Field Force Manager Handset User Guide
Contents
1. Table of Contents WIS OL CON LO AS li kata nt l a a a a a a aa e a w tb n e be tan nt aaa kal 2 G Ne FI NAT Orma ON EE 4 System REQUIFEMENTS ccceseccssssecessssecessssscessssscessssscessssseesssesceseas 4 PRIVACY Ge MODI lhi alal in 4 DV er DISC YOL NON Ve eat aaa TOU 4 KEU FO ge aes E ae et GE 5 CODY IGA ELTON elle e EE 5 Mobile phone Installation amp Initial Setup ui 6 Launching Field Force Manager on Your Mobile Phone 10 Program Mobile Phone Shortcut Key 12 aXe ja Le M RE NOS 12 Getting started with location based services 14 Navigating the appliCation nnns 15 AKE se PRONG Cala sella 16 Make a PRONG e EE 16 Field Force Manager Functions cece cccecccssscsccessssccessssccsssssscsssssscssssseeesseseens 17 Field Force Manager Menu 17 Reie EE 17 JOD USC TEE EE 17 J Ob Sumimsry STEEN EEN 17 Reie DELI O TEG ERN T 18 J Ob Status Reportind SCI Briss aiar 18 changing Devices Settings aaa 19 Bore del i TTE T m EE ERA 20 DAVNO DII SCION oou ia 22 Basic Text Driving Directions eene 22 Premium Audible Driving Directions eee 22 ENL ACOTO O EET 22 LEMONN et 23 REEL 24 T SS NOE FI TECN ie dnye tr iaia 24 Message Detail Screen te ad yi rat ta kal yo a andeyo pol food si as onf 24 ESS ssi baia 25 isla 26 Pict re Capture allea 26 Supervisor TimecardS EE 21 End Shift All This menu will End Shi2. Tools and press the OK button 3 Scroll down to System and press the OK button 4 Select Location and choose Location ON The LBS status indicator to the left of your phone s battery indicator should change from the E911 Only indicator to the Location ON indicator Once you have successfully logged into the Field Force Manager application you will see the main menu Ta GR Ga cm Verizon Wireless a ala FORCE K M NN fo 4 r I Jobs Forms Locations Messages Timesheet SE Kx 14 Logging Out To exit Field Force Manager 1 Select the Exit option from the main menu 2 Select the Yes option to confirm that you want to exit the application NOTE The Field Force Manager application cannot locate or send or receive information when the application has been exited Pall Ga Gn Verizon Wireless Locations Messages Timesheet Exit x Navigating the application Throughout Field Force Manager you will see the commands listed at the bottom of the screens These commands correspond to the soft keys on your mobile phone directly below them To select a button press the soft key below the name of the command you want For example in the image below the Back button or the CLR button will return you to the previous screen The Ok function button or Ok button will bring you to the current selection Fall DS d
3. Customer Support amp Training o Customer Support Site http support fieldforcemanager com or through Support Link in the web application Copyright Information c 2006 2010 Verizon Wireless All rights reserved The Field Force Manager names and logos are trademarks of Verizon Wireless Inc All other marks are property of their respective holders Mobile phone Installation amp Initial Setup Location ON 1 Click on the Menu button ER m Verizon Wireless e S ge AE AP Fri OC 29 2010 e Message WENU Contacts 2 Scroll to Settings amp Tools menu Tsar e am gt a SU Bo 4 SETTINGS amp TOOLS P 1 My Verizon l 2 Tools 3 Bluetooth Menu 4 Sounds Settings 5 Display Settings 6 Phone Settings 3 Select Phone Settings 4 Select Location Tx e an o gt mp 2 SETTINGS amp TOOLS gt 1 My Verizon 2 Tools 3 Bluetooth Menu 4 Sounds Settings 5 Display Settings 6 Phone Settings i ri di mn PHONE SETTINGS Airplane Mode Set Shortcuts Voice Commands Language Location security System Select NAM Selection 5 Select Location ON and press OK cu EV UE L TA K LOCATION LocationOn c E9110nly Install Field Force Manager For detailed instructions on how to load Field Force Manager on your handset go to http support fieldforcemanger com 1 Click on t
4. complete the job Field 29 Force Manager then dispatches job information from the central office to workers in the field Job information is displayed on workers handheld mobile phones Field Force Manager has both Basic and Premium job functionalities Basic Simple job dispatch from Web portal to mobile user The mobile user can read details of the job call ahead to the job contact and obtain text based driving directions to the job When the user completes the job the job is deleted from the mobile phone and from the Web portal Premium Web portal users can e Use advanced job dispatch e Link jobs to known locations in the system reducing data entry and errors e View all jobs or a single job on all maps Mobile users can e Read details of the job e Call ahead to the job contact e Obtain audible and map enabled driving directions to the job e Update the job status to Accept Reject In Transit Start On Hold or Complete e Fill out and send a Job Completion Form Once a job is complete the history can be viewed from Jobs List or via the location job history Location Known work or non work sites that you can create and edit in Web Portal By doing so you can match worker stops to actual landmarks By sending a location to your workers you can provide them driving directions from their current position to that specific landmark Location Type Categories of locations
5. must have the latest version of software on their handset to capture a picture in a form Mobile workers with older software or a device that does not support picture capture will see a text field in place of a picture capture field 26 Supervisor Timecards Field Force Manager Premium Field Force Manager Premium users have the ability to manage timecards for supervised employees The Supervisor timecard module allows a supervisor to view all of their managed workers status and start shift start break end break and end shift for workers If the worker is configured to complete forms with their timecard the supervisor can also complete timecards for the workers The supervisor can also punch all workers in out of their shift or break with one button press as well The completed timecards are sent to the web portal and drive the timecard reports alerts and integration How to setup user as Supervisor in the web portal 1 Go to Administration Roles Tab 2 Create a new Role call it Supervisor a Add permission for Supervisor under Mobile device permissions b Save the role 3 Edit the user who you would like to be the supervisor change their Role to Supervisor The Supervisor will be able to manage workers for the group that the Supervisor is in Supervisors can only be in one group NOTE Supervisor Timecards are designed to be used by a single supervisor Using two supervisors or a Supervisor and a mobile worker to complete
6. set up by company administrators to distinguish certain landmarks Typical location types might include Company Customer General Prohibited and Vendor Maps Geographical images that provide a backdrop to show where workers and jobs are located Messages Tab A tab on the Operations site of Web Portal where dispatchers can send electronic messages to their workers in the field Options Menu The menu that opens when a user clicks on an item in a list The rest of the screen will fade to gray until an option is chosen or the user X s out of the menu Preferences Can be accessed from the blue hyperlink at the top of the Web Portal screen Both Administration and Operations users may adjust User preferences which will only apply to that user Administrators may also change company preferences which affect all users in the company Prohibited A location that has been designated as a forbidden location for a worker to stop at during their shift 30 Report Tab On the Reports tab you have the choice of viewing and exporting several different reports These reports list information regarding hours worked location stop times timesheet actions travel times etc These reports can be adjusted to display information over any timeframe you designate in your date time filter Settings Tab Located on the Administration site this is where company administrators can set hours of operation and overtime double overtime rules User Any emplo
7. system will now obtain your current location and request turn by turn directions VI AUNE Pall Ga Gua My Locations 1 Bens Tavern 2 Company HQ 3 John Smith 20 To delete a location from your mobile phone 1 Select the Location you want to delete 2 Select the Delete option on the screen Tul Guai Bens Tavern 1 One 5th Street Laurel MD 20723 2 Delete NOTE This will not delete the location from the web portal 21 Driving Directions The Field Force Manager application provides driving directions based on your current location and the location of your job or other destination The type of driving directions differs depending on which product package you are using Basic Text Driving Directions To access the text driving directions 1 Navigate to your Job or Location 2 Select the Address from the Job or Location within the Field Force Manager application 3 The Driving Directions engine will start up and supply the desired route Premium Audible Driving Directions To access the audible driving directions navigate to your Job or Location Select the Address from the Job or Location within the Field Force Manager application 1 The Driving Directions engine will start up 2 Press Talk to hear the directions spoken to you 3 Use the Right and Left arrow key to view the next or previous turn 4 Press CLR to return to the Job or Location address screen To access Enter Address or Yell
8. user The web portal user can look up and link jobs to known Locations in the system reducing data entry and errors The Web portal user can view all jobs or a single job on all maps The mobile user can read details of job call ahead to job contact and obtain audible and map enabled driving directions to the job The mobile user can update the job status to Accept Reject In Transit Start On Hold or Complete Upon completion of a job the user is prompted with the job completion form Once a job is complete the history can be viewed from jobs list or via Location job history List high level reporting and alert capabilities here Job List Screen The Job List screen displays single line summary information for each of the 2 3 Community Pool jobs that have been dispatched to you on your phone Hotit To view detailed job information for a specific job Ben s Tavern 1 Select it by pressing its number on your phone s keypad or scrolling to it and pressing the Ok button 2 Job titles will display only as many characters as can be displayed on screen horizontally To view the entire job title select the job from the list Job Summary Screen The Job Summary screen lists high level details regarding a job including its current Status From here you can access the Job Detail screen the Job Status Reporting screen and the Driving Directions screen 17 To retrieve detailed information regarding the jobs select D
9. when the mobile phone is on and the Field Force Manager application has been launched Since the application automatically launches each time the mobile phone is power cycled or powered on it is important that the user in possession of the mobile phone understand that the user must EXIT the application otherwise any location information will be sent to the customer as long as privacy management settings permit the collection of the data Field Force Manager is solely intended for lawful business use Consent to use of location information is required Location information is not guaranteed to be accurate Driver Distraction Field Force Manager takes the matter of driver distraction very seriously Although Field Force Manager is designed for use in the field it must not be used while operating a vehicle or when the vehicle is in motion Field Force Manager users must follow the following guidelines MANDATORY SAFETY GUIDELINES When driving always keep the phone charging and safely stored Field Force Manager must not be used by the driver while the vehicle is in motion Field Force Manager must be used outside of the vehicle or while the vehicle is stationary Customer Support Customer support is available through your web portal Support and Training links Field Force Manager Application o Web Portal URL https www fieldforcemanager com o Links to Support and Training are located at the top right of the screen
10. End Shift when you re ready to punch out Fall AX T Pall Sa aman Off Duty 3 56pm On Duty 3 56pm 2 Start Break 4 End Shift Kei d E III On Break 4 08pm On Duty 4 40pm ES reat 2 Start Break 3 End Break 4 End Shift 25 Forms Field Force Manager allows you to complete your paperwork using Forms on your mobile phone Forms can be completed as a part of Timecards Jobs or Standard Forms Standard Forms are available from the Forms menu on the mobile phone The Administrator will create these forms from the customer web portal and assign them to specific mobile workers To complete a form 1 Select Forms from the Field Force Manager Menu 2 3 4 Select the Form you want to fill out Enter a value for each field Use the scroll wheel to navigate to the next field Select Done once you have completed the form The submitted form will immediately be sent to Web Portal TA Kell nn Inventory Form Y ul Kell Forms 1 Parts Used Form 2 Inventory Form 3 Job Costing Form 4 Time Off Request OK Picture Capture Only available in Field Force Manager Premium Picture capture is a feature that can be added as a field type on a form Users take a picture with the mobile application for the form they are using which can then be sent and displayed in the web portal or integrated with other programs via web services Only one picture can be taken per form Mobile Workers
11. a canna Off Duty 3 56pm 1 Start Shift When instructed to select a particular line of display on the screen use your mobile phone s up and down scroll buttons to scroll vertically through the lists Alternatively you may also navigate quickly to an item by pressing its number as displayed to the left of its name on your mobile phone s keypad 15 n instances where more data exists than can be displayed vertically on the screen scroll arrow indicators will appear on the right hand side of the screen These scroll arrows provide a visual cue when additional information exists that is not being displayed on the screen Two additional buttons are also mentioned in the documentation the Red Phone button and the Green Phone button The Red Phone button is used for temporarily suspending Field Force Manager operation and for terminating voice connections The Green button is used to place a phone call Take a Phone Call When someone calls you Field Force Manager goes into Suspend mode automatically so you can take your call as if Field Force Manager wasn t even running Make a Phone call To place a phone call from within the application 1 Select the Call button from the main menu 2 Enter the phone number you would like to call and press the Green call button a or press the Recent button access recently called phone numbers To suspend Field Force Manager To make a call while you are using Field Force Manag
12. a workers shift may result in a worker being punched in or out multiple times The Field Force Manager system always uses the first action when multiple timecard actions are performed for a worker for a single shift How to perform Supervisor Timecards on device 1 Log into mobile device If the user has Supervisor role as configured above a new menu called Supervisor will appear between Timesheet and Exit 2 Select the Supervisor Menu a The screen will display 5 options i Managed Workers This menu will display a list of all mobile workers in the Supervisors group For each worker the workers latest status and date time they went into that status will be displayed 1 To Start Shift for a worker a Select worker from Manager Worker List If their status is Off Duty select the worker and the select Start Shift 2 To Start Break for a worker a Select worker from Manager Worker List If their status is On Duty select the worker and the select Start Break 3 To End Break for a worker a Select worker from Manager Worker List If their status is On Break select the worker and the select End Break 4 To End Shift for a worker a Select worker from Manager Worker List If their status is On Duty select the worker and the select End Shift 27 NOTE If a company is configured to complete a form with each timecard action a form will be displayed when the action is performed ii Start Shift All This menu will Start Shift for all workers
13. de reads Unable to contact server m Attempt to activate or login to the phone again If the problem continues contact your Verizon Wireless rep to ensure the Field Force Manager feature has been added to your account XXXXXXXXXX is already activated by another device m Login to the Web portal as an administrator m From the Devices tab check the box to the left of the device you are trying to activate m Click Deactivate and click the OK button Phone number XXXXXXXXXX has not been registered in The Web portal please call your administrator m Login to the Web portal as an administrator m From the Devices tab verify the device exists m f the device does not appear contact your Verizon Wireless sales rep to add the device to your account The phone is no longer registered to use Field Force Manager Please restart Field Force Manager and register your phone number m Reset Field Force Manager activation m Login to the Web portal as an administrator m From the Devices tab check the box to the left of the device you are trying to activate m Click Deactivate and click the OK button 33
14. ed of updated hours of operation privacy settings OK Details d e Mobile Workers can modify their hours of operation at any time on the device i Pressing 9 on their device li Entering their options menu code 4321 is the default but can be changed on the web portal company preferences screen lil Selecting Privacy Settings iv Selecting to use their default privacy settings or setting custom settings f If the application is started outside the hours of operation privacy settings the mobile worker will receive a message to enable tracking for x hours The mobile worker will need to select Yes for GPS to be enabled during the period of time outside the hours of operation i The number of hours is controlled by a web portal for 4 hours preference called Active hours The default for the active hours preference is 12 hours The application was started outside of Hours of Operation Would you like to enable tracking Getting started with location based services Verizon Wireless values your privacy Because of this your mobile phone is defaulted to only acquire your location when you dial 9 1 1 To use location based services LBS such as Field Force Manager you must first enable location based services on your mobile phone Setup steps vary by mobile phone Consult your mobile phone s user manual for specific steps 1 Go to the main screen and press the Menu button 2 Scroll to Settings and
15. er press the Red Phone button This will temporarily suspend Field Force Manager while you place your call To return to Field Force Manager after your call 1 Press the Menu button 2 Select Get It Now 3 Select Get Going Tools on the Go 4 Select Field Force Manager Note While on a voice call Field Force Manager will not collect or send GPS points 16 Field Force Manager Functions Field Force Manager Menu The Field Force Manager menu is the application starting point for Field Force Manager It is the first screen that you see once you have logged into the application Tull GX Kei Verizon Wireless To navigate to the Jobs Screen Select Jobs or press corresponding number To navigate to the Forms Screen Select Forms To navigate to the Locations Screen Select Locations To navigate to the Messages Screen Select Messages 4 Jobs To navigate to the Timesheets Screen Select Timesheet pm Locations Messages Timesheet Exit K Jobs Field Force Manager is able to receive job information that is dispatched from the Field Force Manager web portal This job information is displayed on your mobile phone and supplies you with valuable information that helps you get your work done The job functionality is available in the Basic and Premium packages and is different based on the package selected Premium Premium job dispatch from web portal to mobile
16. essage screen displays summary information for each of the messages that you have received on your mobile phone Messages are sorted and displayed on screen in the order in which they were received To view the contents of a specific message select it by pressing its number on your phone s keypad or by scrolling to it and pressing the Select button Fall Kell UO Messages 1 Vehicle Safety Inspection 2 Company all Hands Meeting 3 Worker meeting 2 27 06 Message Detail Screen The Message Detail Screen displays the contents of the message and details about the Sender To delete the message that you are currently viewing press the Delete button TA Kell Vehicle Safety Inspe Bring company vehicle by warehouse with maintanence records this Friday at noon From s s Sent 3 30pm 3 20 Back Delete 24 Timesheets Field Force Manager lets you log your hours quickly and easily Just select the appropriate timecard action from the list and Field Force Manager will automatically log the time and send the data back to the web portal The administrator may also add a form to the timecard actions to collect data associated with your hours To log your time 1 Select Timesheets from the Field Force Manager Main Menu 2 Select Start Shift when you want to punch in 3 Select Start Break whenever you take a break 4 Select End Break whenever you go back to work 5 Select
17. etails To report a change in job status select Status To generate turn by turn driving directions to the job select the job s address To call the job contact click on the contact name and phone number Tul p Community Pool Hou 1 Details 2 Status Viewed 3 511 Midsummer Drive Gaithersburg MD 20878 4 Contact 301 555 1212 Debra Jones Job Details Screen The Job Details screen displays all of the information that has been dispatched to your mobile worker This information includes the customer s name the estimated time of arrival expected duration and a comments field Comments field only available in Field Force Manager Premium package To return to the Job Summary screen press the Back button Fall 1X d Gran Community Pool Hou Ref 7 Priority Medium Sched 2 00pm 3 20 Duration 1 hour Contact Debra Jones Phone 301 555 1212 Comments See life guard on duty Back Job Status Reporting Screen The Job Status Reporting screen allows you to report a change in your status to your dispatcher To report a change in status 18 1 Select the status you want from the list A checkmark will appear in front of the newly selected Status This action is sent to the web portal to notify the web portal user to the change in status The job s actual duration will start once the Start action has been performed and will pause when the On Hold action has been performed T
18. ft for all workers that are managed by the Supervisor whose status is currently On DUTY 28 COTE N EE 29 PRO OWS ELON OT CS EE 32 All Handsets uan 32 S L MOP SIY ee EE 32 Reset Field Force Manager data 32 Reset Field Force Manager acCtivation cc i 32 Reset Logged in user 32 PRONE Ree lege Le L NY NR mM 33 PRON TF U BI SNOO EI ae RE 33 General Information System Requirements Mobile phone Verizon Wireless Field Force Manager compatible mobile phone For listing of Field Force Manager mobile phones go to http support fieldforcemanager com and select Devices Computer Field Force Manager is a web based application and requires connectivity to the Internet High speed internet access is recommended The following are requirements for accessing the Field Force Manager website o Internet Explorer 7 or 8 or newer o Firefox 2 3 or newer o A screen resolution of 1024X768 or higher is recommended Privacy amp Mobility Verizon Wireless takes the matter of individual privacy very seriously Each customer utilizing Field Force Manager must obtain the authorized consent of any individual affected by use of the service Additionally each individual has the ability to manage privacy settings by day of week and time of day to ensure that location information is collected used and transmitted only when approved by the user in possession of the mobile phone Field Force Manager will only collect use and transmit information
19. he Menu button T Enn d T Verizon Wireless 1 51PM ADD WA v Message MENO Contacts 2 Select Media Center Tix e mm G Ee 4 MEDIACENTER P gt 1 Music amp Tones 2 Picture amp Video 3 Games 4 Mobile Web 5 Browse amp Download 6 Extras 3 Select Browse and Download T EV Hn H TIT vitu E 1 MEDIA CENTER gt 1 Music amp Tones 2 Picture amp Video 3 Games 4 Mobile Web 5 Browse amp Download 6 Extras OK Info 4 Select Get New Application mobile phone will connect to the network T fxm im BROWSE amp DOWNLOAD 1 Get New Applications VZ Navigator 5 Select Business Tools Information Y in 26 in Catalog o Travel and Navigation amp Sports Weather Community and Sharil 5 E mail Health and Wellness o Business Tools Inforr 6 Scroll to Field Force Manager click on the OK button T pot 2 Do Not Disturb PayPal Credit Card Te Spanish Anywhere Backup Assistant Field Force Manager Oxford College Dict T TimeCard 7 Scroll to Free Subscription and click OK Wait while the phone downloads the application F E Raa ES II ield Force Manager FREE Subscription 8 The phone will prompt to run the application Scroll down to Yes and click OK uar E28 Gm App installed successfully under MEDIA CENTER Browse amp Download Would you ike to runit Launching F
20. he Web Portal content frame Specifying a date range in the date time filter for instance instructs Web Portal to display only the information gathered during that timeframe You can also filter out Group Location Worker and Activity information Fleet A company s collective group of mobile workers Forms An Administration function that allows administrators to create custom forms available for mobile workers to execute and complete directly from their phones These forms will either be available on the phone s Forms menu or they can be set up to automatically execute when a worker performs a timesheet or job action Geo code These are the map coordinates that Web Portal generates from an address Map coordinates can be overridden GPS point The location of a mobile worker at a specific date time GPS points are collected by the mobile phone and sent to the Field Force Manager Web portal Group Worker subdivisions within your company set up by the company administrator When a new user is created he or she will be assigned a work group Hyperlink Blue underlined text that you may click on to be taken to more information about that subject Jobs Activities that are assigned to mobile workers via the Field Force Manager Web portal Jobs can be edited or reassigned as situations change Field Force Manager features standard default job types that are also configurable so you can send workers precisely the information they need to
21. ield Force Manager on Your Mobile Phone Field Force Manager is an application that runs on your Verizon Wireless mobile phone To launch Field Force Manager on your mobile phone 1 Press the Menu button diri Verizon Wireless O er 1 51PM Fri Oct 29 2010 a O Message MENU Contacts 10 2 Select Media Center 3 EU n ID Al ridono 2 MEDIACENTER E 1 Music amp Tones 2 Picture amp Video 3 Games 4 Mobile Web 5 Browse amp Download 6 Extras 3 Select Browse amp Download 3 EU TH e TII FEN Ne MEDIA CENTER 1 Music amp Tones 2 Picture amp Video 3 Games 4 Mobile Web 5 Browse amp Download 6 Extras OK Info 4 Select Field Force Manager Tikm IZ en un BROWSE amp DOWNLOAD 1 Get New Applications Si Field Force Manager VZ Navigator 11 NOTE Field Force Manager will automatically launch upon the mobile phone powering up or if Auto Application launch is enabled through the Field Force Manager web portal s Hours of Operation Program Mobile Phone Shortcut Key 1 Most mobile phones have user programmable keys to provide the user with a shortcut to the Get Going menu making it easier to launch Field Force Manager 2 Consult your mobile phones user manual for the exact steps Logging In Tull 1 The 1 time you use Field Force Manager the application will use the me device s phone number to automatically ac
22. igned a Major or National Account Agreement and is intended to be used by authorized users of such business customers b Decline Agree b Select Yes to use your company default privacy settings By selecting Yes the privacy settings will be set to the hours of operation set for the user or company i Selecting No will allow the mobile worker to create custom hours of operation Mobile workers can choose to Allow Ask or Deny GPS and can add shifts to enable GPS tracking during their day or night 1 Allow is the recommended setting 2 Selecting Ask will prompt the user each time a GPS point is collected every 2 minutes 3 Selecting Deny will prevent the application from collecting GPS pts for tracking actions or navigation Edit Settings Would you like to use your company s default privacy settings 10 00AM 10 00PM 10 00AM 10 00PM 10 00AM 10 00PM 10 00AM 10 00PM Options c View the privacy settings that have been configured for your device and select OK 10 00AM 10 00AM 10 00AM 10 00PM 10 00PM 10 00PM 10 00AM 10 00PM d The mobile workers privacy settings and agreement approval are synchronized with the web portal If the i administrator makes changes to the hours of operation Hours of Operation have privacy settings the mobile worker will receive a notification Ua i and have the ability to view edit the privacy settings i Accounts with notifications disabled will not be notifi
23. o restart the job duration perform the Start action again The job will be completed and the final actual duration calculated once the complete action has been performed In the Field Force Manager Premium package a job s status can be configured by editing the job type in the Job Type Administration tab Pal an Community Pool Hou 1 Accept 2 Reject 3 InTransit 4 Start 5 OnHold 6 Complete Note Job status reporting is only included in the Field Force Manager Premium Package Changing Devices Settings To change new item notification To change the volume of new item notification on the device 1 Press 9 from the application main menu 2 Enter security code the default is 4321 press ok 3 Choose Volume press ok 4 Choose notification setting a High b Medium c Low d Vibrate 19 Locations Field Force Manager lets you receive Locations from your dispatcher and request turn by turn driving directions from your current location to the Location in both the Basic and Premium packages In the Basic package direction will be text based in Premium the directions will be audible and map based Pall Ga Gua Locations 1 My Locations 2 Enter Address 3 Yellow Pages To obtain driving directions to a location Select Locations from the Field Force Manager Menu Select My Locations Select the Location you want to get driving directions to Select the address for the location The
24. ow Pages 1 Select the Locations menu option 2 Select Enter Address or Yellow Pages Enter Address Choosing Enter Address will allow you to enter the specific address you would like to navigate to You may choose an airport intersection or enter a specific address HAY gt PLAH TRIP Destination enter address VW Start My GPS Location I Trip Settings si Fastest Car Motorcycli astest Car Motorcycle Avoid HOV 22 HAV Options Navigating Yellow Pages Choosing Yellow Pages will allow you to browse points of interest by category in your area Once a point of interest is selected you can navigate to its location Category Shortcuts W All Categories T F Eating amp Drinking il Gas Stations M GPS Location FIND Options OK Once navigating you will be able to view a trip summary each turn as it happens or a map of the entire route Navigating Once you are done navigating pressing the CLR button will return you to Field Force Manager 23 Messages The Field Force Manager application is able to receive messages that are sent by your dispatcher These messages are displayed on your phone and after being read can be deleted or stored for viewing at a later time Field Force Manager messaging is only one way from the customer web portal to the Field Force Manager application and does not use Verizon Wireless text messaging Message Screen The M
25. that are managed by the Supervisor whose status is currently Off Duty iii Start Break All This menu will Start Break for all workers that are managed by the Supervisor whose status is currently On Duty iv End Break All This menu will End Break for all workers that are managed by the Supervisor whose status is currently On Break End Shift All This menu will End Shift for all workers that are managed by the Supervisor whose status is currently On Duty 28 Glossary Activity Events a mobile worker enters into a handheld mobile phone while logged into Field Force Manager Activities include starting and ending shifts starting and ending breaks logging in and out of Field Force Manager and completing ad hoc forms All activities are recorded on a worker s Activity log Breadcrumb Trail A visible collection of a worker s GPS points over a specific timeframe represented by circular blue icons on the map In this way you can track where your workers have been Each point on the map will also give you information about how fast the worker was traveling at the time the point was collected Device Any device or other hardware equipped with the Field Force Manager software Devices are added to the Field Force Manager Web portal by Verizon Wireless as part of the setup process You can edit the user description to more accurately describe who is using the device Filter A means of controlling what information is displayed in t
26. tivate and sync your device with the web portal The application will also log you in upon Please enter PIN activation Version 4 8 0 161 2 If an administrator has set your company s login mode to require a PIN number Field Force Manager will ask for the PIN number The PIN number is supplied to your administrator in their Getting Started Kit sent via email 3 Enter the PIN number and then press the Ok button p Warning 4 Field Force Manager will now prompt you to accept the terms and conditions of use Press the Accept button As the user you must will continually track your accept the message to gain access to the application This action is location You agree to required only the first time you log in to the application have your location collected stored and used and you agree not to enter or change information while driving Decline Agree 5 The first time the application is used you will need to approve the location privacy settings This is a required step to provide access to the mobile phones location information The interface will automatically prompt you the first time the application attempts to utilize the location information 6 To give the application access to the location information on the mobile phone you must approve the settings l Field Force Manager a Read the end user license agreement and select Agree j FFM is only available to business customers that have s
27. yee using Field Force Manager users include mobile workers administrators and dispatchers Users are created and assigned a work group by company administrators Web Portal The Web based component of Field Force Manager The Web portal allows dispatchers and managers to view worker locations and job status so workers can be dispatched in the most efficient manner The Web portal also provides individual worker reports and lets you review all worker activity Worker Any employees using the Field Force Manager software on their phones out in the field 31 Application Shortcuts All Handsets Server Sync From within Field Force Manager click to sync your device with the server Reset Field Force Manager data Press 9 from the application main menu s Enter company security code Default is 4321 Select Clear Record Store e This will clear all Field Force Manager data on the device Reset Field Force Manager activation Press 9 from the application main menu Enter company security code Default is 4321 Select Clear Activation e This will clear all Field Force Manager data on the device and will require the device to reactivate with the FFM server Reset Logged in user Press 9 from the application main menu Enter company security code Default is 4321 Select Clear Pin Log out Log back in you will be prompted for a pin number 32 Phone Troubleshooting Warning or Error Co
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