APPLICATION: Using the forms you’ll be able to define the tasks and reports for you Involves Stage’ operation. The information will be collected by your field team through those forms and they can be defined for price’s survey, competitors actions, shelf display availability etc.
Forms aren’t something unknown to your field team’s daily routine, since they are used to fill several paper forms at hand. Using Involves Stage, it’s possible to fill the survey forms in a more practical and easy way because in few steps the data inserted on the mobile app are sent and registered by the system. Therefore, your Backoffice team can access and track in real time your whole field team operation.
Forms are a group of questions that should be answered by the field team to generate a database for report extraction. All the information you want to extract from your field operation should be on them.
Therefore the answers on the forms should be defined by your Backoffice team on Involves Stage Web. You can customize each survey in accordance with your company’s reality and expectations, and it’s a crucial aspect while planning your operation since it requires a huge understatement of your business and the processes executed by your field team.
On the forms it’s also possible to set different fields to be filled in various formats, to define the order that they should be filled and the relation between them as well as set the validation rules, among other options. The most common ways to fill them out are:
- Whole Number
- Decimal Number
- Multiple Choice
You can define the most diverse forms, but the most usual ones are:
- Competition Actions
- Before and After Photos
- Survey Price
- In-transit costs
- Product Information
- Share of Shelf
- POP Merchandise
Involves Stage’s survey forms present relation to two concepts: Tasks and Reports. When creating a form it’s crucial to define whether it will relate to a Tasks Scheduling in which your employee will answer a survey exclusively scheduled for them, or if it will relate to Report Menu, so the information would be proactively sent by your field employees.
Report is the proactive way to your field team send necessary information about the point of sale. Usually, they report some issues or relevant information of the visited Points of Sale to your Backoffice team. Notice that this action is performed by your field team to your company and it’s set on their Report menu on Involves Stage App.
For instance, when encountering a competition action, your employee can report it through the app and photograph the action along sending further information. Other activities can also be reported: product’s damage or at the display point, out-of-stocks, products’ exp date etc.
Tasks are routine activities set by the Backoffice team that defines its sending frequency to the field team, whether daily, weekly or monthly. When scheduling a task, the system will automatically send it to your employee’s app. This action is performed by your company to your field team.
When scheduling a task, your company plans which forms should be answered in certain points of sale. Your employees then receive those tasks and will have a deadline to answer them according to the priorities set by the operation.
For instance, the tasks used to survey the products’ price every week, the ones used to send information about the number of boxes open daily, or to send photos of the shelf display, among others.
It’s not possible to schedule tasks on Forms menu, though you can on Tasks Scheduling menu.
The forms on Involves Stage have the Questions Template resource presenting all the questions already registered on the system. Using it, you can share questions related to a products’ structure presenting the same format and reference. Although, when editing a question previously entered, the changes will reflect on every form using them.
As soon you comprehend the whole form’s concept on Involves Stage, you’ll be ready to define and set the forms for your operation as well as scheduling tasks for you team. Learn more on the following posts: