3 steps to create data in ServiceJDC back-end platform (web page version): 

1.Create Organization> 2. Create Employee Account > 3.Create Project Organization.  
 

For more detail, please refer to following frequent asked 

How to create an Organization?

How to create Employee Accounts?

What is the usage of Project Organization about? How to create?

Click on “Data management> Organization> Add”, enter relevant data and save. 

Click on “Data management>Employee Account”. There are two options: Individually create or batch import. 
 

1. Individually create: click “Add”, enter login data and basic data and “Save”. 


2. Batch import: Go to Import to download excel sample file, enter employee data into cells according description, and upload data by using import function.

(If error occurs, adjust excel according to error message then upload again.)

欄位注意事項： Attention for the cell: 

*【Staff Account】、【Staff Name】、【Cellphone】、【Email Address】and【Line Account】must be unique and not used. It is not allowed to recreate the same data in same system.

* Every account of【System Manager】、【Manager Staff】and【Fieldworker】is designed with at least one Role, which means there must be a cell “Y.”

*【Affiliated Department (Organization Code)】could be found in “Organization.”

Project Organization is designed to build a cross-department team and to facilitate project management for dedicated project committee. 

Project leader and project manager are able to check the tasks of project members. The leader is able to assign a task directly to fieldworkers. 

Settings: 

1. Click “Data management> Project Organization> Add”


2. Enter relevant information, project leader and project team members’ name, click “Save” to complete the settings.   

This operation is restricted to【System manager】

1. Login to ServiceJDC back-end platform (web page version), go to “Data management> Employee Account>Check”;


2. Enter data in【Employee data】sheet, change the user role permission, and then click “Save” to complete the change.

Go to “Data management> Device Search” to check the login status of mobile devices and accounts.