Abstract:
The present invention provides systems and methods for tracking service representative activity and data. Service representatives are equipped with handheld devices that are configured to execute question and instruction sequences during a service call. Worksheets containing such surveys and instruction sequences may be periodically transmitted to the handheld device from a backend server. The handheld device records the times at which the service representative enters and exits a retail location and the times at which particular tasks are started and completed. The worksheets allow service representatives to enter relevant data into the handheld device. Such data may include digital images, signatures and the like. All data collected at the handheld devices may be transmitted via a network or other communication link to a secure backend server, where it stored in a database and made available for query by a reporting module.
Abstract:
A system and method transfers information relating to quality or standards of an organization from a server to a wireless handheld computing device and from the wireless handheld computing device to the server in real-time or near real-time. Each member of an organization can have the same policies and procedures as soon as any of the policies and procedures are updated. The inventive system can allow an organization to also measure compliance and conformance with the distributed policies and procedures. With the handheld computing devices, each member of an organization can complete tests that are closely tied to the distributed policies and procedures. The results of these tests can be transmitted in real-time or near real-time from the handheld computing devices to a central computer server so that an organization can track current performance of all its members relative to the policies and procedures and relative to each other.