At DataScope, you can assign tasks (forms) to your work team to be completed at the desired time and place. This way, they will be able to know at any time what activities they should develop during the day.
The tasks currently assigned can only be completed through the mobile app.
📌 How to complete a task on DataScope?
On DataScope, assigned tasks can be either mandatory or voluntary. Depending on their configuration, the workflow differs:
➡️ Mandatory Tasks:
Assignment Notification:
When a task is assigned, you will receive a notification on your device.
Access via the App:
You can access the task directly through the app:
Open the app and go to the "Tasks Assigned" tab.
Here you will see all tasks assigned to your user.
On the home screen, you will be able to view a map with the task's address (blue button).
3. Viewing and Completing the Task:
Within the task, you will find the information from the "Description" and "Add Task" fields in a blue button at the bottom right of the screen.
Click the button to view the information.
After reviewing the task details, close the details window and begin to complete the task.
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Click to close the task details and start completing the form (task).
➡️ Voluntary Tasks: Acceptance or Rejection:
Voluntary tasks can be accepted or rejected via the app.
If you decide to reject a task, it will disappear from the app.
If you accept the task, follow the same workflow described for mandatory tasks.
➡️ Important Considerations:
Allowing Late Responses:
If the option to allow late responses was selected, you will be able to view and respond to the task in the app.
However, tasks will not be visible after 7 days unless you use the filter icon in the corresponding view.
Connectivity: Acceptance or rejection of tasks can be done both with and without an internet connection.
In order for a task to be monitored in the Assign Tasks section, it must be completed exclusively through the mobile app, under the Assigned Tasks option.
ProTip: If you only want the user to have permission to respond to Assigned Tasks, you can set their permissions by selecting only the 'View assigned forms' option.
Once inside the form, you must complete it by answering the questions and using the buttons available at the bottom of the application. On each screen (question) you will find 3 buttons:
To pass the question or move on on the form, press the Next button
To go back to a previous question, press the Back button
If you press the Menu button in the center, you can see all the questions and select the one you wish to reply to.
❗ IMPORTANT: If you're not seeing some of your tasks, try adjusting the date filters.
📌 How to search for a task in DataScope?
Searching for a task in DataScope is a simple process. You have two main options to find your tasks:
Search Bar: Use the search bar at the top of the screen and search for the name of the form associated with the task you are looking for. As you type the form name, DataScope will display corresponding results, making it easy to locate the desired task.
Filtering by Date and Location: Another way to search for tasks is through the use of the filter represented by the funnel icon. By clicking on it, you can filter your tasks based on criteria such as date and location.
From the search bar, you can find tasks by location, both online and offline.
📌 How can I know if a task was completed?
To monitor the completion of assigned tasks, follow these steps:
➡️ Accessing the Web Portal:
Go to the "Tasks Assign" tab on the DataScope web portal.
Here you will be able to view all assigned tasks according to the parameters of the applied filters.
Important: By default, when you enter "Tasks Assign," tasks assigned from 30 days before to 30 days after the current date will be displayed.
➡️ Task Statuses:
Tasks can have 5 different statuses:
Sent: The task has just been created and assigned.
In Progress: This status applies only to voluntary tasks. It occurs when the operator accepts the task from the mobile app.
Complete: The task is marked as complete when the operator responds to the assigned form.
Rejected: Exclusive to voluntary tasks. It is activated when the operator rejects the task from the mobile app. In this case, the task is removed from the operator's app.
Incomplete: Assigned to a task that cannot be delivered outside of the designated time and has exceeded its deadline for completion.
This status system provides a clear view of the progress and status of each task, thus facilitating the management and tracking of work.
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