True Crew Training FieldAware University Training & Enablement 2016

Transcription

1 True Crew Training FieldAware University Training & Enablement 2016

2 Objectives Define True Crew options Dispatch jobs to a crew Assign tasks to crew members View job on mobile Questions

3 True Crew FieldAware has enhanced the way crews receive jobs on their mobile devices. The feature consists of the following three sections: Read-only: Notification and view only on all crew member mobile devices Control Job State: Individual crew member job state and time tracking Control Job Task: Task assignment and information entry (notes, attachments, items) by individual crew members Setup: All mobile devices must be updated to app version 1.26 or higher. Attend FieldAware True Crew Mobile Enhancement Training. Contact FieldAware s Account Management Group for activation.

4 True Crew Roles Job Lead indicates the mobile user is the only person assigned to the job Crew Lead indicates the mobile user is a lead on the job with a crew and has control over all aspects of information on the job except where a task is assigned to an individual crew member with a mobile device Crew indicates the mobile user is a crew member on the job and will have limited ability to edit the job control assigned tasks or individual job state

5 Read-Only Description: Job sent to all crew members The crew lead has full control of the job details. Crew members receive notification and read only access of the job. Setup: Control Job State and Control Job Task are not enabled in Roles & Rights. Key Points: Job lead functionality does not change when Read-Only is activated. The job lead will still track all users time, complete tasks, update job details, etc. The WebApp can still make changes to any user, time, task, or job detail.

6 Control Job State Description: Crew members receive job notification and can update job state and time. Crew member can start/end travel; start, pause, complete job. The crew lead does not have access to control that crew member s time. Setup: Enable Control Job State in Roles & Rights. Key Points: Only one mobile user can control an individual's time. WebApp users can still change each crew member's job status. Crew lead controls job state for any non-mobile users and/or crew members without control job state enabled. Crew lead controls chargeable hours for non-mobile users, and crew members without control job state enabled.

7 Control Job Task Description: Crew members receive job notification and can be assigned tasks. Crew members can update tasks assigned to them (complete the task, edit task notes, add attachments and items). Crew members have Read-Only view of all job information not assigned. Setup: Enable Control Job Task in Roles & Rights. Key Points: Tasks cannot be edited when task is marked complete. Job Lead can assign any unassigned tasks to crew members. Crew member will not be notified. Lead must manually sync after assigning tasks. Crew must manually sync to receive assigned tasks. Job Lead can not edit tasks assigned to crew members with control job task enabled. Job lead and crew members have read-only access to any tasks assigned to others. Only one crew member can be FieldAware assigned University 2016to a task.

8 True Crew on Web App Assign a job lead and crew to a job in the Job Details view

9 Assign Task to Crew Member Note the new column: Crew Member

10 Assign Task to Crew Member Choose your crew member for each specific task. Crew Member is assigned to the task.

11 New Scheduler Icons Crew Indicator Icons on Scheduler No Icon = Job Lead w/ No Crew Crew Lead Crew Member

12 True Crew on Mobile Crew role indicator on mobile Jobs list view Lead Indicates the mobile user is the only person assigned to the job Crew indicates the mobile user is a crew member on the job and will have limited ability to edit the job--control assigned tasks or individual job state Crew Lead indicates the mobile user is a crew lead on the job and has control over all aspects of information on the job except where a task/job state is assigned to an individual crew member with a mobile device

13 Job Lead A lead mobile user will have all normal functionality in the mobile app, as governed in Roles and rights for their user role.

14 Crew Lead Control Job State Crew lead can clock in crew members who do not have mobile devices. Users with the Control Job State enabled must start/stop their own activities. Crew who are managed by crew lead Crew who manage their own time

15 Crew Lead Control Job Task Task assigned to the Job Lead Read-only view of tasks assigned to crew members Task assigned to user without mobile or job task control. Unassigned Task

16 Crew Lead Assign Job Task on Mobile Choose the task to be linked to a crew member. 2 Tap the Link button to Assign Crew Member. 3 Choose the desired crew member to assign the task. 4 The assigned task will now be read-only for crew lead and other crew members.

17 Crew Member Tasks are assigned to crew members by the back office or by the crew lead on the crew lead s mobile app. Read Only: View the job. Control Job State: View the job and log their own time on the job. Control Job Tasks: View the job and update tasks that are assigned to them. Remaining tasks will be read-only.

18 True Crew Setup 1 All Users MUST be on Version 1.26 or better before Crew can be enabled. 2 1 Access the User Tab 2 Choose to display the App Version in the List view Identify all users who require an update to 1.26 or higher, and have them update their FieldAware Mobile App.

19 Enable Job State and Task for Crew 2 1 Crew Member control of Time and Tasks must be set in Roles and Rights: 3 1 Access the system Settings 2 Choose the Roles and Rights Tab 3 Expand the Jobs Section 4 Select Control Job State and/or Control Job Task 4 *This will not apply to users with custom roles. Those users will have to be updated individually. 4

20 After Activation Initial sync will take more time than normal. It is recommended to use Wi-Fi for this sync. All past, present, and future jobs will be available crew member mobiles. Notifications for each job may show on device. Completed jobs can be removed from view on mobiles through Roles & Rights. Mobile users will view overall state of jobs. Scenarios: If any crew members are active, the job will show active. If a crew lead is completed, and a crew member is scheduled, the job will show paused. Known Issue: Completed crew members cannot be removed from job.

21 True Crew Overview Job Lead Read-Only Job State Job Task Controls all aspects of the job as set in Roles and Rights Controls all aspects of the job as set in Roles and Rights Controls all aspects of the job as set in Roles and Rights Crew Lead Controls all aspects of the job as set in Roles and Rights Can start/stop time for Self non-mobile users non-job state users Can update all other aspects of the job as set in Roles and Rights Updates all tasks assigned to self Assigns any unassigned tasks Read-Only view of tasks assigned to others Crew Member Receives new job notification and read-only view of job. Cannot make edits/changes. Can start/stop own time Can update own time Can add chargeable hours Updates tasks assigned to self Read-only view of tasks assigned to others