Check-in and check-out of the field team – Involves Stage - Help Center

APP: Involves Stage registers the entry and exit of points of sale in two ways in the system. The first is done through a manual check-in and check-out, done by the field employee in the app. The second way is registration of the entry and exit using the geolocation of the device, avoiding divergent data.

PREREQUISITES: POS registration, Itinerary registration.

When arriving at a point of sale, the field employee must check-in and, when leaving, check-out. Involves Stage registers the entry and exit in two ways in the system, making it easier for the back office team to monitor and manage the scheduled visits.

The first is done through manual check-in and check-out, done by the field employee in the app. The second way is registration of the entry and exit using the geolocation (GPS) of the device, avoiding divergent data.

Understand the difference between these two forms:

MANUAL REGISTRATION

The manual registration is made by the field employee through the Involves Stage app. For entry at a point of sale, they must access their itinerary and select the POS. You can configure it so that a photo is mandatory to confirm check-in in the access profile permissions for cellphones.

The check-out procedure is very similar, just press the exit button next to the name of the point of sale. You can also configure it so that a photo is mandatory to confirm check-out. If any activity is pending at a POS, the system sends a notification to the employee.

REGISTRATION USING GPS

Every entry and exit registration of a point of sale made by the app is validated by geolocation registration (GPS). It does not interfere with any activity on the cell phone and is done so automatically.

Check-in will take place when the employee approaches a point of sale and remains there for at least 5 minutes. The device's GPS will confirm the field rep's presence at the location and to do so, the GPS needs to be enabled and the point of sale geopositioned.

Learn how to activate the high precision mode of the GPS

The check-out is registered automatically as the employee moves away from the point of sale. By default, the distance radius is 200 meters, but it can be changed according to the needs of your operation.

The effectiveness of GPS registration depends on the planning of your operation. For example, if the point of sale is located at the entrance of a shopping mall and it is geopositioned to a very remote location, outside the GPS radius, the registration will not take place.