Home

User Guide

1. CUSTOMERS 4 app 2 eo A EDIT CHECKPOINTSY ACTIVE 2 REFRESH DI AS MS EXCEL Drag a column header and drop it here to group by that column Code Contact surname Contact forename Telephone Address line 1 Postcode T T T T T T REFOO1 Ahmed Millie 01494 484711 4 Parkside HP14 AN REFOO2 Ball Laura 01494 620434 Greenwood HP15 6BQ 7849663030 Banerjee Poornima 01494 595240 8 Heath End Road HP10 9EW 6285624590 Barrett Jessica 01494 412432 76 Honeysuckle Road HP15 6BW 9761935631 Bartlett Jonathan 01494 572922 70 Bernards Way HP10 9EQ 3295455337 Baxter Evan 01494 490076 35 Johnson Road HP14 3DG Select the Customer required and then selects the EDIT CHECKPOINTS icon A DAVID FOX LOG OFF USERS CUSTOMERS DIARY REPORTS IMPORT EXPORT ACCOUNT CHECKPOINTS 9761935631 Oa 2 er ei acme REFRESH OI AS MS EXCEL Drag a column header and drop it here to group by that column CheckPointCode Name CustomerCode OnSiteInfoUrl OnSitelnfoText OffSiteLookUpTitle OffSiteLookUpBody Active Info T Y T T Y Y T 1000000 9761935631 www bbc co uk The EDIT CHECKPOINT screen will display EDIT CHECKPOINT GI CANCEL QR CODE All fields marked are required CheckPoint CheckPoint Code CheckPoint Name SH Front Door QR CODE NFC Tag Data Onsite Content D Launch Content sl p Apply example Normal Web page X View Content aj H Offsite Content D Title Detail E h General O Active Once the required changes
2. Company name this and the Customer Forename Address line 1 Code are the only mandatory information required Middle name Address line 2 Surname Town Telephone County Email Country Postcode Custom fields Custom Field 1 Custom Field 2 Custom Field 3 Custom Field 4 The Active check box makes the General O Active Customer Active Inactive 5 1 1 Compulsory fields Reference number marked is a required field This number should be unique to each Customer If the User tries to save the record without this field an error box appears and any incomplete compulsory fields are flagged Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 15 5 1 2 Tag Info Fields When adding a new Customer a user can enter information that is unique to the customer which will display or activate when the QR Code NFC tag is read QR CODE NFC Tag Data Li The Web Client provides tooltip information on Onsite Content D Kaesch Cate how to enter NFC QR Code Content information Apply example Normal Web page View Content Offsite Content Title Detail Customer Logon Password 10849 LogOnlri https sta skillweb co uk attend demo web client CS amp LogOn aspx 7custxmlid 22bbac42 General O Active 5 1 3 Customer Logon Each time a new customer is created a unique Log on URL and password are generated this allows you provide your client with acc
3. ROSTER VIEW 4 ADD REFRESH ASMSEXCEL SETTINGS aoe 2 EDT DELETE DIARY VIEW Filter 2013 08 08 08 11 All Users All Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not mj User Alias Activity Known as Checkpoint name When expected Conflict Group m Trevor Snaith Start Visit TS Security Thu 2013 08 08 10 00 LI Trevor Snaith End Visit TS Security Thu 2013 08 08 12 00 o guard Start Visit motorola Thu 2013 08 08 15 30 Oo PS06 testing Start Visit Joe s Banana Shop Fri 2013 08 09 10 00 D PS06 testing End Visit Joe s Banana Shop Fri 2013 08 09 12 30 o guard Start Visit motorola Fri 2013 08 09 15 30 o guard Start Visit motorola Sat 2013 08 10 15 30 o guard End Visit motorola Sat 2013 08 10 15 45 Copyright 2011 2013 Skillweb All rights reserved ROSTER VIEW 4 ADD 2 REFRESH X ASMSEXCEL 1 SETTINGS ai CLONE DELETE DIARY VIEW After selecting the Edit icon the user will be navigated to the Edit roster page Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 43 A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS E DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW GI CANCEL SAVE H Enter alterations O Date ais The Date Time User and Customer can all be changed when editing checkboxes allow selection SS of one or many of the options O User O Customer
4. OD Anton Mobile ODO David Fox Team Emma Tindall Copyright 2011 2013 Skillweb All rights reserved An optional filter for time selection is built in so that the report can be run for multiple days within a specified timeframe Select the Submit icon to generate the report KA A USER DEMO ANTHONY MILLER LOG OFF USERS CUSTOMERS E DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER EXCEPTIONS 2 REFRESH ASMSEXCEL OI AS PDF 2013 08 05 08 08 ES USERS ES CUSTOMERS User Expected Actual Known as Checkpoint name Activity Manual exception notes Anthony Miller Wed 2013 08 07 10 15 Adams Park End Visit Anthony called into control for details on next visit Anthony Miller Thu 2013 08 08 10 00 Millie s Store Start Visit Traffic Copyright 2011 2013 Skillweb All rights reserved Once the report has been generated the information can be downloaded into MS Excel or PDF format using the options from the Command bar 4 ASMSEXCEL X ASPDF ROSTER EXCEPTIONS 2 REFRESH Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk ag 9 Import Export To open the Import Export page press the IMPORT EXPORT button in the Application bar O LOG OFF USERS CUSTOMERS DIARY C REPORTS IMPORT EXPORT IMPORT EXPORT Import Import data from other systems or applications Export Export tasking data so that it
5. User Alias Activity Known as Checkpoint name When expected Conflict Group Last modified Modified by Trevor Snaith TS001 Start Visit TS Security Thu 2013 08 08 10 00 2013 08 08 09 18 PS06 testing Trevor Snaith TS001 End Visit TS Security Thu 2013 08 08 12 00 2013 08 08 09 18 PS06 testing Copyright 2011 2013 Skillweb All rights reserved After making any changes required pressing the Save Icon will navigate the user to the proposed alterations page Pressing the Cancel icon will return to the Roster Grid View Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 44 8 1 6 Roster Clone The Clone feature for Rostering allows multiple Roster entries to be selected and then copied to a new date in the future If roster entries are chosen from a range of dates these can be cloned for the same pattern of days starting from the new date of the cloned entries The Clone feature is accessed by selecting the Roster entries required from the Roster grid view A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS SS DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW 4 app 8 REFRESH Q ASMSEXCEL SETTINGS amp clone 2 EDIT DELETE DIARY VIEW Filter 2013 08 08 08 11 All Users All Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not Activity Known as Checkpoint name When expected Conflict H Trevor
6. amp deactivating User logins LOG OFF The Active column in the User list displays the Active status for a User Active DI Inactive Pressing the ACTIVE button in the command menu will switch the current status The Active status can also be changed within the Edit function for a User see Section 4 3 Edit User accounts If the User has been deactivated due to ten failed log on attempts and cannot remember A their password then the login details will also have to be changed via the edit function see Section 4 3 Edit User accounts Following account re activation the User only has one attempt to log on correctly otherwise A the account will be locked again 4 5 Downloading User data To download all data fields for the displayed Users into Microsoft Excel press the Download AS MS EXCEL button The file can be opened or saved to a specified location KA I jz Microsoft Excel o P amp File Home Insert Page Layout Formulas Data Review View Add Ins Team 9 K43 vO fe v MR Users 2012 07 03 11 19 38 xls A B aa D E F G H J K a Code Surname Forename Telephone Custom Field 1 Custom Field 2 Active Login name Email Custom Field 3 Custom Field 4 13 USERDFO01 Fox David 44 0 797 9000018 Team Yes David david fox example co uk 14 USERETO01 Tindall Emma 44 0 797 9000012 Team Yes Emma emma tindal example co uk S 15 USERGAOO1 Adams Gary 44 0 797 9000017 Team B Yes Gary gary adams example c
7. 05 2013 03 05 2013 03 05 2013 03 05 2013 03 05 2013 03 11 EG USERS ez CUSTOMERS 04 01 55 TOTAL TIME Duration D 1 2 3 D Page size 15 The Administrator can Drill into the Incident Information by simply left clicking on the tooltip circled in the example Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 31 The information is displayed as TASK ESPONSES INCIDENT II serer OI rm User Peter Streather Aas gt ESHT Hene meid J vinge Trana Til Menen beyen Prarepi La indent tert ete Aber Ct Lele fe ies Io peed ER fansen Cer bel DN sae Lae pt pA Pekig ceva Aer Akte g Zei k 11 eet roe i reke Cote Tae peop of fhe radert Incidents can be easily downloaded in PDF format and if the Customer has been given a Customer portal logon they can view Incidents as they happen Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 32 7 2 4 Mapping Detailed Visit Reports Location data for visits in either of the Detailed Visit Reports can be viewed on a map by pressing the MAP button in the report screen This opens a new internet browser tab displaying the reported visits for which there is Postcode data O LOG OFF Q USERS Op OF O REPORTS De DETAILED VISITS GI REFRESH D asmsexcet 9 mar The FIT button refreshes the map so that To close
8. 2 D o 7 67 8 am u nr 1 x RBBB 5 zen 8 13 14 15 16 17 18 19 12 12 13 14 15 16 17 18 H ROR PUNGEN 9 2 21 22 23 2 2 2 13 19 0 nN 2 23 mw 2 O Jessica Barrett 6285624590 10 27 2 2 14 26 27 28 29 30 31 E BEENA O Evan Baxter 3295455337 D Lydia Boyle 6576980395 Alicia Brady 4811319926 Select the date range for the report Daniel Carpenter Once the correct date range is selected press the arrow button to create the report Select the Customers whose visits are required for the report Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 30 To view the Visits on a map see Section 7 2 4 Mapping Detailed Visit Reports Press the Back button To download data for to navigate back to manipulation see Section 7 6 criteria selection Downloading Reports f gt ADMIN N LOG OFF USERS S DIARY REP et IMPORT EXPORT D VISITS REFRESH AS MS EXCEL D MAP USERS CUSTOMERS TOTAL TIME 2 3 00 06 12 Customers Laura Ball Ella Burton Harriet Butcher 05 March 2012 10 March 2012 User name Contact name Customer code Date of visit Arrival Departure Length of visit David Fox Laura Ball 1558483955 07 March 2012 Tity 12 25 01 08 David Fox Laura Ball 1558483955 08 March 2012 12 01 12 33 00 32 David Fox Laura Ball 1558483955 09 March 2012 12 15 13 33 01 18 Emma Tindal Ella Burton 6650286578 05 M
9. 2480 Turville Heath EG G NN Beaconsfield Loudwater SN Chalfont st F ikley Green R I GN Es Pishill kisret sei Corner Stonor vane Bi Rockwell End Little Maloy e Leien S B Ee Clicking on a pin down the left side Clicking on a map pin will display of the map display will re centre a popup box with information the map around that position about that appointment Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 34 If the cursor is moved off the popup box it will be removed from the screen in a few seconds To keep it on the screen keep the cursor within the box The map report gives information on the number of responses the start or end of a Shift or Visit and the number of coordinates on the map If the 2 numbers are not the same it is because GPS coordinates have been unable to be recorded for some of the responses For Visits to Customers the GPS coordinate for the Start visit should be the same as for the End visit therefore for a visit there will be 2 pins 1 on top of the other Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 35 7 4 Expenses Report The Expenses Report is used to Calculate and compare mileages from Users visits against expected mileage from an internet based mapping company this provides the Administrator
10. 2542416903 1 00 32 Emma Tindall Billy Weston 2637669349 5 03 16 Emma Tindall Meena Hindocha 3138534300 1 00 42 Emma Tindall Robert George 3265843086 4 02 35 Mercy Williams Owen Dodd 3485689689 2 01 20 DAG 23 Pagesize is xl Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 27 7 2 Detailed Visits Report Provides a detailed view of individual visits to Customers grouped either by User or Customer O LOG OFF OH USERS CH CUSTOMERS DIARY C REPORTS Gi IMPORT EXPORT DETAILED VISITS Gi rerresH amp ASM Date range By user By customer Please select a report view e M TW TF S S wi Wt ES S Select whether the report is to be TT EE z EE a pg Ss e zg EN eg zs Ee e e Visits by User 25 11 12 13 14 15 16 17 2 9 10 1 12 13 14 15 2 18 19 2 2 2 23 2 3 16 7 18 9 0 A 2 o Visits to Customers 2 25 e mB 9 3 a mu ssa nm gn 2 2 3 31 7 2 1 Detailed Visits Report by Users Select the By User radio button and a list of all Users will display This list can be filtered to specified criteria O LOG OFF 2 USERS CH CUSTOMERS DIARY S MS EXCEL DETAILED VISITS rerresH 8 as ms Ex Q va By customer March 2012 O Name Custom Field 1 Custom Field 2 y Y Y February March O Aiden Lewis Team C SS SE ME ek ee 6 k 2 34 SJM E SS 3 A 7 678 am u 2 1 PEHEE 1 O Anton Mobile 13 35 26 FW EBP 22 3 1 5 16 17 B Q ih aie rd g wa ma A
11. 8 2 Live View The Live View Page provides a way of monitoring roster entries for the current day the concept of Red Amber Green traffic lights are applied to Roster entries depending on the current status To Access the Live View page hover over the roster icon from the main action bar Q USERS O CUSTOMERS DIARY C REPORTS ROSTER Gi IMPORT EXPORT ACCOUNT Ham EI 2 REFRESH AS MS EXCEL LIVE VIEW ROSTER VIEW Select Live View and the user will be navigated to the live view page The live view page uses a rolling time window approach showing all roster entries upcoming or in the past this is set by default to a 6 hour window 3 hours in the past and 3 hours in the future of the current time If no Roster entries are available to view the Live view page will display as A USER DEMO ANTHONY MILLER LOG OFF USERS CUSTOMERS E DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT LIVE VIEW 2013 08 09 09 05 12 05 15 05 REFRESH 4 REVEALHIDDEN 7 4 Por out Latest Add Hide erem Automatic exception notes Manual exception notes Motil row Conflict User Activity Known as Expected Actual No records to display Copyright 2011 2013 Skillweb All rights reserved Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 48 When Roster entries are present on the day they can be monitored notes added and emails sent out during the timeframe that
12. Content D Title Detail zl p General O Active Version 3 0 GENERIC August 2013 O Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 19 On the resultant screen enter the information relating to the Checkpoint you wish to create Checkpoint Code and Name are the only fields which require a mandatory entry denoted with an The Tag Info Fields relate to the information that can be shown on the device e On Site Info URL this field can be populated with a website address that provides information to the user e On Site Info Text When entered will display information relating to the checkpoint i e knock loudly e Off Site Lookup Title and Off Site Lookup Body think of these as a book title and the body being the paragraph entry in these fields will display information to the user that can be changed as and when needed without the need to re encode Tags Once the Information has been entered press the Save icon to update A On Site information fields once encoded to QR NFC tags cannot be changed unless the tag is deleted and then re encoded with the changed information Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 20 5 7 Editing a Customer Checkpoint Customer Checkpoints can be Edited by selecting the Customer with which the checkpoint to be edited is associated OF OFF Op OF TJ DIARY op ea Op
13. End Road HP10 9EW D 9761935631 Bartlett Jonathan 01494 572922 70 Bernards Way HP10 9EQ D 3295455337 Baxter Evan 01494 490076 35 Johnson Road HP14 3DG D 6576980395 Boyle Lydia 01494 875003 88 East Drive HP13 GIN D 4811319926 Brady Alicia 01494 673767 59 Lorraine Close HP13 7JY D 6650286578 Burton Ella 01494 823984 40 Bushey Close HP12 3HL D 7453813730 Butcher Harriet 01494 495864 26 Fern Walk HP15 7RQ D 9744633892 Carpenter Daniel 01494 545941 74 Glade View HP12 4UN i 5713574834 Chapman Jonathan 01494 683259 24 Kew Grove HP111Q D 1782217936 Chaudhary Atul 01494 653737 10 White House Lane HP10 ONT D 2656984860 Chopra Sati 01494 790382 49 Britnell Court HP14 3RL D 8687738657 Clark Tony 01494 473821 45 Ring Road HP10 9HB D 8090587147 Clayton George 01494 565317 14 Slade Road HP14 3QQ D 4865301923 Czareka Zuzanna 01494 475688 93 Wellhouse Way HP14 4QP D DIG 234 v Pagesize 15 v 57 items in 4 pages Page information Version 3 0 GENERIC August 2013 Contact 08700 707077 or email info skillweb co uk O Skillweb all rights reserved 14 5 1 Creating anew Customer H WH h g SR O LOG OFF 2 a CH CUSTOMERS DIARY C REPORTS ROSTER IMPORT EXPORT ACCOUNT CUSTOMERS OD 2 Gei 2 reFRESH 8 asmsexceL O LOG OFF 2 USERS CH CUSTOMERS DIARY C REPORTS ROSTER IMPORT EXPORT ACCOUNT NEW CUSTOMER save X CANCEL All fields marked are required Contact The Known as field relates to the Known as Customer code
14. End Visit motorola Fri 2013 08 09 15 45 i C Start Visit End Visit Checkpoint Visit us Contact us O Holiday O Sickness Copyright 2011 2013 Skillweb All rights reserved Entry Filter O Show all Show conflicts only From within the settings pane the user can specify to show any roster entries that have been created for the User Customer and dates chosen Further options allow the data to be tailored depending on the specific information required 8 1 3 Diary View The Roster View can be changed from the default Grid view to a Diary view by simply selecting the Diary View icon from the Command Bar ROSTER VIEW GRID view Filter 2013 08 07 08 10 All Users All Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not today 05 august 2013 09 august 2013 DAY MONTH TIMELINE Mon 05 Tue 06 Wed 07 Thu 08 Fri 09 all day 2 00 2 30PM 3 00 4 00 4 30 5 00 5 30P Hovering over an entry will show tooltip information relating to the type of activity the Customer the activity is attributed to and any extra information that has been applied for the entry at the time of creation Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 40 The Diary can be changed to view Day Week Month and Timeline views Selecting the Grid View from the command bar changes the display form
15. Notification Email The Notification Email field allows multiple email addresses to be saved per user record when a user raises Live View Exceptions or Incidents an email will be sent to the email addresses entered against the user that has created the exception incident Multiple email addresses must be entered in the format test test com test2 test com 4 2 4 Roles SmartTask has 2 roles which determine the access a User has to the application e Administrator role gives access to the Web Client These Users are inhibited from logging on to a mobile device The main function of a User with this role is to create and edit Users and Customers and manage reporting solely within in the Web Client e Task Performer role gives access to the mobile device in order to record Shifts checkpoints and Visits to Customers Q Users can have either or both of these roles giving access to SmartTask Attend on the mobile device as well as the Web Client if both roles are selected the User has access to the Tag Writer application If no roles are assigned the User will be created but they will not be able to log on 4 2 5 Saving the new User Complete the fields and press the SAVE button in the Command menu to save the details for the new User The User list screen will then be displayed with the additional new User The CANCEL button will navigate back to the User list without saving O LOG OFF USERS O CUSTOMERS CA save GI cancel NEW USE
16. November M T W T 6 Select the Customers to create the QR Codes for Customer Code is mandatory however an extra 2 selections can be chosen to encode on the QR code The Date Range Calendar allows a User to select Customers that have only be created during a specific time period leaving the calendar blank will display all Customers created After entering the required information pressing submit will generate the QR barcodes and show the information encoded alongside Version 3 0 GENERIC August 2013 Contact 08700 707077 or email info skillweb co uk Skillweb all rights reserved 37 O LOG OFF 2 USERS CUSTOMERS DIARY EI REPORTS IMPORT EXPORT O ACCOUNT R CODES S PDF Q O Allows a User to create the QR Codes as a PDF document QR Code Details m m REF001 Millie Ahmed m millieahmed example com m m REF002 T Laura Ball m lauraball example com Oo 6285624590 E S i Jessica Barrett e jessicabarrett example com After generating the QR Codes the user has the option to create a PDF document of the Code s for printing Redistribution purposes 7 6 Downloading Reports All reports can be downloaded into Microsoft Excel for manipulation by pressing the Download AS MS EXCEL button in the Command bar The file can be opened or saved to a specified location For the User Tracking Report it is only the Latitude Longitude of the points
17. REPORTS AS MS EXCEL Users David Fox Emma Tindall del IMPORT EXPORT Date of visit 05 March 2012 05 March 2012 05 March 2012 05 March 2012 05 March 2012 05 March 2012 05 March 2012 07 March 2012 07 March 2012 07 March 2012 07 March 2012 07 March 2012 07 March 2012 08 March 2012 08 March 2012 for N y Arrival 07 12 08 02 09 21 10 17 11 01 12 08 13 48 07 10 08 32 09 51 11 17 13 31 14 48 07 46 08 52 To view the Visits on a map see Section 7 2 4 Mapping Detailed Visit Reports ADMIN CUSTOMERS TOTAL TIME a 01 18 27 Departure Length of visit 07 45 00 33 09 06 01 04 09 53 00 32 10 45 00 28 11 43 00 42 12 43 00 35 14 23 00 35 08 15 01 05 09 36 01 04 10 53 01 02 12 25 01 08 14 33 01 02 15 46 00 58 08 29 00 43 09 35 00 43 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 29 7 2 2 Detailed Visits Report by Customer Select the By Customer radio button and a list of all Customers will display This list can be filtered to specified criteria Filter criteria O LOG OFF 2 USERS CH CUSTOMERS DIARY S MS EXCEL DETAILED VISITS GI REFRESH 8 AS MS EX 9 va O By user EI REPORTS IMPORT EXPORT Date range 2012 March 2012 O Contact name Customer code Custom Field 1 Cuse Y Y Y Y February March a M TW TESS M TW TESS O Millie Ahmed 2572642141 5 1 2 3 4 5
18. Roster Reports New reports have been added under the reports menu from the action bar 2 USERS Op ae DIARY C REPORTS ROSTER 2 OP SUMMARY VISITS DETAILED VISITS USER TRACKING EXPENSES QR COD ROSTER HAND OUTS ROSTER EXCEPTIONS 8 3 1 Roster Hand Outs The Roster Hand Outs report is used to create hard copies of the Roster entries for Users these can then be generated and printed or emailed across to the relevant users so they have a clear view of the Rostered events for the date range selected Choose the Roster Hand Outs selection from the Action bar KA A USER DEMO ANTHONY MILLER LOG OFF USERS CUSTOMERS ES DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER USER HAND OUTS Date range and time period O Name CustomField1 CustomField2 4 August 2013 September 2013 Y Y Y August September aj M TW TESS M T W T F S O Abigail Osborne Team B 31 I 2 3 4 35 1 O Admini Team E 3225 6 7 8 9 10 11 36 2 3 4 5 6 7 B 33 12 13 14 15 16 17 18 37 9 10 11 12 13 14 15 Somme Teame 34 19 20 21 22 23 24 25 38 16 17 18 19 20 21 22 O Admin3 TeamE 35 26 27 28 29 30 31 39 23 24 25 26 27 28 29 36 40 30 0O Admin4 Team E O Admins Team E O Admin DO Aiden Lewis Team C O Anthony Miller OD Anton Mobile O David Fox Team O Emma Tindall Team A x Visit us ontpct us Copyright 2011 2013 Skillweb All rights reserved Choose the date range that the report should be Select up to 8 Us
19. Visit TS Security Sat 2013 08 31 15 30 2013 08 02 15 25 igor solaja a Victoria Bradley Start Visit TS Security Sun 2013 09 01 15 30 2013 08 02 15 25 igor solaja D Victoria Bradley End Visit TS Security Sun 2013 09 01 15 45 2013 08 02 15 25 igor solaja E Victoria Bradley Start Visit TS Security Mon 2013 09 02 15 30 2013 08 02 15 25 igor solaja Ea Victoria Bradley End Visit TS Security Mon 2013 09 02 15 45 2013 08 02 15 25 igor solaja Copyright 2011 2013 Skillweb All rights reserved Review the displayed information and use the Keep column checkboxes to select de select any changes that are not required After reviewing the proposed changes select Save to apply the changes alternatively select Cancel to return to the Roster Grid View Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 46 8 1 7 Roster Delete To Delete a Roster entry navigate to the Roster Grid View A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW 4 ADD REFRESH we ASMS EXCEL SETTINGS Filter 2013 08 09 08 12 All Users All Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not o User Alias Activity Known as Checkpoint name When expected Conflict Group o PS06 testing Start Visit Joe s Banana Shop Fri 2013 08 09 10 00 D PS06 testing End Visit J
20. can be used by other systems or applications To navigate directly to either the Import or Export functionality select from the drop down menu that appears when the cursor is held over the IMPORT EXPORT button LOG OFF 2 USERS CUSTOMERS IMPORT EXPORT ER EXPORT 9 1 Importing data Data such as User and Customer information can be uploaded to the system ONLY in xml format If this is required please contact Skillweb first for advice O LOG OFF A USERS CH CUSTOMERS SS _ IMPORT EXPORT IMPORT XML Please select the file you wish to import Only XML files are permitted When the file is selected press the Upload button Click on the Select button to SELECT open a browser window to locate the file for importing Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 53 9 2 Exporting data A No export providers are currently configured Please contact Skillweb for export options 10 Log off To log off click the log off icon in the Application bar om 11 System support information The following information screen is displayed when the username is clicked on in the top right hand corner O LOG OFF 2 USERS O CUSTOMERS DIARY C REPORTS IMPORT EXPORT This is who you are Account key DEMO Login name Administrator User name Admin This is what you are using Edition SmartTask Attend Trial version No License expires
21. from the Live View page this provides an Audit trail for resolution of issues and performance analysis The report is found under the main Report icon at the bottom of the list when hovered over DIARY C REPORTS Ei ROSTER IMPORT EXPORT Ce ACCOUNT 2 USERS O CUSTOMERS SUMMARY VISITS DETAILED VISITS USER TRACKING EXPENSES QR CODES ROSTER HAND OUTS ROSTER EXCEPTIONS Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 51 Once selected the following page will be shown After selecting Users choose the date or date Select up to 8 users at a time by selecting the username and flagging the relevant checkbox range to run the report for USER DEMO ANTHONY MILLER O LOG OFF s USERS CUSTOMERS DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER EXCEPTI NS 4 Date range and time period Oo CustomField1 CustomField2 mn August 2013 September 2013 Y Y Y August September M TW TESS M TW TESS O Abigail Osborne Team B 31 1 2 3 4 35 1 O Admini Team E 32 5 6 7 8 9 10 11 33 2 3 4 5 6 7 8 33 12 13 14 15 16 17 18 37 9 10 11 12 13 14 15 L j Admin2 Fone 34 19 20 21 22 23 24 25 38 16 17 18 19 2 21 22 DA mei FEAE 35 26 27 28 29 30 31 39 23 24 25 26 27 28 29 36 40 30 O Admin4 Team E O Admin5 Team E Time Selection Optional Time From O Admin 00 00 O Aiden Lewis Team C Time To 23 59 O Anthony Miller
22. is a preventative measure to safeguard against being locked out of the system after ten failed login attempts Locked Users can then login as Administrator and reactivate their account 2 2 Failed log on Ten failed log on attempts will lock the account and prevent further access Only administrators of the system can reactivate locked accounts see Section 4 4 Activating amp deactivating User logins i ERROR x OH Invalid user name or password OK Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 6 3 Welcome screen After logon the welcome screen is displayed G A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS TJ DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT WELCOME PS06 TESTING The logged on User is shown to right of the screen SmartTask Attend Skillweb ENABLING MEANINGFUL BUSINESS INTELLIGENCE AND DECISIONS Copyright 2011 2013 Skillweb All rights reserved ADMIN IMPORT EXPORT 3 1 SmartTask Application Bar This is the bar along the top of the screen which is always present and provides access to core application features Clicking these buttons will navigate you to the appropriate feature When navigation is complete the icon in that button will be orange O LOG OFF Q USERS O CUSTOMERS DIARY C REPORTS ROSTER IMPORT EXPORT ACCOUNT 3 2 The Command Bar This is the bar along the top of the screen
23. the Diary View back to the Grid View so that new Roster entries can be added or editing cloning or deleting can be completed 8 1 4 Roster Add To add a new roster entry select the Add option from the Roster Grid Command Bar ROSTER VIEW 2 REFRESH amp ASMSEXCEL SETTINGS DIARY VIEW A new browser window will open NEW ROSTER Repeat Instances gt today 07 WEEK MONTH TIMELINE A all day No Repeat R Liam O Daily First Instance Date O Weekly 07 08 2013 e Monthly Visit Select either End Date 2 W 07 08 2013 P N Or number of days offset from the start SC E Start time O am E End time 6 Acceptable amber red boundary Time Window minutes 15 Ham On time green amber boundary Time Window minutes O Checkpoint 5 E 10 am Checkpoint Customer Proceed to view proposed new and clashing existing Roster Entries Oo Shared 12e Select a Checkpoint z 2P m G C 4pm O Holiday Holiday 6pm Start time 00 00 End time gem 00 00 10P O Sickness Sickness Start time 00 00 End time 00 00 v The Add Roster page is broken down into the following sections A Provides drop down selection boxes for both choosing a User and a Customer the records are taken from the Account so will only show available Customers Users relevant to your account B The initial date of the Roster entry C The Activity that the Roster entry is being created for ch
24. the live view page has been set for The Live View page utilises a rolling window approach to displaying Roster entries the default time period is a 6 hour window 3 hours behind and 3 hours in front of the current time The page automatically refreshes on a 2 minute timer The Pop Out button enables the Live view page to Automatic Exception notes are applied when the be opened in a new browser window and system identifies a roster entry as being either displayed on another monitor this means work can be carried out on the web client with the live early and completed late and completed or not view page running completed EA A USER DEMO ANTHONY MILLER LOG OFF USERS CUSTOMERS GO REPORTS ROSTER IMPORT EXPORT ACCOUNT LIVE VIEW 2013 08 07 08 35 11 35 14 35 Sp REFRESH 2 REVEAL HIDDEN PoP ouT Latest Add Hide User Activity Known as Expected Actual sie Automatic exception notes Manual exception notes Note row Conflict Sam Start Eden Shopping Sam Staines is 101 minutes 8 i s o 09 55 Sam Staines caught in traffic arrival imminent arrived at 10 10am Add Hide Staines Visit Centre late Anthon Start eiert ae Adams Park 10 05 10 01 Add Hide Miller Visit Anthony End i i CR o Adams Park 10 15 10 14 Anthony called into control for details on next visit Add Hide Miller Visit Trevor Start Cressix Industrial Trevor Snaith was 11 minutes 10 15 10 04 Add Hide Snaith Visit Est
25. with the ability to cross reference mileage claims and to determine if a user has been exceeding the given speed limits EXPENSES Date range Name Custom field 1 Custom field 2 4 June 2013 Y T Y May June D Admin M T W T F S S M T W T F S S 18 1 2 4 5 22 1 2 O Amy Quayle 9 6 7 8 9 10 11 12 23 4 5 6 7 8 9 O ann frick Sg 2 20 21 22 23 24 2 26 25 17 18 19 20 21 22 23 O Amy Quaylel 2 277 2 2 30 31 26 24 25 26 27 28 29 30 O Emma Ball 23 27 6 O Keith Emery Route Optimization O Paul Ridden Fastest Shortest O Paul Ridden1 i Route Basis O Skillweb Support Team GPS O Trevor Snaith Gad ostcode O Trevor Snaithl E Use fallback E Hide location columns Select a Single User to run the Expenses Report for Select the Date range followed by the options required Fastest the Fastest route available Shortest The shortest route but not necessarily the Fastest GPS Use the GPS locations captured Postcode Use the postcodes for the Customers Use Fallback Use the best data available i e if no GPS use Postcode The Expenses Report displays information in the following format EXPENSES 2 REFRESH OI AS MS EXCEL TIME BETWEEN ACTIVITIES ACTIVITIES DURATION ESTIMATED TRAVEL TIME ESTIMATED MILEAGE Expenses 00 03 38 00 02 54 00 02 05 2013 05 13 05 13 GPS Use fallb 2013 05 13 09 43 10 27 Skillweb Visit 00 43 00 43 00 31 114 2013 05 13 11 10 11 54 Skillweb Visit 00 43
26. 00 43 00 26 9 8 2013 05 13 12 38 13 21 Skillweb Visit 00 43 00 43 00 23 29 2013 05 13 14 05 14 49 Skillweb Visit 00 43 00 43 00 30 16 8 Activity is a Shift Start or Stop Major deviation in value Minor deviation in value Any discrepancies between the mapping Estimated information and the users actual information is highlighted and displayed on the report Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 36 7 5 QRCODES This feature provides the user with the ability to create QR codes from the Customer Information entered LOG OFF ON QR CODES O Contact name Y Millie Anmed Laura Ball Poornima Banerjee Jessica Barrett Jonathan Bartlett Evan Baxter Lydia Boyle Alicia Brady Ella Burton arriet Butcher Danis Carpenter Jonathan Chapman Customer code REFOO1 REFOO2 7849663030 6285624590 9761935631 3295455337 6576980395 4811319926 6650286578 7453813730 9744633892 5713574834 Y Y USERS CH CUSTOMERS DIARY EI REPORTS IMPORT EXPORT CH ACCOUNT Filters Date range Custom Field 1 SJ Custom Field 2 Y HE e gt e amp w N F O 8 va wo F i S an Oo N Available fields October 2012 November 2012 October W T F 5 10 11 12 13 17 18 19 20 24 25 26 27 31 E Customer code O Company name O Contact name O Email O Telephone O Address line 1 O Address line 2 45 46 47 48 49 50
27. 08 08 15 30 m guard End Visit motorola Thu 2013 08 08 15 45 o guard Start Visit motorola Fri 2013 08 09 15 30 o guard End Visit motorola Fri 2013 08 09 15 45 Copyright 2011 2013 Skillweb All rights reserved Below the main application bar is a command bar relating to the activities that can be completed from the Roster view page note at the current time the command bar only has the full controls when viewing in the default grid view ROSTER VIEW 4 ADD REFRESH ASMSEXCEL seTTINGS Ge 7 w DIARY VIEW Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 39 8 1 2 Settings From the Command bar selecting the settings option opens up a control panel from the left of the screen this allows the user to select the data they wish to view ROSTER VIEW 4 app REFRESH OI AS MS EXCEL DIARY VIEW Filter 2013 08 07 08 10 All Users All Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not SETTINGS D User Alias Activity Known as Checkpoint name When expected Conflict Group Select a User Oo guard Start Visit motorola Wed 2013 08 07 15 30 O guard End Visit motorola Wed 2013 08 07 15 45 Sec D guard Start Visit motorola Thu 2013 08 08 15 30 Start Date End Date O guard End Visit motorola Thu 2013 08 08 15 45 07 08 2013 S D guard Start Visit motorola Fri 2013 08 09 15 30 Select Activiti O guard
28. 45 12 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Sun 2013 08 11 Millie s Store 2572642141 Start Visit 09 45 10 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Sun 2013 08 11 Millie s Store 2572642141 Checkpoint Read 10 30 11 00 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Sun 2013 08 11 Millie s Store 2572642141 End Visit 11 45 12 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Mon 2013 08 12 Millie s Store 2572642141 Start Visit 09 45 10 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Mon 2013 08 12 Millie s Store 2572642141 Checkpoint Read 10 30 11 00 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Mon 2013 08 12 Millie s Store 2572642141 End Visit 11 45 12 15 4 Parkside High Wycombe HP14 4X 01494 484711 Anthony Miller Tue 2013 08 13 Millie s Store 2572642141 Start Visit 09 45 10 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Tue 2013 08 13 Millie s Store 2572642141 Checkpoint Read 10 30 11 00 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Tue 2013 08 13 Millie s Store 2572642141 End Visit 11 45 12 15 4 Parkside High Wycombe HP144XJ 01494 484711 I 1 2 3 D D Page size 15 v The Roster Hand Out report lists each user in alphabetical order with all information for users in chronological order 8 3 2 Roster Exceptions Report The Roster Exceptions Report displays all manual notes that have been created
29. 8 08 09 00 PS06 testing guard Start Visit motorola Fri 2013 08 09 15 30 2013 08 02 15 25 igor solaja guard Start Visit motorola Sat 2013 08 10 15 30 2013 08 02 15 25 igor solaja guard End Visit motorola Sat 2013 08 10 15 45 2013 08 02 15 25 igor solaja The top left of the roster clone screen provides 3 checkbox selections the selections allow the Date User and Customer to be changed for the roster entries chosen and displayed in the grid below To make any changes flag the checkbox s required use the calendar control to select a new date or the drop down selections to change the user customer Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 45 After making any changes press the Save icon to navigate to the proposed changes or select the cancel icon to back out of the process and return to the roster grid view If Save is chosen the user is taken to the following page A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS E DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW GI CANCEL SAVE Proposed alteration of roster entries ES HEES Zil EEN Existing Keep User Alias Activity Known as When expected Conflict Group Last modified Modified by E Victoria Bradley Start Visit TS Security Sat 2013 08 31 10 00 2013 08 08 09 00 PS06 testing a Victoria Bradley End Visit TS Security Sat 2013 08 31 12 30 2013 08 08 09 00 PS06 testing D Victoria Bradley Start
30. Active Y Y TY Y Y T T Y REFOO1 Ahmed Millie 01494 484711 4 Parkside HP14 4X D REF002 Ball Laura 01494 620434 Greenwood HP15 68Q D 7849663030 Banerjee Poornima 01494 595240 8 Heath End Road HP10 9EW D 6285624590 Barrett Jessica 01494 412432 76 Honeysuckle Road HP15 6BW i 9761935631 Bartlett Jonathan 01494 572922 70 Bernards Way HP10 9EQ H 3295455337 Baxter Evan 01494 490076 35 Johnson Road HP14 3DG D 6576980395 Boyle Lydia 01494 875003 88 East Drive HP13 6JN D 4811319926 Brady Alicia 01494 673767 59 Lorraine Close HP13 7JY D 6650286578 Burton Ella 01494 823984 40 Bushey Close HP12 3HL D 7453813730 Butcher Harriet 01494 495864 26 Fern Walk HP15 7RQ D 9744633892 Carpenter Daniel 01494 545941 74 Glade View HP12 4UN D 5713574834 Chapman Jonathan 01494 683259 24 Kew Grove HP11 1Q D 1782217936 Chaudhary Atul 01494 653737 10 White House Lane HP10 ONT 2656984860 Chopra Sati 01494 790382 49 Britnell Court HP14 3RL x fil 8687738657 Clark Tony 01494 473821 45 Ring Road HP10 9HB D v 234 Pagesize 15 51 items in 4 pages A new screen will appear allowing entry of Checkpoints to the Customer press the ADD icon op am CH CUSTOMERS DIARY op ROSTER ON GC NEW CHECKPOINT ANCEL All fields marked are required CheckPoint CheckPoint Code CheckPoint Name Edit the required fields QR CODE NFC Tag Data Li and press SAVE to update Onsite Content Launch Content E xl Apply example Normal Web page r View Content Si h Offsite
31. M me BBW mn VBA Enma GEN 027 2 2 1426 7 2 30 3 BODDE Gary Adams Team B O Kate Dennis Team B O Keith Emery Team D O Lesley Thompson Team D O Louise Bradley Team C O Mary Appleby Team C Mercy Williams Team A Select the Users whose visits Once the correct date range is selected are required for the report press the arrow button to create the report Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 28 criteria selection ED VISITS Press the Back button to navigate back to 2 REFRESH 05 March 2012 09 March 2012 User name David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox David Fox 14 1 2 Contact name Poppy Ryan Toby Welch Samir Jaffri Daniel Carpenter Eva Peters Harriet Butcher Lydia Boyle Subira Yeboah Harry Kennedy Isaac Humphries Laura Ball Zuzanna Czareka Kim Ling Abigail O Brien Subira Yeboah Page size 15 download Customer code 9077293501 9716123106 2542416903 9744633892 4347857004 7453813730 6576980395 8980542412 2487524395 3832713691 1558483955 4865301923 9269086484 1583676192 8980542412 Version 3 0 GENERIC August 2013 data manipulation see Section 7 6 mar Downloading Reports LOG rt 2 USERS CUS MERS DIARY C
32. Never Language options Default This is where you are connected to Web client URL https stattend skillweb co uk Attend Demo Web Client Information Index aspx Device web service URL https sta skillweb co uk Attend Demo Web Services TaskingUserWebService asmx This is so you can help support Session ID dndwhrxl2ublapxjizdfjtan Visitus Contact us Copyright 2011 2012 Skillweb All rights reserved Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 54 12 Email Alert Templates The following alert is an example of what is received when alert has been set up To Martin O Donnell Subject Alert Live View Exception 2013 08 02 10 55 Live View Exception Alert An Alert has been raised for a Live View exception Trevor Snaith has raised an Exception for Kate Bowers at High Wycombe Cars Details of exception entry late due to bad traffic 13 SmartTask Modules more details SmartTask Attend is a modular based product and is available in several configurations and can be purchased to fit the needs of organisations 1 P 3 4 Sie Attendance Incident reports Customer portal Rostering amp Live View Alerts GPS Contact Skillweb for more details Tele 08700 707077 or email info skillweb co uk Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 55
33. R Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 11 4 3 Edit User accounts To edit any information for a User highlight the User in the list by clicking on the record and press EDIT in the Command bar or double click on the required row O LOG OFF op D OMG om opm EG pre EDIT USER 8 save Gi CANCEL All fields marked are required Contact Forename Surname Monika Symanski User code USERMS001 Telephone Email 44 0 797 9000010 monika symanski example co uk To change Login or password details Gert Chott check the Change Login box for the Custom Field 1 Custom Field 2 Team fields to appear for editing Custom Field 3 Custom Field 4 O Change Login The Active check box makes General Roles the User Active Inactive Active O Administrator W Task performer Make the necessary changes and press SAVE in the Command bar to save the changes or CANCEL to discard any changes made and navigate back to the User list 4 3 1 Active check box Unchecking this box makes the User inactive and prevents log on If a User is no longer employed or is on holiday or off sick the Administrator may wish to make their login inactive Q User accounts cannot be deleted they can only be deactivated Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 12 4 4 Activating
34. Snaith Start Visit TS Security Thu 2013 08 08 10 00 H Trevor Snaith End Visit TS Security Thu 2013 08 08 12 00 H guard Start Visit motorola Thu 2013 08 08 15 30 H PS06 testing Start Visit Joe s Banana Shop Fri 2013 08 09 10 00 H PS06 testing End Visit Joe s Banana Shop Fri 2013 08 09 12 30 S guard Start Visit motorola Fri 2013 08 09 15 30 H guard Start Visit motorola Sat 2013 08 10 15 30 E LU m m LI LI LI LI H guard End Visit motorola Sat 2013 08 10 15 45 Copyright 2011 2013 Skillweb All rights reserved After selecting the required rows chose the Clone option from the command bar ROSTER VIEW 4 ADD 8 REFRESH ASMS EXCEL SETTINGS 7 rm DELETE DIARY VIEW A USER ABC PS06 TESTIN LOG OFF USERS CUSTOMERS E DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW GI CANCEL save E Enter alterations O Date 08 08 2013 O User O Customer User Alias Activity Known as Checkpoint name When expected Conflict Group Last modified Modified by Trevor Snaith TS001 Start Visit TS Security Thu 2013 08 08 10 00 2013 08 08 09 18 PS06 testing Trevor Snaith TS001 End Visit TS Security Thu 2013 08 08 12 00 2013 08 08 09 18 PS06 testing guard Start Visit motorola Thu 2013 08 08 15 30 2013 08 02 15 25 igor solaja PS06 testing Start Visit Joe s Banana Shop Fri 2013 08 09 10 00 2013 08 08 09 00 PS06 testing PS06 testing End Visit Joe s Banana Shop Fri 2013 08 09 12 30 2013 0
35. The Active status can also be changed within the Edit function for a Customer see Section 5 2 Edit Customer z 5 4 Downloading Customer data To download all data fields for the displayed Customers into Microsoft Excel press the Download AS MS EXCEL button The file can be opened or saved to a specified location O LOG OFF Q USERS CH CUSTOMERS ar DIARY C REPORTS GG IMPORT EXPORT CUSTOMERS 4 app 2 cor ACTIVE REFRESH 5 5 Checkpoints Checkpoints can be set up within a visit and can be tied either to a customer or to the main account Checkpoints are a way of recording an activity within a visit an example of this might be a user arriving at a location that contains multiple areas to record attendance Checkpoints can be written to QR Barcodes NFC tags using the handheld device Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 18 5 6 Creating a Customer checkpoint To set up checkpoints at Customer level from the Customer list select the required Customer and press the Edit Checkpoints icon DAVID FOX n HY LOG OFF USERS CUSTOM NT Dian REPORTS IMPORT EXPORT ACCOUNT CUSTOMERS app Lie 7 epircHeckpoints A active REFRESH OG AS MS EXCEL Ir Drag a column header and drop it here to group by that column Code Contact surname Contact forename Telephone Address line 1 Postcode Custom Field 1 Custom Field 2
36. arch 2012 11 03 11 36 00 33 Emma Tindal Ella Burton 6650286578 06 March 2012 10 15 10 51 00 36 Emma Tindal Ella Burton 6650286578 07 March 2012 10 00 10 31 00 31 Emma Tindal Ella Burton 6650286578 08 March 2012 09 55 10 01 00 06 Emma Tindal Ella Burton 6650286578 09 March 2012 13 03 13 56 00 53 David Fox Harriet Butcher 7453813730 05 March 2012 12 08 12 43 00 35 7 2 3 Detailed Visit Report Incidents The detailed Visits Report will show any Incidents that a user has recorded on their mobile handset these appear as below and the information can be drilled into by left clicking on the tooltip displayed DETAILED VISITS REFRESH Users Peter Streather 2013 03 01 00 00 04 01 00 00 mar 8 AS Ms EXCEL User name Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather Peter Streather User alias Customer code 7613033106422 Known as Contact name Activity Patient Checks Patient Checks Patient Checks Patient Checks Patient Checks Patient Checks Incident Patient Checks Incident Patient Checks Incident Patient Checks Incident Incident Visit D D D D D D D D D D D D D J CheckPoint name Date 2013 03 04 2013 03 04 2013 03 04 2013 03 04 2013 03 04 2013 03 04 2013 03 05 2013 03 05 2013 03 05 2013 03
37. ate early Sam End Eden Shoppin i iiiu 10 20 10 18 Add Hide Staines Visit Centre Start Gavin Bray Visit Millie s Store 10 30 10 29 Add Hide is Trevor End Cressix Industrial Trevor Snaith was 11 minutes i TIERS 10 30 10 19 Trevor left site early as he started his shift slightly before schedule Add Hide Snaith Visit Estate early End Se X Gavin Bray is showing red because site have requested him to stay for Gavin Bray i Millie s Store 10 50 Gavin Bray is 46 minutes late Add Hide Visit another hour Visit us Contact us Copyright 2011 2013 Skillweb All rights reserv lt d The Latest status column displays a colour coded Manual notes can be added to the visual identifier to roster entries live view page at any time when a Rows can be hidden from view using the Hide button or can be unhidden using the Reveal manual note is added an email is Green Roster entry has successfully been hidden button on the command bar sent across to the email addresses completed on time WW entered in the user notification Amber Roster Entry has been completed early field the comment is added to the or late manual exception notes column Red Roster entry is late or not completed The time windows set at the time of creating the roster entries affects the time between changing colours Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 49 8 3
38. ation Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 25 7 Reports SmartTask Attend Reports can be used as tools to determine the length of time spent with a Customer or the length of time a User has carried out care during a selected time period To open the report selection page press the REPORTS button in the Application bar Summary visits Provides a summary of customer visits Detailed visits Provides a detailed view of individual customer visits User tracking Provides a visualisation of where users have been by displaying pins on a map Expenses Provides a mileage report QR Codes Provides a list of QR Codes for selected customers To navigate directly to a particular report select the report type from the drop down menu that appears when the cursor is held over the REPORTS button CH LOG OFF O USERS O CUSTOMERS DIARY REPY ROSTER IMPORT EXPORT ACCOUNT SUMMARY VISITS DETAILED VISITS USER TRACKING EXPENSES QR CODES ROSTER HAND OUTS ROSTER EXCEPTIONS Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 26 7 1 Summary Visits Report This reports for the specified time range a summary of the total time spent with and the number of visits to a Customer by a particular User A date selection screen is displayed Select the date range requi
39. eckboxes can be selected for choosing the particular activity Visit Comprises of a start and end time these can be added singularly or both at the same time by choosing to unflag the checkboxes where required Individual time controls for both the Start and End times are present Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 41 Checkpoint selecting the checkpoint option allows Roster entries to be created for either a Customer or an Account checkpoint drop down selections auto update depending on the option chosen Holiday Allows holidays to be Rostered the time controls allow for half days full days etc Sickness Allows Sickness entries to be created D Repeat Instances Provides the ability to create roster entries and repeat these over multiple days Daily Weekly Monthly or custom dates up to a maximum of 90 days in the future E Time windows When creating Roster Entries time windows are automatically applied to the Roster entry these time windows affect the behaviour of Roster entries when they are shown on the Live View page On Time window Roster entries that are completed within the On Time window will change to Green with a tick denoting completion on time Default time period is 5 minutes either side of the actual time the roster entry has been created for Acceptable Time Window When a Roster entry is comp
40. ers On clicking the User Button a list of all the SmartTask Attend Users is displayed O LOG CF USERS JOE CUSTOMERS DIARY C REPORTS IMPORT EXPORT ADMIN USERS DI ACTIVE REFRESH 1 AS MS EXCEL fo Code Surname Forename Telephone Custom Field 1 Custom Field 2 Active Y T Y Y T Y USERKDO01 Davis Kevin 44 0 797 9000020 Team B D USERLTOO1 Thompson Lesley Team D vi D USERLBOO1 Bradley Louise 44 0 797 9000014 Team C kW il USERMA001 Appleby Mary 44 0 797 9000001 Team C vii USERMWO001 Williams Mercy 44 0 797 9000009 Team A kW USERMOBOO1 Mobile1 Team F kW E USERMOB002 Mobile2 Team F WM il USERMOB003 Mobile3 Team F D USERMOB004 Mobile4 Team F kW il USERMOB005 Mobile5 Team F D E USERMSO01 Symanski Monika 44 0 797 9000010 Team A kW USERNHOO1 Hamilton Nicola 44 0 797 9000006 Team B kW USERPROO1 Ridden Paul Team D kW il USERPCOO1 Collins Peter 44 0 797 9000021 Team C D USERPCO02 Cameron Poppy 44 0 797 9000005 Team C kW W 1 2J3 gt Pagesize 15 v 32 items in 3 pages l Page information 4 1 Viewing the data 4 1 1 Sort by The data can be sorted by a particular column by clicking on the column header which sorts ascending a small up arrow appears at the end of the column name To sort descending click on the column header or arrow again To remove the sorting click on the column header or arrow again 4 1 2 Group by To group the data by a column drag and drop the col
41. ers at a time by generated for using the calendar controls flagging the checkbox s next to the supplied username Press the Submit icon to generate the report Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 50 ROSTER USER HAND OUTS 2 REFRESH Users Anthony Miller 2013 08 09 08 31 Once Generated the report can be downloaded in either MS Excel or PDF format O LOG OFF Q USERS CUSTOMERS bp W EI REPORTS ROSTER IMPORT EXPORT X asmsexceL amp AS PDF ACCOUNT A USERS Es CUSTOMERS USER DEMO ANTHONY MILLER EI User Date Known as Customer code Checkpoint name CheckPoint code Activity Time from Timeto Address details Tel number Anthony Miller Fri 2013 08 09 Millie s Store 2572642141 Start Visit 09 45 10 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Fri 2013 08 09 Millie s Store 2572642141 Checkpoint Read 10 30 11 00 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Fri 2013 08 09 Millie s Store 2572642141 End Visit 11 45 12 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Sat 2013 08 10 Millie s Store 2572642141 Start Visit 09 45 10 15 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Sat 2013 08 10 Millie s Store 2572642141 Checkpoint Read 10 30 11 00 4 Parkside High Wycombe HP144XJ 01494 484711 Anthony Miller Sat 2013 08 10 Millie s Store 2572642141 End Visit 11
42. ess to everything that has been undertaken at their site 5 1 4 Active check box Leaving this box unchecked makes the Customer inactive and not available to the SmartTask Attend application Q Customers cannot be deleted they can only be deactivated 5 1 5 Saving the new Customer Complete the fields and press the SAVE button in the Command bar to save the details for the new Customer The Customer list screen will then be displayed with the additional new Customer The Cancel button will clear the data from any fields which have been completed without saving LOG OFF Om Q CUSTOMERS DIARY op GJ Op NEW CUSTOMER x cance or cop Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 16 5 1 6 Printing QR Codes With both adding and editing a Customer or from the Customer list a QR Code can be created for that Customer based on the unique Reference number by pressing QR CODE in the Command bar This will open a popup window or a new tab depending on how the internet browser is configured From there the QR Code can be printed using the internet browser functionality LOG OFF Q USERS Q CUSTOMERS DIARY REPORTS Gi IMPORT EXPORT Op NEW CUSTOMER SAVE x can QR CODE 5 2 Edit Customer To edit any information for a Customer highlight the Customer in the list by clicking on the record and press EDIT in the Command bar or double click on the required ro
43. have been made select the SAVE icon and the information will be saved Version 3 0 GENERIC August 2013 O Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 21 6 Diary The Diary shows details of Users shifts and or visits to Customers in a calendar format LOG OFF 2 USERS CUSTOMERS DIARY C REPORTS IMPORT EXPORT DIARY 2 REFRESH DU ASMSEXCEL SETTINGS Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 22 6 1 Diary Display A variety of views are available within the diary functionality e Day view e Week view e Month view e Timeline view View selection C Wes LOG OFF USERS CUSTOMERS DIARY REPORTS IMPORT EXPORT DIARY 2 REFRESH D ASMSEXCEL SETTINGS D Users gt today 7 26 june 2012 DAY WEEK MONTH TIMELINE all day 12 0027 Week view can be viewed as either 5 or 7 days Time period displayed Timeslot can be 15min 30mins 1hr and affects the time display on the vertical axis of the Diary SETTINGS Week If this box is unchecked the OS5days 7 days zl appointment display will be rounded SE KAES Scale Tate m View exact appointment period Appointment types up to the nearest timeslot period Select the check boxes of the appointment type s to be displayed Shifts and or Visits Checking the name box will select b
44. he control bar at the top of the screen to add a new User O LOG OFF Q USERS CUSTOMERS DIARY C REPORTS ROSTER IMPORT EXPORT ACCOUNT NEW USER SAVE Di CANCEL All fields marked are required Contact e e S i Forename Surname First name login information and Start and End Shift postcodes are ad compulsory fields Telephone Email D Notification Email Custom fields Custom Field 1 Custom Field 2 Custom Field 3 Custom Field 4 The Active check box makes the User Password Confirm password General Active Inactive Shift Start amp End Postcode O Active Passwords must be a minimum of 4 characters ES Administrator O Task performer O Roles assign the level of privilege a User has 4 2 1 Compulsory fields First name login and password and Start and End Shift Postcodes marked are required fields If the User tries to save the record without any of these fields an error box appears and any incomplete compulsory fields are flagged Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 10 4 2 2 Active check box Leaving this box unchecked makes the User inactive and prevents log on If a User is no longer employed or is on holiday or off sick the Administrator may wish to make their login inactive Inactive accounts can be subsequently made active again see section 4 4 Activating amp deactivating User logins 4 2 3
45. hifts and Visits for User Emma Tindall e Shifts are coloured purple e Visits are coloured orange e Appointments Shifts or Visits which have a start and an end recorded have a green line above them e Appointments which are currently open or for some reason have failed to have an end recorded have a red line above them e Full information concerning the appointment can be displayed in a popup box by clicking on it Q If the cursor is moved off the popup box it will be removed from the screen in a few seconds To keep it on the screen keep the cursor within the box Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 24 ADMIN LOG OFF USERS CUSTOMERS DIARY REPORTS IMPORT EXPORT DIARY REFRESH AS MS EXCEL 9 00 R e VISIT 9 3087 Emma Tindall Time slot Scale Appointment types Start Visit 05 March 2012 10 0 10 004 i 7 End Visit 05 March 2012 10 41 Kb IC Duration 00 3 10 302 Billy Weston 11 00 7 Customer code 263 669349 44 Coombe Lane 11 30 High Wycombe HP14 40x Custom Field 1 Custom Field 2 12 00P Y 12 30 David Fox 1 00 Gary Adams D pm 8 1 30 Kate Dennis 2 00P Keith Emery Kevin Davis 2 30 3 00PM DIARY 2 REFRESH SETTINGS To download the displayed data into Microsoft Excel press the Download AS MS EXCEL button in the Command bar The file can be opened or saved to a specified loc
46. leted outside of the On Time window but is within the Acceptable time window the Roster entry on the Live View page will turn Amber Default time window 15 minutes either side of the actual roster entry time Late When a Roster entry has not been completed within the On Time or Acceptable windows the Live view page will display these as Red late F A Calendar automatically refreshes to show the available time slots for the relevant User Customer this helps to alleviate any conflicts with existing roster entries G After creating the Roster entry selecting the Submit arrow will automatically open a proposed New Roster Entries page showing the Roster entries you have created and if any conflicts exist that require action PROPOSED NEW ROSTER ENTRIES PROPOSED CONFLICTS Back to new roster ES ER Existing Keep User Alias Activity Known as When expected Conflict Group Last modified Modified by o Trevor Snaith TS001 Start Visit TS Security Wed 2013 08 07 09 00 A a Trevor Snaith TS001 Start Visit TS Security Wed 2013 08 07 09 00 A 2013 08 07 16 04 PS06 testing a Trevor Snaith TS001 End Visit TS Security Wed 2013 08 07 14 30 sed roster entries The Keep Column Indicates whether The Group column indicates if a Roster entry has been created as part of a Group this applies only when using the repeat Instance functions the user wishes to keep the roster 8 H entries unchecking the checkbox will remove the r
47. nate of the device if a GPS signal is available USER TRACKING REFRESH 8 As MS Ex User Name Custom Field 1 Custom Field 2 ft Y T David Fox Emma Tindall Gary Adams Kate Dennis Keith Emery i Pla Select day on which Select a single User th So SE Lesley Thompson e positions are to whose visits are f Louise Bradley be mapped for the reduire erme Mary Appleby selected User Mercy Williams Mobile Mobile2 Once the correct date range is selected press the arrow button to create the report To download data for manipulation see Map display functions OMOFO LOG OFF USERS US MERS DIARY REPORTS IMPORT EXPORT USER TRACKING REFRESH D AS MS EXCEL Section 7 6 Downloading Reports Emma Tinda 08 March 2012 lt POINT AKT wee Gi Ne Automatic Seen i Bledlow Ridge Z Chiltern Hills 3 A Bradenham E AN RESPONSES COORDINATES 16 14 zx Amersham ete To J little Holmer Green WE Chalfont ww p n Ba II amp ss po Shirburn end visit ae a a o d i jr d e P y Emma Tindall 3 Winchmore Hill 4 gton 2 05 March 2012 14 36 E H s Tylers Green S d E Meena Hindocha coo N Common Customer code 3138534300 P G Ny 3 Penn Chalfont St Giles Noreg 73 Whitelands Road elef ae DCH VA DS no reen A413 OT Greenfield High Wycombe bey d Ni My WP 2480 i da e DN Seer Green
48. ng the Web Client The reporting function allows the creation of full attendance records including number of visits and total time of visits Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 4 About this guide This guide explains the key activities with step by step visual instructions to support your recent training and like stabilizers on a bike the intention is for you to keep it with you until you feel confident enough to throw it away or file it Hints Q Hints and tips are provided throughout the guide as nuggets of information that aid your understanding of how SmartTask Attend works Warnings A Warnings are there to help prevent you from making unconscious mistakes Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 5 SmartTask Attend Web Client 2 Log onto SmartTask Accessing the system is via log on eleme a Please enter your login details to continue Acco WAL key Login name Ble Kg D Sov d Enter login details amp click Log on 2 1 Initial Administrator log on SmartTask is installed with an Administrator login to enable initial access to the application It is recommended that the Administrator account is not used for working practice Additional users with Administrator privilege should be created see Section 4 2 Creating User logins This
49. nnnenennunnnnnenennenenenennunnnnnenennunnnene 19 5 7 EDITING A CUSTOMER CHECKPOINT ND 21 Version 3 O GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 2 6 H LLT 22 6 1 DIARY DISPLAY rerenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenene 23 6 2 NNN NN 24 6 3 APPOINTMENT DISPLAY eerununvnvnnennnnnnnnnnnnnnnnnnnnnnnnnennnnunnnnnennnnnnnnenennunnnnnennununnnenennunnnnnennnnnnnnenennunnnnnennununenenenee 24 6 4 DOWNLOADING APPOINTMENT DATA 25 7 REPORT EE 26 7 1 SUMMARY VISITS REPORT ENE denne EE NE EA NE 27 7 2 DETAILED VISITS REPORT ae 28 7 2 1 Detailed Visits Report by USers cccccccssesecccnssseecccsnseecceseusseccssuuseecsssuuneecessuuneecsssuuasesesaaueeesssaansees 28 7 2 2 Detailed Visits Report by US OP je 30 723 Detailed Visit Report Tee 31 7 2 4 Mapping Detailed Visit Report 33 7 3 UER TRACKING NN 34 7 4 EXPENSES RrpORT 36 75 MS 37 7 6 DOWNLOADING REPORTS nenenennenunnnnnnnnunnnnnnnnnnnnnnnnnnnunnnnnennnnnnnnenennunnnnnennununsnenennunnnnnennenunnnenennunnnnnennunenenenenee 38 8 ROSTER AND LIVE VIEW ccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccecccccccccccccccccccccccccccccccccccecccs 39 8 1 PO E 39 LL NT VIG de 39 LS 40 ol DION VIEW TE 40 FT NENNE 41 DL 000 Ga e REE EEE EE EN 43 ER e E ge EE 45 EE e E SG cs EE 47 8 2 LIVE VIEW se
50. o uk 16 USERKDOD1 Dennis Kate 44 0 797 9000004 Team B Yes Kate kate dennis example co uk 17 USERKEOO1L Emery Keith Team D Yes Keith 18 USERKDO01 Davis Kevin 44 0 797 9000020 Team B Yes Kevin kevin davis example co uk 19 USERLTOO1L Thompson Lesley Team D Yes Lesley 20 USERLBO01 Bradley Louise 44 0 797 9000014 Team C Yes Louise louise bradley example co uk 21 USERMAOO1 Appleby Mary 44 0 797 9000001 Team C Yes Mary mary appleby example co uk 22 USERMWOO1L Williams Mercy 44 0 797 9000009 Team A Yes Mercy mercy williams example co uk Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 13 5 Customers On clicking the Customers button a list of all the SmartTask Attend Customers is displayed The functionality for displaying the data required is the same as for Users See Section 4 1 Viewing the data Group by bar USER DEMO ANTHONY MILLER LOG OFF USERS CUSTOMERS DIARY REPORTS ROS ER IMPORT EXPORT ACCOUNT CUSTOMER Dam Lei Drag a column header and drop it here to group by that column me REFRESH EI AS MS EXCEL Information icon click to give tooltip with further Customer data Code Known as Contact surname Contact forename Telephone dress line 1 Postcode Custom Field 1 Custom Field 2 ANive TY Y Y TY Y 0 1558483955 Ball Laura 01494 620434 Greenwood HP15 6BQ D 7849663030 Banerjee Poornima 01494 595240 8 Heath
51. oe s Banana Shop Fri 2013 08 09 12 30 D guard Start Visit motorola Fri 2013 08 09 15 30 o guard Start Visit motorola Sat 2013 08 10 15 30 o guard End Visit motorola Sat 2013 08 10 15 45 o guard Start Visit motorola Sun 2013 08 11 15 30 o guard End Visit motorola Sun 2013 08 11 15 45 Copyright 2011 2013 Skillweb All rights reserved Highlight the Row s which are not required and then select the Delete icon from the command bar The Delete icon will always remain unselectable until a row is chosen any roster entries that are in the past cannot be deleted A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS ES DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW 4 app 2 REFRESH asme eme cione er Gore DIARY VIEW I Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not D User Alias Activity Known as Checkpoint name When expected Conflict Group LI PS06 testing Start Visit Joe s Banana Shop Fri 2013 08 09 10 00 LI PS06 testing End Visit Joe s Banana Shop Fri 2013 08 09 12 30 D guard Start Visit motorola Fri 2013 08 09 15 30 D guard Start Visit motorola Sat 2013 08 10 15 30 ei D guard End Visit motorola Sat 2013 08 10 15 45 vi D guard Start Visit motorola Sun 2013 08 11 15 30 vi D guard End Visit motorola Sun 2013 08 11 15 45 Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 47
52. on the map that A are downloaded Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 38 8 Roster and Live View The roster and Live view features offer a comprehensive scheduling and monitoring system to the SmartTask Attend product Easily Create Roster entries for Users and Customers and monitor the completion in real time the live view monitoring page can be detached from the main website into a new window 8 1 Roster From the main Application bar on the web client select the Roster icon O LOG OFF 2 USERS CH CUSTOMERS DIARY C REPORTS ROSTER IMPORT EXPORT ACCOUNT LIVE VIEW ROSTER VIEW After hovering over the icon the Live View and Roster View selections become available 8 1 1 Roster View Selecting the Roster View option navigates the User to a new page displaying any current Roster entries in a grid format A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT ROSTER VIEW 4 ADD 2 REFRESH D ASMSEXCEL SETTINGS G 7 gt DIARY VIEW Filter 2013 08 07 08 10 All Users All Customers Activities Start Visit End Visit Checkpoint Read Holiday Sickness In conflict or not D User Alias Activity Known as Checkpoint name When expected Conflict Group o guard Start Visit motorola Wed 2013 08 07 15 30 o guard End Visit motorola Wed 2013 08 07 15 45 o guard Start Visit motorola Thu 2013
53. orded and uploaded to the Web Client where they can be displayed in real time and used for reporting and analysis SmartTask Attend is a modular based product and is available in several configurations which can be purchased to fit the individual needs of an organisation Modules include 1 Attendance 2 Incident reports 3 Customer portal 4 Rostering 5 GPS Contact Skillweb for more details Tel 08700 707077 or email info skillweb co uk 1 1 The Concept By using the latest Near Field Communication NFC technology installed on a simple mobile phone Users can simply swipe their phones on NFC tags or labels unique to the Customer to record arrival departure and Checkpoints which are sent back to the Web Client in real time NFC tags can be encoded using the SmartTask Tag Writer Application Alternatively the application can be installed on a mobile phone which has camera functionality to capture QR Codes on location SmartTask Attend captures the image and sends the encoded data back to the Web Client It is also possible to use SmartTask Attend with neither NFC tags nor QR Codes by manually inputting the required information to record arrival or departure from a Customer location Even in areas with little or no connectivity SmartTask Attend is able to store and then send the information once a connection is established with the mobile device The administrator is able to view the daily visits for Users as they occur usi
54. oster entries at the time of saving Conflicts are shown when an existing roster entry clashes with a new roster entry when this occurs the user is able to choose whether to keep the The Existing Column is only new entry or to delete at the time of applying the populated if a conflict is found changes within the proposed roster entries a tick will display against a roster entry that has been created previously Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 42 Selecting the Save Proposed Roster Entries will save the entries and prompt the user if they wish to add more entries Select the Arrow to return to the Add Roster page or select the close icon to return to the main browser window E CLOSE PROPOSED NEW ROSTER ENTRIES The Roster entry changes have been applied O roster entries updated 2 roster entries added O roster entries removed Ge more roster entry changes 8 1 5 Roster Edit Editing Roster entries is completed from the Roster Grid view default view when selecting Roster View to Edit an existing Roster entry or entries If multiple rows are selected at the point of entering the Edit screen then all rows will be updated with the new changes Select the relevant row s on the grid and then press the Edit icon from the command bar A USER ABC PS06 TESTING LOG OFF USERS CUSTOMERS E DIARY REPORTS ROSTER IMPORT EXPORT ACCOUNT
55. oth Name Shifts Visits Custom Field 2 The filters can be used to display only Cukor freee those Customers in the list that satisfy specified criteria Dad Eo Emma Tindall Select the check boxes of the Users to Gary Adams be displayed The filters can be used Kate Dennis to display only those Users in the list that satisfy given criteria Keith Emery ae Dag KEVIN Leavis Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email infoQskillweb co uk 23 6 2 Diary settings Click on the User s check box to select it in addition to those already selected Clicking anywhere Q To select a range of Users hold the Shift key and select the User at the top and bottom of the on a row will select that row and deselect any rows previously selected required range When the settings are selected e To remove the Settings box and display the data press the tick button e To remove the Settings box and cancel any setting changes press the close button e To keep the Settings box on the screen and display the data press the REFRESH button in the Command bar While the Settings box is on the screen the SETTINGS button in the Command menu is highlighted with an orange surround The box can be removed without any changes applied by clicking this off 6 3 Appointment display The example below shows a 5 day week view of S
56. ra smart task User Attend Guide SmartTask Attend Web Client Also see the SmartTask Attend Mobile Device User Guide Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk Contents 1 INTRODUCTION WEE 4 1 1 HEEN 4 ABOUT THIS CR TR EE 5 2 LOG ON TO SMART TASK EEN 6 2 1 INITIAL ADMINISTRATOR LOG ON 6 2 2 FEET ekte als saksen 6 3 WELCOME SCREEN PRE NM EEN Een ge 7 3 1 SMARTT ASK APPLICATION BAR EEN 7 3 2 THE COMMAND BAR eee 7 3 3 TOP hv 8 4 VER La 8 4 1 VE TENNE 9 NNN 9 EE eet 9 TN 9 TTV 9 4 2 FAVNE 10 TT NNN NN 10 MIT a NT 11 TD NENNE 11 JAR 11 425 Saving Nhe new Usel E 11 4 3 PDI U ER A COUNT ET 12 43 1 Active CHECK ge EE 12 4 4 ACTIVATING amp DEACTIVATING USER LOGINS renenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenene 13 4 5 DOWNLOADING USER DATA 13 5 CUO TOMMERS EN 14 5 1 CREATING A NEW LUSTOMER 15 51 1 Compulsory CIOS EEE neds 15 SC POC 008 E 16 Dede CUSTONIGR LOO OM E 16 N NENNE 16 S15 SNOEN 16 5 1 6 Printing QR Codes mme 17 5 2 TUNE hv 17 53 ACTIVATING amp DEACTIVATING CUSTOMERS sssssssessssesessesessesesoeseseesrsersrsoesrrerserersrrorereersererserorsorersorerseesrseeeee 18 5 4 DOWNLOADING CUSTOMER DATA sammenrasket enes eee kennelen aeaivnsdaketensnan 18 5 5 GEN 18 5 6 CREATING A CUSTOMER CHECKPOINT assuenunnnnnennnnnnnnnnennnnnnnnnnnnnunnnnnennnnnnnnnnennunn
57. red by clicking on the start date and the end date required for the report The selection will be highlighted blue O LOG OFF Q USERS O CUSTOMERS DIARY EI REPORTS IMPORT EXPORT SUMMARY VISTIS REFRESH 8 AS MS EXCEL Date range To move forward or backwards in weeks or months use the arrows at the top of the calendar 23 d ie 1 dE ZG amp PR ETNE 2 tHe Se E 3 SH Z P Bh Ewa aia DER As MD 6 B 199 0 A 2 B 24 33 1 LI IS 19 20 23 2 Zi 5 2060 27 2B 3 3 31 S 4 28 JI 38 2 28 32 30 31 Once the correct date range is selected press the arrow button to create the report Press the Back button to navigate back to date range To download data for manipulation Section 7 6 Downloading ee ADMIN LOG OAF USERS GUSTO 2 DIARY REPORTS IMPORT EXPORT SUMMOAY VISTIS 2 REFRESH AS MS EXCEL ES 05 March 2012 11 March 2012 ee EI 02 03 55 fi j User name Contact name Customer code Visits Total time of visits Mercy Williams Isabella Hodgson 1536991168 2 01 33 David Fox Laura Ball 1558483955 3 02 58 David Fox Abigail O Brien 1583676192 2 01 36 Emma Tindall Atul Chaudhary 1782217936 2 00 13 Emma Tindall Alfie Duffy 1904754985 3 02 34 Mercy Williams Morgan Godfrey 1950764647 3 02 28 Emma Tindall Sophie Welch 2236220030 3 01 43 Mercy Williams Makena Okoro 2289192597 2 01 17 Mercy Williams Millie Moran 2402496178 3 02 00 David Fox Harry Kennedy 2487524395 2 01 36 David Fox Samir Jaffri
58. sososonenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenene 48 8 3 RENN 50 EE IOS CE erer kg ORRE EE EE 50 S32 Roster Exceptions RENO cicinsisccadsoicesssveascrasinavonaieasnidebinauededtaanisns dE e Sieger det 51 9 MOT EXPOR I NNN 53 9 1 IMPORTING MNA 53 9 2 EXPORTING DATA EE 54 V ET NN 54 11 SYSTEM SUPPORT INFORMATION cccccccccccccccccccccccccccccccccccccccccccccccccccceccccccccccccccccceccccceccecceccccceecs 54 12 EMAIL ALERT TEMPLATES ccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccceccccceccccccecs 55 13 SMARTTASK MODULES MORE DETAILS ccccccccccccccccccccccccccccccccccccccccccccccccccccccccceccecceccecccccecceecs 55 QR Code is a registered trademark of DENSO WAVE INCORPORATED Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 3 1 Introduction SmartTask Attend is a simple to use proof of attendance solution The SmartTask Attend application is designed to capture data events when they happen accurately quickly efficiently and is specifically designed to take some hassle out of the working day The mobile devices running SmartTask Attend simply record the time spans of the User s shift and the visits they make to individual Customers during that shift The start and end of shifts and visits are rec
59. the mapping tab Map display functions all the pins are visible on the screen DETAILED VISITS TRACKING rfs o ES POSTCODES EA COORDINATES RA 2 e Walters Ash j Ar Ag 2 2 Automatic JG Great me RK ca N O J 8 Holmer Green HP14 3EG f NET e ei e A40 Shi bt S N S Omm 7 e GI Hazlemere 3 David Fox Winchmore Hill Pao ton Se West Wycombe S f Start Visit 08 March 2012 09 45 on N P J Tylers Green B i 08 March 2012 10 17 Sieme A Peet ee ena d j Duration LIT 2 Kaka A Ny ae 3 Penn Comm EH e E Cresse SG EE Kennedy ia de Knotty Green Estate EN 8455 code 2487524395 gt Denon Sieg ustomer code KS N Seer Gri 23 Iw Place beten Pr Qs Beaconsfield Ora Cookley Green High Wycombe WTA A35 S Ki Park Corner SES HP13 SYN Orra LOG Users David Fox Emma Tindg 05 March 2012 10 March 2012 Chiltern Hills wr Q Rockwell End Clicking on a map pin will display Clicking on a pin down the left side a popup box with information of the map display will re centre the map around that position about that appointment Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 33 7 3 User Tracking This tool provides a visualisation of where Users have been by displaying pins on a map Each time a Shift or Visit is started or ended the mobile device captures the GPS coordi
60. umn name into the blue bar above the column names The data can be grouped by more than one field To remove the grouping either click on the Close icon next to the column name or drag the column name out of the Grouping bar 4 1 3 Filter by Each column can be filtered by keying the required filter parameter into the filter box and clicking on the filter icon This gives a drop down box of filter functions Select the required function and the data is filtered leaving only the data that satisfies the criteria To remove the filter click on the filter icon and select the NOFILTER function 4 1 4 Information icon The information icon when clicked on gives further information that is not displayed on the screen within a tooltip box see Section 3 3 Tooltips Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 9 4 2 Creating User logins The system requires User logins to be set up with the necessary privileges to allow Users to log on to the SmartTask Attend Web Client and or mobile device As mentioned in Section 2 1 Initial Administrator log on the Administrator login should not be used for working practice and additional Users with Administrator privilege should be created at initial system set up O LOG OFF 2 USERS O CUSTOMERS DIARY REPORTS IMPORT EXPORT O ACCOUNT CUSTOMERS REFRESH AS MS EXCEL A Select the ADD button from t
61. under the application bar which appears when a core function button is pressed in the application bar It provides access to actions relevant only to that function Each action button has a brief textual description to its right hand side Within Users view the Command bar displays REFRESH OH AS MS EXCEL Within Customer View the command bar displays CUSTOMERS 4 app beis f cHeckpaints 9 acme EI REFRESH AS MS EXCEL Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 7 3 3 Tooltips Some items within SmartTask Attend display short tooltip information about their function when the cursor is placed over them hover tooltips Other items when clicked on such as the Information icon in the User and Customer lists and appointment boxes in the Diary display a tooltip box with further information If the cursor is then moved away they will be removed after a few seconds However if the cursor remains over the tooltip box it will remain on the screen ADMIN LOG OFF USERS CUSTOMERS DIARY REPORTS IMPORT EXPORT GI rerrResH 1 ASMSEXCEL SETTINGS 9 002 i 4 9 302 Emma Tindall art Vis 6 Marct 10 003 End Visit 06 March 20 Visit Emma 10 3087 Tindall for Ella Duratic Burton Ella Burton 11 008 stomer code 005075 11 305 12 00 12 30 1 00P 1 30 2 30 ett som Es lesen i TTT CL 4 Us
62. w O LOG OFF Q USERS O CUSTOMERS DIARY C REPORTS IMPORT EXPORT O ACCOUNT EDIT CUSTOMER sae CANCEL QR CODE All fields marked are required Contact Company name Customer code 4811319926 Forename Address line 1 Alicia 59 Lorraine Close Middle name Address line 2 Surname Town Brady High Wycombe Telephone County 01494 673767 Email Country aliciabrady example com Postcode HP13 7JY Custom fields Custom Field 1 Custom Field 2 Custom Field 3 Custom Field 4 Make the necessary changes and press SAVE in the Command bar to save the changes or CANCEL to discard any changes made and navigate back to the Customer list Version 3 0 GENERIC August 2013 Skillweb all rights reserved Contact 08700 707077 or email info skillweb co uk 17 5 3 Activating amp deactivating Customers The Active column in the Customer list displays the Active status a green tick denotes active and a red cross denotes inactive Select the required Customer and press the ACTIVE button in the command menu to switch the current status ADMIN SP LOG OFF USERS CUSTOMF DIARY REPORTS IMPORT EXPORT CUSTOMERS 4 app 2 cor GI REFRESH AS MS EXCEL S Code Contact surname Contact forename Telephone Address line 1 Postcode Custom Field 1 Custom Field 2 Active Y Y T T T 1 T T 2572642141 Ahmed Millie 01494 484711 4 Parkside HP14 4XJ D H 7849663030 Banerjee Poornima 01494 595240 8 Heath End Road HP10 9EW D

User Guide

Contents

Download Pdf Manuals

Related Search

Related Contents