1 Device Interaction
1.1 Main Menu

The main menu contains all the options the user has available to perform assignments. However, this document only explains the Tasks option, as this is the only applicable option for Taskforce Automation (TFA).
Main Menu | ||||
---|---|---|---|---|
![]() |
Tasks | Set of pending tasks for the user, either from past days or the current day. It does not take scheduled future tasks into account. |
1.2 Tasks

The Monthly Calendar shows pending tasks with different-colored icons. It allows users to check pending tasks or create new ones.
In any of the views described, swiping to the left will bring up future periods, while swiping to the right will bring up past periods. In addition, swiping up and down allows users to navigate through the task lists.
1.2.1 Current Day's Agenda
The current day view is the most common work view utilized by device users. It reflects only the tasks assigned to the selected day, and also continaully refreshes to keep tasks updated, without the need for manual synchronization.
1.3 Task Execution
When a user clicks on a task, all details of task information will appear, along with all instructions (questions) that the device user must complete.
1.4 Finalizing Tasks
After completing all task instructions (questions), the task must be closed and synchronized to send the result to the main system.





Once the task has been ended, response content can be viewed but not modified.
The assignment menu allows the user to reprint the task, send it via email, or synchronize the assignment with the central system.
2 Modification of Assignments in the Device
In any of the view options (month, week, day, etc.), if the user presses and holds an assignment, the device will bring up a menu for the user to modify the assignment date and time.
Via shell, a setting can be configured which makes it mandatory to report a reason every time an assignment is modified. With this action, the date and time, as well as the reason for modification, are updated in the central system. The reasons for modification are configured in the central system.
Configuration in the central system:
Mobile CRM / Tasks / Task configuration / Modification reasons
Tasks / Task configuration / Modification reasons
apps_sfa_assign_ch_reason | |
---|---|
Label | Description |
Sequence number | Sequence number |
Description | Description |
Status | Status
|
Result:
Result system:
3 Manual Assignment from Device
Manual assignments are entered by users directly onto mobile devices. Users can create assignments in the device if they have the appropriate role.
Moreover, to be able to enter a manual assignment, the device must be in the daily or monthly view modes.
3.1 Manual Assignment from Monthly View
To create a manual assignment in monthly mode, simply tap a day, and a menu will appear with a "New Event" button.
The "New Event" button will reveal a manual entry form for an assignment.
Once the form is filled in and accepted, the manual assignment is registered in the calendar.
3.2 Manual Assignment from Daily View
To perform a manual assignment in daily mode, simply tap the "Option" buttom in the device menu, and a menu with a "New" button will appear.
Once the form is filled in and accepted, the manual assignment is registered in the calendar.
3.3 Data Entry
Data Entry | |
---|---|
Description | Assignment description. |
Customer | Customer code. |
Task | Task code. |
Date assigned | Date and time of assignment. |
Estimate (minutes) | Time estimated to perform the assignment (in minutes). |
Minutes notification | Number of minutes the user will be notified in advance to perform an assignment. |
Notes | Assignment notes. |
Source Document | Document which generated the assignment. |
Route | Specify the route code, if the assignment comes from a defined route. |