Overview

The Field Force Location Tracking feature in Meritto's Mobile App allows organizations to track your locations during Check-in and Check-out automatically. This feature provides real-time insights into field operations and ensures that managers can monitor their team’s location history efficiently.

Plan & Permissions

• Available for: Entities with field operations that require location tracking.

• Permissions Required:

• Field Force Location Tracking: Enables location tracking for you.

• Check-in/Check-out: Automatically enabled when Field Force Location Tracking is turned on.

• Location Capture while Check-in/Check-out: Automatically enabled.

Important:

• Auto-start Permission: Must be enabled.

• Battery Optimization: Must be turned off for Meritto App to ensure consistent location capture.
  

Core Functionalities

Enabling Field Force Location Tracking

To enable this feature:

• Step 1: Go to User Access Control > Manage Permissions.

• Step 2: Select a permission template.

• Step 3: Locate the User Manager section and enable Field Force Location Tracking as required.

Auto-enabled Permissions:

• Check-in/Check-out

• Location Capture while Check-in/Check-out

• Field Force location tracking

Key Benefit: Seamless integration with location tracking and check-in workflows.

Mobile App Workflow

Once permissions are enabled:

• Check-in: Location tracking begins automatically after Check-in.

• Check-out: Location tracking stops after Check-out.

• Location Update Frequency: The app captures your location every 30 minutes when running in the background.

Kindly refer to the article to know more in details: Check-in/Check-out article

Key Benefit: Automatic location tracking without manual intervention.

Viewing Location History

On the 'View Attendance' screen, you will see your own data by default. To view a team member's data, they can click the 'Filter' icon or the Name on the top right.You can view your location history in two ways:

• List View: Displays a timeline of all location check-ins with timestamps and location names.

• Map View: Provides a visual map view of all check-in locations for easier understanding.

How to View Location History:

1. Go to More > View Institute Attendance > Click on Date > View Location History.

2. Select between List View or Map View for a preferred view.

Key Benefit: Easy access to detailed and visualized location data.

Team View 

Viewing a team's attendance remains the same, with a new filter in the Calendar View to select and view any team member's details.

Note:

• By default, the logged-in user sees their own data.

• Your name is displayed in the header, which also opens the filter to switch users.

• No Check-in/Check-out button is shown when viewing another team member’s details.
  

Key Benefit: Allows managers to view team data and optimize performance.

User Scenarios & Role-Based Access

The Filter Icon visibility depends on the your role and data access:

• Role: Counsellor (Individual Access): No Filter shown.

• Role: Counsellor (Team Access): Filter available to view team member data.

• Role: College Admin: Filter will be shown and can view data of all users but cannot view other College Admins’ data.

• Role: College Super Admin: Filter will be shown and can view all data, including all College Super Admins, College Admins, Counsellors, and Agents.

Key Benefit: Role-based control over data visibility for security and streamlined operations.

Managing Location Tracking

List View

Clicking “View Location History” displays a timeline of all manual and automatic location check-ins. You can switch to a Map view if needed (explained later).

• Locations are shown in descending order of date/time.

• Locations within 500m are merged, showing total time spent at that location in a blue bubble with 'From' and 'To' timestamps.

• If a location is not fetched, “Get Location Name” appears. Tapping it retrieves and saves the place name, which will be shown on future visits along with latitude/longitude.

• List View and Map View tabs are available when “Field Force Location Tracking” is enabled in permissions.

Map View

• Pin Color Indication: Selected pins appear Green.

• Location Summary: Displays all check-in locations visually on Google Maps within the app.

Key Benefit: Comprehensive location data in both list and map formats.

When Location Permission is disabled

• If you disable Location Permission after checking in, the app will prompt you to enable it when reopened.

• If the app remains unopened, an in-app push notification will remind the you to enable Location Services or manually check out if done for the day.

• The notification will be like:“It seems that your Location Services are turned off. Enable them to ensure seamless working of Meritto App. Or Check-out yourself from the App if you are done for the day”.

• Clicking the notification redirects to Phone Settings > Location Permission.

If You Forget to Check-Out

• If you forget to check out, location tracking continues until 11:59:59 PM.

• Checkout will follow the standard process defined in the “check-in/check-out” feature.

Conclusion

The Field Force Location Tracking feature enhances operational efficiency by automating location capture during Check-in/Check-out. With real-time insights and detailed location history, organizations can ensure seamless tracking of field activities and optimize team performance effectively.