⛓️What has changed?

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

I heard that Fieldworker now supports a referral system. Is that true?

Yes indeed.

The Fieldworker team proudly announces a complete and fully open referral system that can be used by anyone to automate their referral process. While the companies that are Fieldworker platform users can automate their workflows for managing both inbound as well outbound referrals, any company can use the default referral process to be part of this revolution.

My company does not yet use the Fieldworker platform. Can I make use of the referral functionality?

Yes.

The default referral functionality is available to everyone. The functionality can be accessed at the Referral portal. If you know the referral link of the company you want to send the referral to, you can directly use that link as well. You may also search for a company to which you want to send your referral. If the referred company is already using the Fieldworker platform, your referral will automatically trigger their process to manage an incoming referral. If the company is part of the Fieldworker Referral ecosystem, your referral may be transmitted in the best way supported by the company.

You can generate a referral using the default for any company and print or save the referral form.

My company already uses the Fieldworker platform. What do I need to start using referrals?

Ask your admin to subscribe to the referral functionality using the configuration and settings. Once subscribed, an admin user can define the process to manage incoming or outgoing referrals.

Can I access monitoring tools for the prior months?

The new Fieldworker deployment allows access to MTs from the last 12 months, accessible through the customer dashboard for the support coordinator.

The MTs are also accessible from a new MT tab on the customer page.

My agency has complex workflows. In many cases, the flow may be influenced by data-driven decisions. Does the Fieldworker workflow support decision-making?

Yes .. you can add a decision node that can change the flow based on either a customer or a project attribute.

Are there any new reports made available?

Several new reports have been made available to our customers. They are all accessible using the Reports page.

1. A new report for daycare companies, showing all sessions and their attendees within any user-defined time period.

1. A new company dashboard that showcases monthly KPIs and month-over-month changes in those KPIs.

1. Build a new subscription for various dashboards that are delivered daily to scheduled recipients. Only dashboards with aggregated information can be sent via email.

Can we use our own forms? and design the referral management process as our own workflow?

Yes ... the referral functionality brings together several key functionalities of the Fieldworker platform.

• You can map all your activities into tasks.

• You can create forms that are in use at your agency, or design a brand new form to capture all the information.

• You can map your process into a workflow using your own tasks and forms to deal with incoming workflows.