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Employee Dashboard - Agent

Here's what an employee dashboard looks like and what each part of the dashboard represents from your agent role.

Note: Agents can view other agents' dashboards but their visibility and access is more limited than if they were viewing their own. 

Agent vs Other Agent

The first element you see, under the Info tab, is your time grid. 

overloaded not agents Note: It looks different depending on the shift schedule that has been set up within Spearhead, but this is generally how it looks. Especially in regards to the colors, which are different depending on the shift parameters set up within Spearhead. 

Additionally, the Info tab also has: 

1. Your Spearhead activity (i.e. first login, the most recent login, and logs to date),

2. Your personal info (i.e. location, phone number, email, and driver's license details).

The Middle Menu has these tabs on it: 

middle menu agent

From Tickets, you can see all of your activity across all tickets. 

If searching for a particular ticket, filter the search: 

search flag

This expands into a series of dropdowns to further filter the search: 

search filter

The Service Report tab allows you to generate a service report using date and customer drop downs to view your activity and generate a report. 

My Time Sheet tab has all of the your aggregated time entries. From here you can do several things: 

1. Access the customer, worksite, and ticket data as referenced in the time entries. 

2. Download the spreadsheet to edit or save it, with this icon: 

 csv

The two drop down fields will further limit the timesheet view parameters:

dropdown

shift vieww

Use the shift selection to view a shift of any duration by selecting the date range from a calendar view in the dropdown. 

The Expenses tab compiles your expenses across all tickets. The dropdown can separate external and internal, or serve you a list of both. 

The separation refers to how you log expenses on your tickets. Internal being DON'T INCLUDE IN REPORTS. External being INCLUDE IN REPORTS. 

expense dropdown field

Change the list view of the expenses and sort either ascending or descending: 

expenses sort

The last tab, Media Gallery, collates all media you have attached to a ticket. 

Any of the following apply: 

    • Photos: Receipts for expenses, gauges of equipment, serial numbers for parts. 
    • Videos: Instructions, equipment in operation. 
    • PDFs: Guides, manuals, certifications, forms to be signed.