Configuring Mobile App Check In/Out and Record kms by Service
When using the SupportAbility Mobile App, there is an option available for Staff Members to Check In and Out of their shifts, as well as record Private and Company Kilometers should they need to.
However, Mobile App Check In/Out and Record kms must first be configured for each of the Services this is required for, as this is off by default in all SupportAbility installations.
For more information about this functionality, we recommend reviewing the following articles (linked at the end of this article) ahead of configuring this, as enabling this functionality may result in a change to your current workflows:
- How to Check In/Out and Record kms using the Mobile App
- Viewing Mobile App Check In/Out data and Recorded kms in the Web App
This article outlines how to configure the ability for Staff Members to Check In and Out of the Mobile App and how to configure the ability for Staff Members to Record kms using the Mobile App by Service.
Privileges: Edit System Preferences
Audience: Authorised Customer Representatives, System Administrators
Summary
The following list summarises the content within this article. Click on the links below to take you to the relevant sections:
Configuring Mobile App Check In/Out by Service
To configure the ability for Staff using the Mobile App to Check In and Out of their shifts, navigate to the 'Services' tab of System Preferences.
An option is available under the 'Settings' section for each Service called Mobile App - Check In/Out:
Select the 'Change' button for this setting to configure this setting for each of the required Services:
Record Time
When 'Record Time' is configured and saved:
Staff will be able to Check In and Out of their shifts associated with this Service using the Mobile App:
SupportAbility will display the date and time that the Check In/Out was recorded in the 'Check In/Out and Recorded Kilometres' window accessible in the Staff section of the Activity record via status flags in the Web App, e.g. Check In at 10:32 am:
It is important to clarify that Check In/Out does not automatically update the Staff Members' shift times. If the Staff Member's shift time needs to be updated based on this, this can be synchronised as required manually by selecting the recorded button, which will customise their shift time.
Please see the Viewing Mobile App Check In/Out data and Recorded kms in the Web App article linked below for more information.
Record Time and Location
When 'Record Time and Location' is configured and saved:
Staff will be able to Check In and Out of their shifts associated with this Service using the Mobile App, as outlined above. However, they will be prompted once that authorisation is required for SupportAbility to access the location settings of their device for Check In/Out:
Once Proceed is selected, SupportAbility will request access to the device's location settings. Please see the Location settings section of the How to Check In/Out and Record kms using the Mobile App article for more information.
Once location settings have been granted and the Staff Member Checks In/Out of their shifts, SupportAbility will display the date and time, as well as the location in the 'Check In/Out and Recorded Kilometres' window accessible in the Staff section of the Activity record via status flags in the Web App, e.g.:
As outlined above, it is important to clarify that Check In/Out does not automatically update the Staff Members' shift times. If the Staff Member's shift time needs to be updated based on this, this can be synchronised as required manually by selecting the recorded button, which will customise their shift time.
There may be instances where SupportAbility is unable to access location data, please see the 'Check In/Out Locations' section of the Viewing Mobile App Check In/Out data and Recorded kms in the Web App article linked below for more information.
Configuring Mobile App Record kms by Service
To configure the ability for Staff using the Mobile App to Record kms associated with their shifts, navigate to the 'Services' tab of System Preferences.
An option is available under the 'Settings' section for each Service called Mobile App - Record kms:
Select the 'Change' button for this setting to configure this setting for each of the required Services:
Once this is turned on and saved, Staff will have the ability to Record kms - Private and or Company kms, associated with their shifts using the SupportAbility Mobile App, e.g.:
SupportAbility will display the Private and/or Company kms in the 'Check In/Out and Recorded Kilometres' window accessible in the Staff section of the Activity record via status flags in the Web App, e.g. 20 Private kms:
It is important to clarify that any kms recorded in the Mobile App do not automatically update the kms in the Web App.
If this needs to be updated in the Web App, this must be updated manually in the ‘Check In/Out and Recorded kms’ window in the Activity record by selecting the recorded button. Once confirmed, the Company/Private kms fields are updated in the Web App to align with this.
Please see the Viewing Mobile App Check In/Out data and Recorded kms in the Web App article linked below for more information.