Published at: 2026-10-12
Manager Review and Performance View
Review visit records and employee performance in one workflow.
Before You Start
❗
-
You have field list, analytics, or review permission.
-
Employees submitted visit, new-store, or closed-store records.
-
Rules define your visible users and data range.
Steps
- In Field App > Field List, open an employee visit plan.
- Review location, photos, custom fields, and data-reporting results.
- In Visit Statistics, filter by employee and time.
- In Performance Statistics, review quantity, quality, and timeline data.
- In Field Data Export, export data for external analysis.
Expected Result
Review status and statistics are consistent, and exceptions can be investigated from field details.
Review Equipment Malfunction flags during Data Analysis.