Check-Ins allow Geopointe users on the road to record arrival at a location on a route or from a search. Check-Ins are accessible on their own tab as a custom object, linked to their parent records.
Check-In / Check-Out Preferences
To review your Check-In / Check-Out preferences, navigate to the Org Settings sub-tab in Geopointe Setup. To make changes, click Edit.
Check-In/Check-out Creates Task: When checked, a completed task is created each time a user checks in at a location from Geopointe Mobile.
Check-In/Check-out Task Field Set: You can define task fields that can be filled in at the time of a Check-In. To do so, you need to create a task field set. The field set would be defined here.
Check-In/Check-out Task Subject Prefix: This changes the task subject. By default, when a Check-In task is put into Geopointe, it’s prefixed with “Check-In:”. If another value would be more useful to your company (perhaps something like “Visited Site:” or “Arrived:”) you can input that here.
Post Check-In/Check-out Image to Feed: When checked, this will include a map of the check-in location when posted to Chatter.
Hide Map on Check In/Check Out: If left unchecked, users will see a small map of their Check-In/Check-Out location when they are completing the Check-In/Check-Out process. When checked, users will not see the map during this process.
Checking into a Record
See our document on performing a check-in for a step-by-step of the process.
Once completed, a few things happen in Salesforce. First, the Check-In record is created. If you’ve checked it in Geopointe Setup, a completed activity will be added to the visited record’s list of completed tasks. If you chose to Chatter the Check-In, it can be found on the appropriate Chatter feed.
A Chatter feed Check-In post looks something like this:
A completed activity will look something like this:
The Check-In Record
The Check-In Record includes an array of data for you to utilize as needed. To see these records, you'll need to create a tab for it, by going to Salesforce Setup | Create | Tabs | New Custom Object Tab. Information stored on the record includes:
- The parent record of the Check-In
- The latitude and longitude of the Check-In, as well as how close it was to the actual location
- The ID of the parent record, the task record, and the chatter record
- Who performed the Check-In
- The time of the Check-In
- If it was posted to Chatter or not
- Time and location of a Check-Out (if applicable)