⛓️What has changed?
All your questions about the recent changes. New features, and functionality that may have been deprecated, or relocated.
How do I add a customer to a session?
If your company has subscribed to the Scheduler, you will find it on the left main menu bar.
You can also check your daily schedule .. for more details
To add a client (or another employee), click on the session (or event) from the scheduler.
Once the 'Assign Employees and Customers' control is available, you can select one or more clients, and save the session, when completed.
How can I record the attendance of a customer in a session?
If your company has subscribed to the Scheduler, you will find it on the left main menu bar.
You can access the attendance screen for a scheduled session from the top right corner of the session entry.
All customers assigned to the session will be displayed .. for you to select and mark the attendance, by checking the box against each customer name.
When I create a form in the Fieldworker, can I use it in the mobile app?
The Forms functionality in the Fieldworker is continuously being expanded. You can access a form in the Fieldworker (designed by your company, or sourced from the community) both using the web app, as well the Fieldworker mobile apps.
The forms on the mobile app is continuously evolving.
When designing a new form, always check which form features will correctly display on the mobile app.
When trying to display a form, not designed for the mobile app, the fields currently not supported will be skipped.
What are the steps for implementing the session and scheduler?
If your agency has subscribed for the 'Scheduler' functionality, you can access your sessions/events and your calendar from the left menu.
Implementing or maintaining sessions does not require any other specific steps in the Fieldworker platform.
To create a new session (or event), use the CTA on the top-right to provide minimal information to schedule a new session.
To create a session, you assign a resource, date and time, and maximum number of participants that can be added to a session. Each session will have at least one associated employee but may have more than one employee allocated as well.
Once a session is scheduled, the clients may be added to the session by simply clicking on to it from any scheduler view.
What steps are needed for implementing custom forms in the Fieldworker?
If your agency has subscribed for the 'Form' functionality, you can access your forms from the left menu.
To create a custom form, use CTA 'Form Builder' from the left menu.
You can drag and drop any required fields to construct a custom form.
You can set information about each field to control the display, layout, and validation requirements etc.
The left side displays the selected attributes and the right side provides a preview of the layout and view of the field.
Once all the fields are added, and the form is complete, it can be saved with a unique name to be used.
Can I add a photograph for my customers in the Fieldworker?
Yes, the Fieldworker platform now allows an agency to capture and display the client's picture for easier and more accurate verification. The new customer page now displays the photo of the customer, when available.
You can add (or replace) the image of the customer by uploading the customer photo from the middle icon on the top-right corner of the customer detail section.
Does the Fieldworker allow you to capture customer goals?
Yes.
The Fieldworker platform allows you to define and capture individual goals for any customer. For an SC agency, this could be established as part of the review process or can be captured from an ISP. A service agency may capture the same from their copies of the ISP.
The goals can be captured using the Goals tab on the Customer screen.
A new goal can be added by clicking <New Goal> on the top-left corner of the control.
The new goal is saved after clicking the <Save> CTA.
You can also associate the services that may be performed to help achieve the goal in the current plan period. This can be done by opening up the screen py pressing the <New Permitted Task Type> CTA.
Is there an accounts receivable report in the Fieldworker?
The Fieldworker platform now supports and generates up-to-date accounts receivable for your support coordination agency in New Jersey. You can access the Accounts Receivable (AR) report from the Billing page, if your agency has subscribed to 'Finance' or Billing feature.
This is a detailed report for each entry which has been added as a billable. A summary statement is always available on the main billing page.
Last updated
