A rep checks in from the back of a store with no coverage; the time and location are saved on the phone and reach Salesforce at the next sync.
The story
Priya · Territory rep · Metro Grocer Bondi Junction
Priya walks into Metro Grocer Bondi Junction through the loading dock at 9:31. There are no bars on her phone. She taps Check In anyway. FieldKo Atlas records the time and her location on the device and moves the visit to In Progress. Her six tasks for the visit are already on the phone from the morning download. Everything she does for the next 53 minutes is saved and queued, ready to upload when she's back at the car.
9:41
‹ VisitOffline · 1 pending
Shelf Audit
Metro Grocer Bondi Junction · 500 Oxford St
Checked in 9:31 AMTask 0 of 6
No signalWork saved on device
Checked in at 9:31 AM · location recorded · visit In Progress
Visit tasks
✓Check in9:31 AM · offline
Core ranging7 lines
Shelf photoSparkling water bay
Saved on device · uploads at next sync1 pending
On the phone
1Check in where the work isCheck-in works with no signal, so the visit starts when Priya arrives, not when she finds coverage.
2Time and place, recordedThe check-in time and, if your company uses it, the location are saved on the device with the visit.
3The day is already on the phoneVisits, tasks and surveys downloaded at 7:30, so nothing needs a connection until the end of the visit.
In Salesforce, after sync
Priya syncs at 10:26. Her manager sees a check-in at 9:31, not at the time she found a signal.
