Check-ins
Check-ins are a way that technicians can let their team know they've arrived at the site, share details from their work, receive critical safety alerts, and track their all-time career stats to brag to their crew.
For context of the use cases for Check-ins, watch our overview video here.
Table of Contents
- Mobile: How to Check-in on DSPTCH Mobile
- Mobile: How to View All-Time Check-in Stats
- Web: Viewing Technician Check-ins on DSPTCH OverSite
- Web: Viewing Technician Check-ins from the Activity Tab
Mobile: How to Check-in on DSPTCH Mobile
To Check in to a site on DSPTCH Mobile, start by clicking the "Check in to a site" button from the main dashboard. Then, search for the relevant site from the map search bar and select the site. Click the "Check in" button once the site has been pulled up.
This will open the Check-in page.
For an example, watch the interactive demo here.
After opening the Check-in page, begin the entry by uploading photos, adding a description of the work performed, and tagging relevant assets such as turbines or inverters.
Once the Check-in has been filled out, it can be shared with others by clicking the share arrow.
At the end of your site visit, click the check out icon at the top right of the page to end the session.
For an example, watch the interactive demo here.
Mobile: How to View All-Time Check-in Stats
To view your all-time Check-in stats, start by opening your Profile Page by clicking your profile picture at the top right of the screen. Then, scroll down to the "History" Section and select "View Past Check-ins".
This will open a list of every Check-in registered to your account. Click on a Check-in to revisit the associated details (pictures, description, and assets).
To view your all-time stats, click the graph icon at the bottom right of the Check-in History Page. This will show your total number of Site Check-ins, unique Sites visited, number of Feature Check-ins, unique Features visited, and the total number of photos added.
For an example, watch the interactive demo here.
Web: Viewing Technician Check-ins on DSPTCH OverSite
All Check-in data for a particular site can be viewed with OverSite.
To start, click on the OverSite tab from DSPTCH web. Then, search for your site and click the "Click here to claim" button. This will open the OverSite dashboard, displaying all technicians who have actively checked in to the site along with their on-site geolocation.
For more information, click the "Check-ins" tab from the sub-navigation bar at the top of the screen. This will provide a data table with all of the active and historical Check-ins at the site. The data table will include the start/end time of each technician's Check-in, along with any details they included in the Check-in.
See the video below for a demonstration:
Web: Viewing Technician Check-ins from the Activity Tab
To view technician Check-ins not tied to an individual site, click the Activity Tab from the main navigation bar at the top of the screen.
This will open a data table of every Check-in registered by technicians at your Company. The data table will include the start/end time of each technician's Check-in, along with any details they included in the Check-in.
Please see the video below for a demonstration:
The data can be filtered to meet your needs. There are several types of filters:
- Search:
- Search for an individual User's Check-ins.
- Company:
- Filter for Check-ins from a specific Company.
- Site:
- Filter for Check-ins from a specific Site.
- Group:
- Filter for Check-ins from a specific User Group.
- For instructions on how to create/manage User Groups, read our help doc here.
- Check-in Date (From):
- Filter for Check-ins after this date.
- Check-in Date (To):
- Filter for Check-ins before this date.
- Active:
- Filter for Check-ins that are active.
- Past:
- Filter for Check-ins that are not active.
- Last 7 Days:
- Filter for Check-ins within the last 7 days.
- Last 30 Days:
- Filter for Check-ins within the last 30 days.
- Last Quarter:
- Filter for Check-ins within the last quarter.
Multiple filters can be applied simultaneously to further narrow results.