Task Management

Client administrators have access to an admin portal where they can create tasks.  The tasks are sent, as app notifications, to the app-users and only to the stores selected by the client admin when creating the task.

The app-user completes the task as described by the administrator.  Once the task is submitted, the client admin can decline or approve the task.

The app-user receives a second notification letting them know if the task was declined or approved.  If approved, they do not have anything further to action.
If declined, they are required to redo the task and resubmit until the task is done to satisfaction.

The database stores all transactions, thereby tracking how many times each app-user is doing tasks until they are correct.

In the portal, a dashboard is available to see how many tasks are completed, declined and pending.

Field managers can also create tasks while in store. When an app-created task is generated, it can only be done so for one store at a time, whereas in the portal, a task can be created for multiple sites at once.

If a field manager creates a task from the app, it will be allocated to that store. The next app user who checks into that store will receive the task as a notification.