Check-in greater than 350 meters
Click on any of the following links to go to the sections within this article.
1. What is a check-in?
The check-in process allows salespeople to record a physical visit to the customer's location as long as it is within the established check-in range. Click here for more information on this feature.
Note: The check-in range may vary depending on the settings established by your account administrator. Click here to learn more about this element.
2. What is the check-in alert greater than 350m?
This feature was created to give you a clear understanding of your daily business operations; hence, ForceManager will notify you when a team member checks in from a location that is more than 350m away from the account or opportunity position.
When the application detects this discrepancy, it will send an alert, which will be visible in the Activities list.
- In the list of activities, you can view the records of check-ins made at accounts or opportunities. If there is a "check-in greater than 350m", you will see an alert next to the activity record.
- By clicking on the activity, you can view the alert message specifying the distance in which the check-in was made.
- On the map, you can see the location of the account or opportunity. The blue circumference indicates the 350m range, and an alert will be triggered if the user checks in outside of this area.
- You can also verify the user's location at the time of check-in to confirm the distance reported by the alert.
3. What affects the calculation of the distance and the triggering of the alert for check-in greater than 350 meters?
There are several factors that affect the calculation of the distance in which the user was at the time of checking in at an account or opportunity. We will discuss each one in detail below:
Factor #1: Incorrect Account or Opportunity Location
In some cases, the location of an account or opportunity may be inaccurate due to poor GPS signal at the time of creation and geolocation. To ensure that your location has been recorded correctly, we recommend you open its file and check the location on the map.
If you find any errors, you can correct them from the account or opportunity editing form. Inside the form, scroll down to the Address field and, for greater precision, enter the address into the search bar. For more information, see the articles How to modify or delete accounts? or How to modify or delete an opportunity?.
Factor #2: Poor GPS Signal at Time of Check-In
The accuracy of the user's location during check-in can be impacted by the quality of the GPS signal received by the mobile device. Read on for more information about this issue: What calculations do the devices perform to determine if the user is within the check-in range?.
Factor #3: Changed Company or Opportunity Location after Check-In
When viewing a check-in activity, the app displays the current location of the company or opportunity. If this location changes after the check-in and if the new location is more than 350 meters from the user's position, the app will show the alert.
4. What calculations do the devices perform to determine if the user is within the check-in range?
To determine if the user is within the check-in range, the device performs several calculations using various parameters. In the accompanying image and table, we provide a detailed explanation of these parameters.
The tolerance of +/- meters, considering the quality of the GPS signal received by the device, at the time the user registered the location of the Account or Opportunity, taking the registered position of this account or opportunity as the central point.
The check-in range set by the account administrator. (By default, the app's configured range is 500 meters.)
The tolerance of +/- meters, considering the quality of the GPS signal received by the device, at the time the user checked-in, taking the user's position as the central point when checking-in.
Absolute check-in range that the device allows, taking into account the tolerances and the established check-in range.