Supervisor
Follow the team, review weekly plans and split objectives.
This guide covers following your team: approving plans, reading reports and adjusting objectives.
Supervising a team of delegates
Video coming soon
Follow the team day to day
- The Dashboard summarizes the day's activity: completed visits, missing reports, debriefs received.
- Reports lists your delegates' visits, with contacts' reactions and orders.
- Performance compares each delegate's activity over time (Premium).
- Coverage shows which contacts were seen within the expected cycle and which are overdue.
Record an absence
In My team, record your delegates' leave and absences. During the absence, report reminders are paused and objectives are not penalized.
Approve the weekly plan
Delegates send their plan between Friday 12:00 and Saturday evening. You review it in Team planning.
- The review is open from Friday 12:00 to Sunday evening.
- For each delegate, tap Approve or Request changes.
- A change request requires a comment (500 characters maximum): explain precisely what needs to change.
A reminder is sent to you on Sunday at 9:00 if plans are still waiting for review. Without an answer from you, the plan is automatically approved on Monday at 0:00.
If you request changes and the delegate does not resend their plan before Monday 0:00, the week becomes “Not approved”.
Adjust objectives
The manager sets the laboratory's monthly objectives. In Objectives, you distribute them among your delegates according to their sectors and experience, within the limits set by the manager (Premium).
Contacts, sectors and distribution
- Contacts and Sectors: you browse the laboratory's database and each delegate's zones.
- Distribution: you see the pharmacy stock and sales surveys entered by the team (Premium).
Common issues
- A delegate does not appear in the team planning: they have not sent their plan yet, or they are not attached to your team.
- The approval buttons are missing: the review window is not open (before Friday 12:00 or after Sunday evening).