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Personnel Management

Team setup, roles, and performance tracking

How do I invite new team members?

Go to the Personnel section and click "Invite Member". Enter their email address and assign a role (Admin, Manager, Dispatcher, or Technician). They will receive an invitation email with instructions to set up their account and download the mobile app.

What roles are available in the system?

Avchare provides four default roles: Admin (full access), Manager (team and reporting access), Dispatcher (task assignment and scheduling), and Technician (mobile app, assigned tasks only). You can customize permissions for each role from the Settings page.

How can I track personnel performance?

The Reports section provides detailed performance metrics for each team member, including tasks completed, average completion time, on-time rate, customer satisfaction scores, and distance traveled. You can generate reports for any date range.

Can I organize personnel into teams or departments?

Yes. Create teams or departments from the Personnel settings. Assign members to groups for easier task dispatch, filtering, and reporting. Managers can be assigned to oversee specific teams.

How does shift and schedule management work?

Define working hours and shifts for each team member from their profile. The auto-dispatch engine considers shift schedules when assigning tasks to ensure work is distributed only during active hours.

Still need help?

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