 Ends 2015 09 24 15 00 Customer Jones Employee Black Berry Priority Medium Address same as Phone Number 8106566989 customer Street City Country Select State Pincode Location This is a recurring Work Figure 85 Add Work 57 Fields that are shown here are of default User can alter these fields by Clicking on Edit Work Fields this is discussed above in Edit work fields Step 1 Fill all the required fields to create the work Step 2 Select the Customer in the dropdown Step 3 Select the employee to assign the work Step 4 If the address is same as customer address then set address same as customer to Yes Step 5 Select the checkbox if the work is a recurring work Recurring Work Recurring works can be done on Daily and Weekly basis Y This is a recurring Work Figure 86 Recurring Work Step 1 Select whether work to be weekly or monthly Step 2 Select date and no of times work to be recurring View Work To View
94. report as XLS Note Data is available for only last 6 months Figure 138 New Customer Report Step 1 Select the Date Range Step 2 Select the Report Type to be generated in Step 3 Click on Load Customer Activity Report This generates the report for number of activities done for customer by employees Report can be generated in 2 formats HTML and XIs Navigation Reports gt gt Customer Reports gt gt Customer Activity Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS Customer Activity Report orm cash collecting X Available Employees showing 0 Selected Employees showing 3 oad report as Note Data is available for only last 30 days Figure 139 Customer Activity Report 90 Step 1 Select the Form Step 2 Select the date range Step 3 Select the format in which report has to be generated Step 4 Click on Load Customer Status Report This generates report for status of customer whether the customer is active or Inactive Report can be generated in 4 types HTML CSV PDF and XIs Navigation Reports gt gt Customer reports gt gt Customer Status Report HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Active Inactive Customer Report State All Period 01 In months Load report as e HTML XLS PDF CSV Figure 140 Customer Status Report Step 1 Select state whether Active or Inactive customers Step 2 Select period Step
95. rs IMPORT Important Notes This feature allows to import modifications to existing Customer records and also new Customer records Customer name is mandatory to be filled accepts alphanumeric characters Figure 35 Import Customers Manage customer fields This is used to manage customer fields manage in the sense making fields mandatory or unique etc User can customize customer fields based on his requirement user can customize both user defined fields and system defined fields Navigation Menu bar gt gt Customers gt gt Manage Customer Fields 27 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH JSTC EMPLOYEES REPORTS ADMIN eee Manage Customer Fields gt Manage System Defined Fields Customer Name Customer ID Customer Phone Primary Contact Secondary Contact etc gt Customize Your Customer Fields Outstanding Amount Total calls Last Service Date etc Figure 36 Manage Customer Fields Manage system defined fields User can manage system defined fields manage in the sense user can edit system defined fields and can make fields mandatory or un mandatory and can change uniqueness of fields HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH EMPLOYEES REPORTS ADMIN eee A PRADEEP M Manage System Defined Fields Note 1 Mobile apps check for uniqueness only in the Customers available on device It doesnt validate from cloud if a Customer already exists with the same value Note 2 The settings below work o
96. s Employee Employee Phone chinnu abbu Employee Email new name new name Status Active RESET APPLY Showing 1 to 5 of 5 entries lt lt lt CUSTOMERS EMPLOYEE REPORTS ADMIN eee Status 5 v Records per page Figure 3 Actions on employees Last Sync Below are the list of actions that can be performed on employees 1 Edit 2 Employee customer mapping 3 Employee List mapping 4 Reset password 5 Disable Enable employees 6 Employee Territory mapping 7 Notifications settings 8 Manage Employee Chat 9 Device Details 10 Resend SMS B amp PRADEEP M QA RESET PASSWORD Y CLICK TO DISABLE EMPLOYEE TERRITORY MAPPING BM NOTIFICATION SETTINGS gt MANAGE EMPLOYEE CHAT EMPLOYEE DEVICE DETAILS Bs RESEND SMS xa L 11 Delete Web Panel account Edit This is used to edit employee s details Employee customer mapping This is used to map Employees with customers HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Customers mapping for Penni James MAP MORE CUSTOMERS REMOVE ALL EXPORT REMOVE SELECTED Customer Name Figure 4 Employee Customer Mapping 7 PRADEEP CHANDRAHAAS User can remove mapping by clicking on remove all individual customers can be removed by selecting customer and click remove selected User can also map more customers by clicking on map more customers User can Export customers into XIs by clicking on
97. s to web account e Select employee type Employees are classified into 2 types Field employees and Back office employees e Field employee performs field works where as back office employee works from web panel i e managing field employees tasks such as assigning jobs works route plans etc to field employees as per permissions given to him on field employees 12 App Settings HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eae Mobile PIN Ask PIN if app is in background When Device Exceeds Deviation Time Warn User Permissible deviation time 15 minutes Show internet connectivity Q errors beyond working hours Show start stop work in mobile app Capture Call logs Capture SMS logs Upload large files gt 5 KB On Wi Fi and mobile data Figure 7 App settings screen User can set lock for mobile app through Mobile pin to access mobile app user has to enter pin e User can warn or block all activities of employee for altering mobile handset time this can be done by Setting When device exceeds deviation time field User can set the permissible deviation time if it exceeds user specified actions are imposed e Option to display start stop icon in mobile can be configured here by selecting Show start stop work in mobile app e Users call logs and sms logs can be captured in Device Event Logs by clicking on corresponding check boxes e User can choose optio
98. save it Step 3 Click on choose file to choose the file Step 4 Click on upload to upload the file Lists List is a field type user can add multiple values to a list Lists acts as a dropdown when used in forms and works Navigation Admin gt gt Form gt gt List HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS b amp PRADEEP SPOORS Filters List Templates RESET APPLY ID Title Title Currencies Status Active Withdrawn Products Ga a amp Ye a ap fr t RESET APPLY Figure 58 List screen All list templates are displayed in this screen User can filter list templates by applying filters from left pane Filter set include title status Enter filter values and click on apply for applying filters click on reset to clear all filters 41 Create List HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS AL amp PRADEEP SPOORS Add List Template _SAVE SAVE amp NEW Title Title Published Yes v identifier Field Label Data Type Required o 0 ADD FIELD Figure 59 Create List screen Step 1 Set Title Step 2 Click on Add Field Step 3 Enter the Field label select the data type Step 4 Click on Save Note Only published forms can be used Actions on list Following are the actions that can be performed on list HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS AL amp PRADEEP SP
99. status of works such as today s works completed works delayed work upcoming work rejected work Import work Bulk works can be uploaded at a single go HOME JOBS JRKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A RPRADEEP SPOORS Import Working Working y Download Template Supported formats Choose file No file chosen You can use xls format for importing work only xis formats are supported Important Notes _ IMPORT Date and time fields must be in the format of YYYY MM DD HH MM SS Figure 89 Import Work Step 1 Download the Template Step 2 Fill all the required fields Step 3 Upload the file Rejected work Work is usually assigned by user Manager or back office employee to field employee or employee group employee can reject the work Those rejected works appears in this Rejected works page Work Template Helpful Actions When a work template is saved it shows helpful next actions to perform actions on work template By clicking on Go back to work template screen user will be navigated to work templates list 59 screen HOME JOBS s ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee a PRADEEP SPOORS Testing work Template Actions odo o am Auto Populate Work fields data to Form Add Work Attachment Map Work Template to Employee Groups Edit Work Fields a Edit Work steps Delete Work Template Figure 90 Work template next actions
100. stomer Customer Information Customer Details Address Customer ID 384834 Street shoot Name av Landmark Statue Type w v Area Madhapur Phone 9847858505 City Hyderabad Latitude 8 187606552494625 District Krishna Longitude 78 57421875 Pin code 5200018 Parent Penny james Y State Andhra Pradesh Country India parent Figure 30 Customer Information screen 25 Step 1 Fill required details Step 2 Select customer type Step 3 User can tag customer with text in custom tags Step 4 Click on save Contact Information Contact Information Primary Contact Secondary Contact First Name Ravi First Name kumar Last Name Rajiv Last Name jones Title New customer Title Infrastructure Phone 9874586585 Phone 9984523657 Email ravi asm com Email Jones infrastructure com Figure 31 Contact Information Enter Primary amp secondary contact information of customer such as first name last name title phone E mail User defined fields User Defined Fields Outstanding Amount Total Calls Last Activity Date Figure 32 User Defined fields These are the user defined fields Tags User can set tags for customers Custom tags x ravi Day of Week x FRI Date of Month x4 Figure 33 Tags screen Step 1 Enter custom tag Step 2 Select tag for day of week by clicking on button Step 3 Select tag for day of month by se 26 View Customers Displays all the customers which are
101. t Primary Contact Email Address RESET APPLY Showing 1 to 1 of 1 entries lt lt lt gt gt gt 5 v Records per page Figure 29 Customers list screen 24 User can filter customers by applying filters from left pane Filters include customer id customer name customer phone customer primary contact customer primary email and customer address Enter filter values and click on apply for applying filters click on reset to clear all filters Delete User can delete customers by selecting the checkbox against customer name and by clicking on delete button Export Selected This is used to export only selected customers into Excel sheet Export All This is used to export all customers into Excel sheet Assign Selected Customer to Employee This is used to assign customer to employee Edit User can edit customer details by clicking on edit icon Create Customer Customers can be created through this create customers choose customer type fill all the required details customers can be tagged with text for easy identification user can use his own custom tags or system defined tags User can create hierarchies of customers like an organization having multiple unit branches organisation is the root customer whereas branches are the child customer Customer is also classified into parent amp child Customer information HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH USTOMERS EMPLOYEES REPORTS ADMIN 2o Create Cu
102. t arrow button Step 3 Select Routes from dropdown Step 4 Select date Range Step 5 Select Load report format type Day Plan Report Navigation Reports gt gt Day Plan Report This generates report for day plan created by employee for specific date Report can be generated in HTML or XLS HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee A BPRADEEP SPOORS Day Planner Report Employees showing 1 Employees showing 1 pradeep spoors Kumar varma Date Load report as Figure 145 Day Plan Report Step 1 Select Employee By clicking on employee and click on right arrow button Step 2 Enter date and select report format Step 3 Click on load to pull report data Employee Reports This Generates the Reports of Employee Activities Leave Quota Report This generates the leave details of employees Report can be generated in 4 formats HTML CSV PDF and XIs Navigation Reports gt gt Employee Reports gt gt Leave Quota Report 94 HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES Leave Quota Report I pari roret ac nr Load reportas e PDF Figure 146 Leave Quota Report Step 1 Select the load report format type Step 2 Click on Load Employee Leave Report This generates the leave report of an employee in selected date range Report can be generated in 4 formats CSV HTML PDF and XIs Navigation Reports gt gt Employee Reports gt gt
103. t leave these leaves applications are displayed in leaves section in web panel 112
104. t syncing 4 Employee not at customer location when job starts 5 Work About to get delayed 6 Employee not at customer location when work starts These all are the notify items which user can use to notify him Event Based If Event based is selected Notify details can be observed here understand 1 Job 2 Form 3 Work 108 Rule type Time Based v Body lt employee_name gt lt customer gt lt job_start_time gt 4 Work flow 5 Route plan 6 Out of Territories 7 Employee Punch In Punch Out Notifications about these details will be sent to user when they are 1 Added 2 Modified 3 Deleted 4 Completed 5 Rejected Mode of Notifications HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Delivery Rule Deliver via Y Email Y SMS Sync 8 Web Notifications Mail to Select Fields ES Vit Email addresses Hint testmail gmail com testmail spoors in etc test mail com Select Fields Me Phone numbers Hint 911234567890 910987654321 etc 911234567890 Figure 171 Mode of notifications Notifications can be sent by Email SMS and Web Notifications Select appropriate checkbox to receive Notifications For SMS Phone Number has to be entered in the text box provided Note Phone number must suffix with country code 109 For web Notifications simply select the check box For E Mail Enter the Email Id in the provid
105. t the total amount for the invoice is ex Payable amount This can be done using the SUM function The formula for this would be SUM price per unit X quantity This will add the amount values of each item added in the invoice and give you the result Computed fields cannot be edited They are solely derived from their formula Barcode If user needs a bar code for the field then set barcode to YES Required If the field in the form or list is mandatory then set required to YES Visibility Restriction Whether a field and its values should be not visible to certain employee groups Default is none All employees can view that form Edit Restriction Whether value of a field cannot be edited by certain employee groups Default is none employees who have view permission can view form and can modify it if they have modify form permission Visibility Dependency Whether this field needs to be hidden disabled based on values in other fields Values Filter When the value in a field dictates the values in other list fields Note This feature is available only for Lists Ex If the mode of transport is a car then another question that should ask users is what manufacturer do they prefer Nissan Ford Maruthi and Hyundai etc Note If user wants to use the form he has to publish the form set published to Yes Create from Existing template Click on create new from pre defined Template 34 HOME JOBS WORKS ROUTES FOF LOCATE DISPATCH C
106. ument Job Invitation Job invitations can be sent to employee group any member of the group can accept invitation Then job gets created job is visible only to the employee who accepts job invitation List of job invitation are displayed User can filter job invitations by applying filters from left pane Job types are displayed in the right pane click on add in right pane to add job for that type user can also search job types using the search bar in right pane Click on Gear icon to view List of job types 45 WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN Job Invitation Filters Jobs Invitation RESET APPLY pe Customer End Time Job Types Job Guwahati Collection Report for orderbooking Time Todays job Past job Upcoming job Manually specify Title RESET APPLY Showing 1 to 2 of 2 entries Total Pages 1 lt lt lt 1 gt gt gt gt 10 vY Records per page Figure 65 Job Invitation list User can also create new job invitation from create Job option Create Job Invitation WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN eee Create Job Invitation Job Invitation Information Same as Customer Address Title Phone Number Description Street Customer iv pausa Area Type Job City Start time 2015 09 23 50 Landmark End time 2015 09 23 Country Select Priority Medium State Pin code Location Figure 66 Create Job Inv
107. with employee group Company Mobile Configurations Settings for Mobile App can be done here Navigation Admin gt gt Company gt gt Mobile Configurations 66 Customer Settings HOME JOBS WORKS ROUTES FORMS LOCATE DISPATCH CUSTOMERS EMPLOYEES REPORTS ADMIN M PRADEEP SPOORS Mobile Configuration Customer Settings Enable pre fetching nearby Customers Within lt In KM Limit to Customers Customer Search criteria Check all fields which you want to search in Customer Name Customer No Primary Contact First Name Primary Contact Last Name Approximate time spent at customer 15 minutes u Number of customers each employee can Lock 10 Enforce Customer Check In to perform activities Location Proximity Check to perform activities Within 50 Metres Ll Figure 100 Customer Settings Adjust the settings as per the requirements and click on Save Location settings amp Media settings Location Settings Comment Location Timeout In minutes e Location Shelf Life 10 a In minutes Q Form Location Update Only in Form submit Y On every update EY Capture Media Locations E Location strictness for activities Location Service Optional Auto filter customers based on system tags Location Services required for Sign In Sign Out Capture Location If Available Las u Media Settings Compress Medias Can Pick Media from gallery Snap Fronteamera photo when capturing signature Figure 101 Lo

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