Field Worker Groups
- Field worker groups are a method of categorising Field Workers.
- These categories are primarily used for invoice line items.
- i.e. All Field Workers in a group will have a common invoice calculation.
Creating a Field Worker Group
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Open the Field Worker Group Management screen by clicking Admin Field Workers Field Worker Groups.
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Enter a name into the Field worker Group Name field.
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Add any Field Workers that should be a part of this group into the Field worker(s) field.
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Select Add Field Worker Group.
Deleting a Field Worker Group
1.*Select a Field Worker Group.
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Select the remove button.
Field worker Teams
- Field Worker teams are a method of grouping Field Workers.
- Typically, Field Worker teams represent actual work arrangements with multiple employees working under one team leader.
- Teams allow group basis stock tracking as well as team specific question modifications.
Creating a Field Worker Team
- Select the Field Worker that will become the team leader.
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Select the Teams tab.
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Select the Create New Team With This Field Worker As Leader button.
Adding Field Workers to a Team
- Select the Field Worker
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Select the Teams tab.
- Select the team by clicking the row.
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Select the Assign Field Worker To Selected Team button.
Deleting a Field Worker Team
- Select any Field Worker in the team
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Select the Teams tab.
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Select the Disband Team.
Important: This will destroy the team; if you want to remove a single Field Worker select Remove Field Worker From This Team.
Restricting Questions to Teams
- Field worker list questions can be restricted such that they only display Field Workers in the same team as the Field Worker answering the question.
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To enable this feature, check the Team Members Only Checkbox in the Question Properties.
Team Stock Management
- Team stock management is a way of accounting for stock on a team basis rather than on an individual Field Worker basis.
- For example:
- If a team member were to use products with no products allocated, they would have a negative value in a Field Worker report.
- In a team member report, however, the negative value from the Field Worker is simply added to the total for the team.
- This means if the team leader has 10 products allocated and a team member has used 2 i.e. has -2 products, the teams total will appear as 8.
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To view a team’s stock summary, select the Stock Summary report and select the Team option in the report type field.
