Set up workforce tracking

Decide whether technicians are tracked, when tracking is allowed, whether they must acknowledge it, and who can see live locations, then check that tracking sources are healthy.

In the sidebar, open Settings, then choose Workforce Tracking under Scheduling. The page address is /settings/org/workforce-tracking. The page heading reads Workforce tracking.

Before you start

• Your role needs permission to update schedule resources or schedule settings. Otherwise the policy is read-only and Save policy is disabled.
• Your plan has to include workforce tracking. When it does not, the badge next to Tracking policy reads Limited even with everything switched on.
• Turning tracking on here does not start tracking anyone by itself. Technicians still need a connected source, such as the mobile app, to report in.

Steps

1. Under Tracking policy, switch Enable workforce tracking on. This is the master switch for the organization.
2. Switch Allow background updates on if the mobile app may keep reporting while work is active, even when the app is not open on screen.
3. Switch Require technician acknowledgement on if each technician has to accept tracking before Nova treats their tracking as compliant.
4. Switch Allow live location visibility on if dispatchers and admins may see a technician's current position, not just their status.
5. Under Tracking scope, choose when tracking is accepted: Work order only (only while tied to scheduled work), Work session only (any active work session) or Workday (across the workday).
6. Press Save policy. Press Reset instead to throw away unsaved changes.

What you see

• The counters at the top show Sources, Devices, Active sessions, Stale, Offline and Failed ingest.
• Sources, devices, and ingest lists the Provider catalog (tracking providers you can connect), Configured sources, Active sessions, Registered devices and Failed ingests. Each shows a plain message when it is empty, such as "No active technician sessions in the current scope."
• Reporting exports offers three CSV files: Current state, Attention required and Source health. Press Queue export; Nova confirms the run is queued and the file appears in the export center when it is ready.
• Open workforce status and Open the schedule at the top jump to the live pages.

If something looks different

• The badge reads Limited after saving: your plan narrows the policy. An Effective policy notes box below Tracking scope explains which parts apply.
• Save policy stays disabled: nothing has changed since the last save, or your role cannot change the policy.
• You want to see who is reporting right now rather than change the rules: see Check workforce status.

Open Workforce Tracking