uptodate_page_actuality uptodate_relevant

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location

Event Feed

Introduction

The event feed is a list of mobile employee activities on routes.
It displays all relevant information on the work of agents in chronological order.
The information on the screen is updated automatically as new data is received from field staff devices.

Appearance

The event feed is the start page of the service.
As a standard, it indicates the activities of all subordinate field employees on the current date.

pay_attention
If you don't see the actions of a working employee on the route in the Event Feed, it means that he does not exchange data.
Ask the employee to exchange data, after which all his completed and current actions should be reflected in the Feed.



New events that came with the exchange of data from employees are highlighted in blue in the Feed.



Filters

The filter settings in the Feed are located in the upper left corner of the page.
The current filters are displayed opposite the labels Employees and Date.
After the page is refreshed, the configured filters are reset to the default filters.



Filter by employees

To configure the filter by employees, click on Selected.



Next, you will see a window with a list of subordinate field employees.
For a quick selection, you can use the search - enter the full name of the employee, or his code, which is displayed on the right in the list.
Employees are selected by ticking a box, after selecting - you need to click Select.



Filter by date

pay_attention
The data in the Event Feed is displayed for the last 7 days from the current date.

To set the date of the event display, you need to open the calendar by clicking on the date.
The days for which data can be displayed are highlighted in black.



Events

Working day

It is marked with the flag icon.

 - The beginning of the working day.
 - The end of the working day.



Visits

The event with the visit lists all the events that the employee made during this visit.
Any activity can be viewed in detail by clicking preview.

example
View events made during a single session.

Visit event details

The following information is reflected in the visit event:

  • The employee who made the visit.
  • The name of the client.
  • Date and time of the visit.
  • The client's address.
  • On the map - coordinates on the map of the client and agent, if they were received.
  • Distance to the client - how far the agent is during the visit.



Types of visits

   - Scheduled visit.
   - Additional visit.
   - Unscheduled visit.
   - Phone visit.

helpful_hint
In the Event Feed, you can track current employee visits, which cannot be seen through reports.
The reports only show information on completed sessions.
   - The current session is in the Feed.
   - Completed visit.

Documents

All the documents issued by the employees are reflected in the form of events in the visits.
The events reflect the following information on documents:

  • Order - the amount of the order and the number of units of the item.
  • Refund - the amount of the refund and the number of items of the item.
  • Cash Receipt Order - the amount of payment received from the client.
  • Merchandising - the number of items of the nomenclature.
  • Photo report - the number of photo objects.
  • Surveys - the number of responses received.
  • Shipments - the amount of shipment and the number of units of the item.

If photos were taken in documents, they are displayed in the event, comments on documents are shown on the right side of the events.
The time of the event is also fixed, next to the preview function.



Tasks

Tasks started on the route or at retail outlets.



Notes

Notes written by mobile employees to the point of sale.