This article covers some of the tools you can use to track the activity of your field staff including using the Realtime Activity Dashboard and the Technician task activity reports.
Extensions required:
Timesheets
Sessions
Field staff need to make sure they are pressing play/pause when performing their tasks as well as submitting their timesheets in the app or else the timesheet data won't be captured.
When properly submitted, you'll be able to see the time your field staff spent in 3 main places.
Insights and Reports > Realtime activity dashboard. This allows you to see the following
Realtime technician activity (map) Also viewable on the main dashboard. | This map view shows you the current locations of the following:
|
Technician | The name of the technician |
Started | The time the technician started performing tasks |
Today's Sessions | A timeline that displays travelling time and performing time |
Productivity | Displays by percentage how much time was spent travelling compared to performing work onsite |
Performed Service tasks | The number of service tasks performed so far |
Remark Events | The number of Remarks that have been:
|
2. Insights and Reports > Legacy > Activity
This shows you the detailed breakdown of the sessions submitted for the month. The current month is shown by default, though you can use the arrows to back and forth between months.
Top tip: By clicking Show Audit Log you can see raw data, allowing you to see the discrepancies between system tracked sessions vs session times changed by the technician. This page also allows you to see the distance between the field staff and the task when the session began, allowing you to verify if they were onsite at the time.
3. On the Timesheet module, the hours will be totalled and can be reviewed and approved by going to Tools > Timesheets > Click on the coloured blocks next to specific member of your field staff. You can view, submit, approve and trash sessions from this page.