In this article we will go over how to validate the lists of customers, locations and employees that have been created and added in the system, which is necessary to kick start Guardtek and m-Post implementation.
There are 2 customer scenarios that we will also go over. 1st when all customer are integrating with Trackforce Valiant and 2nd when some customers are and some customers are not integrating with Trackforce Valiant.
NOTE: When it comes to the customer review the implementer will find out if some or all customers will be integrating with Trackforce Valiant. If all are, they will set the default to integrate all customers.
NOTE: In the event only some customers will be integrating with Trackforce Valiant you will need to review customer integration status individually.
Customer (All Integrating to Trackforce Valiant)Review
To review the list of customers (all integrating to Trackforce Valiant):
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over or click on the TLM module.
3. Under the Schedule Maintenance section click on Customer.
4. A list of all the customers that have been added will display in alpha numeric order in the Customer Name column. Review the list to confirm all of your customers have been added into Smartforce.
Customer (Not all Integrating to Trackforce Valiant)Review
To review the list of customers when not all integrating to Trackforce Valiant:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over or click on the TLM module.
3. Under the Schedule Maintenance section click on Customer.
4. A list of all the customers that have been added will display in alpha numeric order in the Customer Name column.
5. Right click on a Customer Name and click the Show option.
6. On the Customer page in the Main Form section click on Integration in the Customer Form sub-heading.
7. Confirm the status of the customer's Trackforce Integration.
Customers that are integrating with Trackforce Valiant will indicate Yes in the Trackforce Sync Enabled: field.
Customers that are not integrating with Trackforce Valiant will indicate No in the Trackforce Sync Enabled: field.
8. To change the status of the customer's Trackforce Integration click the Edit button at the bottom right hand corner of the page.
On the Customer page click a blank Trackforce Sync Enabled: checkbox to add a checkmark for Yes or to uncheck a checked box for No.
Once the desired customer integration status is correct click the Save button at the bottom right hand corner of the page.
9. A green SUCCESS pop up banner will let you kn0w the customer's integration status change was successful.
Location Review
To view the list of locations:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over or click on the TLM module.
3. Under the Schedule Maintenance section click on Location.
4. A list of all the locations that have been added will display in alpha numeric order in the Location Name column. Please review the list to ensure that all of your locations are correct and ready to be synced through the integration.
Employee Review
To view the list of all employees:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over or click on the HR module.
3. In the Important Actions section on the left hand side of the page click the blue Employee HR Profile button.
4. A list of all the employees that have been added will display by the most recent date in the Last Modified in the column. Review the list to ensure all of your employees are in Smartforce.
NOTE: you can filter your search by using the search and filters options at the left hand side of the page:
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