The Monitor page allows manager users to track and visualize their employees' job site presence, mobile device usage, job and work order schedule statuses. Additionally, it provides on-demand access to the last known location of employees. Manager users can send messages to all employees in the field and track their real-time movements from the Map view as well.
How to reach the page?
Click on Monitor
You have landed on the main page of Monitor
A. Monitor Employees Main View
You can click the ‘Refresh’ icon to refresh the table contents.
Filter option allows you to filter employees based on :
All Devices, Tracking: Active, Tracking: Not Active, Suspended Employees, Job Statuses and Groups.
Click 'Add New' button to add a new Employees.
Click 'Message' button to send messages to selected Employees.
Click 'Bulk Suspend/Bulk Activate' to suspend/activate multiple employees at once.
Click 'Bulk Delete' after selecting to bulk delete multiple Employees at once.
Maps button will open the Map view in a window
B. Add New Employees
To Create a new employee : Click on ‘Add new’ button from the main page view
(For adding Individual Employee)
Add employee name.
Add phone number along with country code.
Select time zone.
Select a group for employee.
Select checkbox ‘View Service Terms’.
Select checkbox 'Opt-in & send App download link'.
Click on ‘Add’ to successfully add a new employee.
(For adding Multiple Employee)
You can add multiple employee's by uploading a CSV file
You can browse to choose CSV file or drag and drop CSV file directly.
Click on 'Add' button to upload the file.
Note : You can download sample CSV file by clicking 'Click here to download employee details CSV file'
C. Change Job Status
To change the job status:
Click on 'Change Job Status' icon on the action panel for the employee that you want to get the location for.
Change Job Status pop-up opens up.
Select the desired job status for the employee that you want to change to.
Click on 'Change' to save the same.
D. Get on Demand Location
To get an on Demand Location for an employee :
Click on 'Locate' icon on the action panel for the employee that you want to get the location for.
You will see a message stating "We are retrieving the location. Please wait for 30 seconds."
Once the location is fetched it will be updated in the Last Known Location column.
Note : The Employees/Devices needs to have an active Tracking Schedule to fetch the location.
E. Suspend Employees/Devices
To suspend a device:
Click on 'Suspend' icon on the action panel for the employee that you want to suspend.
You will see a pop up - “Are you sure you want to suspend Device?"
Click on ‘Yes’ to suspend.
Click on ‘Cancel’ to cancel.
To bulk suspend :
1. Select the checkboxes of the records that you want to suspend.
2. Click on ‘Bulk Suspend’.
3. You will see a pop up “Are you sure you want to suspend the selected records?”.
4. Click on ‘Yes’ to suspend.
5. Click on ‘Cancel’ to go back to the main view.
F. Delete Employees
To delete an employee and related details :
Click on the ‘Delete (bin)' on the action panel.
You will see a pop up - “Are you sure you want to delete?"
Click on ‘Yes’ to delete
Click on ‘No, take me back’ to cancel
To Bulk Delete employee's :
Select all the employee's that you want to delete
Click on 'Bulk Delete' to delete all the selected employee's
G. Send Messages to Employees
To send a Message to Employee/s :
Select the employee/s from the main table to whom you want to send a message.
Click on the 'Message' button at the top of the table.
Send Message pop-up opens up.
Select the message channel : SMS or In-App.
From the Message Templates dropdown you can select from the existing list of templates in the account.
Click on 'Send' to send the message.
If you have any other questions, please feel free to write to us at support@abaq.us