Understanding the Activity Log for Mobile-Created Channels (Admin)
The Activity Log provides a complete audit trail of every
Staffinc Suite
How to Manually Assign Forms to Specific Channels & Configure First-Visit Forms
Specific Channel assignment gives admins greater control over which forms
How Auto-Assignment Works for Mobile-Created Channels (ALL Channel Scope)
Forms configured with the ALL Channel scope are automatically applied
Understanding PJP ↔ Non-PJP Transition Behavior
Your experience in the mobile app may change when your
KPI Isolation for PJP Employees: Creating New Channels
When PJP employees create new channels from the mobile app,
How PJP Employees Create and Access Unplanned Channels
PJP employees can create new channels during their daily activities
How to Complete Tasks and Check Out from a Visit
Once a visit has started, you can complete the assigned
How to Access and Start a Visit on a Mobile-Created Channel
Mobile-created channels can be visited using the same visitation flow
What Happens When a Channel Is Rejected
A channel request can be rejected if it does not
What Happens When a Channel Is Approved
When a pending channel is approved, it becomes an active