Trackforce Questions & Answers

To create a new Smartforce position in Trackforce, follow the steps given below:

• Open your Smartforce account
• Go to the 'Positions' section
• Click on 'Create New Position'
• Input the required details
• Save the new position information.

To create a new Smartforce user in Trackforce, follow the steps given below:

• Open your Trackforce Smartforce account
• Go to the 'Users' section
• Click on 'Add New User'
• Input the required details
• Save the user information to activate the new account.

To create a new Smartforce customer in Trackforce, follow the steps given below:

• Openyour Trackforce Smartforce account
• Go to the 'Customers' section
• Click on 'Add New Customer'
• Input the required details
• Save the new customer information.

To create a new Smartforce location in Trackforce, follow the steps given below:

• Open your Trackforce Smartforce account
• Navigate to Locations
• Click on 'Add New Location'
• Input the necessary information
• Save the new location details.

To add and manage forbidden employees in Trackforce, follow the steps given below:

• Open your Smartforce account
• Navigate to the 'Employee Management' section
• Go to the relevant section for ‘Forbidden Employees’
• Add and manage forbidden employees

To use the Smartforce Quick Create feature to add a customer, location, and position in Trackforce, follow the steps given below:

• Open your Trackforce Smartforce account
• Click on the 'Quick Create' feature
• Choose to add a customer, location, or position
• Provide the necessary information for each entity
• Save the entries accordingly.

To deactivate a Smartforce user in Trackforce, follow the steps given below;

• Open your Smartforce account as an admin
• Open the 'Users' section
• Choose the user you wish to deactivate
• Click on the 'Deactivate' option
• Hit confirm

To add a business unit to a data filter group in Trackforce, follow the steps given below:

• Open your Smartforce account
• Navigate to the 'Data Filters' section
• Choose the data filter group to which you want to add the business unit
• Click 'Add' and select the appropriate business unit
• Save the changes to apply the update.

To create a data filter in Trackforce, follow the steps given below:

• Open your Smartforce account.
• Navigate to settings
• Go to the 'Data Filters'
• Click on 'Create New Filter'
• Define the criteria, such as location, position, or user role
• Save the filter