Check-in performance monitoring
You can keep track of the field employee’s progress by setting up the check-in performance and verification parameters during visits. Use custom details, dynamic folders, or dashboards to display check-in results.
Creatio stores detailed check-in information including the source of received coordinates and the time of receiving the coordinates from GPS. Current time is indicated for the coordinates received in real-time while the time of caching is used for the cached coordinates.
Check-in verification setup
Use the following system settings to set up check-in verification:
-
“Use last known location of user” – This system setting enables mobile devices to use the field employee’s latest cached location and save it as the check-in location if the actual check-in coordinates are unknown. This usually occurs when sales reps perform check-in inside buildings, where GPS may be unavailable.
Note
Working with cached coordinates is available for devices on Android OS.
-
“Check-in verification range” – This system setting enables you to monitor whether the field employee performs check-in. It helps identify the acceptable discrepancy (in meters) between the field employee’s coordinates at the time of check-in and the coordinates of the corresponding sales outlet. Specified distance will be used for check-in verification.
Attention
If the range value is not specified, check-in verification will not be performed.
Check-in verification
Whenever a sales rep performs the check-in action, Creatio captures the current or cached coordinates of the latest field employee’s location and compares them to the account’s address coordinates. The allowable discrepancy between these coordinates is specified in meters in the “Check-in verification range” system setting.
The address marked as [Primary] is used for verification. The check-in is not verified if it was not possible to obtain the coordinates and if the value of the [Check-in verification range] system setting is not specified.
You can add the [Check-in and check-out performance result] detail based on the [Check-in and check-out performance result] object to display the check-in results and show the columns in the detail list on Creatio primary application page.
Note
Learn more about adding fields to record pages in the “Set up page fields” article.
-
If the GPS coordinates of the field employee and the visited account are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”. The “Check-in coordinates are within range” status will be displayed on the [Check-in and check-out results] detail.
-
If the discrepancy between the GPS coordinates of the field employee and the visited account exceeds the verification range, the field employee will receive the following message: “Check-in coordinates are out of range. Would you like to save check-in results?” If this result is saved, the check-in will have the “Check-in coordinates are out of range” status.
-
If the check-in verification is not possible (the address of an account is not specified or a field employee had no Internet connection during the verification process), the field employee will receive the following message: “Unable to verify check-in coordinates. Would you like to save check-in results?” If the check-in results are saved, the check-in will have the “Unable to verify check-in coordinates” status.
Getting check-in verification results
To track the check-in results, you can configure a dynamic folder in the [Activities] section, or a dashboard in the dashboards view of this section. An example of configuring the filtration conditions for all visits with unverified check-in (Fig. 13)
Fig. 13 Filtration conditions of all visits with unverified check-in
Note
For more information on grouping and filtering records, please see the following articles: “Folders,” “Dashboard tabs.”
Viewing map coordinates during check-in and check-out
To track the coordinates of the field employee check-in and check-out:
1.Open the visit page.
2.Click the 
button on the [Actions - Visit] detail (Fig. 14).
Fig. 14 Viewing check-in/check-our coordinates on the map
This will open a map with markers indicating the GPS coordinates of the visit location (account address) and the field employee during check-in and check-out (Fig. 15).
Fig. 15 Visit map with account coordinates, check-in, and check-out
The GPS coordinates will display on the map after the field employee checks in or checks out in the mobile app and synchronizes the mobile app data with the primary Creatio application.
See also
•Set up rules and actions of a field meeting
•Automate the planning of field visits through cyclic tasks
