SmartPM Mobile Training Guide

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Ami Holland
6 years ago
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1 Welcome to the SmartPM Mobile Training Guide! In this guide, you will be shown step-by-step how to utilize your phone or tablet to view a project s details, report a workorder, attach photos, and submit payroll. In many cases, the project can be completed entirely using this method. However, some projects will require the printing of certain documents that need to be brought in with you when you conduct the service. Always make sure to login to the online portal as new features and other project types are available online. ***Your device MUST have GPS and a rear camera in order to use the SmartPM App

2 Enter Username & Password o(these are the same as used on the Rep Portal) Check the Remember Me box if you want to save your Username/Password Press the Log In button Press the Schedules field

3 The rep s schedule will appear by date Clock Icon Colors Green= Upcoming; Yellow= Due within next 2 days; Red= Due today or late Tap the date to see all assigned work that has not been completed The store name/number, schedule date, city, state, confirmation status & Project ID number are listed under the Project Name Press the project field being executed

Click the Confirm button or the Reschedule button to continue To reschedule the visit, click the Select Date button and a list of available dates will appear to select from If

4 Click the Confirm button or the Reschedule button to continue To reschedule the visit, click the Select Date button and a list of available dates will appear to select from If there is not a date available, it is a hard dated project Next, click the Select Reason button & choose the appropriate response, enter comments if desired & click the Submit button

button on the previous screen Read the Terms of Work Acceptance and press the Accept button In

5 Note: Clicking the red balloon will link into a map to help assist with locating the store Note: You can also reschedule the visit by tapping the red Schedule arrow Click the Confirm button on the previous screen Read the Terms of Work Acceptance and press the Accept button In the Details section, the project information screen will appear Scroll down to access additional links

6 Press the Team field to see Team Member details To access project materials (instructions, schematics, etc.), press the Materials field Note: Some documents may need to be printed at home (leave behind forms/notices, etc.) In the Training Materials screen, tap on each document title to open, download, and view The documents may open automatically

7 Click the Tasks button to see the list of questions associated with the project This screen shows required steps for the project, and the next step needing completion in the process will be available to select This example requires a Pre-Call prior to visiting Click the X to enter your Pre-Call information

to complete a project, you first tap the X, and then read the

8 Enter the Contact Name & position of the person you spoke to, as well as any comments, and click Submit If Components are required to complete a project, you first tap the X, and then read the Receipt Confirmation screen Click the Confirm Component Receipt button

This example requires the Team Lead to Check In From the Store - this is like the IVR process without having to call in Click the X for IVR Checkin From Store Click the Number Of Team Members button

9 This example requires the Team Lead to Check In From the Store - this is like the IVR process without having to call in Click the X for IVR Checkin From Store Click the Number Of Team Members button to record the number of employees present (including yourself)- a dropdown will appear to select the present headcount After selecting the number of team members currently present, click the Submit button NOTE- the Check In process must be done while at the store, as the system will verify the location via GPS

Note: Inventory Forms must have at least 1 item recorded- you cannot use the Skip option Next- you will click the X for Planograms to access the work order and any applicable forms

10 Note: Inventory Forms must have at least 1 item recorded- you cannot use the Skip option Next- you will click the X for Planograms to access the work order and any applicable forms Tap the name of the planogram to continue If Item Detail capture is required (forms), they will appear under the Workorder section Press the form field for those with an Incomplete Status

form cannot be completed, click the Skip link at the top Press Yes or No

11 Click the Up/Down arrows next to each item requiring data input Scroll to select the desired amount for each, and when done click Complete If the form cannot be completed, click the Skip link at the top Press Yes or No to confirm the form s completion Continue the recording process for the next form

Complete field Scroll up or down to locate the correct number,

12 For Out Of Stock forms, click on each item that is out of stock, check the box next to Out Of Stock Once done, press the Complete field Scroll up or down to locate the correct number, and tap the number Once the form is complete, press the Complete field

Once all required forms have been completed, press the Work Order field to enter the question responses Click next to the desired response for each question Press the Next Red arrow to goto the next

13 Once all required forms have been completed, press the Work Order field to enter the question responses Click next to the desired response for each question Press the Next Red arrow to goto the next question Tap the text field to type in responses Press the Back button to go back and change a response Note: The next applicable question is based on the selected response When 100% complete- tap the check mark to continue

14 The next step is to complete the Signoff portion Tap the arrows and red fields to type/select entries NOTE: The Skip Signoff process is explained after the basic signoff process Enter the Mgr. name, position, ACTUAL date serviced, total team time (including your time), and any Mgr. or Rep comments Tap the Add Signature arrow to capture the Mgr. signature NOTE: Pictures can be done from here as well

15 Have the Mgr. sign using their finger Tap the Done button to continue Confirm all data is correct, and press Done to continue

Use this process only if you have a data connection In order to utilize the Mass Signoff function, you must select the

16 - Mass Signoff Please see the Photo upload section to see how to attach pictures If you have multiple projects in the same store, or multiple planograms within a project, you can now have the Manager sign off one time for all of the work completed Use this process only if you have a data connection In order to utilize the Mass Signoff function, you must select the Signoff Date, Total Team Minutes, and upload the required photos Press Skip Signoff Repeat this process for each project/planogram

17 - Mass Signoff This example is for a multiple planogram project that requires 3 separate signoffs Projects not fully completed will have a RED arrow To use the Mass Signoff function, tap the PENCIL icon at the bottom-right of the screen Select the Store to get the signoff information for Press Continue

confirm Payroll Select the employee, select the time (if multiple pogs, the

18 - Mass Signoff If you had multiple PROJECTS for a store, they would be shown here and you would do the Payroll process for each Tap the WHITE $ sign to confirm Payroll Select the employee, select the time (if multiple pogs, the time will be added together), and click Done Confirm that payroll is complete to continue

19 - Mass Signoff The $ sign will now be GREEN (complete) Tap Signoff button to continue Record the Manager s name and position Have the Manager sign using their finger Tap Done to continue Tap the WHITE arrow to submit the project information ALL pending pogs/projects will start uploading automatically

20 - Mass Signoff Tap the Complete button to return to the Schedules screen

21 - Photo Upload Once the work order questions and sign off entries have been completed, press the Pictures field to take and upload the required number of photos You can also access this from the Signoff screen

- Photo Upload Note: You can also use photos you took earlier during the project by accessing your phone s Gallery Using the device s camera feature, take the photo Correctly orientate each photo

22 - Photo Upload Note: You can also use photos you took earlier during the project by accessing your phone s Gallery Using the device s camera feature, take the photo Correctly orientate each photo using the Rotate buttons Click the Use button to attach the photo to the workorder Each attached photo will be displayed Repeat the process for each additional photo required by clicking the camera/gallery icon at the top- press Complete when done

- Payroll From the Summary screen- press the X next to Payroll to submit time Press the Merchandiser Name field and the Select Count button to select the time spent

23 - Payroll From the Summary screen- press the X next to Payroll to submit time Press the Merchandiser Name field and the Select Count button to select the time spent completing the project For Team projects, this must be done for every name shown Click on Done to continue NOTE: If you did not drive to the store, uncheck the box next to Calc DTM

Return to the Work Order screen and scroll down to the bottom

24 - Payroll Enter any applicable comments, and confirm/complete the payroll process by pressing either the Yes or No buttons Return to the Work Order screen and scroll down to the bottom Press the Submit Now button to submit all required project steps

workorder have successfully uploaded (indicated by the red underlining &

25 The upload progress will be displayed for each part of the workorder Note that the Complete button is not available yet Once all parts of the workorder have successfully uploaded (indicated by the red underlining & Sent ), the Complete button will become available Press the Complete button to continue

26 Record your Confirmation Number for your records Press the Complete button to continue You are now returned to your Schedule page to continue with additional projects.

Receipt, or IVR- Checkin requirement, they must be completed BEFORE you no longer have a data connection Return to the

27 - Working Offline You can now download multiple projects for a store to use in offline mode when you cannot get a data signal Before going offline - all projects you plan to work on must be confirmed, and if there is a Precall, Component Receipt, or IVR- Checkin requirement, they must be completed BEFORE you no longer have a data connection Return to the Schedule screen Tap the Folders icon first Tap/put check marks in the projects ready to load Press the Start Loading button

- Working Offline Now in offline mode, the projects ready to be executed are identified by the RED arrows Open the first project and complete as normal up to the Payroll portion

28 - Working Offline Now in offline mode, the projects ready to be executed are identified by the RED arrows Open the first project and complete as normal up to the Payroll portion Return to the Schedules screen The WHITE arrow indicates the project that was just done and is awaiting final completion The RED arrow indicates the next project ready to be done

WHITE arrow The project will automatically begin uploading- once done, tap the Complete button Your

29 - Working Offline Now that the projects have been done, pictures are attached, and signoff is complete, and you have a data signal- you can complete the projects Tap the first project with a WHITE arrow The project will automatically begin uploading- once done, tap the Complete button Your workorder confirmation number will appear for you to keeptap the Complete button to return to the Schedule screen

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