Understanding Mobile Channel Creation

Mobile Channel Creation is a feature that allows field employees to register new channels — such as outlets or stores — directly from their mobile app while they are out in the field. This means employees no longer need to wait for an admin to add a new channel through the portal before they can start working on it.

This article explains what the feature does, who is involved, how the approval process works, and what to expect in different situations.

What Is a Channel?

In Staffinc Suite, a channel is a location that an employee visits as part of their work — for example, a store, an outlet, or a customer site. Channels are normally created and managed by admins through the Client Portal.

With Mobile Channel Creation, field employees can now create new channels on the spot when they discover a new location during their daily work.

Who Is Involved?

There are two roles in this feature:

CP User (Admin)
The admin manages the feature from the Client Portal. They decide:

• Which employees are allowed to create new channels
• Whether new channels are approved automatically or need to be reviewed first
• What information employees need to fill in when registering a channel
• Whether to approve or reject channels submitted by employees

Employee (Field)
The employee uses the mobile app. They can:

• Register a new channel directly from the field
• Visit a channel they created (even before it is approved)
• Track the status of the channels they have submitted

How Does a New Channel Get Created?

When an employee finds a new location they want to register, they tap the “+ Buat Channel Baru” button on their mobile app. This button appears on the homepage and the channel list page — but only on today’s date, and only if the employee is eligible based on their Visitation Policy.

The employee fills in a registration form. The fields shown in the form are configured by the admin — only relevant fields are visible, and required fields are marked with an asterisk (*).

Once the employee submits the form by tapping “Kirim”, the channel goes through an approval process.

How Does the Approval Process Work?

The approval process depends on how the admin has configured the Visitation Policy. There are two modes:

Auto Approval is ON

The system automatically approves the channel right after it is submitted. The channel immediately becomes Active and the employee can use it just like any other channel. No action is needed from the admin.

Auto Approval is OFF

The channel is created with a Pending status. The admin needs to review it and decide whether to approve or reject it. Until a decision is made:

• The employee who created the channel can still see it and visit it.
• No other employees can see the channel yet.

Once the admin approves it, the channel becomes Active and is accessible to all eligible employees. If the admin rejects it, the channel is removed from the employee’s list.

What Are the Channel Statuses?

Every channel has a status that tells you where it is in its lifecycle:

The status is always shown as a badge on the channel card so employees and admins can see it at a glance.

What Happens After a Channel Is Created?

If Auto Approval is ON:

• The channel is immediately Active.
• It is automatically assigned to the employee who created it.
• Employees who are configured to access ALL channels will also receive it automatically.
• The channel appears in the creator’s channel list and map right away.

If Auto Approval is OFF:

• The channel sits in Pending status.
• Only the creator can see it in their channel list.
• The creator can visit the channel even while it is Pending.
• The admin reviews and decides to approve or reject from the Pending Approval tab in the portal.
• Once approved, assignment is automatically propagated to eligible employees — no manual steps needed.

What Is Different for PJP Employees?

Employees with a Permanent Journey Plan (PJP) have a fixed daily schedule of planned channels. When a PJP employee creates a new channel, the system keeps it completely separate from their journey plan to protect their KPI and performance targets.

Here is what that means in practice:

• The new channel does not appear in the main channel list or homepage.
• It appears only in the Kunjungan Tambahan page, which is a dedicated space for unplanned channels. This page is accessed from the Kebab Menu (⋮) on the homepage.
• The Kunjungan Tambahan page resets every day — only today’s unplanned channels are shown. The data is not deleted; it just does not carry over to the next day’s view.
• Visiting a new channel does not count toward PJP targets or KPI.
• If the channel needs to be part of the journey plan, the admin must manually add it to the employee’s PJP group.

Where Can I See My Submitted Channels and Visit History?

On mobile:

• Your created channels appear in your channel list (Non-PJP) or Kunjungan Tambahan page (PJP) with their current status badge.
• Completed visits are always visible in Kunjungan → Riwayat, regardless of whether the channel was later rejected or deactivated.
• Submitted task reports are always visible in Tugas → Riwayat, even if the channel status has changed.

On the portal (for admins):

• All channels — including mobile-created ones — appear in the Channel List with a Channel Source column showing “Employee” or “Admin.”
• Employee-submitted channels awaiting review appear in the Pending Approval tab.
• Every action taken on a channel (creation, approval, rejection) is recorded in the Activity Log on the Channel Detail page.

A Quick Summary

For step-by-step instructions on how to use this feature, refer to the related articles in this section of the knowledge center.