TASK BUILDER

GEOI’s task builder can be used to build specific set of tasks that needs to be performed by the field-rep when he Check’s In to the customer’s location. Typically used by Medical Reps, Technicians or any service-oriented field work, GEOI’s task builder allows the admin to custom create & monitor specific set of job responsibilities to be performed at the field-rep.

TASK BUILDER -

The task builder allows you to create tasks and multiple questions in the task. These tasks can be accessed by the field rep on GEOI’s Android & IOS apps. You can select from 6 different types of answers for each question. You can give an option as YES or NO to a question, A text box, A number answer, Multiple Choice with custom choices, Photo or Signature. An example of a question in a task could be “Was there any payment collected “.Answer: Yes or No. “If so, How much” Answer: A Number Answer. The above questions and type of answers would be shown to the field-rep. The field-rep gets to answer the questions given in the task.

BULK IMPORT -

Use this option to upload multiple tasks and answer types from a .CSV file. You can download the format when you click on “Bulk Import” & can create all questions and answer types. You can then upload the .CSV file which can be saved from a excel sheet.

OPTIONS -

You can delete a task or also change the status from active to inactive. Check “task view” to check the questions and type of answers inside the task.

FIELD-REP VIEW -

The tasks configured by the admin can always be viewed by the field- rep in the “Tasks” tab on the Android & IOS apps of GEOI. TO submit a task, the field rep should Check-Into the customer’s location. GEOI does not allow the field rep to perform a task without Checking In to a customer’s location. The field-rep can also view the tasks in the “Location Specific Tasks” tab.

SUBMISSIONS -

All submissions to a specific task can always be viewed by clicking on “Task Submission View” . A list of all submissions by all users for that specific tasks is displayed. You get to see the answers for each question in the task. You also get a option to delete the answer.

By using the task builder, business efficiency is increased on a great scale. It provides

  • - Systematic performance of tasks.
  • - Uniform tasks for all without parity.
  • - Instant updates on the tasks performed.
  • - Eliminating verbal or chat communication for tasks.
  • - Can perform as a KRA sheet.
  • - Can perform as a log sheet or a Job Sheet or a data sheet.