Tracking your field workers' progress and managing their assignments might be difficult as a business owner or manager. You can, however, construct a unique field work tracking system that suits your specific business needs using OnSpace's form builder, form analytics, task management, and workflow automation. In this post, we will walk you through the process of developing a robust field work tracking system with OnSpace.
Create a custom form for field work tracking
Creating a form with all the fields required to track staff performance is the first step in developing your own field job tracking system. With the OnSpace form builder, you can construct custom forms with a range of field kinds, such as text, date, time, and GPS position data.
To create a form for field work tracking, consider adding fields for the following information:
Start time of work
End time of work
GPS coordinates of work location
Status of the task (e.g., in progress, completed, or on hold)
Add your team to the form
Now add your team to the form to start recording data. Make sure everyone understands how to use the custom form to capture data. OnSpace makes it easy to capture and track your business operation data.
Track and analyze your field data
You can begin collecting data from your field workers once you have created your own form. Using OnSpace's form analytics, you can monitor and analyze all data submitted via forms to find trends, areas for improvement, and areas that require attention.
These are some metrics you can monitor:
Work duration: This metric calculates the time it takes to accomplish a task by subtracting the start time of work from the end time of work. It can assist managers in identifying places where tasks may be taking too long and in optimizing workflows.
Task completion rate: This indicator calculates the percentage of tasks completed on time. It can assist in identifying places where operations are being delayed or where field employees may want further training or support to ensure that jobs are completed on time and efficiently.
Location-based analysis: Users can learn more about the areas where work is completed most frequently or where there may be a greater need for certain services by recording the GPS coordinates of work locations. This can aid managers in increasing efficiency and routing field personnel more effectively.
Task type analysis: Users can learn more about the tasks that are being completed the most frequently or where there may be a greater need for services by keeping track of the different task kinds. This can aid managers in better task allocation and resource optimization.
Notes analysis: Users can spot recurring problems or places where more assistance might be required by reviewing the notes taken by field workers. Managers can use this to find out what training they need or where they can improve.
Status analysis: By monitoring task progress, users can see places where delays are occurring or where more resources may be required to finish projects on time. Managers can increase productivity and streamline workflows thanks to this.
Users can obtain useful insights into their operations and make data-driven decisions to increase efficiency, productivity, and customer happiness by tracking these KPIs and others from the data points provided.
Manage field work efficiently with workflow automations
Once the data has been gathered, you can utilize the workflow automation features of OnSpace to build automatic tasks depending on the data that was submitted into the form. Automation of the workflow can help to minimize errors and guarantee fast completion of duties.
Examples of tasks that can be automated using workflow automation include as follows:
Task assignment: With workflow automation, assignments can be assigned automatically to the right field worker based on the task's kind, location, or other factors. This can ensure that work is done quickly and effectively.
Time validation: Process automation can be used to check that the start and end time fields are correctly input and adhere to the necessary formatting.
Escalation: When tasks are not completed on time or when specific concerns develop, workflow automation can be utilized to automatically escalate them to higher-level managers or supervisors.
Status updates: Workflow automation can be used to automatically update a task's status as it is finished or transferred to a different process stage, giving managers and other stakeholders real-time updates.
Users can eliminate errors, enhance productivity, and ensure that jobs are completed on time and accurately by automating these and other tasks. Process automation can also save time for field employees and supervisors, allowing them to focus on more strategic duties and increasing overall productivity.
Using OnSpace's form builder, form analytics, and workflow automation to create a custom field work tracking system will help you enhance productivity, decrease errors, and optimize workflows for your field work operations. You can design a complete system that matches your specific business demands and helps you better manage the responsibilities of your field workers by following the steps suggested.
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