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What configuration changes can be made on the Check Ins for Mobile Time Tracker Users?

Last Updated: Jun 12, 2019 05:14AM PDT
We can enable GEO location tracking, make the combos mandatory or option, enable photo and make it optional or Mandatory and a lot more configuration changes can be done on the Check-in Tab which is available under Config page.

Refer the details below for more information on enabling GPS Tracking

Enable Location Tracking for "Clock-in"
Follow the below procedure to Enable location tracking for "Clock-ins"
  • Login to the Salesforce Administrator ID
  • Click on the App Launcher
  • Click on the Time Tracker related Tabs tile
  • Click on the TT Apps Tab
  • Go to All list, you see all the App Keys available for your org
  • Click on the Name of the App Key for which you would like to make the configuration changes
  • Click on the "Config" button
  • Click on the Check in Tab available in the App Config popup
  • Enable Location tracking as in the below screenshot
Location tracking can be enabled only for Clock in or for both Clock in and Clock out


Next configuration is for "Individual Check-in"

There are 3 types of Mobile Time Tracker users, Click here to know more.

Details on the configuration changes for Individual Check-in is mentioned below

More information about configuration changes for the Check-in page for individual login

Individual User is a Mobile Time Tracker User Checks-in only for him/herself, Individual User will not be able to Clock-in/out for other Mobile Time Tracker Users.

To make any changes on the Check-in for Individual Mobile Time Tracker User please follow the instructions below
  • Click on the SubTab "Individual Check-in"
  • Check-in type: Select the Check-In type from the available list (by default the option is set to Job)
  • Take a Photo at the Start of the transaction: Mobile Time Tracker can click photos and submit it for check in, the photo can be enabled and made mandatory or optional
  • Take a photo at the End of the transaction: Mark if the photo is required before Checking out of a Job
  • Add instructions for your users at the start: Please add required information about the photo so that Mobile Users can see it on the Handset 
    • e.g: Please take a selfie of yourself with your full face visible and the Job-site in the background
  • Add instructions for your users at the End: Please add required information about the photo so that Mobile Users can see it on the Handset  before they click Stop Job
  • Location tracking required at Start: Enable if location tracking is required for Check-In
  • Location Tracking required at End: Enable if location tracking is required for Check-Out
  • Save location tracking on Start: Enable to save location tracking field so that the location details are available with Address inside Salesforce with Job details on Check-In
  • Save location tracking at End: Enable to save location tracking field so that the location details are available with Address inside Salesforce with Job details on Check-Out
  • Notes needed at Start: Notes can be made mandatory or optional for Start Job
  • Notes needed at End: Notes can be made mandatory or optional for Stop Job
  • Choose Icon: Choose Icon for Job or any other Object for which you are tracking Time
  • Choose Icon Color: Choose Icon color for the above-selected icon
Note: Selecting Combo, Photo, Notes fields for individual Check-In type can be made mandatory or optional.



More information about configuration changes for "Team Check-in page"

Team User is a Mobile Time Tracker User who has the option to Clock-in and Check-in for a him/herself and for their Team Members

To make any changes on the Check for Team Mobile Time Tracker User please follow the procedure below
  • Click on the SubTab "Team Check-in"
  • Check-in type: Select the Check-In type from the available list (by default the option is set to Job)
  • Take a Photo at the Start of the transaction: Mobile Time Tracker can click photos and submit it for check in, the photo can be enabled and made mandatory or optional
  • Take a photo at the End of the transaction: Mark if the photo is required before Checking out of a Job
  • Add instructions for your users at the start: Please add required information about the photo so that Mobile Users can see it on the Handset 
    • e.g: Please take a selfie of yourself with your full face visible and the Job-site in the background
  • Add instructions for your users at the End: Please add required information about the photo so that Mobile Users can see it on the Handset  before they click Stop Job
  • Location tracking required at Start: Enable if location tracking is required for Check-In
  • Location Tracking required at End: Enable if location tracking is required for Check-Out
  • Save location tracking on Start: Enable to save location tracking field so that the location details are available with Address inside Salesforce with Job details on Check-In
  • Save location tracking at End: Enable to save location tracking field so that the location details are available with Address inside Salesforce with Job details on Check-Out
  • Notes needed at Start: Notes can be made mandatory or optional for Start Job
  • Notes needed at End: Notes can be made mandatory or optional for Stop Job
  • Choose Icon: Choose Icon for Job or any other Object for which you are tracking Time
  • Choose Icon Color: Choose Icon color for the above select icon.

Add Another "Check-in Type"

By default, the Mobile Time Tracker application has the option to Check-in/out for Job/Travel. If required you can add another field for tracking

To add another field for tracking, you must add new value for Check-in type in Salesforce.

More information is given below 
  • Login to your Salesforce Admin ID
  • Click on the Setup button
  • Click on Object Manager
  • Click on TT Details from the label list
  • Click on Fields and Relationships link from the menu list
  • Click on the Check Type from the list on the screen
  • Scroll down until Values Tab
  • Click on the New Button
  • Add the Check-in type details in the pop up
    • e.g.: Loading, Unloading, Work etc.,
  • Save the page
Adding new Check in type


Once you have added the Value for Check-in type, please follow the instructions below to add the new Value for Check-in/out on Mobile Time  Tracker
  • Click on the SubTab "Add another Check-in type button"
  • Check-in type: Select the Check-In type from the available list (by default the option is set to Job)
  • Take a Photo at the Start of the transaction: Mobile Time Tracker can click photos and submit it for check in, the photo can be enabled and made mandatory or optional
  • Take a photo at the End of the transaction: Mark if the photo is required before Checking out of a Job
  • Add instructions for your users at the start: Please add required information about the photo so that Mobile Users can see it on the Handset 
    • e.g: Please take a selfie of yourself with your full face visible and the Job-site in the background
  • Add instructions for your users at the End: Please add required information about the photo so that Mobile Users can see it on the Handset  before they click Stop Job
  • Location tracking required at Start: Enable if location tracking is required for Check-In
  • Location Tracking required at End: Enable if location tracking is required for Check-Out
  • Save location tracking on Start: Enable to save location tracking field so that the location details are available with Address inside Salesforce with Job details on Check-In
  • Save location tracking at End: Enable to save location tracking field so that the location details are available with Address inside Salesforce with Job details on Check-Out
  • Notes needed at Start: Notes can be made mandatory or optional for Start Job
  • Notes needed at End: Notes can be made mandatory or optional for Stop Job
  • Choose Icon: Choose Icon for Job or any other Object for which you are tracking Time
  • Choose Icon Color: Choose Icon color for the above-selected icon
Note: Selecting Combo, Photo, Notes fields for individual Check-In type can be made mandatory or optional.

Add Another Check in type

Click here to know more about changing the Icon and Icon colors for Start Job/Travel using "FONT AWESOME"
Click here to know more about adding Additional fields
 

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