OfficeTrack Mobile User Guide (ios)

Transcription

1 OfficeTrack Mobile User Guide (ios)

2 Contents 1 Preface Abstract Purpose of This Document System Requirements and Settings Minimum System Requirements Recommended System Settings Installing OfficeTrack Workforce Management Using the Main Screen Reporting Attendance (for Workforce Attendance and Workforce Management) Reporting Your Attendance Reporting Your Employee's Attendance Working with Location (for Workforce Tracking and Workforce Management) Sending Your Current Location Viewing Your GPS Data Viewing your Location on the Map Viewing Active Devices Working with Tasks (for Workforce Management) Working with your Task List Receiving a New Task Reporting Task Start Reporting Task Completion Alerting an Emergency Adjust your Settings OfficeTrack Workforce Management Application for ios User Guide Page 2

3 1 Preface 1.1 Abstract This document includes instructions on how to use the OfficeTrack application for ios devices. 1.2 Purpose of This Document The purpose of this document is to guide users on how to use the OfficeTrack application for ios devices. OfficeTrack Mobile User Guide (ios) Page 3

4 2 System Requirements and Settings 2.1 Minimum System Requirements The minimum system requirement to install OfficeTrack is: IOS 4 or above. 2.2 Recommended System Settings The following system settings are recommended when working with OfficeTrack. From your mobile device, from Settings > Location services, check that the OfficeTrack is marked as OK. Figure 2-1 Location Services Settings OfficeTrack Mobile User Guide (ios) Page 4

5 3 Installing OfficeTrack To install OfficeTrack on your mobile device: 1. Click App Store and install OfficeTrack. 2. Once installed, open the OfficeTrack application. 3. From Providers List, select SingTel. OfficeTrack Mobile User Guide (ios) Page 5

6 4. Enter the Invitation Code that was generated by your Admin. Click Ok. 5. Now you can use the application. Note: You need to perform steps 3-4 only when you open OfficeTrack the first time after installation. OfficeTrack Mobile User Guide (ios) Page 6

7 4 Using the Main Screen From the main screen you can tap an icon to perform the action or access a part of the application. Notes Some icons are displayed if you have the corresponding user permissions. You can use the Back button, where exist, to go back to the previous screen without saving the entered data or performing the action. Figure 4-1 Main Screen Upper Part OfficeTrack Mobile User Guide (ios) Page 7

8 5 Reporting Attendance (for Workforce Attendance and Workforce Management) You can report your attendance. Depending on your user permissions, you can also report your employee's attendance. 5.1 Reporting Your Attendance To report your attendance: 1. From the main screen tap Attendance. 2. From Attendance Menu, from the list select your report type. 3. You can enter additional info and select a customer. 4. To send the report, tap the send icon. Figure 5-1 Attendance Menu OfficeTrack Mobile User Guide (ios) Page 8

9 5.2 Reporting Your Employee's Attendance Note: This feature is available if you have the corresponding user permissions. (Manager) To report your employee's attendance: 1. From the main screen tap Attendance. 2. From Select Employees, select the employee(s) and click the confirmation icon. 3. From Attendance Menu, select your report type. 4. You can enter additional info and select a customer. 5. To send the report, tap the send icon. OfficeTrack Mobile User Guide (ios) Page 9

10 6 Working with Location (for Workforce Tracking and Workforce Management) You can send your current location and view your device's GPS data. Depending on your user permissions you can also view your location on the map and view current locations of your company's active mobile devices and/or vehicle units. Figure 6-1 Location Menu 6.1 Sending Your Current Location To manually send your current location to the OfficeTrack system: 1. From the main screen tap Location. 2. From Location Menu tap Send Current Location. 6.2 Viewing Your GPS Data To view your device's GPS data: 1. From the main screen tap Location. 2. From Location Menu tap GPS Data. OfficeTrack Mobile User Guide (ios) Page 10

11 Figure 6-2 GPS Data 6.3 Viewing your Location on the Map Note: This feature is available if you have the corresponding user permissions. Admin can set this permission on the system. To view the location of your device on the map: 1. From the main screen tap Location. 2. From Location Menu tap Location on Map. OfficeTrack Mobile User Guide (ios) Page 11

12 Figure 6-3 Your Location on the Map 6.4 Viewing Active Devices Note: This feature is available if you have the corresponding user permissions. (User Type = Manager) To view the current locations of your company's active mobile devices and/or vehicle units: 1. From the main screen tap Location. 2. From Location Menu tap Active Devices. OfficeTrack Mobile User Guide (ios) Page 12

13 Figure 6-4 Active Devices List 2. You can view the locations on a map. Tap an entry from the list, and then select the option Map. Figure 6-5 Active Devices on Map OfficeTrack Mobile User Guide (ios) Page 13

14 7 Working with Tasks (for Workforce Management) You can view your task list, receive a new task and review its details. You can further report on the task's performance status and completion, and more. Depending on your user permissions. 7.1 Working with your Task List To view and work with your task list: 1. From the main screen tap Tasks. 2. From Tasks List you can view your tasks. Figure 7-1 Tasks List 3. You can filter the tasks by different day ranges. Click on the selected date range in the bottom of the screen. 4. To refresh the task list, tap on the icon. OfficeTrack Mobile User Guide (ios) Page 14

15 7.2 Receiving a New Task To view your task details and report the task status: 1. From the main screen tap Tasks. 2. From Tasks List tap the task. 3. From Task Information you can view the task details. Figure 7-2 Task Information 7.3 Reporting Task Start You can send a report that you are starting to work on the task: 1. From the main screen tap Tasks. 2. From Tasks List tap the task and select "Start". 7.4 Reporting Task Completion When you complete the task, you can send a task completion report with various details: 1. From the main screen tap Tasks. 2. From Tasks List tap the task and select "Close" or "End and Close". OfficeTrack Mobile User Guide (ios) Page 15

16 Note: You have the option to report that the task was not performed. Click the device Options key and from the menu tap Not Done. 3. From Task Report Close, enter the information. 4. Depending on your user permissions, you may also be able or required to: Select a report template Enter free text additional information Add a photo Enter the customer's signature Figure 7-3 Task Report - Close 5. To send the report, click the send icon. OfficeTrack Mobile User Guide (ios) Page 16

17 8 Alerting an Emergency You can send an emergency alert to a representative of your company. The alert is received, depending on your company's OfficeTrack system settings, in one or more of the following forms: A message in the platform An To send an emergency alert: 1. From the main screen tap Emergency. Figure 8-1 Emergency report sent OfficeTrack Mobile User Guide (ios) Page 17

18 9 Adjust your Settings 1. From the main screen tap Settings. 2. You can set your Privacy by tappng the select icon to set your device to a privacy mode. When your device is in privacy mode, the system does not display its updated location. 3. To save your settings, tap the confirmation icon. Figure 9-1 Settings OfficeTrack Mobile User Guide (ios) Page 18