Docs HubSign in

Module guide

Field Command Center

Monitor active field sessions, governed check-ins, continuity signals, and same-day execution evidence for the selected organization.

2026-07-20Field execution/tracking

Runtime availability

Available to operational supervisors with the right scope. It focuses on current-day evidence rather than historical analytics.

Who uses this module

managersadministrators

What users can do

  • Monitor where active field work is progressing right now.
  • Review check-ins, route progress, and continuity context by organization.
  • Open the matching workflow when a same-day exception needs action.

Access and approval limits

  • Tracking remains organization-scoped and does not become an all-tenant live map.
  • It surfaces evidence; follow-up approvals still complete in planning, compliance, or other source modules.
  • Representative-specific context can include continuity changes, but only when visible in your granted lane.

Key workflows

These workflows describe how the visible customer workspace is intended to be used.

Review a live exception

Use the command center to identify whether a same-day issue belongs to routes, continuity, or compliance follow-up.

  1. 1Filter to the active organization and rep or territory.
  2. 2Inspect check-in status, route progress, and continuity context.
  3. 3Open the source module that owns the correction or approval.

Core concepts

Same-day evidence

Tracking favors current-day operational evidence such as check-ins and live route posture.

Reference

Covered screen

`/tracking`

Troubleshooting

A rep session is missing from live tracking.

  • Confirm the selected organization and territory filters.
  • Verify the rep has an active plan or recent governed check-in for the day.

Share the representative, organization, and timestamp window if live evidence stays absent.

Connected modules

These areas usually carry the next action, source record, or downstream evidence.

Route Planner

Plan, review, approve, and inspect field routes. This module covers the planner itself, the daily plan workspace, and historical route replay where that capability is supported.

Agenda

The time-based view of planned work. It helps reps and managers review visits, route-linked commitments, and the daily execution sequence.

Targets And Forecasts

Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.

Notifications

The governed inbox for approvals, operations, reminders, and exceptions inside the selected organization.

Field Command Center | FieldOrchestrator