⛓️What has changed?

All your questions about the recent changes. New features, and functionality that may have been deprecated, or relocated.

My screen looks different now. Is there something wrong?

Great .. You have noticed changes introduced by the latest deployment.

There have been several changes to the user experience for all Fieldworker app users on the Web. Some key conceptual changes are explained below.

The old landing screen for an admin user of an NJ Support Coordination company looks like this.

The key substantive changes on the main screen include closing the left menu bar to gain more screen space and allowing admin users to choose the functionality to display on the main screen.

The new screen design above demonstrates the compressed left menu bar, as well as user-selectable layout for the content. The admin users may choose both the layout and the functionality that will be available for a certain user on their landing page. More details are found atUser Experience Enhancements.

Other key changes include the elimination of the middle column from several of the other main functionality screens. As an example, consider the customer screen from our current deployment and the new customer screen.

The new redesigned customer screen looks as follows. Notice that the middle column has been eliminated and its content has been presented in three dropdowns that can be used to select/pick a specific customer.

This allows large screen space for viewing all important details about the customers. The same concept has been used to more meaningfully present information about the project, contacts, etc., as well.

In some cases, the content of the middle screen has been accommodated as an icon, in the top right corner of the main content screen. See the screenshots from the current and new screens for creating new customers, projects, and tasks.

The new screen has various options listed as icons in the top right corner.

I cannot find XXX icon, or button.

In all likelihood, the missing icon or button has either moved to the top right corner or has been accommodated as a drop-down on the top of the main content screen. Please check.

As an example, the middle section on the old customer page has different tabs for Active, Inactive, Prospects, and Dormant customers. There is also a search bar allowing a general search for a customer by name, DDD ID, or your own local ID.

In the new design for the customer page, the tabs for various customer types have been moved to the top, and the list of customers is now available as a drop-down.

You can continue to search for a specific customer by typing in DDD ID, name, or your local ID, as before.

Can I change the look of my screen?

Please reach out to your administrator. The admin users now have the capability to align the Fieldworker functionality to their specific business flow.

I heard that we can now create a simple App for parents to keep track of time. Is that true?

Yes indeed.

Your agency admin, or you (if you are an admin), can create a very personalized application that will have a simple interface that can be very simple, easy to use, and have only required functionality for your old, not-so-tech-savvy customers to use.

1. Create a new employee type or role. Indicate that this functionality will be used for mobile use only.

2. Assign only the expected functionality that will be used by this role, say, timesheet entry.

3. Let home-based users be assigned to this new role.

4. Train these users to allow face recognition to log in to the FW platform.

5. Voila .. when such users log in, they will only see a simple screen that only has their timesheet. No cluttered screen, and no tabs or choices, making it easy to quickly capture times.

Is there now a customer app in Fieldworker?

Yes .. The Ability Hub app can now be linked with the Fieldworker platform.

If your agency subscribed to the Customer Portal functionality, you can invite your clients to use the portal app. This will allow you to securely communicate with the clients, share tasks, notes, and documents with your customers.

I am a Support Coordinator in New Jersey. How do I access the MTs from last year?

For Support Coordination companies (in NJ), the enhanced customer screen now has a new tab, named 'MTs'. This tab lists all prior MTs that have been completed for this customer using the Fieldworker platform.

As a Fieldworker user, you always have access to all documentation.

What is a workflow? Does my agency need one?

Workflows are an important process management tool. Major business processes can be modelled to ensure uniformity as well as standardization across the agency.

/The Fieldworker app now allows an agency to subscribe to the Workflow functionality and then define its key processes as a workflow. A workflow can be initiated by associating it with a client and assigning its responsibilities to an employee.

Any user can see all active workflows and their journey using a status page on the app.

Can I use face recognition to quickly log into the Fieldworker app?

Yes ...

The Fieldworker Mobile app (both iOS and Android) now allows you to quickly log in to the app using just your face. Make sure that you have granted the Fieldworker app permissions to access your camera, and have at least once provided your credentials to the phone.

Please be aware that your device may periodically ask (force) you to provide your credentials before the face can be used to log in to the app. This is very similar to when your phone forces you to enter your passcode to enable face identification.

Is there an easy way to reach out to support from the app?

Yes, the Fieldworker app has a support icon in the top right corner.

Clicking this icon initiates an email to the Fieldworker support team and automatically includes a screenshot of the current screen. You can add additional details, and/or ask questions referring to the issue you are facing, to the support team.

If needed, you can also add additional images, screenshots, or documents to this message.