How To Manage No Activity Exception Options?

Prerequisites. 

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  

How to give user permissions:  How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/ 

How do I log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How To Manage No Activity Exception Options?

No Activity Exceptions enable you to configure alerts that notify you when your deskless workforce deviates from their expected tasks.

You can receive alerts when they fail to submit required reports, such as the Daily Activity Report, or neglect to scan designated checkpoints within specified time intervals. 

Step 1.

You can navigate to the panel on the left side of the platform and click on the option "No Activity Exception" located below the Exception Dashboard. 

Step 2. 

To start managing the options available for activities without exceptions, simply click on the upper right corner of the screen. From there, you can navigate through various actions such as add, delete, import, export, activate, and deactivate. 

Step 3.

To add a new report without activity exceptions, click on the designated button. A screen will then appear, allowing you to fill in the required information regarding the report and configure the exception. Please provide the following details:

• Select the account. 
• Field Activity Summary. 
• Define the type exception
• Select the devices and the scan point that you want to setting in this report.
• Define the scheduled recurrence and the days. 
• Select the start/end date, start/end time. 
• Set up the time zone 
• DST Enabled (yes/not)
• Also, you can provide the recipient's email address, any email addresses you wish to copy (CC), and specify the subject and body of the email you want to accompany the report. 

Step 4.  

Once you've filled in the necessary information, you can activate or deactivate this report and its changes by checking the corresponding checkbox according to your needs. Don't forget to click on "Submit" to save the changes.

Step 5.

To delete, activate, or deactivate one or multiple reports with no activity exceptions, click on the checkbox located on the left side of the options corresponding to each report. Once you have selected one or more report, click on the desired action: delete, activate, or deactivate. This streamlined process allows for efficient management not activity exceptions according to your preferences. 

Step 6. 

When you select the desired option, a confirmation message will appear on the screen to verify the action you've chosen. Simply click on the appropriate button to proceed with your selected action. 

Step 7.

To import a new not exception activity report, make click on the "Import" button, a new section will appear in the view. You can select the time zone, if you want to enable or not the DST and import your data. When you click in “Import data” We will click on the blue link "Download Template", after clicking the file, the download will begin.

Step 8.  

At the end of downloading the template, we will open the Excel file with the name "Activity_Exception", in which we will fill out all the information about it. 

Note: Each row is a separate exception. 

We must “save” the file in a place where we can easily find it.

Step 9. 

After saving the file, click on the browse button. A window will appear where you must search for the "Activity_Exception" file on your computer and select it.  Once you select the file, make click in import file to save the settings. 

Step 10. 

To export data, after clicking on the “Not activity exception” button, the following view will be displayed, where we will see all the existing tags. We can select one or more reports to export by clicking on the “checkbox”.

Step 11. 

After having selected the not activity exception report that you want to export (if you are going to export all, you do not need to select any reports), we will navigate to the "Options" button on the upper right side. We will click on it, and then a list of options will be displayed. We must choose "Export", the download of an Excel format file will immediately begin.

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