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Frequently
Asked
Questions

How can we help you?

Frequently
Asked Questions

For how long is the data stored in Workpulse?

Data is stored for a minimum of 12 months. In case a customer needs data to be stored for an extended period of time they can request longer data retention period for a small extra cost per year.

Can anybody else access the data stored in Workpulse?

Each customer has their own private database and all the data is stored this private database. Nobody else has access to this data.

Is the data secure?

Workpulse uses the reputed Microsoft Azure services to securely store and backup each customers database.

Does a Workpulse customer have to subscribe for all the apps in the Workpulse solution?

The Workpulse has different packages available for subscription. The customer can decide what is best suited for their needs and then subscribe for that package.

How does Workpulse charge for an organization?

Workpulse subscription is charged per month for each location. There is a limit of up to 20 active employees in each location who can use the Workpulse location.

For how long should a customer commit to Workpulse?

A one-year commitment is required when subscribing for Workpulse.

Will my subscription price change during my subscribed period?

No, the subscription price will not change unless the customer subscribes for a new Workpulse app.

GiSMo
Related Questions

Why is the app is not receiving any complaints or feedback?

Have you followed the steps in the document for setting up Complaints and Feedback to feed into Workpulse? Please check the setup procedure again.

How to assign complaint owner to a location?

Select new case complaint owner for this location. Note: Existing complaints do not automatically assign to new complaint owner. They must be assigned from within the app once access was given to new complaint owner.

Can I reassign a complaint to somebody else?

Yes, a complaint can be reassigned to another user as long as that user has access to the location and Workpulse GiSMo app permission. Along with this the user you are assigning the complaint has to be below you in the user hierarchy of your organization.

How can I communicate with the guest who lodged the complaint?

GiSMo provides you an option to call or email a guest as long as they have provided the necessary information, which is the phone number and/or email id.

What happens when a guest replies to the email sent from GiSMo?

Any reply from a guest will go directly to your email inbox based on the email id you have used in Workpulse. A guest response will not come back to GiSMo.

What happens if a guest escalates a complaint?

If any additional information is received from the guest as an escalation then that complaint will be marked as escalated. All the escalated information will be available for the user to review.

Can anybody who has access to a complaint be able to close it?

No, only the owner of the complaint can take actions on a complaint and close it. At anytime there is only one owner to a complaint.

BOOK
Related Questions

Will I get a notification when a new task is available for the location?

Yes, there is a notification available on the device and will pop up when a new task is available for the location.

How do I remove equipment at my location?

Admin/Location/Book>Remove Equipment>Remove associated tasks>Save. Changes will be visible in Book at the location by next morning.

How to update hours of operation at a location?

Go to Admin/Location/Book>Location>Hours and update the details as per requirement.

How do I delete “1AM” tasks?

Admin/Location/Book>Search for desired timeframe or set of tasks to remove. Click red X next to task. Changes will be visible in Book at the location by next morning.

Can pins be assigned to users?

No. Pins cannot be assigned to users. Used only for the Book app on shared devices, pins can be displayed on screen or changed using user ID and password.

My crew cannot see management tasks. What should I do?

Management tasks are only seen if permission has been given to the title/user by assigning Book Manager permissions.

How can I re-sync data in the app?

At times, data between the client (app or device) and the server (cloud/internet) may need to be refreshed or re-synchronized. Book App>(top right)>gear(settings icon)>resync.

AUDIT
Related Questions

I forgot my Workpulse Audit password. How should I recover it?

If you have forgotten your Workpulse password, from the sign in screen, you can click “Forgot Password” and specify you UID (email address) and follow the prompts. A password reset email will be sent to your email address, the same email address that you had your account created under. If you are not sure, contact your Workpulse Admin.

How can I re-sync data in the app?

At times, data between the client (app or device) and the server (cloud/internet) may need to be refreshed or resynchronized. Audit App>(bottom right)>gear(settings icon)>resync. NOTE: Resync of the Audit app will clear any saved Audits stored on your device. Finish and submit these audits prior to resync.

How to access a form / audit?

Audit app>Login>along the bottom, choose Forms>along the top, choose Forms>select desired form or audit>Select Start Audit>Choose location>Select start audit.

How can I assign an audit form to a location?

Admin>Audit Forms>Select desired forms>Click green +locations button and put check mark next to locations you wish to assign the audit form to>Click Save. Note: Audit app client will likely need resynch to see new form.

Why am I not able to select the location I need for an audit?

Generally each audit form is assigned to the locations where the audit has to be done. If the audit form in question is not assigned to the location then you will not be able to do the audit for the location. Please talk to your organization Workpulse admin and get your location assigned to the audit form.

Can I add an action plan without doing an audit?

Yes, you can add an action plan directly. Tap on “Action Plans” tab on the bottom left. Now tap on the “+” button on the bottom right side of the screen to add an action plan.

When will I get notification to do an audit?

Audit notifications are sent only for scheduled audits. Also the notifications are user based notification. There are various types of notifications available and this includes “Audit Pending” notification. If this is enabled then you will be notified on the app when a scheduled audit is available. Tap on “Settings” on bottom right and tap on  “Notification Settings” to enable your notifications.

What is the “Do not sleep” setting in Audit settings?

The Audit app will automatically go to sleep or lock the Audit app if there is no activity for a prolonged time (generally 5 minutes). If you do not want this to happen then turn on the “Do no sleep” setting.

TASK
Related Questions

I forgot my Workpulse Task password. How do I recover it?

If you have forgotten your Workpulse password, from the sign in screen, you can click “Forgot Password” and specify you UID (email address) and follow the prompts. A password reset email will be sent to your email address, the same email address that you had your account created under. If you are not sure, contact your Workpulse Admin.

Can I reopen a Task?

From Task app>click on task>choose “change status” and tap open. You will be prompted to open a note as to why you are reopening the task.

Can I email a Task?

Yes, a task can be emailed. You can do this from the Web. Login to Workpulse (https://site.workpulse.com) and then select the task you need, select the “More” option and then “Send to Email”. Add the email addresses you need and send the task.

Can I assign a task to anybody else in the organization?

The task can be assigned to anybody else who has access to the Task app, access to the location and is enabled to handle the task type. The org admin can assign users to a task type for an org or region or location.

I created a task by mistake. Can I delete it?

Yes, you can delete a task that you created. You cannot delete a task created by somebody else. Just tap on “All” to go to the task summary screen. Left swipe the task that you created and then hit delete. Once you delete a task you will not be able to recover the task.

What is Avg. In Prog. Time and Avg. Close Time?

The average time of all the tasks (last 60 days) that were in the In Progress state. In Progress time starts when an Open task moves to In Progress. The time stops when the task is closed. The Avg. Close Time is the average time taken to close tasks (all closed tasks in the last 60 days). For close time of each task is from when the task was added to when the task is closed.

Can I view task status by location?

Yes, just tap on the “W” Workpulse icon on the top left and then tap on “By Location” to view Open, In Progress and Closed tasks by location.

WOW
Related Questions

I forgot my Workpulse WOW password. How do I recover it?

If you have forgotten your Workpulse password, from the sign in screen, you can click “Forgot Password” and specify you UID (email address) and follow the prompts. A password reset email will be sent to your email address, the same email address that you had your account created under. If you are not sure, contact your Workpulse Admin.

How is the ability for a user to “Give a WOW” permission given?

Admin>Users>Select desired user>WOW>User can award WOW points.

Where do you setup the number of allowable points per day / month?

Admin>Users>Select desired user>WOW>Daily Points Limit/Monthly Points.

How are WOW points set up?

WOW points are awarded to employees for dedication and hard work. Once they receive a certain amount of points they can redeem them for gift cards and other items.

I have not received my reward. What do I do?

Contact your Administrator if they cannot fix the issue contact Workpulse Support.

How to add / update a reward picture?

Add New: Admin>WOW Rewards>Green plus icon>Enter Award information.

Update: Admin>WOW Rewards>Select reward>Click on attach Image>Change Image.

How to give a WOW?

WOW app>blue plus icon>Give WOW>Select what kind of WOW to give>Select employee>Enter Message.

How to delete a WOW post?

WOW app>Swipe left on a post>Tap delete.

How to add a post?

WOW app>Blue plus icon>Add Post>Create post.

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