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Table of Contents
INTRODUCTION....................................................................................................................................................................3
1.
2.
3.
PURPOSE OF THE MANUAL ............................................................................................................................ 3
INTENDED READERSHIP................................................................................................................................. 3
HOW TO USE THIS DOCUMENT........................................................................................................................ 3
GETTING STARTED.............................................................................................................................................................4
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2.
3.
4.
5.
SYSTEM ARCHITECTURE ............................................................................................................................... 4
LOGGING ON................................................................................................................................................. 5
MR DASH BOARD ......................................................................................................................................... 6
BASIC CONCEPTS OF OPERATION .................................................................................................................. 7
EXIT SYSTEM................................................................................................................................................ 9
USING THE SYSTEM .......................................................................................................................................................100
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b)
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b)
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3.
a)
b)
PLANNING ................................................................................................ERROR! BOOKMARK NOT DEFINED.0
Defining and Managing Standard Tour Plan...................................................................................... 100
Defining and Managing Monthly Tour Plan........................................................................................ 144
View plan for the month ....................................................................................................................... 17
FIELD W ORK MANAGEMENT ........................................................................................................................ 20
Record Daily Activity Report ................................................................................................................ 20
Record a Non Call Activity (NCA) ........................................................................................................ 49
Recording a leave ................................................................................................................................ 51
Recording General Remarks ............................................................................................................... 52
View Daily Activity Report .................................................................................................................... 53
View Field Work Analytics.................................................................................................................... 56
MASTERS ................................................................................................................................................... 72
Request for addition or deletion of Customer ...................................................................................... 72
View Master Reports............................................................................................................................ 77
CONCLUSION......................................................................................................................................................................81
1.
ERROR MESSAGES & EXPLANATION ............................................................................................................ 81
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