FieldAlytics Enable- User Setup

Setting up a user for FieldAlytics Enable requires a few initial steps from an administrator. The first of these steps will be covered in this document, with the rest in separate articles. Before any of these steps can be completed, please contact a member of our Customer Success team to activate FieldAlytics Enable for your organization. Requirements include setting the correct User Type, Advanced Permissions, defining fiscal year, and assigning growers.

Fiscal Year Setup

Initially, it is recommended to define your organizations Fiscal Year. This does not need to be defined for each user as it is a Location setting. Start by clicking on the the menu in the upper right corner and selecting Administration. Next select Fiscal Year Definition from the drop-down menu.

Next, select a location and enter the Month and Day to start the Fiscal Year. Click Save to finish. Fiscal year must be set up by individual location.

User Admin

Once the Fiscal Year has been defined, users may now be allowed access to FieldAlytics Enable within User Admin. Access the User Admin tool from the drop-down menu within Administration.

From here, select a user from the user list on the left hand side. Once a user is selected, the User Type must be set to one of the following: Salesperson, Consultant, Precision Ag Specialist, or Advisor.

Next, click on Advanced Permissions. From here, check the box next to FieldAlytics Engage, then Save Changes. The user will now have access to FieldAlytics Engage, but will require extra setup to fully utilize the application.

Sales Goals Setup

Also located within Administration, is the Sales Goals Setup tool. Administrators have the ability to set user specific sales goals by category that will appear within the Sales Goals tile of FieldAlytics Enable. Start by selecting Sales Goals Setup from the drop-down menu within Administration.

Next select the location to set a sales goal for a user, this will display a list of users under the location. Now scroll down to the desired user and click to expand the Sales Goals Categories.

From here, click on a category to expand the box to show the sub categories. Currently Agronomy is the only available option to set a Sales Goal, with Grain, Energy, and Feed being available in future updates.

Each sub-category (Chemical, Fertilizer, Seed, Service, and Miscellaneous) can now be assigned with a value. If needed each sub- category can be expanded to add sales goals for individual products. To add a product click on the green plus and search for the desired product, then type the value for the goal. Each sub-category will have a non-editable box labeled General. This box will display the remaining value of the total sub-category goal minus the total of the individual product goal. For example, the picture below shows a total Chemical Sales Goal of $44,000 and each of the individual product goals add to $20,000 so the remaining $24,000 will be displayed within the General Chemical box. Once all Sales Goals have been set, click on Save at the top of the window.

Assigning Growers

Assigning Growers to a user is essential for FieldAlytics Enable, this tool does not require an Administrator to access. To access this new tool, start by clicking on the menu icon in the upper right corner of the screen and selecting tools. Now find the Grower Assignment tool from the drop-down menu.

Next, a user must be selected to assign a grower, click on the User drop-down menu and search for the desired User. Now select a Location. Lastly find the desired Grower from within the Grower search box and click Add Grower and then Save.

The Assigned Grower will now appear within the list below. click the red - to remove the Grower. The boxes next to each Grower indicates what categories of functionality are available for the Grower, currently Agronomy is the only selectable category. Energy, Grain, and Feed will become available in future updates.

Calls to Action Configuration

Also within Tools is the Calls to Action Configuration. Select Calls to Action Configuration from the Dropdown Menu.

From there scroll to find a User in the left hand column, this column also displays all current Calls to Action by status (Not Started, In-Process, and Complete. Once a user is selected, the right side of the window will display all assigned growers. Clicking on the Grower name will expand all Calls to Action currently set up for that Grower. To configure a new Call to Action, click on the Green + to the right of the Grower.

In the new window, users must first select a call to action type. Next select an action to initialize the call to action. Optionally users may enter a custom Notification Text that will be sent when the criteria for the initializer has been met. Lastly users must enter an expiration date for this call to action. Click Save to finish.

In this example, the Call to action has been set to Create a chemical workorder with options of As-applied data exists, Farm Plan Created, or Chemical prepayment made. Once the selected criteria has been met, the Call to Actions status will automatically be updated to In-Process and a Notification will be sent with the Call to Action information, including any Notification Text, if any. Once a Call to Action has been configured, it will appear within the Engage tab for the user in FieldAlytics Mobile.