Sending Tasks to an Employee

Sending Tasks to an Employee

Each task is a directive to visit a location at a particular date and time, and perform actions or simply make a delivery.
Tasks can be assigned to employees, the system then checks what tasks have been completed, failed or completed with delay, how much time an employee spent completing a particular task, etc.

Please note that employees must be using X-GPS Tracker on their Apple or Android mobile phone for this feature to work. 

You can efficiently schedule tasks, reassign them to another employee/vehicles in case of unexpected situations, retrieve reports to see how the job was done, measure staff productivity, calculate costs and more.

Creating a Single Task

      1. Navigate to the 'Task' screen by first expanding the 'Field Service' tab, then click on 'Tasks'


      2. Click the '+' button in the top left-hand corner:
 
      3. Fill in the following fields:
            1 Task Name - it can be, for example, the name of the customer or a description of the task (Installation of equipment, Inspection of                              communications, etc.)
            2 Location - enter the address, place name, geographic coordinates or select a point on the map.
            3 Task Date & Time - Set the date and time range (from… to…) when the employee should visit the job site. If necessary, specify additional time values.
                  
Additional Time Values:
      Admissible Delay - the maximum time that an employee may be delayed. If completed within the delay time, the task will receive the status       “completed late”.
      Minimum Duration - the time that the employee must spend on the job site to complete the task successfully. The time of several visits is summarised.
      Ignore Visits Lasting Less Than - when calculating the minimum duration, visits shorter than those will be ignored.
            4 Employee - select an employee to perform the task. To make it easier to select them, use additional tools.

Additional Tools:
      Search in the List of Employees – start typing the name of the employee and only the corresponding employees will remain on the list.
      Sort by Distance – select the Distance tab to sort the list of employees by distance from the job location. The nearest employees will be shown at the top of the list.
      Work Statuses – consider the status of employees when assigning tasks to them.
 In addition to the basic specifications, you can also add the following:
5 Task description – specify the information that might be useful. For example, the name of the contact person.
6 Form – select which form the employee should fill in when performing the task.
The employee will only be able to fill in the form in the X-GPS Tracker app.
7 Tags – specify keywords or set tags to quickly find the necessary tasks in the future.


4. Click save to complete the task creation

If you have any questions, please contact support on 1300 735 797 or email support@connectfleet.com.au
            
                  

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