01. Setting and Using Job Targets - TaroWorks 7.3.1 and below

TaroWorks is not limited to improving the timeliness and accuracy of incoming data and enabling the field officers to access enterprise data on the ground, but it also helps your staff to track their own performance at any time via their device - this in turn motivate them and allows the field manager to execute better incentive schemes.

You can set Job targets for each of your active TaroWorks Mobile Users on Partner Community license

with a number of Jobs to be completed and synced on a weekly or monthly basis, with a different target for each Job. This afford great flexibility in setting targets. For example:

Job Name	Field Officer Andika	Field Officer Budi
Register New Members	10 jobs / week	50 jobs / week
Follow-up Visit	100 jobs / month	20 jobs / month

This article will show you how to set Job Targets for your field officers.

Getting Started

1. Make sure you have installed the latest TaroWork package in your Salesforce instance and the field officers are all using the corresponding app version.

2. Begin by clicking Performance tab (red box).

 

How to create a set of Job Targets

1. A Create Target will appear as shown below. Enter the Job Target Name, this will be shown on the device exactly. (Multilingual text using UTF-8 encoding is supported
2. Choose a published Job to apply your targets on from the Select Job droplist.
   • NOTE: If a job already has a set of targets assigned, it will not be available in the droplist.
3. Choose if this is to be a weekly or monthly target with the radio button. The current accounting period is shown for your reference.
4. Set the number of jobs to be completed within the target period. You can enter any integer greater or equal to zero.
   
   • NOTE: Enter a number and click Apply (green box) to assign the same target to all mobile users to save time.
5. Click Save (red arrow) when complete. Click Cancel to discard this target.
   

How to Update a set of Target

1. You will see the Job Target Manager page. Next to the Targets you want to update, Click Update (red box)
   
   
   
2. A Create Target will appear as shown below. You may edit the Job Target Name, however the Select Job droplist and the Weekly/Monthly period cannot be edited.
3. Set the number of jobs to be completed within the target period. You can enter any integer greater or equal to zeroo.
   
   • NOTE: Enter a number and click Apply (green box) to assign the same target to all mobile users to save time.
4. Click Save (red arrow) when complete, a dialog box will appear asking you to reconfirm. The changes will be reflected when the field officer’s next sync.
   

How to Check Job Targets Progress in Android App

1. At the main menu, press the Performance icon.
2. You will be shown all active Job Targets that applies to you and your current progress so far. (See bottom left)
   
   
3. This number will automatically be incremented every time you have successfully synced the target job. (See above right)
4. Tap the Back button to return to the main menu, or tap Indicators to see Performance Indicators assigned to you.

(No previous step)

Last updated on October 16 2013

02. Viewing Reports on Job Targets >>>