Field Staff User Guide - no payroll
  • 8 Minutes to read
  • Dark
    Light
  • PDF

Field Staff User Guide - no payroll

  • Dark
    Light
  • PDF

Article Summary

MainEvent User Guide:

Field Staff



Field Staff User Guide

Logging in

Home Screen

Calendar

Submitting Recaps

Rejected Recaps

Finding Rejected Recaps

Your Profile

iCal Link

Dark Mode

Offline Use

Downloading the app

Data load

Minimal Data

Medium Data

All Data

Offline Use

Downloading the app

Adhoc Events

Welcome to MainEvent!

As you begin your journey with us, we want you to know that we’re here to help and support you. Getting to know any new platform can be daunting, but before you know it, you’re going to know this application like the back of your hand!

This guide was designed to help you on your way, outlining the major aspects of your MainEvent staff application. From logging in and updating your password, to creating ad hoc events and submitting recaps, we’ve got you covered. If you’re looking for more, all help materials are available online in our help center www.help-me.networkninja.com.

Ready to get started? Let’s go.

Logging in

Access the MainEvent Staff Portal by navigating to staff.domain.com

The Portal can be accessed using any web browser.

Enter your username and password and click Log In.

Home Screen

The portal loads all the information you need for the day ahead. You’ll also see if there are recaps that need to be submitted or declined claims.

Clicking on any of the banners will expand the sections and allow you to see upcoming and previous work history.

Each shift card contains all the pertinent details for the shift you are scheduled to work, including event details, start and end time, and recap name. Click Details for an expanded view of the event, including all shift information, event times and dates and a map of the location. Events in the future may not include a Recap button depending on the recap definition settings selected by management.

Click the address in either view to open your default navigation system for directions to your shift.

Calendar

The Calendar feature allows you to see when you work and select available days.

The Calendar is at the top of the app, above the current day’s position(s) and below any notifications.

Click on the banner to expand the calendar.

You’ll see the location of any shift you’ve already been assigned to as well as any days you've previously marked as unavailable. Click on an event venue to see the details about your shift including start and end time, location address, and event description.

To add an ‘Unavailable’ date, click on the day in the calendar. A popup will display asking if you are available to work that day. Click No.

The date will now display as Unavailable on the calendar.

Submitting Recaps

Click the Recap button to load the recap modal.

The recap modal will always display the event information in the upper left of the page. There is also a download button that allows you to download a blank hardcopy of the recap if needed.

For multi-page recaps, navigation buttons allow you to switch between pages or select a specific page from a dropdown.

As you move through the recap, different questions will require different types of answers. If a question is an integer question, you will only be able to respond with numbers. Select and multiselect questions will tell you how many responses are expected from you. If a question is required, you will not be permitted to submit your response without an answer. Some questions may contain help text, which will be located beneath the response field.

If you are ready to submit the recap, click Finish.

If you want to come back and make changes, you can select Save and Exit. To access the recap again, go to the shift card and click Continue Recap.

If you want to just walk away from everything you’ve entered, click Exit Without Saving. This will clear all changes that you have made to the recap in that session. A confirmation window will display before you exit.

Rejected Recaps

On occasion, you may receive a recap that was rejected by your manager. This could be from a mistake, a missed question, or even just them asking for more clarity on a response.

Finding Rejected Recaps

When you log in to your portal, you’ll see a banner called Rejected Recap. If you see a 0 next to the name, you’re in the clear. If there’s a number any bigger than 0, then you’ve got an edit to make.

Click the Rejected Recap banner to display the shift card as well as the Edit Recap button. Click Edit Recap.

When viewing a rejected recap, the reason for the rejection will display at the top of the form.

The rejection reason should tell you directly what question to look at and what adjustments need to be made. Make those adjustments as you would edit or complete the recap normally. Click Finish. 

The portal will now show 0 rejected recaps.

Your Profile

You are able to change your password on MainEvent on your profile page. To access your profile, scroll to the bottom of the portal and expand the Your Profile banner, then click Change Password.

This will open the password modal. Enter your current password, then new password twice. Click Change Password.

Certain fields within the profile are editable or configurable. To make changes to your profile, click Edit.

This will open your personal profile section. At the top, you’ll see Language, Allow SMS, and Allow Email drop downs that you will be able to select from.

Other fields may be editable depending on your site settings. Any editable fields will also display in this section. Once you’ve made your edits, click Save.

iCal Link

On the staff portal, scroll down to the Your Profile banner and click to expand. There is a section called Link Calendar.

Click Copy to Clipboard. This will copy the iCal link for you.

Then go to the calendar app of your choice and embed the new calendar following the instructions for a new calendar using a URL. This will vary by calendar program.

Once the calendar link has been added, your events will display on your personal calendar. The iCal link will follow the calendar program’s refresh schedule (ie. every 24 hours on Google Calendar, etc) so short term changes may not be reflected. Always check your current day schedule to confirm that the details have not changed.

Dark Mode

The MainEvent has two color themes, light (the default) and dark. To switch to the dark theme, scroll to the bottom of the portal and click Dark Theme. To switch back, click Light Theme.

Offline Use

The MainEvent Staff Portal can be used in offline mode as well. Recaps can be completed and submitted or saved while a device is offline mode. The recap will submit when the device syncs with the server then next time you have a connection. Your profile cannot be edited while offline.

Downloading the app

The Staff Portal app can also be downloaded if you are using an Android device. The link to download will be available at the bottom of the login screen on your web browser.

Data load

Your MainEvent Staff Portal will always have access to all of your historic shift information, but you may find yourself not wanting to wait for all your old shifts to be able to display when you have work to do. That’s why you have three options for the amount of data you wish to display.

Minimal Data

This option will display the least amount of data and load the quickest. If your main concern is your current events and quick performance, this is the best option for you.

Minimal Data will show shifts and claims information from 3 days in the past and for 3 days into the future. Completed shifts with approved or locked recaps will not show.

Medium Data

This is the Goldilocks option. Neither too little nor too much data will load.

Medium Data will display shifts and claims from 14 days in the past and 30 days in the future. Completed shifts with approved or locked recaps and locked claims will not show. This option will be faster than All Data and slower than Minimal Data.

All Data

All Data is the buffet dinner of data options. Everything you could want, laid out in front of you.

All Data will display all shifts and claims information. This option will offer the slowest performance.

Offline Use

The MainEvent Staff Portal can be used in offline mode as well. Recaps can be completed and submitted or saved while a device is offline mode. The recap will submit when the device syncs with the server then next time you have a connection. Your profile cannot be edited while offline.

Downloading the app

The Staff Portal app can also be downloaded if you are using an Android device. The link to download will be available at the bottom of the login screen on your web browser.

Adhoc Events

Field Staff may have the ability to create their own shifts using the Add Adhoc Event button in the Position’s Today section.

Scheduling is made easier with integrated geo-location. If geolocation is enabled on your device and you are on-site, just select your current location as the location. You’ll see your current location in the upper left corner under the Create Ad-Hoc Visit heading if this function is activated.

Use the drop down menus to select the Program, Event Type and Recap for the event. You must also assign a unique Visit Name. All fields are mandatory.

Completing those four fields will populate additional fields for Date, Start Time, End Time, Description and Position. All fields are mandatory except Description. Any scheduling fields added by the program will also display.

After completing these fields, you will be prompted to enter Location information. There are several options to assign a Location to an Ad-hoc Event, though they may not all be enabled for your program.

  • My Locations will populate a list of Locations that have already been assigned to you by your admin team.

  • Nearby uses the geo-location of your device to pinpoint your current location and find locations within a set distance from that point.

  • Search allows users to search by Address, ID, or Location Name and can be further limited by selecting the Nearby Only checkbox.

  • My Territory displays venues located within a user’s assigned market.

  • If none of these options provide the correct location information, select New and create a new Location in the system.

Clicking a Location will populate the Selected Location field below. This will include the Location Name and Address. You may need to assign a Location Type and Territory if the Location is new to the program.

Once all required fields are completed, click Save Ad-hoc Visit.

The new event will now be visible on your home screen.