Location Monitor: Difference between revisions
No edit summary |
|||
| Line 13: | Line 13: | ||
To enable and configure Location Monitor, see [[Location tracking]]. | To enable and configure Location Monitor, see [[Location tracking]]. | ||
== Starting the | == Starting the monitor == | ||
Administrators and managers can view the gathered location data for each user on a map. | Administrators and managers can view the gathered location data for each user on a map. | ||
| Line 20: | Line 20: | ||
#* On Resco CRM server, select '''Location Monitor''' from the management console. | #* On Resco CRM server, select '''Location Monitor''' from the management console. | ||
#* On Dynamics, select '''Settings > Location tracking'''. | #* On Dynamics, select '''Settings > Location tracking'''. | ||
== Using the monitor == | |||
* If you want to observe changes in real time, check '''Live View'''. | |||
* If you want see past locations or planned appointments, modify the date and time. | |||
* If you want to see status of a person's appointments, TBD. | |||
<!-- * To select users for tracking, click '''Manage users'''. --> | |||
[[Category:Resco Routes]] | [[Category:Resco Routes]] | ||
Revision as of 13:34, 16 September 2019
The Location Monitor is a tool for managers and an important part of Resco Routes. It provides an efficient way to keep track of the field team’s current location in real time. It also offers insights into the past and predicted location of each team member and their assignments.
Key features:
- Web-based tool utilizing the map view to display real-time location and routes of field teams
- Time Shift – enables to see also the staff’s past location, as well as upcoming routes based on their schedule
- Drill down to individual team members to see in detail how and where they worked
Location Monitor is available with the following CRM:
- Dynamics (Woodford must be installed)
- Resco CRM server
To enable and configure Location Monitor, see Location tracking.
Starting the monitor
Administrators and managers can view the gathered location data for each user on a map.
- Log in to your CRM server.
- Start the application:
- On Resco CRM server, select Location Monitor from the management console.
- On Dynamics, select Settings > Location tracking.
Using the monitor
- If you want to observe changes in real time, check Live View.
- If you want see past locations or planned appointments, modify the date and time.
- If you want to see status of a person's appointments, TBD.