APP: Reporting is a proactive action of the field team to send information about the points of sale. In general, unforeseen events or relevant information is reported to the back office team and unlike a scheduled itinerary, it is possible to report as many times as needed.
The survey forms in Involves Stage are the basis for two features of the system: the tasks and the reports. When setting up a form, you must define whether it will be part of a task scheduling process, where the employee answers a survey scheduled for them; or it will be part of the Report menu, so field employees can sent information proactively.
For example, if an employee arrives at a supermarket and notices that the competition is working with a tasting action, he can use the Report menu to notify the supervisor. Or, notify about product expiration, additional display space, and promotions.
Through this feature, field employees can notify the back office team about unforeseen events that have occurred at the point of sale and that should be reported. Unlike a scheduled survey, you can report as many times as needed.
The form configuration that will be used in the Report menu is done in much the same way as for a scheduled task. They are created in the Web on the path: Menu > Surveys > Forms
However, some fields deserve special attention when being filled out. They are:
OBJECTIVE OF THE FORM
In this section, you choose the first settings of the form by checking the options:
- Related to the point of sale: To relate the report response to a specific point of sale.
- Require check-in at the POS: So that the report is available only after check-in.
- Visible in the Report menu: So that the form can be used for both scheduling and reporting.
OBJECTIVE OF THE FORM
In the Form Objective field you define at what level of the product structure this form will be related. You can relate the form to only one of the options:
- Product Line
- Product (SKU)
- Others (it is not related to a structure)
This information is important for the app to identify what the report is about. For example, if the purpose of your survey is to obtain information about share of shelf, you can select the Category option, and for out-of-stock information, it is best to select the Product Line or Product (SKU) options.
In the Product Origin section, you define if the report will only be related to your company's brands, competing brands, or both, choosing between:
For price surveys select All, because your company will probably do price surveys of your products and competitors on the same type of form. For a survey about competitor actions you should select the competitor option. Thus, the field team will only respond to competitor actions from competing brands or products.
Remember that every user registered in the system has a login to use both the web platform and the Involves Stage app. Two access permissions are defined in the configuration of this form:
- Allow response on the Web: The employee can Report on the Web platform.
- Allows responses to be edited and approved after they have been sent: The employee can edit their survey response on the Web platform.
The option to make the Report menu available on the Web platform depends on your operation´s planning. Remember that user groups need to have the Report Survey permissions in the Profile Access Permissions for the Web registered in the access profile.
REPORT ON THE APP
The report action on the app is very simple, just click on the Report feature in the Menu. Here the field employee sees all the forms available for reporting, both those available after check-in at a point of sale or available for any situation.
REPORT ON THE WEB
Reporting is usually done through the App, but it can also be done over the Web. To do this, simply access your company's address on the path: Menu > Surveys > Report Survey
Visualization of the reported information, both from the app and the Involves Stage Web platform can be done in two features: