We are looking to get a web & mobile application (multi-tenant) developed for the field workforce. The users to the application are broadly categorized as Agents (workforce), Managers, Administrator & Customers. The features or modules of the application are a) Locate & Track workforce, b) Data Collection on the field, c) Alerts (email, SMS) to Agents & Customers etc. d) Reports & Analytic, e) Manage (the application) & f) Login (Authentication & Authorization).
1) The Agents or workforce in the system will have a reporting-to hierarchical relation (Multi-level).
Key Attributes: Unique Id, Device Id, Device Sim #, Mobile Sim #, Mobile #, Vehicle #, Name, Address, Workstation (Work Location), Department, Job Title, Reporting To, Photos, multiple geo-fences (on Agents address, workstation, and work jurisdictions), Assigned customers etc as fixed attributes and some customizable attributes (Min 8). The system should be able to pull and push data from/to HRMS.
2) Manager is someone who has someone reporting to them. Key Attributes will be same as agent.
3) Agents do business with Customers. Key Attributes of Customer - Unique ID, Name, Address, Telephone #, email Id, photos, multiple geo-fences and some customizable attributes (Min 8).
All features will be available on web and a subset (relevant features) on Android mobile device. Additional feature on the mobile will be to provide location data for regular customizable time intervals) to the server.
Locate & Track: (Location data of the workforce will be either from a GPS device associated to the Agent or from the mobile device (Android) of the agent.), The key attributes of location data is of GPRMC format.
Ability to view locate and track on a map (route traversed) workforce based on a) unique ids associated with Agents, b) time range C) in a Location, along with Geo-fences of customers and agents as options. Various markers to indicate the track of the agent on the maps. Agents also should be able to see peers in the vicinity.
Data collection or entry on the field will be done using forms (eg. Questionnaire, Surveys,Feedback etc) . Forms are defined by Admin. The form elements or fields can be of type - Text, numeric, Boolean, choice etc.
Feedback form can be filled by customer or agent.
SMS/Email alerts based on events to be sent to agents, managers, customers, agents
eg. a) Manager gets an alert when the agent goes out of its geo-fence. Customer get an alert when the agent is with in the customers geo-fence, etc.
Broadcast msgs: 1-N, 1-1, peer to peers etc.
Reports & Analytic: These are either tabular and/or graphical. These are based on location data (track data) and from the data collected from the forms.
eg. a) Travel time vs idle time over a time range
b) Statistical analysis of data collected having count, sum, average, mean, deviation etc by agent, location, time and other dimensions.
c) Trip reports and expense claim (automatic calculation and workflow)
Around 5-10 reports on location/tracking data. Around 3-5 reports on data collected.
Manage: Primarily available to Administrator, few options to managers. agents & customers.
a) Manage (add/edit/delete/bulk upload) Agents and their hierarchy,
b) Define multiple geo-fences on agents & customers etc.
c) Manage(add/edit/delete/bulk upload) customers and their geo-fences
d) Assigning customers to agents
e) Assigning tasks/activities to agents
f) Manage (add/edit/delete) forms and assign them to various agents and tasks
g) Manage permissions (user management)
h) manage expense claiming rules
Login: Authentication and Authorization of users based on permissions
I will provide more details and will be open to suggestions.
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