03. Setting and Using Performance Indicators - TaroWorks 7.3.1 and below

Introduction

TaroWorks helps your staff to track their individual performance on their mobile device. This functionality not only provides a feedback loop to mobile users when submitting Jobs, but also enables the field manager to execute better incentive schemes. 

• Job targets track the number of submissions for a particular Job.
• Performance indicators track the number of additions for a particular Object.
• Performance indicators are especially useful if the number of records created per job may vary or if there are multiple jobs that create records for the same object.

You can set Performance Indicators for each of your active TaroWorks Mobile Users on Partner Community license with a number of records to be created on a weekly or monthly basis, with a different target for each object. This affords great flexibility in setting targets. For example:

Indicator Name	Field Officer Andika	Field Officer Budi
New Members Signed up	15 records / week	30 records / week
Sales Transactions Made	90 records / month	60 records / month

This article will show you how to set Performance Indicators for your field officers.

Getting Started

1. Make sure you have installed the latest TaroWorks package in your Salesforce instance and the field officers are all using the corresponding app version.
2. Begin by clicking Performance tab (red box).
   
   
   
3. Click Performance Indicator button on the right (red box).
   

How to Create a set of Performance Indicators

• You will see the Performance Indicators Manager page. Click New Performance Indicator (red arrow).
  
  
  
• A New Performance Indicator screen will appear as shown below. Enter the Indicator Target Name, this will be shown on the device exactly. (Multilingual text using UTF-8 encoding is supported.)
  
  
• You will now need to select which object's records to count. This object must be the child of the Contact object.
  
  
  
• After the object is selected, you will be shown a list of fields. This all lookup and master-detail fields that connects to the contact object (red arrow) and click Done (red box).
  • NOTE: If you have multiple choices, choosing the correct relationship is important or else TaroWorks would not count your new records properly.
    
    
• When you have finished selecting one object, you should see something that resembles the image below (green box).
  • NOTE: You can change the object or the relationship by clicking on the droplist or link respectively.
  • NOTE: If your desired object to count is further down the object hierarchy, click the ADD link (blue arrow) and repeat steps 3 & 4.
    
• Choose if this is to be a weekly or monthly target with the radio button (red box). The current accounting period is shown for your reference.
  
  
• Set the Target value (green box), this is the number of records to be created within the target period. You can enter any integer greater or equal to zero.
  
  
  • NOTE: If you wish to assign different targets to different Mobile Users, and check the box for I want to specify different targets for some users (red arrow). A list of Mobile Users will appear and you can adjust their targets individually.
    

1. Click Save (green box) when complete. Click Cancel to discard this target.
   

How to Update a set of Performance Indicators

1.  Click on the Performance Indicator button from the Performance tab.
2.  Next to the Targets you want to update, Click Update (red box)
3. You may edit the Indicator Target Name, however the object, time period and type cannot be edited.
4. Set the target 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 to assign the same target to all mobile users to save time.
5. Click Save 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 Performance Indicator Progress in Android App

1. At the main menu, press the Performance icon.
2. Click the Indicators tab to see your progress on any active Performance Indicators.
   
3. This number will automatically be updated each night.

NEXT: 04. Viewing Reports on Performance Indicators >>>