Enhanced Functionality for Auto Task Changes

We have recently added an enhancement to the GPS Auto Task Change functionality where the application will determine if the user has been inside the area for a specific period of time. This can be very useful in cases where the auto task change does not need to be triggered immediately, for example, if the employee is just driving by the area.

To set this up, it's easier to add this rule to the Default SmartFence and apply it to all the tasks but of course, it can also be done per task individually. In this example, we'll use the Default SmartFence.

Go to the Administration tab and select "Rules, Action and Fences" in the Advanced section:

Next, select "Manage SmartFences":

Click to "Edit" the Default SmartFence:

Once inside the Default Fence, set the radius to the desired size and click on "Create New" within the Rules section:

On the following screen is where you will select the rule called "Inside Area for at least"; here we have set it to 3 minutes. This means that once the employee has entered the area, the app will start counting time and if it reaches the 3 minutes, then the task will be changed to what we setup in the next step:

Once this is done, click on "Create New Action" at the bottom:

Then, tick the "Automatic Field Device Event" option and select "Change Task" in the Event Type dropdown menu. Doing this will change the employee to the task of the area they are standing in for at least 3 minutes. If you wanted to change to a specific task, then you can tick the Set Task Info option to pick the specific task that you wish the employee to be changed to:

From here on, you can save it until you are back at the first screen (where you specify the radius). Here you have to click on "Add Existing" to apply the newly created rule to the default fence:

After this, the rule will be saved successfully!

If you have any questions, make sure to ask us in the comments section!

--Econz Team

GPS Auto Change Tasks

Hello everyone!

On this post we have a really useful feature for those companies that want to make use of the application's GPS capabilities to make life easier for their employees. We will show you how to set up tasks so they can be changed automatically using the employees' location.

The first step is to make sure that you have tasks with addresses. If the project doesn't have a specific address, make sure that you use the coordinates instead:

Also, notice with the SmartFence section is set to Default, this is very important since we will setup the Default SmartFence to trigger the automatic changing of tasks. This is done as follows:

In the Administration tab, select "Rules, Action and Fences" and select the "Manage SmartFences"option. For this, you will only work with the Default rule. We are going to create two rules and apply both to the Default one.

The first rule is going to be used to start each task when an employee is entering an area. On the first screen, set the radius to your desired size and click on the "Create New" button, then you are taken to the Rules section. Here, select "Entering Area" and name the rule using the terminology that suits your company the best:

Then, click on "Create New Action". This next step is where you will set the Automatic Field Device Event, so select "Change Task". In this case, since we want to be able to change to any task using the location, make sure to leave "Set Task Info" unchecked.

Then you can save it and go back to the previous screen, where you can click again on "Save" to go where you entered the radius.

Next, click on "Create New", we are going to add the rule to switch to Travel when the employees leave the area. You will notice that the process is almost the same. Create a "Leaving Area" rule and name it Travel or whatever works for you:

Then, click on "Create New Action", this time we will use the same Change Task event but we will check "Set Task Info". This will enable us to select the specific Task that will be selected when the employee leaves the area:

You will get a drop down menu with all the tasks for all the teams, so make sure you select the appropriate one. Save it and go back until you are at the first screen (where you set the radius) and click on "Save". With this, the rules are ready to be used.

At the beginning of the day, employees will need co clock in to activate the GPS tracking. Here is an example of what it looks like on their History:

And this is how the tasks are shown in the Timecard Task Detail Report:

We hope you can make the best out of this feature, let us know if you have any questions or comments.

--Econz Team