-
Notifications
You must be signed in to change notification settings - Fork 1
GRMS Guide for Field Workers
Your System Administrator will give all Field Workers the link to the latest version of the Mobile App. Use that link to install the app on your phone. The Login Screen will come up.
- Click on the gear in the upper right corner and enter the name of the mobile app your admin will give you.
- Add the Login Email and the Password that your admin created for you. Note: Login email is case sensitive
- Click Log In
This is the first screen you'll see. There's a lot going on, so check out the explanation of each element of the screen below.
- The Logout icon. If you leave before you sync your surveys, you'll lose the unsynced surveys.
- The Sync icon. Click here when you have surveys to upload to Salesforce AND you have wifi or cell phone service.
- The Status bar. Shows how many unsynced surveys you have, how many synced ones, and the total of the two.
- The Add New Survey Button. Click here to choose the type of survey you want to use.
- Settings Gear - It will contain Language options if your Admin has entered any other than English. Also this is the place to Reload data and new surveys from Salesforce that are not yet on your phone. A best practice would be to start each survey session with clients by reloading here, making sure you have the latest versions of the surveys, etc.
We have two types of Sample Surveys in our Sample Survey Package. Your System Admin can add all the different types of surveys you'll be using and the survey names will appear on this screen. As soon as you choose one of the options, you'll be taken to the Survey.
Notice that we have two places for Contacts.
- The Survey Contact Lookup field. All of the clients in your caseload appear when you click on the search icon. You'll choose one and then fill out the rest of the survey.
- Repspondant's First and Last Name. You'll fill in these two if you don't have the current client in your caseload.
Note: You can fill one option or both options. Use the combo to correct name spelling, for instance.
When you search the Survey Contacts, you'll get the list of your clients. Here, the field worker has only one client so far in her caseload.
You'll have a list of surveys you've completed and uploaded on the phone. You can see the dates these surveys were added to Salesforce. We're working on getting that Survey Name to include the name of the Client, in case you'd like to go back to check on what the situation was when you last spoke with the client.
The list of completed surveys will grow. Notice that the date the survey was completed.
Notice that the unsynced survey has a small blue triangle in the upper right corner. You won't forget to sync your surveys as soon as you get back to connectivity. If you have phone service or wifi, use the sync icon to sync them one at a time. Or wait until the end of the day to upload them all at once. No more manual survey data entry!
Success! Survey is successfully uploaded!
- Home
- About this project
- Architecture Overview
- Getting Started
- Getting Your Field Workers Started
- Further Customization
- Contributing as a Developer to This Project
- Community Work History
- 2021 February Community Sprint
- 2021 May Working Meeting
- 2021 June Community Sprint
- 2021 June Community Sprint (EMEA)
- 2021 August Working Meeting
- 2021 September Working Meeting
- 2021 October Working Meeting
- 2021 October Community Sprint
- 2021 November Working Meeting
- 2021 December Working Meeting
- 2022 January Working Meeting
- 2022 February Working Meeting
- 2022 March Working Meeting
- 2022 April Working Meeting
- 2022 May Community Sprint
- 2022 June Working Meeting
- 2022 July Working Meeting
- 2022 August Working Meeting
- 2022 September Working Meeting
- 2022 October Working Meeting
- 2022 November Sprint
- 2022 November Working Meeting
- 2023 January Working Meeting
- 2023 February Working Meeting
- 2023 March Sprint
- 2023 May Sprint
- Additional Working Docs