The first element you see, under the Info tab, is their timesheet data block.
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. Only supervisors and backoffice can see the timesheet of any given agent.
Additionally, the Info tab also has:
1. Spearhead activity (i.e. first login, the most recent login, and logs to date),
2. Personal info (i.e. location, phone number, email, and driver's license details).
The Middle Menu has these tabs on it:
From Tickets, you can see all ticket activity made by that agent. You can even create a new ticket for the agent from this tab.
If searching for a particular ticket, filter the search:
This expands into a series of dropdowns to further filter the search:
The Dedicated Customers tab includes a list of each customer that uses this agent as a dedicated agent.
The Service Report tab allows you to generate a service report using date and customer drop downs to view the agent's activity and generate a report.
The Time Sheet tab has all of the agent's 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:
The two drop down fields will further limit the timesheet view parameters:
Use the shift selection to view a shift of any duration by selecting the date range from a calendar view in the dropdown.
The Shifts tab shows monthly views with sliding time scales of the agent's shift. By clicking on a shift, expand the view for detailed views of the shift, like breaking it down to labor and travel time intervals. If there are multiple tickets on the same day, their timesheet data is aggregated and accessible from the expanded view.
In this detailed view, see the breakdown of the shift between Travel (Gold) and Labor (Blue).
Using the More button, you can edit the shift.
This potentially disrupts the agent's timesheet, so this note appears on the shift until it's rectified:
Depending on the discrepancy of the shift, you'll have a variety of options. The shift above has an error in the edited log having a later start time so the only available option is to Extend Left to reconcile the edited shift log with the time logged on the ticket's activity log.
This shows the affected ticket, so you may select the ticket and go to its activity log for reference.
The Expenses tab compiles the agent's expenses across all tickets. The dropdown can separate external and internal, or serve you a list of both.
The separation refers to how an agent logs the ticket.
Internal being DON'T INCLUDE IN REPORTS.
External being INCLUDE IN REPORTS.
Change the list view of the expenses and sort either ascending or descending:
The last tab, Media Gallery, collates all media agents have attached to a ticket.
Any of the following apply:
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- Photos: Receipts for expenses, gauges of equipment, serial numbers for parts.
- Videos: Instructions, equipment in operation.
- PDFs: Guides, manuals, certifications, forms to be signed.