1. Introduction
This user guide provides step-by-step instructions for managing users, shifts, locations, and viewing activity reports within the management platform. Use this document as a reference to navigate the system and perform key functions efficiently.
2. User Management
Adding a New User
To create a new user account in the system:
- Navigate to from the main menu
- Click the + button
- Enter the user's details in the dialog box
- Select a role from the dropdown menu (mandatory)
- Click Update to save and create the user
Editing an Existing User
- From the Users list, click the Edit button next to the user's name
- Update the user's Name, Email, Designation, and Role
- Click Update to save changes
Note: The username cannot be changed once created.
3. Location Management
Adding a New Location
To add a new deployment site or location:
- Hover over and select
- Click the + button
- Complete all required fields: Location Name, Address, Contact Person, Phone Number, Email
- Add any optional Remarks if needed
- Click Update to save the location
Editing an Existing Location
- Locate the desired entry and click the Edit button
- Modify any details as needed (all fields are editable)
- Click Update to save changes
4. Shift Management
Creating a New Shift
- Navigate to
- Click the + button
- Enter shift details: Shift Name, Start/End Times, Break Times, Grace Time (minutes), and Shift Order
- Click Update to create the shift
Editing an Existing Shift
- Find the shift in the list and click the Edit button
- Modify any shift parameters as needed
- Click Update to save changes
5. Employee Assignment
Assigning Employees to a Location
- Navigate to
- Select the desired Location from the dropdown
- Choose available users/employees to assign
- Click Assign User Location
Removing an Employee from a Location
Click the Delete button next to the employee's name in the location list.
Assigning Shifts to Employees
- Navigate to
- Locate the employee in the list and find the Shift Name column
- Click on the shift name field to open the dropdown menu
- Select the appropriate shift (assignment is automatic upon selection)
6. Activity & Reporting
Viewing the Biometric Punch Log
- Navigate to
- Select From Date and To Date using the calendar controls
- Click the Load button
- Review the displayed interactions including employee name, time, and location coordinates
Checking Individual Location Pings
- Go to
- Set date range and click Load
- View detailed information including battery percentage, IMEI, location permissions, time, address, and map links
Checking an Individual's Route Trace
- Navigate to
- Select the user and date
- Click Show Route
- Examine the route map with detailed ping information including coordinates and timestamps
7. Reports
Generating a Day Log Report
To generate a comprehensive daily report for a specific site:
- Navigate to
- Select Site/Location and Shift from dropdowns
- Click Load to generate the report
- Review details including name, date, shift, break times, shift hours, mobile, and email
- Export to XLSX format if needed
Generating a Shift Summary Report
- Go to
- Configure filters: From Date, To Date, Location, and Shift
- Click Load to generate the summary
- Review comprehensive data including site, shift, employee deployment, dates, hours, and contact information