Web Groups

Defining user groups allows the administration of field specialists and the management of work orders to be more efficient and taking into account the functional differences between users you will have access to 3 categories of groups: Web Groups, Mobile Groups and Customer Groups.

Create Web Groups

1. To create Web User Groups, log in to the AFLS Configuration Console in the Administration from the main menu, select the Groups and the category Web Groups. In the information view, select the New

2. In the Web Groups Detail View, select the Web Groups, where you can fill in information such as group name, group description, and select the roles (permissions) for the defined group.

The roles that can be configured for the Web User Group are:

Roles	Description
Administrator	Group responsible for the configuration and definition of the service, the spare parts to be used, companies, customers, means of transport, positions, users and organizations.
Dispatcher	Group responsible for the creation of the work order associated with the service, assignment and scheduling of specialists to attend to the order and assignment of previously configured spare parts.
Monitor	Group responsible for supervising the field specialist’s movements and monitoring the evolution of the service process.
Inventory Manager	This group will be able to manage items, measurements, locations, make inbound or outbound movements, transfers between warehouses and view inventory reports by locations.

Users

3. In the Web Groups Detail View, select the Users, where you can associate users with the defined group.

4. When you finish configuring the Web user groups, click Save in the Detail View of the AFLS Configuration Console, to confirm the changes made.

Edit Web Groups

4. To edit a Web Group, in the information view, select a record from the existing Web User Group, and in the detail view you can modify the required information.

Delete Web Groups

5. To delete a Web group in the information view, select a record from the existing Web user group list and select the icon to delete the associated information.

Create Mobile Groups

1. To create Mobile Groups, log in to the AFLS Configuration Console in the Administration from the main menu, select the Groups and the category Mobile Groups. In the information view, select the New.

2. In the Mobile Groups Detail View in the AFLS Configuration Console, select the Mobile Groups, where you can fill in information such as group name and description, associate a vendor, and define a status.

Users

3. In the Mobile Groups Detail View in the AFLS Configuration Console, select the Users, where you can associate users with the mobile group.

Skills

4. In the Mobile Groups Detail View in the AFLS Configuration Console, select the Skills, where you can set up the specific skills for the specialist group in the field.

Availability

5. In the Mobile Groups Detail View in the AFLS Configuration Console, select the Availability, where you can configure the availability of group time for service attention.

6. When you finish configuring the roaming user groups, in the detail view click Save, to confirm the changes made.

Edit Mobile Groups

7. To edit a Mobile Group, in the information view, select a record from the existing Mobile User Group, and in the detail view you can modify the required information.

Delete Mobile Groups

8. To delete a mobile group in the information view, select a record from the existing Mobile User Group listing and select the icon to delete the associated information.

Check Mobile Group Availability

⚐ Note: When a specialist is associated with a group, he or she inherits the availability characteristics that have been determined for that group.

1. To check the availability of the group (web or mobile), enter the AFLS web console, in the Administration section of the main menu, select the Users option and the category Mobile Users.

2. In the Detail View of a mobile user, select the Availability, where you can view and differentiate between group and user availability.

⚐ Note: From this instance you cannot edit the user’s availability.

⚐ Note: The specialist inherits the skills configured for the group and these are added to the skills they have configured as a user.

3. In the Detail View of a Mobile Users, select the Skills, where you can associate skills with the mobile user to be able to relate them to the respective group.

⚐ Note: From this instance you cannot edit the user’s skills.

Create Customer Groups

1. To create the Client Groups, go to the AFLS Configuration Console, in the Administration from the main menu, select the Groups and the category Client groups. In the information view, select the New.

2. In the detail view of Customer Groups you can fill in information such as group name, description, status, search, associate and disassociate customers that belong to the group.

3. To associate customers, in the respective field, enter and select a customer name. Click the Associate

4. When you finish setting up the group, click Save to confirm the changes made.

Edit Client Group

2. To edit a group, in the group configuration list, select the name of the record you want to edit, in the detail view you can modify the required information or disassociate one or more clients from the group.

Delete Client Group

4. To delete a group in the group configuration list, select the check of one or more records and select the button to delete the associated information.

⚐ Note: A client group cannot be inactivated if it has one or more associated clients.

Bulk import of customer groups

The import of client groups allows you to upload groups in bulk to Aranda FIELD SERVICE AFLS, by means of a file .csv of Excel, with a specific format in order to manage and create information, as well as to make the assignment between clients and groups.

1. To perform a bulk import of customer groups, go to the AFLS configuration console, in the section Administration from the main menu, select the Groups and then Customer Groups. Select the Import.

2. The window is enabled Import File you will be able to upload a Customer Groups file that you want to add or by selecting the EXAMPLE. CSV You will be able to download a template to import. Select the option Drag or upload the file you are importing to access the logs upload the information to be imported.

3. In the Windows Explorer window where you can browse and select the .csv file.

⚐ Note: The Excel file must be .csv (comma-separated values) and saved with UTF-8 encoding.

4. After selecting and uploading the customer group import file, click Accept in the import view, to confirm the changes made and the system will schedule the processing of the file.

File structure of customer groups to be imported

Client import files (*Client_Template.csv**) should maintain the suggested structure:

Options	Description
Type	Type of request to be made: 1 - Create group or 2 - Associate group to customer.
GroupName	Name of the customer group.
Description	Description of the customer group.
CodeClient	Customer Code.

5. In the bulk upload information view, during the AFLS event management setup, you can view the list of existing records and validate the result of the successful upload of the import file.

For more information, see the process of Bulk Uploads

⚠ Warning: If you fail to successfully import customer groups, the application will allow you to view, modify, and retry uploading the records or download the file to visualize the reason for the non-import.