CDS Field Link User`s Manual
Contents
1. Units Cost A Add Enhancement A Manager s Notes Door Count Before In the previous version of Field Link a new popup would open This would display the list of dates to choose from You would select a new date to reschedule or choose a date later Rescheduling Event Event details are Event was scheduled on 07 16 2015 13 616110 Vita Coco Coconut Water Reschedule to will choose a date later Reset to original date 07 16 2015 07 17 2015 07 18 2015 07 19 2015 07 20 2015 07 21 2015 07 22 2015 07 23 2015 Created by Interactions Marketing 18 Field Link Instructions Last Updated 8 3 2015 In the new version when you tap on the Reschedule Button a new popup will open e Select the reason the Event did not run because This does not cancel the event it just notes why it did not run We are continuing to use Cancelled in the description just to make it easy e Select the Reschedule to date It is preferred that you use the default I will choose a date later unless you are sure of the date you will run the rescheduled Event e When you are finished click Submit After Event did not run as scheduled on 06 24 2015 13 438842 Capri Sun 10 Juice Did not run because CBM Cancelled by Location Manager CDW Cancelled due to weather conditions CNP Cancelled Due To No Product CPD Cancelled Pending Delete LS Low stock an2. Created by Interactions Marketing 13 Field Link Instructions Last Updated 8 3 2015 Enhancements Item Number Description tem Number Tax 0 00 Add Enhancement In the new version of Field Link simply tap on the blue Add Enhancement button then fill out the Enhancement information like you did previously Repeat this process for each Enhancement you need to add Once you have entered Enhancements you can expand the Enhancement section to edit it by tapping anywhere in the area highlighted by the red box below if you have entered multiple enhancements make sure to tap on the Enhancement you want to edit After Items 605195 Korean BBQ Pork Jerky Base Sales Purchased Returned Target Actual Base Sales 0 0 20 Units O 120 1179 000 14 48 es Add Enhancement Created by Interactions Marketing 14 Field Link Instructions Last Updated 8 3 2015 Item Number Description Units Cost 0 00 0 00 0 Once the section is expanded you can see all of the details for the Enhancement including the Item Number and Description not editable as well as the number of Units Cost and Tax You will need to tap on each Enhancement separately to make edits Warehouse Generated Events In the previous version of Field Link there was no Validation if you didn t attach a Warehouse Generated Event form to a Recap Before Non Event time click to expand Non event tim
3. Employees Annette Zimmer Check In Check Out 11 30 AM QO 10 00AM lt 0 04 30PM 0 00 Ea New Validation Symbols for Errors and Warnings A Red Triangle Exclamation Point This symbol means that there are Validation Errors or Warnings within a section This means there are things you need to fix before moving on Red This is a Validation Error The data must be fixed before the Recap can be submitted In the screenshot below you can see that Check Out section is highlighted in Red because there is no Check Out Time for the Employee lt e ouw This is a Validation Warning The data should be reviewed as there may be a problem with it however the Recap can be submitted without any changes In the screenshot below you can see that the Breaks section is highlighted in Yellow because there are no Lunch In Out entries Not all Recaps require Breaks so the Recap can still be submitted with no changes but the Yellow highlight should bring this issue to your attention in case it needs to be updated Created by Interactions Marketing 4 Field Link Instructions Last Updated 8 3 2015 Date 08 27 2014 Rescheduled from 08 25 2014 Employees Anita Stracke Check In Check Out 02 47 PM o ee Items 20458 Lowfat Veggie Burrito 8ct New Event Recap Revision We have changed the layout of the Event Recap Managers can see all of their Event information with a minimum of having to scroll up and down o
4. DAYMON INTERACTIONS CONSUMER EXPERIENCE MARKETING CDS Field Link Application v5 7 4 Release Notes Sections with No Changes There were no changes to the SA Scheduling section of Field Link Sections with Changes Today s Events New Color Coding Event Recap New Color Coding Validations Enlarged Font Size WGE Image Validation and Auto Save Functionality Reschedules New Reschedule Cancel Process Receipt Capture Alternate Item is now Substitute Item Field Link Instructions Last Updated 8 3 2015 Table of Contents Sections with No Changes 1 Today s Events 3 Enlarged Font Size 3 New Validation Process on the Event Recap 4 New Event Recap Revision 5 Warehouse Generated Events gt 15 Alternate Item is now Substitute Item in Receipt Capture 16 New Reschedule Cancel Process __17 Coding the Event in Event Recaps 17 Updating or Setting the Date in the Reschedule queue 20 Viewing the Reason Code History in the EDDR 20 New Check Out Warning Message es Created by Interactions Marketing 2 Field Link Instructions Last Updated 8 3 2015 Today s Events The new Today s Events page has new Color Coding to display the status of your Events This will allow you to see the status of an Event without having to open the Event Recap On the previous version of Field Link the color coding was simple Before Red means the Event has not yet started Green means the Event has started On the new ve
5. Submit they are confirming that the time and hours that were entered are accurate of all hours worked After pressing Submit they will receive the popup confirmation message that their shift has ended Created by Interactions Marketing 21 Field Link Instructions Last Updated 8 3 2015 By clicking on the Submit button you certify that the time and hours displayed are a full and accurate recording of all hours worked Created by Interactions Marketing 22
6. Non event time tasks Total Line 1 No Break Total Line 2 Check Time Total Check Time Tap to select tasks v Created by Interactions Marketing 6 Field Link Instructions Last Updated 8 3 2015 Auto Save Functionality In the previous version of Field Link you were required to tap the Save button at the bottom of the Event Recap in order to save any changes Before Manager s Notes For Billing Only Door Count For Billing Only After Items 982885 Organic Super Grains Bread Base Sales Purchased Returned Target Actual 0 20 Enhancement Units Cost 41114 butter 100 895 0 00 895 Did you run out of product on the shelf to support your event ED Did you purchase the product for this event Created by Interactions Marketing 7 Field Link Instructions Last Updated 8 3 2015 In the new version of Field Link you are no longer required to tap the Save button at the bottom of the Event Recap with the new Auto Save Functionality With the section expanded you can edit any of the data as needed To save your changes simply close the section by tapping on the yellow Save Changes Close button swipe to another Event Recap tap the Back button or tap on another section on the Event Recap Employee Survey Questions In the previous version of Field Link the Survey Questions displayed whenever the Employee section is expanded When the Employee Hours section was not comp
7. d Link Instructions Last Updated 8 3 2015 Before Date 07 16 2015 Employees A Van Kaplan Time Recap Check In Out Lunch Total Line 1 In Lunch Check Out Total Line 2 02 00 PM if 05 34 PM 3 5 Total a Non Event time click to expand 605195 Korean BBQ Pork Jerky Taste Loved the flavor Too spicy Too sweet Too salty No comment Nutrition Very healthy Too much sodium Too much sugar Too high in fat content Gluten free was important Value Price Great value Plan to buy today Great portion packaging Too expensive No comment When the Employee Hours section is completed in the new version of Field Link it would be displayed like the image below Created by Interactions Marketing 10 Field Link Instructions Last Updated 8 3 2015 After Date 07 16 2015 Employees Van Kaplan E oe ae Check In Check Out 01 LIN As you can see from the image if a Green check mark and Green Survey is displayed it is not necessary to open the Employee Hours section and expand the information This will save you time when auditing your recaps Products In the previous version of Field Link the Product Section was already expanded when you entered an Event Recap a 605195 Korean BBQ Pork Jerky Before Sales Goals Target Actual Purchased Returned 0 Did you run out of product on the shelf to support your event Did you purchase the product for this event Created by Inte
8. d no product NCW Not Carried In Location NDK No Demo Kit Received NPP No Product Purchased NSX No Staff All other staff issues SPU Split Product Was Unavailable Reschedule to will choose a date later Reset to original date 06 24 2015 06 25 2015 06 26 2015 06 27 2015 06 28 2015 06 29 2015 06 30 2015 07 01 2015 Submit Created by Interactions Marketing 19 Field Link Instructions Last Updated 8 3 2015 Updating or Setting the Date in the Reschedule queue Once the Event has been moved to the Reschedule queue you can still update or set Date for the Event To update or set the Date from the Reschedule queue follow these steps 1 Open the Reschedule queue by tapping on Scheduling and then Event Rescheduling 2 Find the Event you are looking for in the queue and tap anywhere in the Event Row other than the Recap Icon to Reschedule the Event 3 When you tap on the Event a popup will open that ONLY allows you select a new date Since the Event had already been Coded when you moved it from Event Recaps you do not need to Code it again 4 Simply tap on the Date you want to run the event for and tap on the Submit button Event did not run as scheduled on 06 24 2015 13 436642 Capri Sun 10 Juice Reschedule to will choose a date later Reset to original date 06 24 2015 06 25 2015 06 26 2015 06 27 2015 06 28 2015 06 29 2015 06 30 2015 07 01 2015 Submit Viewing the Rea
9. e tasks Warehouse Event v No product recap available Images Manager s Notes For Billing Only Door Count For Billing Only Created by Interactions Marketing 15 Field Link Instructions Last Updated 8 3 2015 In the new version of Field Link you are now required to attach a Warehouse Generated Event form to the Recap if you select Warehouse Generated Event as a task After Check In Check Out 01 40 PM l iz4opm OVAOPM o740pM 209 600 Warehouse Event Manager s Notes Door Count Door Count Alternate Item is now Substitute Item in Receipt Capture We have changed the button in Receipt Capture to display as Substitute rather than Alternate 07 10 2014 w 135344 Langers 1280z Mango Nectar Enhancement Coupon suvsiue Je Units Cost Total Tax Type 29 95 l NoTax v Created by Interactions Marketing 16 Field Link Instructions Last Updated 8 3 2015 New Reschedule Cancel Process In the current Reschedule Cancel Process when you Reschedule an Event you ONLY indicate that it did not run on its original date If the Event does not run within the 7 day Reschedule period it moves into the cancellation queue where you assign a reason why it did not run In the new version if an Event does not run it will no longer automatically move to the Reschedule queue Instead it will stay in Event Recaps until you Reschedule the Even
10. leted in the previous version of Field Link it would be displayed like the image below Before Created by Interactions Marketing Date 07 16 2015 Employees a Van Kaplan Time Recap Check In Out Lunch 10 59 AM In Lunch Check Out Non Event time click to expand 605195 Korean BBQ Pork Jerky Taste Loved the flavor Too salty Nutrition Very healthy Too high in fat content Value Price Great value Too expensive Too spicy No comment Too much sodium Gluten free was important Plan to buy today No comment Total Line 1 No Break Total Line 2 Check Time Total Check Time Too sweet Too much sugar No comment Great portion packaging Field Link Instructions Last Updated 8 3 2015 With the new version Tap anywhere in the area highlighted by the red box below to expand the Employee Survey Questions section After Date 07 16 2015 Employees Van Kaplan AN 0 00 _ 605195 Korean BBQ Pork Jerky Taste Loved the flavor Too spicy Too sweet Too salty No comment Nutrition Very healthy Too much sodium Too much sugar Too high in fat content Gluten free was important No comment Value Price Great value Plan to buy today Great portion packaging Too expensive No comment When the Employee Hours section was completed in the previous version of Field Link it would be displayed like the image below Created by Interactions Marketing 9 Fiel
11. n the page An important note to keep in mind is that while the look and feel of the Recap may be different the functionality and the tasks that Supervisors and Managers need to perform are still the same To save room on the page all of the Recap sections are collapsed when the Recap is opened To expand a section to see the detailed information and or edit the data simply tap on the section to expand it There are 4 expandable collapsable sections on the Event Recap page Employee Hours In the previous version of Field Link you had to expand the Employee section in order to view the Employee s Times and Tasks This is no longer needed with the new version of Field Link Before Date 07 16 2015 Employees v Van Kaplan Items a 605195 Korean BBQ Pork Jerky Created by Interactions Marketing 5 Field Link Instructions After Date 07 16 2015 Employees Van Kaplan Check In 10 59 AM Items 605195 Korean BBQ Pork Jerky Last Updated 8 3 2015 Tap anywhere in the area highlighted by the red box below to expand the Employee Hours section Once the section is expanded you can see all of the details of the Employee Hours including Lunch In Out times and Non Event Time information Date 07 16 2015 Employees Van Kaplan Check In 10 59 AM Check In 10 59 AM In Lunch Non Event time Total 0 00 Breaks Check Out_ NET Total 0 00 _ Out Lunch Check Out
12. on Code AND has been assigned a new date for the Event to run This Event will be displayed on its New Event Date in the EDDR Hover on the Reschedule Status to see the history Door Count Missing Weather Information Missing Recap and DER Events values do not match Events Total Events 2 00 Vendor Item Notes Labor Product Enhancement Hours Status Alpine Valley Bread Co 982885 Organic Super Grains Bread View 0 00 0 00 0 00 0 00 Scheduled Clorox Food 107615 Hidden Valley Ranch Dry Seasoning Mix 160z View 0 00 0 00 0 00 0 00 Scheduled gimMe Health Foods LLC 865783 Organic Teriyaki Seaweed Snacks View 0 00 0 00 0 00 Scheduled Kraft Foods Coffee Beverage 438842 Capri Sun 10 Juice 0 00 0 00 etme Rescheduled National Eco Wholesale Inc 736552 Boulder Natural Laundry Detergent 2300z i 0 00 0 00 i edule Event History Don Lee Farms 988973 ABF Chicken Patties 0 00 0 00 g Kraft Foods Boca Burger 467024 480z Boca Essentials Breakfast Scramble i 0 00 0 00 Cabot Creamery 22085 Vintage Choice Purple Wax Cheddar 0 00 0 00 9 6 24 2015 LS 292652 Sabatino s Smoked Mozzarella Chicken Sausage F amp S Gourmet Foods 32 0 00 0 00 Scheduled George DeLallo Co Inc 966893 Pitted Calamata Olives in Brine 0 00 0 00 4 In Progress New Check Out Warning Message Due to Human Resources policies and procedures we have added a new warning message upon Employee check out When the employee taps
13. ractions Marketing 11 Field Link Instructions Last Updated 8 3 2015 In the new version of Field Link you will need to tap on the Item section to expand the information After Items 605195 Korean BBQ Pork Jerky Base Sales Purchased Returned Target Actual Total 12000 1179 000 14148 Tap anywhere in the area highlighted by the red box below to expand the Product section Items 605195 Korean BBQ Pork Jerky Base Sales Purchased Returned Target Actual o jo a Add Enhancement Did you run out of product on the shelf to support your event Did you purchase the product for this event Created by Interactions Marketing 12 Field Link Instructions Last Updated 8 3 2015 Once the section is expanded you can see all of the details for the Product including whether you ran out of Product during the Event as well as the number of Units Cost and Tax You will need to tap on each Product in your Event to edit the information you submitted from Receipt Capture just like you do now Enhancements In the previous version of Field Link you would tap on the blue Add Enhancement button then fill out the Enhancement information Before A 605195 Korean BBQ Pork Jerky Sales Goals Target Purchased Returned Did you run out of product on the shelf to support your event Did you purchase the product for this event Units Cost 12 00 11 79 Enhancements d Add Enhancement
14. rsion of Field Link the color coding has been expanded After Red Event Hasn t Started None of the Scheduled SAs have Checked In ve ow At least one but not all the Scheduled SAs have Checked In Orange All of the Scheduled SAs have Checked In Green All of the Scheduled SAs have Checked Out Enlarged Font Size We have increased the font size in the Event Recap sections of the Field Link application to make it easier to read Created by Interactions Marketing 3 Field Link Instructions Last Updated 8 3 2015 New Validation Process on the Event Recap The new Event Recap also changes how Validations work Instead of having to tap on the Save or Submit button in order to see a list of problems with the Event Recap the new Event Recap shows all of the Validations on the Recap itself by highlighting areas with problems on the page There are a few different ways that information is highlighted on the Event Recap Q Green Check Mark This symbol means that there are no Validation Errors with a section Inside of the different sections some areas will be highlighted to give you a visual Green All Validations have passed and the Recap can be submitted In the screenshot below you can see that Survey Questions are highlighted in Green because they all have been answered Green check mark and green highlighted section means everything is okay and you can move on Date 08 27 2014 Rescheduled from 08 20 2014
15. son Code History in the EDDR There is a change in the EDDR but only for informational purposes Once an Event has been Coded in the Mobile App the History of the Event will be visible in a hover in the EDDR There are two scenarios when the hover is visible in the EDDR 1 Pending Reschedule The Event has been assigned a Reason Code but no new Date has been selected for the Event to run Hover on the Pending Reschedule Status to see the history Created by Interactions Marketing 20 Field Link Instructions Last Updated 8 3 2015 Door Count Missing Weather Information Missing Events Total Events 0 00 Type Vendor Item Notes Labor Product Enhancement Hours Status 107615 Hidden Valley Ranch Dry Seasoning Mix 1607 View 0 00 0 00 0 00 0 00 Scheduled Regular Clorox Food Kraft Foods PER m e Ciifee Beverane 92860 Country Time Lemonade 0 00 0 00 0 00 0 00 Scheduled Avomex Inc 831105 Wholly Guacamole Organic Minis 20 202 i 0 00 0 00 0 00 0 00 Scheduled 327110 All Natural Chipotle Chicken amp Cheese Flautas 0 00 0 00 Don Miguel Mexican Foods Kraft Foods r a i OF Tiu z i Caeci ene 438842 Capri Sun 10 Juice 0 00 0 00 z Fending Reschedule Total 0 00 0 00 Event History Variance 0 00 Vanance Events 0 00 i e 6 24 2015 LS Hours 0 00 0 00 Variance 0 00 0 00 0 00 Add Notes Add Notes Add Notes Warehouse Notes 2 Rescheduled The Event been assigned a Reas
16. t The Warehouse will still be able to execute the Reschedule as normal within 7 days After 7 days if the Event does not run it will automatically disappear from your Tablets You will no longer have a Cancellation queue The Sales and Scheduling team will have 30 days from the original Event Date to reschedule the Event in the system If the Event does not get rescheduled within the 30 days it will automatically be cancelled in the Event System using the reason code you selected When the Event is Rescheduled from Event Recaps the Mobile App will prompt you to enter e Either I will choose a date later which is preferred or a new Date when the Event will run e You will also now select the reason the Event did not run using the same reason codes as if you had cancelled the Event This will then move your Event to the Reschedule queue Coding the Event in Event Recaps If an Event does not run it will no longer automatically move to the Reschedule queue Instead the Event will remain in Event Recaps until it has been moved to the Reschedule queue by the EM adding a Reason Code and Date the Date can still be chosen at a later date To Code the Event follow these steps 1 Open the Event in Event Recaps 2 Scroll down and tap the Reschedule Button Created by Interactions Marketing 17 Field Link Instructions Last Updated 8 3 2015 Items 438842 Capri Sun 10 Juice Base Sales Purchased Returned Actual Base Sales 0 0
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