Location Monitor

Location Monitor in action

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.

Dynamics security requirements

Users of Location Monitor need permission to read the following entities:

• Visit entity (e.g. Appointment, Bookable Resource Booking) for all users (or more precisely for all users from Visit entity view specified in Woodford's location tracking setup)
• User entity for all those users
• resco_mobileaudit entity owned by those users

Add these permissions to your designated security role, or create a new one. In case of Field Service scenario, some related entities are also required.

Location Monitor doesn't create any data, but it saves user preferences to resco_usersettings entity. This should be also permitted (read/write user-owned records).

Starting the monitor

Administrators and managers can view the gathered location data for each user on a map.

1. Log in to your CRM server.
2. 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.