How to Enable Geolocation Tracking for Visits

FranConnect is excited to introduce a new geolocation tracking feature designed to enhance the effectiveness and transparency of field operations. This innovative functionality allows Field Ops administrators to verify the real-time location of Field Business Consultants (FBCs) during their site visits. By integrating this technology into our platform, we aim to provide a more accurate and efficient way for administrators to ensure that FBCs are at the designated locations, thereby optimizing the quality and reliability of field assessments. This support article will guide you through the capabilities of this new feature, its setup, and how to leverage it to improve your field operations.

Topics

Enabling Geolocation Tracking When Creating a Visit Form

To begin configuring geolocation tracking, first log into your FranConnect environment. Click the gear icon at the top of the page to access your Admin functionality.

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On the ensuing page, click Visits on the left-hand sidebar.

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Then click Manage Visit Forms.

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On the "Visit Forms" page, click Add Visit Forms.

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Fill out the Visit Form. To learn more about creating a Visit Form, please check out our How to Create Visits and Visit Forms in FranConnect article. At the bottom of the page, check the "Enable Location Tracking" box.

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Geolocation services will be supported on the following browsers:

  • Safari
  • Google Chrome
  • Mozilla Firefox
  • Microsoft Edge

Proceed with completing your visit form.

Enabling Geolocation Tracking on an Existing Visit Form

To enable geolocation tracking on an existing Visit Form, navigate back to the "Visit Forms" page as we did in the first section. From the "Visit Forms" page click the gear icon corresponding to the Visit Form on which you wish to enable geolocation tracking. Select Modify from the drop-down menu.

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Scroll down and check the box next to "Enable Location Tracking." Then click Save & Next and proceed through the rest of the Visit Form modifications.

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Conclusion

FranConnect's new geolocation tracking feature allows Field Ops administrators to verify the real-time locations of Field Business Consultants during site visits. This ensures better accountability and accuracy, improving the quality of field assessments. We encourage you to use this feature to streamline your operations. For more help or questions, please refer to our support resources or contact customer support.

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