OPPTIMO

Help Center

Settings

These settings are available ONLY for Admin type users.

Purpose

Using common settings, admin can enable Geolocation Tracking, Manage Private Jobs & Managing Billing module features.

Steps:

Step 1: Main view -> Click on alt text drop-down -> Select alt text from the drop-down list.

Step 2: Enable required features, and click alt text button.

alt text



Manage Private Job

Only the Admin type users can activate this feature.

Purpose

This option provides the feature for users to make their own jobs and work on them while they are out of the workstation. Only the job created user can work on that specific job.

Step 1: Main view -> Click on alt text drop-down -> Select alt text from the drop-down list.

Step 2: In the “Global Settings” window, tick “Allow Managing Private Jobs” and click alt text button.

alt text

Note: Only Admin type user can make private jobs in to “Corporate” & corporate jobs in to “Private”.



Geolocation Tracking

Only the Admin type users can activate this feature. Only activated if logged using mobile devices.

Purpose

This option provides the facility to track outstation users via Geolocation, filtered with Working Hours or Working Job.

Step 1: Main view -> Click on alt text drop-down -> Select alt text from the drop-down list.

Step 2: In the “Global Settings” window, tick “Enable Geolocation Tracking”.

Step 3: Change Tracking Interval Minutes as per your preference.

Step 4: Tick on what basis you would prefer to track the Geolocation, “By Jobs” or “During Office Hours” and click alt text button.

Note:

Track Geolocation by Jobs

When geolocation details are tracked by “Jobs”, geolocation details are collected at each tracking interval only when a user starts working on a job.

Track Geolocation during Office Hours

When geolocation details are tracked “During Office Hours”, geolocation details are collected at each tracking interval from the moment user log in to the system.

alt text



Manage Billing Module

Only the Admin type users can activate this feature.

Purpose

This option provides the feature to enable billing module for the system.

Step 1: Main view -> Click on alt text drop-down -> Select alt text from the drop-down list.

Step 2: In the “Global Settings” window, tick “Allow Managing Billing Module” and click alt text button.

alt text