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USER MANUAL

1. iii Gift and promotional input distribution Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr Party Type gt Select Party Name gt Select GPI Distribution Option Select the GPI option from the doctor visit menu A screen containing the gifts configured for the REP s business unit will be listed with a provision to capture the distribution quantities Record gift distribution Call Activities Joint Working Product Activities GFI Distribution 1 The distribution details of gift and promotional items can be captured from the GPP option of the doctor visit options menu 2 The name ofthe gift and the qty of each gift distributed can be captured The gift qty is numeric and allows a maximum of 3 digits The unit of measure of quantity field will be considered NUMBERS Note Only those gifts will be listed in the GPI grid which have been configured to the business unit to which the REP belongs Moreover a validity period is fixed by the administrator for the gifts hence only those gifts will be listed which are valid on the current date User Manual Representative Mobile v 2 3 Page 40 of 85 mM ipower mart salesforce solutions iv Feedback Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr Party type gt Select Party Name gt Select Feedback Option On completion of a doctor visit the manager may feed h
2. Date 10 08 08 lssue Mo Date zue Priority Low Issue Type Dosage Brand Hame Syprox Testing Issue In Dosage Reply Three Times in a day 2 05 08 Poroduect Closing Remarks l 25 08 a i 18 08 Back Select 1 The issues which have to be closed will be displayed on selecting Close Issue 2 Select the issue to be closed from the list 3 On selecting the issue the details of the issue will be displayed the remarks will be entered Maximum 30 characters without special characters User Manual Representative Mobile v 2 3 Page 53 of 85 iOOwer mart salesforce solutions iv Objective Entry Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Objective Entry Option e Entering and Ranking Objective First Objective Score Comment Second Objective Score Comment Third Objective Score 1 The objectives parameters will be pre defined 2 The score to be provided in the grid below i e from 1 to 10 3 The user can also add comments against each objectives User Manual Representative Mobile v 2 3 Page 54 of 85 mM ipower mart salesforce solutions d Stockiest Visit Getting there Login gt Select Call Activities Option gt Select Patch Name gt Select Stockist party type gt Select party Name Navigate to the stockiest party type selection by following the steps in section Preparing fo
3. Following steps should be followed in the exact sequence as mentioned below in order to install and configure MPower on a mobile handset b Preparation Check for GPRS activation a Press Menu button on the handset b Select Web option from the Menu c Select Home from the Web options d If the Home page opens means GPRS is activated on the SIM If not contact your mobile service provider to have the GPRS activated W Create Folder a Press Menu button on the handset b Select Applications option from the Menu c Click on Options button and Select Add Folder option d Type the folder Name MPower and Press OK button e MPower folder will be created in the Applications menu W Create Bookmark a Press Menu button on the handset b Select Web option from the Menu c Select Bookmarks option d Click on Options button and Select New bookmark option User Manual Representative Mobile v 2 3 Page 10 of 85 Ju ipower mart salesforce solutions e Type the Valid URL e g http mobile mympower in which is provided by Cirrius Wireless Technologies Pvt Ltd and Click on OK button f Enter title MPower and Press OK button g MPower bookmark will be created in the Bookmarks options of Web menu c Installation Download MPower application on the handset a Click the MPower link
4. On completion of a doctor visit the manager may feed his concluding comments for the visit against the selected party Select the REM menu option from the doctor visit menu The visit conclusion and strategy input is required so that the REP could be well informed during the next visit to accordingly plan his approach strategy Concluding a visit 1 Any general remarks for the visit Maximum 30 characters are allowed No special characters are allowed User Manual Representative Mobile v 2 3 Page 50 of 85 mM ipower mart salesforce solutions i Recording Joint Work Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Joint Working Option If the manager s field visit is done jointly for any party then this could be captured using the JW option in the doctor visit menu On selecting JW the system will display all the managers above the REP s hierarchy for selection There is also a provision to capture JW in case the persons name is not listed Register Joint working Select Person s Select Person s Armin Admin po S O Adrmin Adrmin Unlisted 1 Incase a field visit is done along with a manager or any other person then the same can be registered in the daily reporting using the Joint Working option from the menu 2 The list of mangers is shown for selection in the list of persons The user could select one or m
5. mM power smart salesforce solutions Edit Delete data stored on handset i Browsing through saved entries In order to modify data saved on the handset go to the screen where you can view the saved data ii Opening an entry for editing hy Manager Comment Customer Masters G Mobile Pack Notepad PI Fen On clicking the View button the Grid will open An EDIT option will be visible selecting on which will then open the record in modify mode Move the cursor to the field s data which needs modification make necessary changes and then SAVE User Manual Representative Mobile v 2 3 Page 58 of 85 mM ipower mart salesforce solutions iii Deleting a saved entry Login gt Select My Saved Data Option 1 Search for the record to be deleted using the reference of Browsing through saved entries Once the record is located select MENU button from keypad and select the DELETE option from the list Browse Handset data and delete hy Manager Comment Customer Masters 1 Select transaction to be deleted and click on MENU option press Delete or option Do you want to delete message will be displayed On selecting Yes option then selected data will be deleted 2 If the user wants to delete all the transactions then DELETE ALL option will have to be selected User Manual Representative Mobile v 2 3 Page 59 of 85 mM ipower mart salesforce solutions g Synchronize data Gettin
6. amp No options If user selects Yes option then synchronization process will be started displaying Process bar during synchronization If user selects No option then he will resume at Same screen 2 The actual process would a Check that the date between handset and server is in synch b Upload data from handset to the server c Download any new master data from the server to the handset 3 After the completion of synchronization process the details of the data synchronized data viz Date of transaction customer transaction status i e S for success or F for failed Reason for failure if any are shown Note a Once the data is uploaded it will be erased from your mobile If your data in the mobile were not in sync with the server then the system will prompt user for failure of data uploading b If there is an error in any single transaction data for a specific DAR date then all the transactions of this date and subsequent dates will be rejected after synch c If there are data for multiple dates then during synch the data is synchronized in ascending order of date If the manager synchronizes his DAR after a long gap beyond the allowable limit Then system makes that user as Inactive In this case the manager will not be able to use the application without contacting the administrator e The DAR s have to be synchronized in sequential order i e the DAR for a date can be synched only if the p
7. Login gt Select My Team gt Select Individual Status Option gt Select REP The Manager will be able to view the following information of the REPs on the mobille 1 Tour Plan Missed Calls Deviations Usage Status Campaign Status Past Reports Assessment in REP hMumbai ndividual Status E h REP Kolahapur My Manager Comment Customer Masters User Manual Representative Mobile v 2 3 Page 20 of 85 power mart salesforce solutions b Tour Plan of the REPs Getting there Login gt Select My Team gt Select Individual Status Option gt Select REP gt Select Tour Plan Monthly tour plan prepared by the REP and his ABM will be available for viewing on his mobile The steps to view the tour plan is to select the REP from the Individual Status then select the date from the tour plan and finally view the customer details planned for that day Fal F individual Status aul Tour Plan Dr AR Sheet 2102 2008 al 2 5 Ch Shanti Medical 22 02 2008 Bhusayral 20 SETEC Agencies E 24 02 2008 Chalisgaon 15 2402 2008 Chopda Back Select next Vier Date Not planned Objective Maintain AN Arkur ADM Campaign Eye Campaign Act PP GFI Etc Campaign Brand Syprox Inflamal Campaign Mose Campaign Act PP GP Etc Campaign Brand Cefod Paragesic User Manual Representative Mobile v 2 3 Page 21 of 85 Ju DOWer mart salesforce solutions The date wise patches to be visited wil
8. carried out on that date will be displayed 2 On selecting the activity the list of calls made on that date will be displayed 3 To view the detailed call activity press on SELECT option and the details report of that customer will be viewed User Manual Representative Mobile v 2 3 Page 69 of 85 Dower smart salesforce solutions 9 My Managers Comments Getting there Login gt Select My Managers Comments option The manager s comment or the comments from the upper hierarchy will be displayed along with the date and designation of the manager Manager s Comments eee RW bg mrlroeleen SR alll Manager Comment Comment Heed to improve product knowledge 1 On clicking My Managers Comments the list of comments for the days will be displayed along with the dates and the designation of the managers Note The no of days for which the manager s comments will be displayed on the mobile will be parameterized User Manual Representative Mobile v 2 3 Page 70 of 85 Ju DOWer mart salesforce solutions 10 Customer Masters Getting there Login gt Select Customer Masters option Approval Cycle REP posts a request for addition or deletion Request received by ABM ABM Keess Rejects request Request received by Admin Admin approves or rejects request REP synchronizes his daily report in the process REP synchronizes his daily report in the process new approved parties are uploaded to the mobile deleted part
9. code Reason This message comes at the time of any network activity with the MPower server if the BU of the user has been modified 26 Server amp mobile date mismatch Reason This message comes in case the date on server and the mobile calendar date are a mismatch 27 Please download settings Reason This message will be shown if there is any attribute remaining for downloading in H S 28 No data for Sync Reason This message will display in case of if there is no data stored in handset and user do a blank synch User Manual Representative Mobile v 2 3 Page 84 of 85 Ju DOWer mart salesforce solutions 29 No Saved Record Reason If there is not transaction saved in handset and user selects Txn Data option from main menu then this message will be shown 30 Are you sure you want to synchronize data Reason This message will come in case of if user selects Synch option from main menu 31 No Records Found Reason In case IR checking the Data for the date if it is not available then this message will be shown 32 GPRS not active Reason Message arises if GPRS is not available 33 Future date not allowed Reason The date for any transaction cannot be beyond the current date Current date indicates the mobiles calendar date 34 Zero entry is not allowed Reason This message comes in case 0 is being entered in a numeric field 35 Synch message Inactive user Reason This message comes in case a
10. distributed to the selected doctor The quantities can be input against any of the products listed If no samples are given then the field may be left blank e jae Ka FOB Unithy alue Pie Unity ale GEO Cefod i ae Paragesic i Back heiren 1 After setting the visit date and time details of products promoted to the doctor can be captured using the PP menu option 2 For each brand that is promoted the following details can be captured i Sample quantity given for a product Column SQ ii Personal Order Booking Column POB Unit Value iii Prescription Audit during a campaign Column Rx Unit Value 3 SQ column Sample quantity Numeric column with a provision to input maximum 8 digits The unit of measure will be considered as per the definition given in the brand master against the product 4 POB Unit Value column Order booked with the doctor Numeric value allowed with a provision to input maximum 8 digits The unit of measure will be considered as per the definition given in the brand master against the product 5 Rx Unit Value The Prescription Audit of the doctor especially after the completion of campaign Numeric value allowed with a provision to input maximum 8 digits The unit of measure will be considered as per the definition given in the brand master against the product User Manual Representative Mobile v 2 3 Page 39 of 85 mM ipower mart salesforce solutions
11. to be pressed Similarly to invoke the operation of the left options i e EXIT or SELECT the extreme left buttons have to be pressed a Menu Selection Navigations The mobile application is basically menu driven each option navigating the user an inner level in the application The menu contains options which can be selected by moving the cursor across the options using the UP and DOWN arrow keys in the keypad Whenever a menu is shown there will be two menu options called SELECT and BACK at the bottom of the screen Select will be used to activate the selected menu option while back navigates back out of the current menu to a previous screen User Manual Representative Mobile v 2 3 Page 7 of 85 to mM DOWer mart salesforce solutions Selection Lists Selection lists are drop down controls which contain options for selection Control must be positioned on the list before it can be opened To move the control to the list Ip Fa ED item use the UP and DOWN arrow keys Dress the SELECT button in the center of the direction ff Teritory Uniistec keys which will open the list of options Use the EE UP and Down arrow keys to select one of the options and again press the SELECT key to select the option To close the list item without selecting any option press the CANCEL button shown at the bottom of the screen Remarks Grid Navigation The grid is b
12. user does not post his DAR for more than the allowed number of days and has becomes inactive 36 Synch message Previous date DAR does not exist Reason This message comes in case a user does not post his DAR in sequential order 37 Synch message DAR is Locked Reason This message will come in case of if users DAR gets locked due to transaction not received during allowed parameterized period 38 Txndate is Greater than Sysdate Reason This message will come when the Date is greater than sysdate If user change the Mobile Date and its mismatch 39 Do you want to save the Record Reason This message will come when user press Back button while making transaction entry 40 Do you want to delete the Record Reason This delete confirmation message will be shown while deleting a record 41 No changes done Reason This message will be shown in case of edit mode if no any modification done and press Save button User Manual Representative Mobile v 2 3 Page 85 of 85
13. 5 power mart salesforce solutions f Customer Count Getting there Login gt Select Customer Masters option gt Select Customer Count The total count of the customers will be available in this option The total count of customer will be Class and speciality wise Customer Masters Customer Info List Doctor De List Doctor User Manual Representative Mobile v 2 3 Page 81 of 85 OWer smart salesforce solutions 11 Help Getting there Login gt Select Help option Incase the REP is not able to use the application properly or he is facing some problem he can go to the help menu wherein the contact details of mpower are provided The user will have to specify the name user id and the company name for which he is working to the helpdesk personnel Contact details User Hame Vikas User Code 0001 App Version 2 3 Help Desk Humber 022 40956000 Email ID helpdeskeimpoyrersalestorce com biy Manager Comment Customer Masters User Manual Representative Mobile v 2 3 Page 82 of 85 Ju ipower mart salesforce solutions Conclusion 1 Error Messages amp Explanation 1 Set up pwd Reason After downloading Application first time when user executes the Application 2 Enter mandatory field Reason This message occurs while saving if a mandatory field in the transaction is left blank 3 Length should be min 4 amp max 8 char Reason This message occurs while saving during first t
14. Levels The mobile application can work at two levels of security viz High and Low The mobile handset has the details of the user stored internally Hence in a Low configuration the system allows to login by validating password with the local user settings Whenever user does synchronize or info request which results in connecting to the MPower server then the password is validated with the server settings In a High security configuration the system validates the password with the MPower server by establishing a connection directly at the time of application login The local user settings are not used All security related settings are handled by the administrator In case there is a security failure then the mobile user has to contact the administrator Transaction Date Entry of any activity like Field Work NCA Leave or General Remarks will have to select transaction date System will provide Date drop down list Happen to select transaction date Dates from this list will be from previous transaction 14 04 2008 date to current date 10 04 2008 User Manual Representative Mobile v 2 3 Page 9 of 85 Ju ipower mart salesforce solutions 3 Installation and Configuration a Application configuration The MPower application must be downloaded and configured on the handset The application becomes operational after it is downloaded and configured with the details of the REP who is going to use it
15. OK to proceed to the Leave Intimation screen 2 After the leave type and the remarks are entered click on Save The leave will be marked for that date User Manual Representative Mobile v 2 3 Page 65 of 85 OWer smart salesforce solutions Leave Balance EEE Leave Information eave Balance hy Manager Comment Customer Masters 1 On clicking the Leave balance the balance of all the leave types will be displayed Note If a leave is posted on any day then system will not consider any other transaction like DCR NCA etc for the same date User Manual Representative Mobile v 2 3 Page 66 of 85 mM DOWer mart salesforce solutions 7 View Message Board Getting there Login gt Select My Message Board option Broadcast messages are posted by the administrator or managers Valid and active broadcast messages can be viewed by the manager using this option The messages posted by the administrator have a validity period and they are visible to the manager if the validity period includes the current date The messages do not appear on the broadcast screen if the current date is outside the validity period The messages are only a report and are not saved on the handset Every time the MSG option is used the messages are fetched from the server to the handset Messages Meassage Option Broad Cast Message OLOF Tomorrow onwards Office Timing tram 8 30 to 4 30 ABM On selecting the My Message Bo
16. Password will appear notifying about the mistake You go back on login screen change the password and re login 2 A Welcome screen with message Welcome to MPower will appear and then you will be taken to the main mobile menu if correct password is entered 5 Changing Password The REP can change and set the password of his choice to secure his MPower application from being used by any unauthorized persons The initial user and password will be provided by administrator to the REP the REP can further modify and set his own password Password Change Screen vikast hang Old Password Hew Password hy Message Board Cont Password My Missed Calls hy Tour Plan My Past Reports My Saved Data My Campaign Status hy Deviations My Expense Claim Customer Masters settings 1 The password change option can be used by selecting the Settings option from the main menu User Manual Representative Mobile v 2 3 Page 14 of 85 Ju ipower mart salesforce solutions 2 The old password must be entered first to authenticate that the change is not being done by any unauthorized persons The new password has to be typed twice in New PW field and in Confirm Password field The mobile number has to be typed as the number of the phones SIM card This number can be maximum 10 digits This is only for record purpose and does not have any other implication 3 On pressing the SAVE button the system will update the new password s
17. Patch Name gt Select Dr party type gt Select Party name gt Select Add Issue Working Option e Adding an Issue Issue Guilty Priority High Brands Syprox Department Marketing Issue Back MainMlenu 1 To report an issue about a brand this option will be utilized 2 Issue No The issue no will be system generated 3 Issue The issues as provided in the masters will be displayed for selection 4 Priority The priority of the issue can be set 5 Brand The brand for which an issue is to be reported will be selected 6 Department The department to which the issue is related will be selected 7 Issue The issue can also be described Maximum 30 characters without special characters User Manual Representative Mobile v 2 3 Page 43 of 85 powe mart salesforce solutions vii Close Issue Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Close Issue Option e Closing an Issue Issue Details Priority Low Issue Type Dosage Brand Hame Syprox Testing i es a Issue ln Dosage Reply Three Times in a day 2 05 08 Poroduect Closing Remarks SC 25 08 e 18 08 Back hiainkdenu Back Select 1 The issues which have to be closed will be displayed on selecting Close Issue 2 Select the issue to be closed from the list 3 On selecting the issue the details of the issue will be displa
18. SETEC Agencies C Borivali 10 Back Select Objective Maintain JV Ankur S BM Campaign Eye Campaign Act PP GPI Etc Campaign Brand Syprox nflamol Campaign Mose Campaign Act PF GPI Etc Campaign Brand Cetod Paragesic 1 The manager will be able to view the Missed Calls town wise On selecting a particular town all the doctors and the chemist will be listed along with their classes On selecting the customers the next visit plan will be displayed User Manual Representative Mobile v 2 3 Page 23 of 85 mM ipower mart salesforce solutions d View the Deviations of the REPs Getting there Login gt Select My Team gt Select Individual Status Option gt Select REP gt Select Deviations The manager will be able to view any deviations done by the REPs The deviation manager will come to know are Area Level Deviations Doctor Deviations Focus Brand Deviations W arepe Fail Deviation Details Date 0109 Area Deviation Andheriiw instead of mung vu Date 0209 Doctor Deviation Dr Mehta not planned for andherive Date 03 09 Focus Brand Deviation Levod Cefod not focus brand for Dr Parekh 1 The manager will be able to view the area deviation doctor deviation and the focus brand deviation of the REPs These information will be provided in ascending order of the date User Manual Representative Mobile v 2 3 Page 24 of 85 Ju DOWer mart salesforce solutions e View the Us
19. Syprox 4 GPI Pen 2 Diary 1 AW Ankur Dingra SBM Siddiq Mom UI Conversion Status Break Through Time Spend 30 Mins Issues Raised 10 Closed 10 Conclusion Good 1 After a customer is selected a menu is shown which prompts if visit details are to be captured or last visit information are to be viewed Select the second option 2 The following information from the last visit is shown Last Visit Date Visit Type Objective PD PR POB Smpl GPI JW Conversion Status Time Spent Issues m Conclusion AT e EE User Manual Representative Mobile v 2 3 Page 29 of 85 power mart salesforce solutions Next Visit Details next Visit Date Mot planned Objective Maintain Pending Issue RCP info JW ee Customer Information Campaign Eye Campaign Act PP GFI Etc Campaign Brand Syprox Inflamal Campaign Hose Campaign Act FP GFI Etc Campaign Brand Cetod Paragesic 1 The following information from the last visit is shown i Next Visit Date li Objective iii JW iv Campaign Details Pending Issues Customer Information 05 08 an User Manual Representative Mobile v 2 3 Page 30 of 85 power mart salesforce solutions RCPA Information RCPS Comments Last Visit Details Brand 20 Comp Brand Chemist Mily Chemiest Net Visit Plan Syprox 4 Gemprox 7 Simprox 4 Comments He is rxing more than expected Pending lzsue CPA Info Cefod 3 G
20. USER MANUAL Role Manager Terminal Mobile Version Pharma V2 3 User Manual Representative Mobile v 2 3 Page 1 of 85 VI DOWET salesforce solutions Table of Contents INTRODUC TION BEE 4 1 PURPOSE OF THE ET BE 4 2 INTENDED READERSHIP cssrserciernorer sureni daenna anrora EE a aE EE a ONE ORE a AAEE ran pouedxbountnasauetabeneiedabeuss 4 3 HOW TO USE ar ICAsle le BI OR 4 GETING STARTED EE 5 1 SYSTEM ARCHITECTURE eegene Age 5 2 BASIC CONCEPTS OF OPERATION E 6 3 INSTALLATION AND CGONEIGURATION 10 4 HOGGING ON WEE 133 5 CHANGING PASSWORD EE 144 6 ET o TEN ee eege 155 USING THE SS TEN EE 17 1 CHECK REP S LAST VISIT RI EE 17 2 EREECHEN 20 a Howto view REP s Activity Report 20 b View Tour Plan of the be ieidust eetkd tbe Ode eege ebe EN eggue eet aeddabsedidandyaiablnasani canted ssinwalenidas 21 c View Missed Calls of the REP during the month 23 d View devtaion of the REPS cc ccccccec cece eeeeeeeeeeeaeeeeeeseeeeeeeaaeeeesaseeeeeseeeeesseeeesseeeeeesaeeeeeas 24 e View the usage of the REPs with circumspect to the mobile reporting 000 000n000nn0010000100100n 25 f View the Campaign Details of the REPS cc ccccccceeeeeeeeeeeeeeaeeeeeeseeeeeesaeeeeeeaeaeeesaeeeeeeeaees 26 g View Past Reports of the REPS cccccccccccceeceeeeeeeeeeeeeesaeeeeesaeeeeeeseeeeeesaeeeeesseeeeeesaeeessaeeeeseeas 27 2 VIEWING PRE VISIT INFORMATION 29 3 REPORTING EIELDWopk cc eeccccccccccsssseeccccc
21. age of the REPs with circumspect to the Mobile Reporting Getting there Login gt Select My Team gt Select Individual Status Option gt Select REP gt Select Usage Status The manager can also view the usage status of the mobile by the REPs i e the last date of report submitted the count of PCP done till the last date of report submission the no of issues closed the no of times the mobile got locked the count of late DARs the count of issues replied the count of the messages viewed Fall individual Status 1 Last DAR Date is the last received DAR date for the selected REP 2 PCP is for the total DR and CH entered for the Last DAR received 3 Issue Closing Will be calculated for the Current Month 4 Late DAR For the Current Month based on parameter 5 Locked DAR For the Current Month 6 Issue Reply Will be based on the Current Month raised for the MGR T Message Viewed The message viewed on the last DAR Date User Manual Representative Mobile v 2 3 Page 25 of 85 im ipower mart salesforce solutions f View the Campaign Details of the REPs Getting there Login gt Select My Team gt Select Individual Status Option gt Select REP gt Select Campaign Status The manager can view the status of the active campaigns assigned to the REPs The coverage and missed percentage of the campaign will be displayed along with the list of customers covered and missed under the campaign 1 On clicking Cam
22. anual Representative Mobile v 2 3 Page 35 of 85 mM ipower mart salesforce solutions iii Select Date Session Once the area of work party type and party is decided the date and time of day for visit to the party has to be selected The date entry has to be done In case of chemists a visit menu is shown before the date can be set The VISIT DETAIL option must be selected from the visit menu Set Visit date Date amp Time Met Date Met RETETA Iita Time Morning Today 054 2 2008 Activity type visit Om P wow N Time Spent Latish Jamadar Manoj Joshi iech Kulkarni Omar Lakuri Prakash Jha Ravi Sen Sachin Punekar UnListed Back Member Deck Member stockist Manoj 1 Incase of customers from visit menu select visit details and date selection screen will be shown In case of stockiest the date selection screen is shown immediately after the party selection 2 Select the date of the customer s visit 3 Time of visit is a list of options depicting the time of day To open the list press the center SELECT button on mobile Navigate the options using UP and DOWN arrows and select the required option 4 The Activity type to be performed on the customer will be selected 5 The time spent with the customer will be mentioned User Manual Representative Mobile v 2 3 Page 36 of 85 mM ipower mart salesforce solutions iv Select Activity Once the area of work party type party and date i
23. ard from the main menu all new messages and existing messages will be shown with the designation of the person who has sent the message Only those messages will be shown which are active User Manual Representative Mobile v 2 3 Page 67 of 85 Ju DOWer mart salesforce solutions 8 View Past Reports Getting there Login gt Select My Past Reports option i Select Date of Activity Report Select the Previous DAR option from the main menu of the application The system will show the date selection screen for selecting the DAR date The user can enter any date to view that date s activity report Wed O2 Apr 2008 My Manager Comment Customer Masters User Manual Representative Mobile v 2 3 Page 68 of 85 mM ipower mart salesforce solutions ii View Activity Report After selection of the report date the activities for that date is shown to the user Viz Activity wise parties met and transactions made To view details of the transactions press the SELECT button on the keypad Activity Report T hr Last Visit Date 02 02 2006 Hext Visit Date 12 02 2008 PD yprox Paragesic PRCetod POB Syprox S0 Paragesic 250 Smpl Paragesic 2 Cefad s Syprox 4 GPI Pen 2 Diary 1 AW Ankur Dingra SBM Siddig Momin UL VC Vert Yell HYO Fine SG Break Through Rem Ok Dr Info A 2 Morning Cardio DOB 10 May 4 ori e Dr Vinayak Bhavun Chemist 1 After the selection of the date the activity
24. asically a matrix of cells similar to an excel worksheet In order navigate around in the grid use the direction keys on the key pad Due to the limitation of the screen size only few columns will be visible at any point in time Scroll to the right to move across to other columns in the right of the Multi Selection Screens which require the user to select one or more options will have check boxes against the options User can navigate across the options using the UP and DOWN direction keys on the key pad and select the required options by pressing the SELECT button on the key pad Tickers and Screen titles User Manual Representative Mobile v 2 3 HFD Days Territory Unlisted Unlisted Sekt dii sales traning Cancel Apmol Apramol Select Person s Unlisted Page 8 of 85 Ju ipower mart salesforce solutions When navigating through the application ticker makes it possible to understand the options selected in order to reach a particular point in the application The ticker is a scrolling message shown at the top of a screen For example in REP visit menu after selecting the patch and chemist the ticker shows the patch and chemist name as a reminder that all further transactions will be with respect to this selection Time Mone The band below the ticker is the screen title bar The name Today 124 2 2007 mentioned on this bar indicates the current opened screen Security
25. ble till the approval cycle is completed and the chemist is added into the system User Manual Representative Mobile v 2 3 Page 6 of 85 power mart salesforce solutions Addition of Chemist Customer Option Customer Court Customer Info List Doctor Del ist Doctor Town Bhusavval ist Chemist Patch Bhusavyal De List Chemist Contact Person Reason 1 Name The name of the chemist to be added No special characters allowed 2 Town The town where the chemist is attached will be displayed This is a system generated field 3 Patch The name of the patch where the chemist is attached will be displayed This is a system generated field 4 Reason Reason for adding the new chemist Free text entry and no special characters allowed User Manual Representative Mobile v 2 3 Page 77 of 85 iOOwer mart salesforce solutions d Post a request for deletion of Chemist Getting there Login gt Select Customer Masters option gt Select De List Chemist gt Select the Patch gt Select the Chemist A request for deletion of chemist can be posted through the REP s mobile The request is either approved or rejected by ABM and admin after it is submitted from the mobile to the server On selecting the Del Chem option a screen showing selected chemist name is opened with reason field After reason is entered no special char are allowed in reason field entry can be saved by pressing MENU button on keypa
26. ccssesssecccccesssussccccceseuuaaseccececeuueusececeseuuuassceceeceeuuuaeassecesseeauaannsssess 32 a Preparing for field Work entry ccccc ccc cece eececeeeeee cece eeseeeeseeeeseeeseaeeseeeseueesaeeseaeeseeeeseueeseeeees 32 ECCS EE 37 I Promotion OF products scisisccvccecoccscsssccsncasiccvsccsnocdssasdesstoceeusevesanecnvesenastuenssaseeannrecvncdgdesebeaceoctveesiasssonenocswessosedoctaedsacenbes 38 ii Sample Distribution and Booking an order 39 iii Gift and Promotional Inputs 0 0 0 0 ce cccccccesssccccccsesssseeeeccecessssseeececcesssseseceesesssseeesececessseececeeesneeeeees 40 V E e eh 41 V Recording joint work e EE 42 ye AdS SUE EEE EEN EEEE EE EAEE EAEE ANE EA 43 OSS EE 44 viii Objective Entry eebe eege 45 oo Me er Eu 3 ViSi E 46 I Booking an order 46 li Recording prescription audit Of a chemtst ccc cece ccceseeceesseeeeesseeeeesseceeseeeeesseeceesseceeeeeeeseeeesseeeens 47 iii Gift and Promo Inputs 2 cee ccccccsessscecceccessssssseccecesesseececeesesssseeecceceessssesececseesssseeeeeecessseeeeeseessseeeees 49 W ele Te EE 50 V Record joint work done cc cccccccccccesssssseeccceeeesssseeececeeeessaeeececeeesssseeeceeseesssseeecceseeesseeeeceeeeeessseeecesesssseeeceeeeetaaas 51 hd E MT EN 52 viL COSC Sacra ae oa cee ce EOE 53 viii ODjJective Emy recite pntesccae ee reciecceac sce nin EEE E 54 d Stockiest EE 55 e General Comments for a Day ccc ccccccceececeeee ee eeceeeeseeeeseeeeseeeseeeeseee
27. d DOWN buttons on the key pad 2 The field TODAY will show the current date as on the calendar of the REP s mobile 3 Remarks for the day can be entered in the space provided It is a free text entry of maximum 30 characters size Special characters are not allowed in remarks User Manual Representative Mobile v 2 3 Page 56 of 85 mM DOWer mart salesforce solutions f View stored data on handset Getting there Login gt Select My Saved Data Option This option allows the data which is saved on the handset to be viewed in a summarized form This helps in giving a view of the entries done in the mobile which is not yet synchronized After reviewing the summary the details of the handset data can be viewed by browsing through the respective screen itself Viz Chemist detail grids chemist details etc Handset Data hy Manager Comment Customer Masters 1 select the option My Saved Data from the main menu All the transactions created and saved on the handset are shown in a Summarized form The entries are shown date wise If there were visits to multiple parties on the same day then the date repeats multiple times a TXN The type of transactions carried out will be displayed b Count The total count of activities carried out will be displayed c On pressing Select the activity date the customer and the activity type carried out will be displayed User Manual Representative Mobile v 2 3 Page 57 of 85
28. d and then selecting SAVE After posting a delete request ensure that no transactions are made with that chemists name Any such transactions will become invalid of the delete request is approved by admin User Manual Representative Mobile v 2 3 Page 78 of 85 power mart salesforce solutions Chemist Deletion Request bhraj Chemist Bhavin Pharma Chetan Chemist De List Doctor Devesh Pharma List Chemist Gunial Chemist Ne List Chemist Himesh Pharma ditendra Chemist Kamal Pharma Lila Chemist Mahadev Pharma Milkart Chemist Om Pharma Prakash Chemist Ravi Pharma Santosh Chemist Delete Chemist Chemist Hame Reason Reason Reason for deleting the chemist Free text entry and no special characters allowed After the reason is written select the SAVE option in the list the request will be stored on the mobile phone User Manual Representative Mobile v 2 3 Page 79 of 85 power mart salesforce solutions e Customer Information Getting there Login gt Select Customer Masters option gt Select Customer Info The Doctor s Birthday and Anniversary can be viewed from this option If any doctor s birthday or anniversary falls within the last seven days or the future seven days from the current date it wil be displayed on selecting Customer Info option Birthday and Anniversary RE IG Birthday DAD UD Abhijit 021008 Birthday ARA Birthday CK User Manual Representative Mobile v 2 3 Page 80 of 8
29. e can be captured User Manual Representative Mobile v 2 3 Page 48 of 85 mM ipower mart salesforce solutions lil Gift and Promo Input Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr Party Type gt Select Party Name gt Select Gift and Promo Input Option Select the GPI option from the doctor visit menu A screen containing the gifts configured for the REP s business unit will be listed with a provision to capture the distribution quantities Record gift distribution Joint Working Product Activities 1 The distribution details of gift and promotional items can be captured from the GPP option of the doctor visit options menu 2 The name of the gift and the qty of each gift distributed can be captured The gift qty is numeric and allows a maximum of 3 digits The unit of measure of quantity field will be considered NUMBERS Note Only those gifts will be listed in the GPI grid which have been configured to the business unit to which the REP belongs Moreover a validity period is fixed by the administrator for the gifts hence only those gifts will be listed which are valid on the current date User Manual Representative Mobile v 2 3 Page 49 of 85 mM DOWer mart salesforce solutions IV Feedback Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr Party type gt Select Party Name gt Select Feedback Option
30. e is a SEARCH button 2 After clicking on the SEARCH button enter the patch name and press OK a list of all the patches starting from that name will appear User Manual Representative Mobile v 2 3 Page 33 of 85 Ju DOWer mart salesforce solutions ii Select Party Types and Party names Once the area of work is decided the type of party who has to be visited has to be selected The party types could be chemist chemists and stockiest Here the party has to be selected Based on the selected party type the corresponding party names will be listed for selection Selecting a Party Enter the text Jogeshwyari OKandivali Goregaon Chemist Stockiest Account After patch selection the user can select the type of party The party list would be based on this selection After pressing the select button party list will be shown These are all the parties who are attached to the selected patch If party type selected is Chemist then chemist list will be shown if Doctor is selected then doctor list will be shown and similarly stockist type will list all stockist User Manual Representative Mobile v 2 3 Page 34 of 85 Ju ipower mart salesforce solutions Searching a Party Back Search Back Search 1 To search for a particular Party there is a SEARCH button 2 After clicking on the SEARCH button enter the customer name and press OK a list of all the parties starting from that name will appear User M
31. e the following Upon pressing the OK Button the system will display the Login Configuration Screen with Client Code User Code Password fields User can see all these fields by scrolling up amp down using Arrow keys on the handset Move to the field Client Code Enter the valid Client Code in the field which is provided by the Application Administrator Move to the User Code Enter the valid User Code in the field which is provided by the Application Administrator Move to the Password Enter the valid Password in the field Password should be between 4 to 8 characters with no blank spaces in between Press Option and Select Save Allow Network Access will be displayed with Yes and No options Select Yes option to configure the application If the user selects No option then system will remain on Same screen If the users selects Yes option above then the application will start configuring the password with Please wait while Configuring progress bar displayed on the screen If the User D and or Password are invalid then the system will display error message Invalid User Code Password and will redirect to the Login Configuration Screen In case of any GPRS connectivity problem the screen will display Communication problem error message with OK button If the user clicks o
32. emod 1 Simod 3 Chemist Cure Chemiest Customer nfoEnshan Levod 8 Levogem 4 Levosim 7 Comments Potential is High but not our brand Customer Information r lia Customer Information Last Visit Details H ER h Neat Visit Plan SE e Qulification MBBS Objective Convert Specility GP Class 4 VE Customer Information Focus Brands Paragesic Cefod Syprox BTM 6 7 PM Investment 1000 on 10th May 2008 BDM Monday Location AndherifE 022 3456987 Likes Yoga Dislikes Smoking User Manual Representative Mobile v 2 3 Page 31 of 85 mM DOWer mart salesforce solutions 4 Reporting Field Work a Preparing for field work entry i Select Town The Manager can actually select the area from his patch list for inputting his party visit report Patch Selection My Manager Comment Customer Masters Back Search 1 Select DCR from the main menu for capturing the daily report 2 The list of patches configured for the REP will be shown in the patch list Any one of the patch can be selected by moving the selection on the patch name using the direction keys on the handset After area selection the chemist or stockiest visit details can be captured User Manual Representative Mobile v 2 3 Page 32 of 85 Ju DOWer mart salesforce solutions Search a Patch Enterthetext 2 Goregaon CJogeshweari Kandivali 1 To search for a particular patch ther
33. emory Data Synch New master data for sl new product 3 doctors 2 chemists Data is sent to mPower server For Se reps Server confirms data receipt Data deleted from handset Data sent to server Ready for relevant rep eh JA ji mPower server Master Administrator User Manual Representative Mobile v 2 3 Page 6 of 85 Dower art salesforce solutions Push Pull and broadcast The process of sending data from the mobile handset to the server is called PUSH for example synchronizing data from the mobile to the server The process of fetching data from the server to the handset is called PULL for example the process of viewing the previous visit information of a particular REP etc Broadcast is the process of pulling a common message published by a manager for a group of REP s It is a PULL operation where a common message can be viewed by multiple mobile users Selection Buttons The buttons at the top of the handset positioned on the left and right of the direction keys are to be used for selection of application options The SELECT button in the center is itself also a selection button When any screen is opened in the application there will be options shown at the bottom of the screen just above the selection buttons This indicates those options can be invoked by simply pressing the button at that position For e g to invoke the LOGIN or BACK geren on the MPower mobile screen the right button has
34. etting for the REP in the MPower server such that any subsequent login will require the new password to begin using the application 6 Exit System In order to exit from the MPower application REP will have to make sure that the control is on the main menu The steps for exiting are as follows Exit Alert User Hame manojmrp Pwd Do u want to Exit User Manual Representative Mobile v 2 3 Page 15 of 85 Ju ipower mart salesforce solutions Fail E aal Exit Alert Select one to launch mPowerk Dou want to Ext o 3 Click on back button from the main menu The system will logout of the application and the login screen will be shown 2 There will be two options in the login screen for Login or to exit Select the Exit button 3 System will show a prompt to confirm if REP wants to exit 4 On pressing the YES button the application will be closed Alternatively the application can also be exited using the Kal END button User Manual Representative Mobile v 2 3 Page 16 of 85 Ju DOWer mart salesforce solutions Using the system 1 Check REP s Last Visit Details Getting there Login gt Select My Team gt Select Group Status Option a View summary of REP s last visit report Login to the application and from main menu select the STATUS option The last visit report dates with names of all the REP s will be shown in the menu Against each REP s name a summary of the visit viz number of c
35. for application download In case the GPRS is not activated on the handset then the system will display Subscribe to packet data first message in which case the user needs to contact the mobile service provider to have the GPRS activated on his SIM In case the bookmark is incorrectly entered then the system will display Page not found message in which case the user will need to correct his bookmark b Select the appropriate MPower link Application Source unknown Continue message will be displayed with Yes and No options Press Yes option to download the MPower application If user selects No option then Download Cancelled message will be displayed for few seconds and then user will redirect to the MPower link If user clicks on Cancel during loading process then Page request cancelled message will be displayed with Options and Exit button If user selects Option button then user will move to Web option and Exit option will redirect to the MPower Link c If user selects Yes option above then Application Details will be displayed with Accept and Cancel options Press Accept option to download the application If user selects Cancel option then Download Cancelled message will be displayed for seconds and then user will redirect to the MPower link d If user selects Accept option above then t
36. g there Login gt Select Saved Data Sync Option This Module is for uploading the transactions that you have performed in the MPower Application to the server Click on the synchronization option in the main menu After you select the synchronization option the system will prompt you to confirm the synchronization of data with the server On your confirmation the system will upload all the data from mobile on to server and download any settings from to your mobile It will also update the masters Chemist Stockiest etc from the server to the mobile During synchronization the following activities are performed a Submit handset data to server b Delete data from handset memory C Update masters from server to the mobile handset d Check and alert REP if the server date and mobile date are not in synchrony Imp Note The system may ask you to connect to the GPRS connection after each step If this is to be avoided then after application is installed go to application folder click on the Option and do Application Network access setting as Ask first time only Sync fo Syne Alert ff Please wait d Are you sure you want to synchronize data hy Manager Comment Customer Masters User Manual Representative Mobile v 2 3 Page 60 of 85 m power mart salesforce solutions Syne Details xM 1S0408 Hecht JL 8 1 The system asks a confirmation if the synchronization process should being or not with Yes
37. he system will prompt to Select the Target Folder and will redirect to Applications menu on the handset Select the Target Folder as MPower created above upon which the screen will display the status bar showing the Download Progress Percentage Before the completion of download if the user selects Cancel option then Download Cancelled message will be displayed for few seconds and then user will redirect to the MPower link e Once the application is successfully downloaded the message will be displayed as follows Open Application now App downloaded to MPower this message may not occur on some nokia models Target Folder selected above with Yes and No options Select Yes option to configure the application If the user selects No option then he will be redirected to the MPower link in which case the user will need to reopen the application as follows Menu gt Application gt MPower folder created above gt Select MPower to configure the application User Manual Representative Mobile v 2 3 Page 11 of 85 VI power mart salesforce solutions dal AEC SS Contig Screen n Login configuration screen Slienteades ee d Configuration Configure MPower Application on the handset a message will be displayed Setup pwd with OK button b Usercode Password Upon opening the application as mentioned abov
38. hemist chemist and stockiest met Stock and order booked will be mentioned In case of chemists unlisted chemists would also be considered for computing the summary of it is configured by the administrator b Check if a REP was on field or on non field work On opening the Group Status check the Act column which shoes the activity carried out by the REPs viz FW Field Work NCA Non Field Work and Lev Leave c Check the Call Average of all the customers of the REP On opening the Group Status the managers will be able to see the Doctor Call Average Dr CA Chemist Call Average Ch CA and Stockiest Call Average Stk CA of the REPs for that month till the last DAR date d Check the Pending Approvals On opening the Group Status check the PA column it will display the Pending Approvals of the REPs User Manual Representative Mobile v 2 3 Page 17 of 85 power mart salesforce solutions Last visit Summary Grol ID Status Individual Status i Rajesh sohan hy Message Board hy Past Reports biy Saved Data biy Manager Comment Customer Masters wn le de e JW LL L de i ha un 5 User Manual Representative Mobile v 2 3 Page 18 of 85 mM ipower mart salesforce solutions 1 Group Status a MR List of MR s reporting to the ABM for whom the mobile device is configured b Date Last visit report DAR date for the given MR c Act Activity type viz Field Work FW No fie
39. ial characters allowed This is a mandatory field Dr Name Last The last name of the Doctor to be added No special characters allowed This is not a mandatory field Town Name of the town to which the doctor is attached will be displayed This is system generated Patch Name of the patch to which the doctor is attached will be displayed This is system generated Speciality The Speciality to be selected from the drop down as defined in the masters Visit Frequency The Visit Frequency to be selected from the drop down as defined in the masters Qualification The Qualification to be selected from the drop down as defined in the masters Class The Class to be selected from the drop down as defined in the masters Reason Reason for adding the new doctor Free text entry and no special characters allowed After the doctor details are updated select the SAVE option in the list the request will be stored on the mobile phone User Manual Representative Mobile v 2 3 Page 73 of 85 iOOwer mart salesforce solutions b Post a request for Deletion of Doctor Getting there Login gt Select Customer Masters option gt Select De List Doctor gt Select the Patch gt Select the Doctor A request for deletion of chemist can be posted through the REP s mobile The request is either approved or rejected by ABM and admin after it is submitted from the mobile to the server On selecting the Del Chem option a screen sh
40. ic concepts of operation a Application functionality The MPower application interface consists of various controls through which the user of the application can communicate actions to the system Each of these controls has a different purpose in order to communicate with the MPower system Save and Synchronize The MPower application works in an offline mode Hence the data that is entered on the handset is stored into the mobiles internal memory when the data is saved Hence this data is visible only to the mobile user Similarly all mobile users enter and SAVE their data into their respective handsets which are visible to them only The users can browse through their respective handset data and confirm if everything is ok The saved handset data has to be transferred from the mobile memory to a central data store called DATA SERVER for the organization to view the data Data of all users is accumulated on the server The processes of sending the data from handset memory to server is called synchronize After data is synchronized from mobile to the server successfully then same is deleted from the mobile memory If for some reason the data was unable to synchronize then the data is retained in the mobile memory Data Save Data Review 1st doctor Modified PP KC 1 Promoted amp sampled A 1 more issue A Issues Data stored in phone memory Data modified in phone memory modified in Data modified in phone memory m
41. ies are removed from the mobile phone phone y Chemist appears in chemist list REP can start Chemist disappears from chemist list Hence REP regular reporting against the new chemist cannot report against the old chemist a Post a request for addition of doctor Getting there Login gt Select Customer Masters option gt Select List Doctor gt Select the Patch A request for addition of doctor can be posted through the REP s mobile The request is either approved or rejected by ABM and Admin after it is submitted from the mobile to the server On selecting the Patch a screen showing the key attributes of a doctor is opened After the attributes are updated in the doctor addition screen the entry can be saved by pressing MENU button on keypad and then selecting SAVE Reporting against the new doctors will not be possible till the approval cycle is completed and the doctor is added into the system User Manual Representative Mobile v 2 3 Page 71 of 85 power mart salesforce solutions Doctor Addition w ec sz r mipil iat Doctor De List Doctor List Chemist De List Chemist Dr Hame First Dr Hame Last Town Amalner Patch Amalner Speciality CP Visit Frequency 1 Qualification MBBS Class TA Reason User Manual Representative Mobile v 2 3 Page 72 of 85 mM ipower mart salesforce solutions 1 8 9 Dr Name First The first name of the Doctor to be added No spec
42. ime configuration If password entered less than 4 char 4 Mobile number should be 10 digits Reason This message occurs while saving during first time configuration if the mobile number entered is less than 10 digits 5 Special char not allowed Reason This message occurs while saving if a text field contains any characters other then a to z A to Z and 0 to 9 6 New Old pwd should be different Reason This message occurs during password setting if the old and new passwords entered are the same 7 New Conf pwd should be same Reason This message occurs during password setting if the new and confirm new passwords entered are the different 8 Date not Allowed Reason In case of future date is selected 9 Invalid user ID pwd Reason This message occurs during first time configurations password setting if the user code or password is incorrect 10 System configured Reason This message occurs when the Data is downloaded fully 11 Configuration failed Do you want to Try Again Reason If first time configuration is being done then this message arises if the configuration fails due to any reason 12 Please download data Reason This message comes once during the installation and configuration phase before the master data can be downloaded to the handset 13 Welcome to mPower Reason This is the welcome Message after normal login User Manual Representative Mobile v 2 3 Page 83 of 85 Ju ipower mart salesfo
43. is concluding comments for the visit against the selected party Select the Feedback menu option from the doctor visit menu The visit conclusion and strategy input is required so that the manager could be well informed during the next visit to accordingly plan his approach strategy Concluding a visit 2 Product Activities SPI Distribution Conclusion S Conversion Status None 4 Hext VO 5 Remarks 6 Back Mainkienu 1 After a visit is complete the user can Summarize the outcome of the visit by capturing visit conclusion remarks 2 Brand The feedback for a particular brand will be selected 3 Conclusion Conclusion remarks for example doctor started prescribing Maximum 30 characters can be input No special characters are allowed 4 Conversion Status If the REP was able to change the relation with the doctor then a strategy can be accordingly set There is a list for selection This value needs to be input only if there has been any change in the doctor s strategy during current visit else it may be left with default NONE If the REP wants to see last strategy for the selected doctor then refer to the section Pre Call Planning 5 Next V O Next visit objective Maximum 30 characters are allowed No special characters are allowed This will allow the REP to know what needs to be done with the doctor when he is visited next time 6 Any general remarks for the visit Maximum 30 characters are allo
44. l be shown in the tour plan Each day will be shown on a separate row The details of the plan for a patch on the given date can be viewed by pressing the SELECT button after selecting that date For each day the customers to be met can be viewed by clicking on SELECT button Along with the chemist the chemist s class and the stockist can also be seen 3 The details of the activity to be carried out on that day will be displayed Note This operation is only a reporting facility to VIEW chemist details for any planned day This data is fetched from the server to the mobile screen After the OK button is pressed the chemist list screen is closed and the TP dates screen is shown No data is stored locally on the mobile handset If the REP selects another date again then the chemists details are once again re fetched for selected date from sever User Manual Representative Mobile v 2 3 Page 22 of 85 power mart salesforce solutions c Missed calls of the REP during the month Getting there Login gt Select My Team gt Select Individual Status Option gt Select REP gt Select Missed Calls The manager can also view the missed calls of his REPs on the mobile On selecting the missed calls option the town and the count of missed call will be displayed on further grilling down the names of the parties will also be displayed Faull PS Missed call Customer Class dizsegd Dr AR Sheet Andheri Ch Shanti Medical Goreqaon 4
45. ld work NCA Leave Lea Inactive User INAC Activity types indicate the type activity posted by the REP for the date mentioned d L Dr Number of Listed doctors met on the specific day e U Dr Number of Unlisted Doctors met on the specific day f L Ch Number of Listed Chemists met on the specific date g U Ch Number of Unlisted Chemists met on the specific date h L Stk Number of stockiest met on the specific date I L Dr CA Call average of the Listed Doctors till the last report sent j U Dr CA Call average of the Unlisted Doctors till the last report sent k L Ch CA Call average of the Listed Chemists till the last report sent l U Ch CA Call average of the Unlisted Chemists till the last report sent m L Stk Call average of the Stockiest till the last report n T POB Total Order booked by the REP against both doctor and chemist o PA Pending approval requests from the REP This will show the count of all requests for approvals which have been posted by the given REP to the ABM This count will be cumulative for all transactions viz party addition deleting modification tour plan etc posted by the REP for approval by his ABM 2 OK button On pressing the OK button the main menu is redisplayed User Manual Representative Mobile v 2 3 Page 19 of 85 mM ipower mart salesforce solutions 2 Check REP s Activity Summar a How to view REP s Activity Report Getting there
46. listed parties if it has been configured by the administrator The Sample quantity provided to the customer Gifts distributed to the selected party on the selected date by the selected REP Person the REP worked with on the selected date and the selected party The visit conclusion of the call remarks recorded during the last visit against the selected party Information of the selected party The details shown are Dr Class Dr Frequency Best time to meet a At any point in the navigation the BACK button can be pressed to navigate to the previous screen b The last summary screen has OK button which when pressed navigates back to the DAR summary of the selected REP User Manual Representative Mobile v 2 3 Page 28 of 85 Dower smart salesforce solutions 3 Viewing Pre Visit Information Getting there Login gt Select Call Activities Option gt Select Territory Name gt Select Patch Name gt Select Dr Party type gt Select Party name gt Select Info Request The Manager can view and refresh himself with respect to the last visit information captured for the selected customer To view the last visit information select the info request option from the customer visit menu View previous visit details Customer Information Last Visit Details Visit Type Regular Objective Convert PD Syprox Paragesic PR Cefod POS Syprox S0iParagesic 250 Smpl Paragesic 2 Cefod s
47. listed with a provision to feed quantities against each Book an order Objective Entry saved Data Syne 1 To book an order with a chemist the Order option from the chemist visit menu has to be selected 2 The order booking screen shows a grid of all the company s brands along with a Select column 3 On marking the select column and the products under the brands will be displayed there is an option to feed individual order quantities or values as per setting against each of the products The quantity can be a maximum of 5 digits The Unit of measure and Rate of the individual products will be considered as defined in the brand master User Manual Representative Mobile v 2 3 Page 46 of 85 power mart salesforce solutions li Recording prescription audit of a doctor Getting there Login gt Select Call Activities Option gt Select Patch Name gt Select Chem Party type gt Select party Name gt Select Rx Audit Option Information from chemists related to the prescription habits of doctors can be captured vis a vis companies own brand and competitors brands Capturing prescription habits allows the management to understand the market share of the company s products with respect to the competitors Select the Rx Audit option from the chemist menu and then select the doctor s patch and name Select the company s brands for which the doctor s prescription habits are being captured Capture Prescription Habi
48. n the OK button the system will start configuring again Once the password is successfully configured then it will display the message as follows Password Configured followed by Please download settings message with OK button Press OK button The system starts downloading data with the status bar showing the Configuration Progress of various masters e Confirmation j Upon successful System configuration the system will login to the application User Manual Representative Mobile v 2 3 Page 12 of 85 mM ipower mart salesforce solutions 4 Logging On a Login Start your mobile handset and go to application folder where you will see the MPower logo The MPower application is secured by a user password On opening the main MPower application you will see a screen containing your user code and password Please click on menu and select login User Hame manojmrp Pwd LOGIN SCREEN nter valid pwd INVALID PASSWORD User Manual Representative Mobile v 2 3 User Name manojmrp ENTER PASSWORD elcome to mPower WELCOME SCREEN Page 13 of 85 mM ipower mart salesforce solutions 1 Please enter valid password supplied to you Note that the password is case sensitive so please enter it in the right case No special characters are allowed to be entered in the password If you have entered a wrong password a message Enter Valid
49. o A product may be promoted for the first time or it could be a follow up of promotions done in the past In the first case the Product is detailed and in second case product is reminded The PD and PR data is captured against the product names On selecting the SEL the next screen will open wherein the user will be enter the SQ Sample Quantity POB in units and Rx in units Back heiren 1 After setting the visit date and time details of products promoted to the doctor can be captured using the PP menu option 2 For each brand that is promoted the following details can be captured a Which product has been detailed Column PD b Which product has been detailed during previous visit and only needs a reminder Column PR The products which are colored in green are the focus brands 3 PD and PR Product detail and Product Reminded column is a toggle column Use the SELECT key on handset to select or deselect A single product cannot be marked with both PD and PR i e the columns are mutually exclusive for a product User Manual Representative Mobile v 2 3 Page 38 of 85 mM DOWer mart salesforce solutions ii Sample Distribution and Booking an Order Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr Party type gt Select Party Name gt Select Visit Details Option gt Select Product Activites option In the PP grid the column SQ can be used to enter the quantity of samples
50. ore persons from the list 3 In case a persons name is not available in the list then the UNLISTED option can be selected If unlisted is selected then a screen is shown to input the name of the person with whom joint work was done User Manual Representative Mobile v 2 3 Page 51 of 85 mM ipower mart salesforce solutions ii Add Issue Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Add Issue Working Option e Adding an Issue Issue Guilty Priority High Brands Syprox Department Marketing Issue 1 To report an issue about a brand this option will be utilized 2 Issue No The issue no will be system generated 3 Issue The issues as provided in the masters will be displayed for selection 4 Priority The priority of the issue can be set 5 Brand The brand for which an issue is to be reported will be selected 6 Department The department to which the issue is related will be selected 7 Issue The issue can also be described Maximum 30 characters without special characters User Manual Representative Mobile v 2 3 Page 52 of 85 power mart salesforce solutions iii Close Issue Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Close Issue Option e Closing an Issue y e ees irren
51. owing selected chemist name is opened with reason field After reason is entered no special char are allowed in reason field entry can be saved by pressing MENU button on keypad and then selecting SAVE After posting a delete request ensure that no transactions are made with that chemists name Any such transactions will become invalid of the delete request is approved by admin User Manual Representative Mobile v 2 3 Page 74 of 85 power mart salesforce solutions Doctor Deletion Request Milesh Kulkarni Omkar Lakuri Doctor Hame Reason Reason allowed Reason for deleting the doctor Free text entry and no special characters After the reason is written select the SAVE option in the list the request will be stored on the mobile phone User Manual Representative Mobile v 2 3 Page 75 of 85 mM DOWer mart salesforce solutions c Post a request for addition of chemist Getting there Login gt Select Customer Masters option gt Select List Chemist gt Select the Patch A request for addition of chemist can be posted through the REP s mobile The request is either approved or rejected by ABM and Admin after it is submitted from the mobile to the server On selecting the desired Patch option a screen showing the key attributes of a chemist is opened After the attributes are updated in the chemist addition screen the entry can be saved by selecting SAVE Reporting against the new chemists will not be possi
52. paign Status the list of all the active campaign of the REP will be displayed with Covered and Missed percentage On clicking the SELECT button it will further scroll down to the customers met along with the date and the activity carried out during the campaign will be displayed User Manual Representative Mobile v 2 3 Page 26 of 85 power mart salesforce solutions g View the Past Reports of the REPs Getting there Login gt Select My Team gt Select Individual Status Option gt Select REP gt Select past Reports The manager will be able to see the past reports of the REPs the activities carried out by the REPs for a particular date T alll individual Status Last Visit Date 02022008 Hext Visit Date 1202 2008 PD Syorox Paragesic PR Cefod POB Syprox S0 Paragesic 250 Smpl Paragesic 2 Cefod 3 Syprox 4 GPIPen 2 Diary AW Ankur Dingra S6M Siddig Mom UI YC Vert Well HYO Fine Dr Vinayak Bhavun Chemist St Break Through Rem Ok Dr Info A 2 Morning Cardio DOB 10 May pop ie User Manual Representative Mobile v 2 3 Page 27 of 85 VI mart salesforce solutions 1 Visit Details Last Visit Date Next Visit Date eo o gt U J A em C 2 Navigation power The last visit date will be displayed The next visit date as per MTP The Product Detailed The Product Reminded Orders booked by the selected party on the selected date Total POB includes un
53. r field work entry Select the Stockiest party type after patch is selected Select the required stockist name from the list and enter the visit date After date is selected then remarks for the stockiest visit can be captured Capture visit information Stockist Hame Remarks 1 After the date of visit is set the next screen shows a remarks column where the manager can mention details of his visit to the stockiest It is a free text entry limited to maximum 30 characters No special characters are allowed If multiple stockists are visited on the same day then they can be consecutively selected and visit information can be captured User Manual Representative Mobile v 2 3 Page 55 of 85 Ju ipower mart salesforce solutions e General Comments for a Day Getting there Login gt Select Day Remarks Option i Set date for posting general comments After a field day is complete the manager can post his summarized comments for the entire day if any by posting general comments in the remarks options in the main menu of the mobile application ii Post the day comments After the day is selected press the OK button on the handset keypad the remarks screen is shown where the user may input his remarks for the day General Remarks Date Remarks for the day hy Manager Comment Customer Masters 1 From the main menu selects the remarks option which will invoke the date setting screen Select the Date using the UP an
54. rce solutions 14 Password Configured Reason This message occurs after password validation in First time login configuration 15 Pwd has been changed Reason This message occurs when password is changed from settings screen 16 Server not reachable Reason If the server has moved due to any reason like maintenance then such a message will arise 17 Error in transaction Reason An unexpected error has occurred while uploading data 18 Error in Saving Reason This message if the application is unable to save the transaction record For example this may occur if mobile Memory is full 19 Enter valid pwd Reason Message arises if password entered is wrong while normal login 20 Space not allowed Reason This message comes if a text field starts with blank space 21 Invalid Version Reason This message comes if the version of the application on the handset is different from the current running MPower version 22 User already configured Reason This message comes if user tries to configure the application a second time with the same user code on another handset 23 Invalid status Please contact system administrator Reason This message comes if user tries to submit DCR after crossing the allowed limit for non submission of DCR or system admin has purposefully inactivated the user 24 Invalid User Reason This message comes if system administrator has deleted the user s user code in user master 25 Invalid unit
55. rior day submission has a valid DAR NCA or leave User Manual Representative Mobile v 2 3 Page 61 of 85 power mart salesforce solutions 5 Recording a Non Call Activit Getting there Login gt Select Non Call Activity Option If a working day is used in non field work then it needs to be reported as it would affect the call average NCA also affects the calendar since the days where NCA has been reported is disabled while preparing tour plans a Register a Non Call Activity F mil Select Town Today 064 2 2008 HCA Type None Half day Yes My Message Board Time Spent hy Past Reports My Saved Data My Manager Comment Customer Masters Joint Working Objective Entry Saved Data Sync User Manual Representative Mobile v 2 3 Page 62 of 85 m power mart salesforce solutions Town The area in which the manager is positioned on the non field day If the required town is not available in the list then the UNLISTED option has to be selected 2 Ifthe town is unlisted then its town name has to be input in the space provided 3 NCA type The type of Non Call Activity must be selected from the list 4 Half day Flag if the Non Call Activity is for a half day only If half day Non Call Activity is posted then the other half day will be considered for computation of call average 5 Remarks Any Non Call Activity comments can be posted 6 After the Non Call Activity is made select the MENU b
56. s decided the activity will have to be selected There is provision to select activities in case of doctors and chemists only Selection of any one of the activity menu option will open a screen where the respective activity transaction data can be entered modified or deleted Doctor Activity Menu Chemist Activity Menu Product Activities Call Feedback POS Distribution Back MWainktenu Back MWainktenu b Doctor Visit After navigating to the doctor visit details menu a list of activities which are performed with a doctor is shown on the screen menu Typically activities related to doctors which could be captured on the handset Capture details of products discussed with the doctor Gifts distributed Concluding a visit Acknowledge if the visit was jointly done List Issues related to the brands and send to managers Objective entry for the particular call NN AN NS User Manual Representative Mobile v 2 3 Page 37 of 85 mM DOWer mart salesforce solutions i Product Activities Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party Name gt Select Visit Details Option gt Select Product Activities Option In the doctor visit menu navigate to the Product Activity option and select The system will show the grid which contains the three columns called PD product Detailed PR Product Reminded and Sel Selection The user may select either of the tw
57. seueeaeeesaeeesaeeeseeeesaeeeges 56 f View stored data onbhandeet cece ccccceeeeceeeeseeeeseeese cece eeseeeeseeeeseeeseueesueeseeesaneeseeeeeaees 57 g Edit Delete data stored on handset ccc cc cecc ce eeeceeeeceeeeseeeeeeeeseeeeseeeesaeeesaeeseeeeseueeaeeeaes 58 User Manual Representative Mobile v 2 3 Page 2 of 85 OWer smart salesforce solutions VI h Synchronize CAC ic teenegee teers peters rst en le eae smear Soe automa sent joann beanie helene dead ena nctiaereteceaneenamoadans 60 4 RECORDING A NON CALL ACTIWIY 62 9 e aile le SE 64 6 VIEW MESSAGE BOARD EE 67 ts MAW AS Cr OR MS tee Ge 68 SB MY MANAGERS e ell EC 70 12 ege EE 71 a Post a request for Addition of Doctor cc cccccccceeeeeeeeeeeeeeeeeeeeeseeeeeesaeeeeesaaeeesssaeeeesaeeeeeeas 71 b Post a request for Deletion of Doctor cc ecccccccceceeeeeeeeeeeseeeesseeeesaaeeeseaeeesaeeessaeeesseeeesaneeess 74 c Post a request for Addition of Chemtst 76 d Post a request for Deletion of Chemst cc ccccceccecneeeeseeeeeseeeeeeeeeeeseeeessaeeesaaeeeseeeeeseneeess 78 e Customer lntormaton cece cc ceee eee eeee seen eeseeeeee ee eeeseeeeeseeeessaeeeseaeeeseaeeesasessaeeesaaeeesaaeeesaneeess 80 DH Customer CONG E 81 To CR E 82 GONGLU SION WE 83 User Manual Representative Mobile v 2 3 Page 3 of 85 Ju DOWer mart salesforce solutions Introduction 1 Purpose of the Manual This manual contains information for establishing your work using
58. this software Use this manual as a self learning textbook It describes various reporting functions that are provided in the mobile application It will guide you through each of the facilities within MPower 2 Intended Readership This manual has been written keeping in mind the end user who uses the application and which mainly acts as a reference manual 3 How to use this document This manual is designed to get you up and using the MPower application If you are new to the software we strongly suggest you read through this publication along with the software It gives step by step description as to how the whole application works The required functionality can be located in the document from the index Follow the page number to reach the required functionality Refer to Getting there section to understand how to navigate to the required destination Follow each step as mentioned in the manual and use the associated graphic images as a guide to check in case of any doubt User Manual Representative Mobile v 2 3 Page 4 of 85 m ipower art salesforce solutions Getting Started 1 System Architecture The device enabling module of MPower is a mobile based system through which the field sales representatives can capture their daily visit reports in real time Brand Manager Secondary Manager Secondary Field User Manual Representative Mobile v 2 3 Page 5 of 85 Dower smart salesforce solutions 2 Bas
59. ts Goregaon Search 110420064 bhije4t Rahejat4malnerRPCA CDA Entry RCPS Remarks i a User Manual Representative Mobile v 2 3 Page 47 of 85 mM ipower mart salesforce solutions 1 The REP can capture the prescriptions trends of doctors based on the chemists feedback The prescription trends can be captured for own as well as competitor brands Select the Rx Audit option from the chemist visit menu option 2 Before doing an Rx Audit the area where the doctor is located has to be identified from list of areas attached to the REP 3 Next the actual doctor whose prescription habits have to be captured has to be selected If multiple doctors have to be selected for the same chemist then the selection and habits entry has to be repeated consecutively The same doctor will also be available for selection across the chemists in case the same doctor is refereed by multiple chemists 4 The focus brands are shown in GREEN and the own brands in grey colour Then click on SELECT to select a brand 5 RCPA Entry to be selected t enter the PV value of the own and competitor brands 6 The PV of own brands shown in GREEN are captured with respect to competitor brands for the selected doctor PV is the prescription value of the products prescribed by the doctors The Rx audit grid shows own brands in GREEN color while the competitor brands are shown immediately below own brand name in grey colour Against each brand the PV valu
60. utton on the keypad and not that there will be SAVE option in the list Select SAVE and the Non Call Activity will be stored on the mobile phone Note a More then one full day NCA is not allowed on a single day b More than one half day NCA can be recorded on a single day c Ifa half day NCA is recorded on any day any daily report on the same day will be considered for call average and other reports d Ifa full day NCA is posted then any Daily Call posted later for the same day will be considered as invalid User Manual Representative Mobile v 2 3 Page 63 of 85 mM DOWer mart salesforce solutions 6 Recording a Leave Getting there Login gt Select Leave option h Select a leave date The date on which the leave has to be taken is has to be set by selecting the LEAVE option from the main menu This will invoke the leave date setting screen Select the required date and press Ok to proceed to the leave screen i Capture leave details The leave screen contains a provision to enter reasons for taking the leave After entering the comments select MENU button on key pad and save the leave entry User Manual Representative Mobile v 2 3 Page 64 of 85 power mart salesforce solutions Leave Intimation eave Information Leave Balance Today 244 2 2008 hy Manager Comment Customer Masters Leave Information Leave Type Remarks Refer Half Day Yes 1 The leave date has to be selected Click on
61. wed No special characters are allowed User Manual Representative Mobile v 2 3 Page 41 of 85 mM ipower mart salesforce solutions v Recording Joint Work Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Joint Working Option If the manager s field visit is done jointly for any party then this could be captured using the JW option in the doctor visit menu On selecting JW the system will display all the managers above the REP s hierarchy for selection There is also a provision to capture JW in case the persons name is not listed Register Joint working Select Person s Select Person s Ko Admin amp dmir Admin Admin l Back Mander 1 Incase a field visit is done along with any manager or any other person then the same can be registered in the daily reporting using the Joint Working option from the menu 2 The list of mangers is shown for selection in the list of persons The user could select one or more persons from the list 3 In case a persons name is not available in the list then the UNLISTED option can be selected If unlisted is selected then a screen is shown to input the name of the person with whom joint work was done User Manual Representative Mobile v 2 3 Page 42 of 85 mM ipower mart salesforce solutions vi Add Issue Getting there Login gt Select Call Activity Option gt Select
62. yed the remarks will be entered Maximum 30 characters without special characters User Manual Representative Mobile v 2 3 Page 44 of 85 mM ipower mart salesforce solutions viii Objective Entry Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Dr party type gt Select Party name gt Select Objective Entry Option e Entering and Ranking Objective First Objective Product Activities Score SPI Distribution Comment Second Objective Score Comment Third Objective Score 1 The objective will be pre defined 2 The score to be provided in the grid below i e from 1 to 10 3 The user can also enter comments for any objectives User Manual Representative Mobile v 2 3 Page 45 of 85 mM ipower mart salesforce solutions c Chemist Visit Typically activities related to chemists which could be captured on the handset Book orders from the Chemists outlet Acknowledge if the visit was jointly done Keep record of any comments from chemists List issues related to the brands and send to managers Gifts distributed TASAS i Order Getting there Login gt Select Call Activity Option gt Select Patch Name gt Select Chem party type gt Select Party name gt Select Order Option Navigate to the Order option in menu using the UP and DOWN arrow keys and select it by pressing the center SELECT button on keypad All the company products will be

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