FieldTrace - Frequently Asked Questions

1. What is FieldTrace?

FieldTrace is an all-in-one field operations management platform designed for businesses with employees working outside the office. It helps organizations manage field employees, attendance, locations, tasks, routes, customers, expenses, orders, and field activities from a centralized platform.

2. Who can use FieldTrace?

FieldTrace can be used by organizations that manage field employees or distributed teams, including sales teams, service teams, delivery teams, technicians, maintenance teams, healthcare representatives, logistics teams, and other field operations.

3. Is FieldTrace available on mobile phones?

Yes. Field employees can use the FieldTrace mobile application to manage their daily field activities, attendance, tasks, routes, customers, orders, expenses, and other assigned activities.

4. How do I install the FieldTrace app?

Download and install the FieldTrace application on your Android device. After installation, open the application and log in using the credentials provided by your organization.

5. What permissions does FieldTrace require?

Depending on the features enabled by your organization, FieldTrace may request permissions such as:

• Location
• Background location/activity
• Notifications
• Camera
• Storage or media access
• Phone or device-related permissions

These permissions are required for specific features such as attendance verification, location tracking, task updates, photo capture, and notifications.

6. Why does FieldTrace require location permission?

Location information helps organizations verify field attendance, monitor field activity, track assigned routes, and understand where field operations are taking place.

7. Why does FieldTrace require background location access?

Some field operations require location information even when the application is not actively displayed on the screen. Background location access can support features such as movement tracking, route monitoring, and field activity verification.

8. Does FieldTrace track my location all the time?

Location tracking depends on the configuration and policies set by your organization. Certain features may require location tracking during working hours, active attendance, assigned tasks, or field activities.

9. What happens if I deny location permission?

Features that depend on location may not work correctly. For example, attendance verification, movement tracking, route monitoring, or location-based activities may be unavailable.

10. Can I use FieldTrace without an internet connection?

Some application functions may continue to work temporarily when connectivity is unavailable, depending on the feature. Data generally needs an internet connection to synchronize with the FieldTrace server.

11. What happens to my data when I lose internet connectivity?

Depending on the feature, FieldTrace may temporarily retain activity information on the device and synchronize it when an internet connection becomes available.

12. How do I log in to FieldTrace?

Open the FieldTrace application and enter the username/email and password provided by your organization. If your organization uses another authentication method, follow the login process configured by your administrator.

13. What should I do if I forget my password?

Use the password recovery option available on the login screen, if enabled by your organization. If password recovery is not available, contact your organization's FieldTrace administrator or support team.

14. Why can't I log in?

Check that:

• Your username and password are correct.
• Your account is active.
• Your device has an internet connection.
• The application is updated.
• Your organization has not restricted or disabled your account.

If the problem continues, contact your administrator.

15. How do I mark my attendance?

Open the FieldTrace application and navigate to the Attendance section. Follow the attendance process configured by your organization. Depending on the configuration, FieldTrace may verify your location or other information before accepting the attendance entry.

16. Why can't I punch in?

Possible reasons include:

• Location permission is disabled.
• GPS/location services are turned off.
• You are outside the permitted attendance location.
• Internet connectivity is unavailable.
• Your account is not configured for attendance.
• Required device permissions are missing.
• The application is outdated.

Check these settings and try again.

17. Can I punch in from any location?

This depends on your organization's attendance policy. Your organization may configure location-based restrictions, geofencing, office locations, customer locations, or other attendance rules.

18. Why is my location showing incorrectly?

Location accuracy depends on GPS availability, network connectivity, device settings, indoor conditions, and environmental factors. Make sure Location Services are enabled and that FieldTrace has the required location permission.

19. What are tasks in FieldTrace?

Tasks are activities assigned to field employees by managers or administrators. Employees can view assigned tasks, update their status, add relevant information, and complete the tasks according to the organization's workflow.

20. How do I view my assigned tasks?

Open the Tasks section in the FieldTrace application. You can view tasks assigned to you along with relevant information such as task details, priority, location, customer, due date, and status, depending on your organization's configuration.

21. Can I update the status of a task?

Yes, if your organization has enabled this functionality. Field employees can update task statuses as they progress through their assigned activities.

22. Can I add photos or documents to a task?

If enabled by your organization, you can attach photographs, documents, or other relevant information to a task.

23. What are routes in FieldTrace?

Routes help organizations plan and manage field visits and employee movements. Managers can use routes to organize field activities and improve operational efficiency.

24. Can FieldTrace track field employee movement?

Yes, where the feature is enabled and the required permissions have been granted. FieldTrace can use location information to provide visibility into field movement and activities.

25. What is the Customer module?

The Customer module allows organizations to maintain and manage customer information relevant to field operations. Field employees can access customer details and perform assigned activities related to customers.

26. Can field employees add or update customer information?

This depends on the permissions configured by the organization. Users with the appropriate access can create, update, or manage customer information.

27. What are expenses in FieldTrace?

The Expenses feature allows field employees to record business-related expenses incurred during field activities, such as travel or other approved expenses.

28. Can I submit expense receipts?

If enabled by your organization, you can upload photographs or supporting documents for expenses while submitting them.

29. How are expenses approved?

Expense approval follows the workflow configured by your organization. Submitted expenses may be reviewed and approved or rejected by authorized managers or administrators.

30. What is the Orders feature?

The Orders feature helps field employees create and manage customer orders from the field, depending on the organization's configuration.

31. Can I create an order from a customer visit?

Yes, if order creation has been enabled for your account. You can create an order while performing a customer visit and enter the required product and order information.

32. Will my manager be able to see my field activities?

Users with appropriate managerial or administrative permissions can view relevant field activities, attendance, tasks, locations, routes, expenses, orders, and reports according to the organization's configuration.

33. What notifications does FieldTrace provide?

FieldTrace can provide notifications for relevant activities such as task assignments, updates, reminders, attendance-related events, or other activities configured by your organization.

34. Why am I not receiving notifications?

Check that:

• Notifications are enabled for FieldTrace.
• Your phone is not blocking notifications.
• Battery optimization is not restricting the application.
• Background activity is permitted.
• Your internet connection is working.
• Notifications are enabled for your FieldTrace account.

If the issue continues, contact your administrator.

35. Why does FieldTrace need background activity permission?

Background activity may be required for features that need to continue operating when the application is not actively displayed, such as location-based tracking, synchronization, or notifications.

36. Why does FieldTrace stop working in the background?

Some Android devices aggressively restrict applications to save battery. Check the device's battery optimization, background activity, auto-start, and application permission settings and ensure FieldTrace is allowed to operate in the background.

37. Does battery optimization affect FieldTrace?

Yes. Aggressive battery optimization can prevent FieldTrace from running correctly in the background and may affect location tracking, notifications, synchronization, or other background functions.

38. Can I use FieldTrace on multiple devices?

This depends on your organization's account and security configuration. Contact your administrator if you need to change or register a device.

39. What should I do if I change my phone?

Install FieldTrace on the new device and log in using your organization-provided credentials. You may need to grant the required permissions again. If your organization restricts device changes, contact your administrator.

40. What should I do if FieldTrace crashes?

Try the following:

1. Close and reopen FieldTrace.
2. Check your internet connection.
3. Restart your phone.
4. Update FieldTrace to the latest available version.
5. Ensure required permissions are enabled.
6. Check that sufficient storage is available.

If the problem continues, contact your organization's support team.

41. What should I do if FieldTrace is not updating my data?

Check your internet connection and make sure the application is allowed to run in the background. Reopen FieldTrace and allow it time to synchronize. If the issue persists, contact your administrator or support team.

42. Can I uninstall FieldTrace?

You should not uninstall FieldTrace unless instructed by your organization or support team. Uninstalling the application can affect features that depend on the application being installed and active on the device.

43. Is my data secure in FieldTrace?

FieldTrace is designed to provide controlled access to field operation information. Access to data and features depends on user roles, permissions, and the configuration established by the organization.

44. Can every employee see all company data?

No. Access can be controlled through user roles and permissions. Employees generally see the information and features that their organization has made available to their accounts.

45. Can managers monitor field employees?

Managers with the appropriate permissions can access relevant field operation information, which may include attendance, tasks, locations, routes, customers, expenses, and orders.

46. Can FieldTrace generate reports?

Yes. FieldTrace provides operational data and analytics that can help organizations monitor field activities and performance. The reports and dashboards available depend on the organization's subscription and configuration.

47. Can FieldTrace help improve field employee productivity?

Yes. By bringing attendance, tasks, routes, customer visits, expenses, orders, location information, and analytics into one platform, FieldTrace can provide managers with greater visibility into field operations and help identify operational inefficiencies.

48. Can FieldTrace be customized for my organization?

FieldTrace can be configured according to organizational requirements, including user access, workflows, field activities, and operational processes. Contact the FieldTrace/Codelogicx team to discuss your specific requirements.

49. Who manages FieldTrace accounts?

Your organization's authorized administrator generally manages users, roles, permissions, and other account-related settings.

50. How do I report a problem with FieldTrace?

First contact your organization's FieldTrace administrator or designated support team. When reporting an issue, provide:

• Your name/user ID
• Device model
• FieldTrace app version
• Description of the problem
• Date and time of the issue
• Screenshot or screen recording, if available
• Steps that caused the problem

Providing these details helps the support team investigate the issue faster.

51. How can I contact Codelogicx for FieldTrace support?

For product support, implementation, customization, or other FieldTrace-related requirements, contact the FieldTrace/Codelogicx support or account team through the support channel provided by your organization.

52. What should I do if a FieldTrace feature is missing from my app?

Features are controlled by your organization's configuration, subscription, role, and permissions. Contact your administrator to confirm whether the feature has been enabled for your account.

53. Can FieldTrace be used by teams in different locations?

Yes. FieldTrace is designed for distributed field teams and can provide centralized visibility into operations across different locations, subject to the organization's configuration.

54. What is the benefit of using FieldTrace instead of multiple separate applications?

FieldTrace brings several field-operation functions into one platform, reducing the need to manage separate tools for attendance, employee tracking, tasks, routes, customers, expenses, orders, and analytics.

55. Where can I get help with FieldTrace?

For immediate assistance, contact your organization's FieldTrace administrator or support team. For implementation, integration, customization, or product-related assistance, contact the FieldTrace/Codelogicx team.