e-finity Office Console

The Management Console is e-finity’s nerve center.

e-finity Console - Overview

Console operator responsibilities are:
  • Manage customers, sites, and technicians
  • Maintain forms and response lists
  • Create and edit Job Masters
  • Dispatch jobs
  • Manage technician schedules
  • Add items to jobs
  • Complete jobs
  • Archive jobs
  • Render jobs into InfoPath reports
  • Export data as needed

The Management Console dashboard displays scheduled jobs by technician and date.

  • Job Masters contain form, customer, site, frequency, assigned technician and estimated duration information about the jobs.
  • The Job is the instance of work, with previous answers if any, that is dispatched to the field.
  • After job completion, the console archives Job answers and renders reports for history and regulatory compliance.