POCKETWISE FOR MANAGERS

SURVIVAL GUIDE
DON’T PANIC
FOLLOW THE INSTRUCTIONS
HOW TO TIME IN AND
TIME OUT

STEP 1: GO TO UTILITIES

STEP 2: TAP “TIME IN/TIME

OUT” BUTTON
2
STEP 3: INPUT REMARKS AND
TAP “PENCIL” BUTTON AND
SIGN
3
STEP 4: AND TAP “TIME IN”

STEP 5: REPEAT STEPS 1 AND 2

TO DO TIME OUT 4

1
HOW TO CHECK MEDREPS
ACTIVITY

STEP 1: GO TO PMR
4
STEP 2: TAP THE TERRITORY 2
NAME 5
3
STEP 3: TAP THE MEDREP’S
NAME

STEP 4: TAP TIMELINE TAB 6

STEP 5: PRESS THE ‘LOAD’ 7

BUTTON

STEP 6: SELECT A DATE AND

TAP ‘DONE’

STEP 7: TAP THE ‘LOAD’

BUTTON
1
HOW TO PLOT JOINT CALL
IN THE ITINERARY
5
STEP 1: GO TO ‘ITINERARY’ 6
STEP 2: TAP ‘JOINT CALL’ 3
4
STEP 3: TAP A TERRITORY

STEP 4: SELECT A MEDREP

2
STEP 5: TAP A DATE ON THE
CALENDAR

STEP 6: TAP ‘APPLY’

TO PLOT OTHER MEDREP,

REPEAT STEPS 3 – 5

ONCE DONE, PRESS ‘CALL 1

TYPE’ TO GO BACK
HOW TO PLOT SERVICE
CALL IN THE ITINERARY

STEP 1: GO TO ‘ITINERARY’

STEP 2: TAP ‘SERVICE CALL’

STEP 3: SELECT A SERVICE 5

4
CALL 3

STEP 4: TAP A DATE ON THE

CALENDAR

STEP 5: TAP ‘APPLY’

FOR OTHER SERVICES, REPEAT 2

STEPS 3 – 5

ONCE DONE, PRESS ‘CALL

TYPE’ TO GO BACK

1
HOW TO MOVE PLOTTED
DATES IN THE ITINERARY
STEP 1: PRESS AND HOLD THE
DAY TO BE MOVE

STEP 2: TAP ‘0’

STEP 3: TAP ‘DONE’ 1

STEP 4: TAP A DATE IN THE

CALENDAR WHERE YOU WANT
2
TO MOVE THE PLOTTING
3
STEP 5: TAP “APPLY”
HOW TO UPLOAD
ITINERARY
1 2
STEP 1: ONCE DONE PLOTTING
ITINERARY, REVIEW
SUMMARY BOTH FOR JOINT
AND SERVICE CALL

STEP 2: TAP “UPLOAD”

BUTTON TO UPLOAD
ITINERARY

NOTE: UPLOADING ITINERARY

MEANS YOU ARE FINALIZING
IT.
HOW TO START A JOINT CALL
STEP 1: GO TO ACTUAL CALL PLAN.

STEP 2: TAP ‘JOINT CALL’.

STEP 3: TAP THE NAME OF THE

MEDREP. 4 5 6 7 8
STEP 4: SELECT DOCTORS (page 9) 2
STEP 5: RATE (page 10) 3

STEP 6: SELECT PRODUCTS (page

11)

STEP 7: SELECT MATERIALS (page

12)

STEP 8: VALIDATE (page 13)

STEP 9: UPLOAD (page 13)

1
HOW TO SELECT DOCTOR
IN JOINT CALL
1
STEP 1: GO TO ‘DOCTORS’ TAB

STEP 2: TAP THE ‘+’ BUTTON

3
STEP 3: SELECT A DOCTOR. A
CHECK MARK WILL SHOW

STEP 4: TAP ‘DONE’

4
2
HOW TO RATE MEDREPS
DURING JOINT CALL
1
STEP 1: GO TO ‘RATINGS’ TAB

STEP 2: TAP THE ‘STAR’ ICON

TO RATE
2
STEP 3: RATE THE MEDREP BY
3
TAPPING THE NUMBERS

STEP 4: PRESS ‘DONE’

4
STEP 5: WRITE YOUR 5
REMARKS (OPTIONAL)

REPEAT STEPS 1-5 FOR THE

REST OF THE ITEMS
HOW TO SELECT A
PRODUCT IN A JOINT CALL
1
STEP 1: GO TO ‘PRODUCTS’ TAB

STEP 2: TAP THE ‘+’ BUTTON

STEP 3: SELECT A PRODUCT/S

STEP 4: TAP ‘DONE’ 3

4 2
HOW TO CHOOSE A
MATERIAL IN JOINT CALL
1
STEP 1: GO TO ‘MATERIALS’ TAB

STEP 2: TAP THE ‘+’ BUTTON 3

STEP 3: CHOOSE A MATERIAL

STEP 4: TAP ‘DONE’

2
4
HOW TO VALIDATE AND
UPLOAD JOINT CALL
1 7
STEP 1: GO TO ‘VALIDATIONS’ TAB

STEP 2: WRITE YOUR

OBSERVATION DURING WORK
2 3
WITH

STEP 3: DISCUSS THE RATE YOU

GIVE TO THE MED REP 4
STEP 4: TAP THE PEN BUTTON 6

STEP 5: HAVE YOUR MEDREP 5

SIGN.

STEP 6: PRESS THE ‘SAVE’ BUTTON

STEP 7: UPLOAD
HOW TO START A SERVICE CALL

STEP 1: GO TO ACTUAL CALL

STEP 2: TAP ‘SERVICE CALL’

2
STEP 3: SELECT AN ACTIVITY
3
STEP 4: WRITE YOUR REMARKS AND
TAP “DONE”

1
CREATING DEVELOPMENTAL
PLAN (part 1)

STEP 1: GO TO DEVELOPMENTAL
PLAN
2
STEP 2: TAP ADD AND SELECT
REPRESENTATIVE

STEP 3: SELECT INCLUSIVE

DATES AND TAP DONE
3

1
CREATING DEVELOPMENTAL
PLAN (part 2)
STEP 4: REVIEW CALL SUMMARY,
CALL STATS, SALES REPORT 6
STEP 5: TAP “+” BUTTON TO ADD
DETAILS

STEP 6: SELECT CATEGORY, 7

RESPONSIBILITY AND DUE DATE
BY TAPPING ON THE TEXTBOX

STEP 7: WRITE THE DETAILS OF

YOUR DEVELOPMENTAL PLAN
ON THE TEXT AREA AND TAP
DONE.

5 4
CREATING DEVELOPMENTAL
PLAN (part 3)
9
STEP 7: TAP SIGNATURE BUTTON

STEP 8: SIGN ON THE SIGNATURE

AREA. BOTH DM AND PMR NEED
TO SIGN ON THEIR RESPECTIVE 8
SIGNATURE BOX. SAVE
SIGNATURE

STEP 9 : CLOSE SIGNATURE

SCREEN

STEP 10: TAP SEND

10

7
HOW TO
APPROVE/DISAPPROVE 2
MCP (part 1)

STEP 1: GO TO ONLINE
APPROVAL

STEP 2: TAP “MCP” ON THE

TOP OF THE SCREEN 3
STEP 3: SELECT AND VALIDATE
MCP WITH “SUBMITTED”
STATUS. A POP UP MESSAGE
WILL APPEAR. JUST SELECT
“NO”

1
HOW TO
APPROVE/DISAPPROVE
MCP (part 2)

STEP 4: REVIEW SUBMITTED

MCP

STEP 5: TAP EITHER APPROVE

OR DISAPPROVE BUTTON

5
HOW TO
APPROVE/DISAPPROVE 2
MASTER DATA CHANGES 4

STEP 1: GO TO ONLINE
APPROVAL

STEP 2: TAP “MASTER DATA” 3

STEP 3: SELECT DATA TO
APPROVE/DISAPPROVE BY
TAPPING ON THE CHECKBOX
ON THE SIDE

STEP 4: TAP EITHER APPROVE

OR DISAPPROVE BUTTON TO
FINALIZE

1
HOW TO
APPROVE/DISAPPROVE 2
MISSED CALL 4

STEP 1: GO TO ONLINE
APPROVAL

STEP 2: TAP MISSED CALL

STEP 3: SELECT DATA TO

APPROVE/DISAPPROVE BY
3
TAPPING ON THE CHECKBOX
ON THE SIDE

STEP 4: TAP EITHER APPROVE

OR DISAPPROVE TO FINALIZE

1
HOW TO SEND
BROADCAST MESSAGE
(part 1)

STEP 1: GO TO STATUS
SUMMARY

STEP 2: LOOK FOR

BROADCAST MESSAGE AND
TAP “MORE”
2

1
HOW TO SEND
BROADCAST MESSAGE 3
(part 2)

STEP 3: TAP COMPOSE

STEP 4: TAP “+ RECIPIENTS” 5

STEP 5: TAP CHECKBOX 4

BESIDES RECIPIENT’S NAME
AND TAP “ADD”
6
STEP 6: WRITE YOUR
MESSAGE ON THE TEXTBOX
AND TAP “SEND”
 IF ALL ELSE FAILS
CONTACT SFE SUPPORT

Direct Line: +62.772.1700

(SMART) +63908.810.7057 / +63998.849.5159
(GLOBE) +63977.836.4867 / +63917.884.2975
MADE WITH BY SFE TRAINING TEAM