Employee Settings

Label	Description
Allow Employees To Add Customers In Route Through Mobile App	Allows the field executives to add the route plan from the app.
Allow Employee To Sign In Only In Work Location WithIn	Allows you make it mandatory to sign-in at the client's place only within the defined radius
Enforce capturing sign out Form while signIng in, if missed due to auto sign out	Allows you to capture a form even when an auto-sign out happens on the previous day
Try Geo Tagging Activities For	Allows you to restrict check-in to the same customer until a defined duration is elapsed after check-out.
Activity Geo Tagging Settings	Allows you to configure different location services conditions for an employee to perform activities in the mobile app.
Try fetching location using alternate provider	Allows you to rely on the location services of other location providers if the Track and Sync settings are not available.
Enforce Activity Geo Tagging Settings	Allows you to hide the location fetching dialogue in the mobile app.
Force Employee to wait while geo tagging the Form	Allows you to force the user to wait until location fetching is done. The form is not geotagged if the location is failed to fetch.
Geo Tagging Accuracy For Activities	Allow you configure location accuracy.
Enable Adding Customers To Day Plans	Allows you to enable employees to add customer to a day plan
Enable Deleting Customers From Day Plans	Allows you to enable employees to remove customer from the day plan. Note: This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5
Enable Deleting The Entire Day Plan	Allows you to enable employee to delete day plans Note: This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5
Mark Day Plan Visit Completed By System On Check In To A Customer	Allows to automatically mark customer visit as completed when check-in happens at customers location. Note: This setting is applicable from on or higher versions of Android Mobile app 4.0.12
Modify Completed Visits In A Day Plan	Allows you to enable employees to modify completed visits in a day plan. Note: This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5
Complete Past Assigned Routes	Allows employee to update and complete past assigned routes.
Complete Future Assigned Routes	Allows employee to update and complete future assigned routes.
Enforce Sign-In To Perform All Activities	Allows you to enforce employees for a mandatory signin for all activities in a day.
Check-out Customer on Sign-Out	Allows a check-in customer to auto check-out if the signout is not done.
Alert Works To Be Performed Before	Notifies the employees about Work.
Alert Any Delayed Works To Performed Immediately	Notifies the employees about the delay in Work.
Notify when Geo Tagging Is Un Available	Notifies the employees about the failure in fetching a location.
Mandatory To Capture Employee Photo At Sign-In	Allows you to enforce the employees to capture a selfie at the time of sign-in.
Capture reason for Sign-In	Allows you to capture reason for Sign-In.
Restrict Screenshot capture from App	Allows you to restrict screen shot capture from App.
Do Not Allow User To Sign-In With Sync Pending Items	The mobile app does not allow users to sign in if tems are pending for sync.
Allow Employee To Select Planned Visit Time for Customers in a Day Plan	When this setting is enabled, the employees are given the option to schedule a specific time slot for customer visits. They can set both the start and end times for each customer visit. This feature allows employees to effectively manage their time and ensure a smooth and organized customer visit experience.
Allow Creating for Present day plans
Allow day plans to be saved as draft	When this setting is enabled, the employees have the option to save their day plan as a draft. This feature offers flexibility, allowing employees to make changes to their day plan based on their specific needs and requirements. They can modify the draft plan as necessary before finalizing and performing it.
Enable Day Plan Approval	Enabling this setting restricts employees from creating day plans without obtaining approval from their manager. Instead, employees are required to submit their day plans for manager approval. The day plan will only be created and assigned to the employee once the project manager approves it through the Day Plans module. When you enable this, you can enable the following settings: Can edit submitted day plans when it comes for approval: Enabling this setting grants the approver the ability to edit the submitted day plan. The approver can make modifications such as removing or adding customers to the day plan. This feature provides flexibility for the approver to adjust the day plan according to specific requirements. Can edit submitted day plans by submitter: Enabling this setting grants the submitter the ability to edit the submitted day plan. The submitter can make modifications such as removing or adding customers to the day plan. This feature provides flexibility for the submitter to adjust the day plan according to specific requirements. Can re-initiate flow when the submitter modifies the day plan after approval: Enabling this setting triggers the re-initiation of the approval flow in case the submitter makes modifications to the approved day plan. If any changes are made to the day plan that has already been approved, it will be automatically submitted for approval again.
Enable Auto Approval of Day Plans	Enabling this setting allows for the automatic approval of the day plan by the system. Once this setting is enabled, the day plan will undergo an automated approval process without requiring manual intervention from an approver.
Allow Gig User Creation	Enabling this setting allows you to create gig users. For more information, refet to Gig User. When you enable this setting, you need to specify the Gig User Logout Time. Gig User Logout Time: After the specified duration, the gig user will be automatically logged out from the mobile app.
Can Clone DayPlan	Enabling this setting allows employees to clone or duplicate other day plans during the creation process. When this setting is enabled, you can also enable the following setting. Can Clone Only Approved DayPlan: You can enable this setting only when you enable day plan approval. It allows the employees to clone only the approved day plans during the creation process.

Allow Employees To Add Customers In Route Through Mobile App

Allows the field executives to add the route plan from the app.

Allow Employee To Sign In Only In Work Location WithIn

Allows you make it mandatory to sign-in at the client's place only within the defined radius

Enforce capturing sign out Form while signIng in, if missed due to auto sign out

Allows you to capture a form even when an auto-sign out happens on the previous day

Try Geo Tagging Activities For

Allows you to restrict check-in to the same customer until a defined duration is elapsed after check-out.

Activity Geo Tagging Settings

Allows you to configure different location services conditions for an employee to perform activities in the mobile app.

Try fetching location using alternate provider

Allows you to rely on the location services of other location providers if the Track and Sync settings are not available.

Enforce Activity Geo Tagging Settings

Allows you to hide the location fetching dialogue in the mobile app.

Force Employee to wait while geo tagging the Form

Allows you to force the user to wait until location fetching is done. The form is not geotagged if the location is failed to fetch.

Geo Tagging Accuracy For Activities

Allow you configure location accuracy.

Enable Adding Customers To Day Plans

Allows you to enable employees to add customer to a day plan

Enable Deleting Customers From Day Plans

Allows you to enable employees to remove customer from the day plan.

Note:

This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5

Enable Deleting The Entire Day Plan

Allows you to enable employee to delete day plans

Note:

This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5

Mark Day Plan Visit Completed By System On Check In To A Customer

Allows to automatically mark customer visit as completed when check-in happens at customers location.

Note:

This setting is applicable from on or higher versions of Android Mobile app 4.0.12

Modify Completed Visits In A Day Plan

Allows you to enable employees to modify completed visits in a day plan.

Note:

This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5

Complete Past Assigned Routes

Allows employee to update and complete past assigned routes.

Complete Future Assigned Routes

Allows employee to update and complete future assigned routes.

Enforce Sign-In To Perform All Activities

Allows you to enforce employees for a mandatory signin for all activities in a day.

Check-out Customer on Sign-Out

Allows a check-in customer to auto check-out if the signout is not done.

Alert Works To Be Performed Before

Notifies the employees about Work.

Alert Any Delayed Works To Performed Immediately

Notifies the employees about the delay in Work.

Notify when Geo Tagging Is Un Available

Notifies the employees about the failure in fetching a location.

Mandatory To Capture Employee Photo At Sign-In

Allows you to enforce the employees to capture a selfie at the time of sign-in.

Capture reason for Sign-In

Allows you to capture reason for Sign-In.

Restrict Screenshot capture from App

Allows you to restrict screen shot capture from App.

Do Not Allow User To Sign-In With Sync Pending Items

The mobile app does not allow users to sign in if tems are pending for sync.

Allow Employee To Select Planned Visit Time for Customers in a Day Plan

When this setting is enabled, the employees are given the option to schedule a specific time slot for customer visits. They can set both the start and end times for each customer visit. This feature allows employees to effectively manage their time and ensure a smooth and organized customer visit experience.

Allow Creating for Present day plans

Allow day plans to be saved as draft

When this setting is enabled, the employees have the option to save their day plan as a draft. This feature offers flexibility, allowing employees to make changes to their day plan based on their specific needs and requirements. They can modify the draft plan as necessary before finalizing and performing it.

Enable Day Plan Approval

Enabling this setting restricts employees from creating day plans without obtaining approval from their manager. Instead, employees are required to submit their day plans for manager approval. The day plan will only be created and assigned to the employee once the project manager approves it through the Day Plans module. When you enable this, you can enable the following settings:

Can edit submitted day plans when it comes for approval: Enabling this setting grants the approver the ability to edit the submitted day plan. The approver can make modifications such as removing or adding customers to the day plan. This feature provides flexibility for the approver to adjust the day plan according to specific requirements.
Can edit submitted day plans by submitter: Enabling this setting grants the submitter the ability to edit the submitted day plan. The submitter can make modifications such as removing or adding customers to the day plan. This feature provides flexibility for the submitter to adjust the day plan according to specific requirements.
Can re-initiate flow when the submitter modifies the day plan after approval: Enabling this setting triggers the re-initiation of the approval flow in case the submitter makes modifications to the approved day plan. If any changes are made to the day plan that has already been approved, it will be automatically submitted for approval again.

Enable Auto Approval of Day Plans

Enabling this setting allows for the automatic approval of the day plan by the system. Once this setting is enabled, the day plan will undergo an automated approval process without requiring manual intervention from an approver.

Allow Gig User Creation

Enabling this setting allows you to create gig users. For more information, refet to Gig User.

When you enable this setting, you need to specify the Gig User Logout Time.

Gig User Logout Time: After the specified duration, the gig user will be automatically logged out from the mobile app.

Can Clone DayPlan

Enabling this setting allows employees to clone or duplicate other day plans during the creation process. When this setting is enabled, you can also enable the following setting.

Can Clone Only Approved DayPlan: You can enable this setting only when you enable day plan approval. It allows the employees to clone only the approved day plans during the creation process.