WIS RMS - Logging Off Your Visits

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Slide 1:

RMS MAIN PAGE A Guide to Logging Off Your Time Mike Zannoni, TL Office 4027

Slide 2:

Hover cursor here Click here

Slide 3:

Click on the day you are logging visits for (hopefully, today’s date).

Slide 4:

Schedule appears below

Slide 5:

Click small up-arrow to collapse the dashboard

Slide 6:

Stores on schedule for this day.

Slide 7:

Click to get back to main page Make sure the stores you are logging are on for the correct day. If not, get with your TL, Admin or BM to correct schedule first.

Slide 8:

Click here Hover cursor here

Slide 9:

Confirm or enter proper date

Slide 10:

First leg = Home to first store Last leg = Last store to home

Slide 11:

Enter visit Project numbers and SIS numbers, in order of visited.

Slide 12:

Scroll down Click Continue

Slide 13:

Scroll down

Slide 14:

These are visits you will be reporting on.

Slide 15:

“Edit” each report

Slide 16:

(You’ll see this Disclaimer once/day)

Slide 17:

“Edit” again

Slide 20:

Travel time and miles, from your previous location to this location.

Slide 21:

When info is complete, Post Store Visit

Slide 22:

Last store Complete reports one by one, using “Edit”

Slide 23:

Edit, per usual

Slide 24:

Complete per usual

Slide 25:

For last visit of the day only, ADD the time and miles for your DRIVE HOME to what you would normally put here. For the last visit of the day only, combine the Time and Miles to get there together with the Time and Miles to get home.

Slide 26:

Review Submit

Slide 27:

This Confirmation number along with all your Take Time, Travel Time and Miles from your reported visits is stored in your History.