Field Visit Management Module - Cosec Centra

Managing field employees and their tasks have always been a challenge for any organization. The reporting authority at the office has to assign the tasks to their field employees and track their status. Tasks such as cold calls, support calls, meetings, etc. carried on field visits are required to be scheduled and accomplished on time. Furthermore, the status of the tasks needs to be updated as well. Any deviation in the accomplishment must be highlighted to the concerned person.

The Field Visit Management module is a convenient tool to manage field employees from a centralized location. The software provides live tracking of field employee schedules via reports with real-time notifications on exceptions. Admin may set day-to-day work schedules and track the movement of field employees.

Key Features

• Create Employee Task
  -Create Task and Schedule it
  -Details of Tasks with Respective Locations and Time duration
• Task Details
  -Task Name specifies Name of the Task
  -Task Description contains Scheduled activities
• Shift/Day and Schedule Time
  -User-wise Working Shift
  -Calculate Day-wise Schedule based on Shifts, Number of Employees and Wage Levels
• Field Visit Summary
  -Shows Schedules Assigned to Employees
  -Status Summary of Assigned Schedules
• Field Visit Correction
  -User can Edit Field Visits
  -User can Authorize Field Visit Correction
• Mobile as a Credential
  -Mark Attendance using a SmartPhone
• Attendance Policy
  -Policies such as Maximum Number of Punches Allowed, -Late-In/Out and Early-In/Out
  -Assign, Check and Reject Shifts and Plan Leaves
• Attendance Correction and Authorization Notifications
  -Notifications to Employees on Various Events
  -Sends Message to Employees for Reminding Shifts
• Working Hour Data
  -Workforce Analysis Report
  -Informative Reports by Applying Filters
• Payroll Integration
  -Seamless Payroll Integration using Database to Database, API and Export Templates
  -Prevent Errors by Eliminating Manual Data Entry
• Generate Reports
  -Reports based on Various Filters
  -Monitor Progress Status of Tasks

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