Releventful's app is not only a one-stop-shop for your client, but now it is a powerful resource for your entire team.
In this article, we will cover
Installing Releventful's Mobile App
Download Releventful's mobile app by following the below links:
Using the App for the First Time
When you log into the app for the first time you can choose where you would like to go
My Schedule will take you to the scheduling, and To-Dos area of the app
Events will take you to manage events you have access to
Scheduling Settings - Location Services
About the use of Location Services
Releventful uses location services on the phone to give you automatic clock-in and clock-out reminders and to verify your location upon clocking in and clocking out.
Precise Location Setting
If your employer requires you to be on site to clock in, this setting is required so Releventful can verify you are on site.
Allow While Using the App Setting
If your employer requires you to be on site to clock in, this setting is required to be on so Releventful can verify that you are on site.
Always Allow Setting
The Always Allow setting allows Releventful to run in the background to provide intelligent reminders that remind you to clock in when you arrive on site and remind you to clock out when you leave the site. If you leave this setting off, you will not receive automatic clock in and clock out reminders.
Note: Releventful does not collect, harvest, or sell your location information. We ONLY use it to provide intelligent clock in and clock out reminders and to provide your employer with the location and time you clocked into your shift.
Location Services Settings
Step 1: Click on My Schedule
Step 2: Click Allow While Using App
Note: make sure to leave Precise: On
Step 3: Click Change to Always Allow
Managing Your Schedule
Click the menu button (icon below) and tap Schedule
In the scheduling home screen tap My Schedule
To view your schedule for different months use the date selector
To open your scheduling request, tap on it.
Note: If you have permission to access the portal, the View Event button will be visible. Tapping on the view event button will take you to the event.
Clocking In and Out of Your Shifts
All active scheduling requests for the day will be listed at the top of the scheduling screen.
To clock into an event, tap on the Clock In button
When it's time for you to clock out, tap the Clock Out button
Important: precise location services must be enabled to clock in and clock out of your shift.
Reviewing Scheduling Requests
To review your scheduling requests, tap Pending Requests at the top left corner of the app.
Accepting or Declining a Scheduling Request
To accept or decline a scheduling request
Tap on the request to open it
Tap Accept or Decline button
Note: to view full details of the request, tap the request to view it.
Viewing the Event Detail Report
If there is a detail report available, it will display at the bottom of the scheduling request.
Tap the View Event Detail Report button to open it.
Managing Your To-Dos
Click the menu button (icon below) and tap Schedule
In the scheduling home screen tap To-Dos
To view your schedule for different months use the date selector
Tap the To-Do to open it.
Adding a Comment to a To-Do
To add a comment to a To-Do
Tap Add Comment at the bottom of the To-Do
Write your message, and press the Send button (icon listed below) to save your comment
Reassign a To-Do
If you need to assign a to-do to someone else
Tap the edit button (icon listed below)
Tap Assign To
In the To field, start typing the name of the team member you would like to assign it to. When the name appears in the suggestions list, tap it to select it.
Print a To-Do
If you need to assign a to-do to someone else
Tap the edit button (icon listed below)
Tap Print
Edit a To-Do
If you need to assign a to-do to someone else
Tap the edit button (icon listed below)
Tap Edit To-Do
Requesting Time Off
Click the menu button (icon below) and tap Schedule
In the scheduling home screen tap Time Off
Tap New Time Off Request
Choose the type of request
Time Off - request for time off that is for a single day or a span of days
Repeating Days Off - request to time off for specific days of the week
Enter the reason, days, and times of your request
Note: if your request is for a specific time of day, uncheck the All Day check box.
Tap Save to save your request.