Dashboards

Dashboards are a great way to monitor location, attendance and work being performed, all real time. There are three different dashboards, each with a different perspective.

Default dashboard

The default dashboard (Dashboard) gives a real time overview of:

  1. Attendance broken down by admin or by team
  2. Current status of field executives (whether they are logged in, their attendance status, their current address and when was the last time a location update was published for them).
  3. Important metrics like total number of clients created, forms uploaded etc.
Map view

The map view page (Monitor → Map View) allows you to monitor real time your field executives on a map:

  1. Location
  2. Summary attendance metrics
    • Online: Currently on duty (attendance in)
    • Offline: Currently off duty (attendance out)
    • Inactive: Currently on duty but no data update has come in 1 hour
    • Not working: On holiday + not working
  3. Task status
    Clicking on the “Tasks” button on the top left allows you see all your tasks, broken down by:

    • Not started : Tasks that have been assigned but not yet started
    • In progress : Tasks that have started
    • Completed : Tasks that have been finished

    You can also filter by:

    • Created by: Field exec generated or admin assigned tasks
    • Delayed by: If an expected start time was provided, then the delay between the expected and the actual start time.

    You can also search by field executive, task address or task description.

  4. Employee status
    Clicking on the “Employees” button on the top right allows you to see, for each employee:

    • Name
    • Attendance IN / OUT and when it was performed
    • Last time data came for a user
    • Whether internet is turned on
    • Battery pct
    • Whether GPS is turned on
Card view

This component provides a summary per field executive. It contains:

  1. Summary attendance metrics

    • Online: Currently on duty (attendance in)
    • Offline: Currently off duty (attendance out)
    • Inactive: Currently on duty but no data update has come in 1 hour
    • Not working: On holiday + not working
  2. For each field executive, it provides:

    1. Their last attendance action
    2. Their last address
    3. A summary of total tasks not yet started or completed.
    4. Any details of the task they are actively working on.
    5. Whether their internet is turned off/on
    6. Whether their GPS is turned off/on
    7. A link to their AccuTrack page for today.
Accu Attendance

This component gives you a real time status of attendance at your sites. The attendance of a site is composed like this:

At every site we present the following information:

  1. Present : How many field executives are currently at this site
  2. Expected : The total amount of field executives who have this site defined as their base site
  3. Absent : The number of field executives who should be at this base site (during their working hours), but are not currently at site.
  4. On leave : The number of field executives should be at this base site but are on approved leave today.
  5. Visiting: The number of field executives who are at this site but do not have this site defined as their base site.

We also present aggregated information across all your sites in the totals screen. Clicking on the Sites button in the top left brings up site level information with contact numbers for the site if defined.

AccuTrack

The AccuTrack allows you to see all the places that your field executive has been and what work they have done both on a map and as a detailed tabular view.

Every place they have spent more than 5 minutes, along with their tasks, photos and forms are all shown on a map, along with a detailed timeline view that shows total time spent at a place, address and any work performed sorted by time. It also shows the total travel distance and time spent travelling in between these places.

It’s the best place to get a quick summary of a field executive’s day.

We also show:

  • The total time tracked (their attendance hours)
  • Total distance travelled
  • Setup rating (available only the day after)
  • Compliance rating
  • Device details
What to do if AccuTrack is showing incomplete information?

If the location data is incomplete or the distance travelled is under-reported, then it’s due to setup rating not being A and/or compliance rating not being A.

This will clearly be highlighted in the AccuTrack page in warnings. There will be pockets of “Missing location data” during which we highlight when we did not receive any location updates from the Unolo app.

Follow this link on how to increase background location tracking reliability.
Follow this link on how to increase distance calculation accuracy.