Conduct Safety Checks

Complete tour safety checks at the start and end of your tour to follow legal and safety regulations. You can't complete the start and end tour activities without performing the configured safety checks.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To perform safety checks:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

OR

CGCloud Retail Hybrid User AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App

Your admin must have configured safety checks as part of the start or end tour activities.

  1. Log in to your Consumer Goods mobile app and select a tour that is in progress.
    You can update the safety checks when the tour is in progress.
  2. On the Tour Cockpit, tap Conduct Safety Checks from the Start Tour Activities card or End Tour Activities card.
  3. On the Safety Checks tab, complete the safety checks at the start or end of the tour sections. If the safety check passes, tap Yes for the check result. If the safety check fails, tap No.
    If all the safety check pass, the Conduct Safety Checks activity is shown as completed on the Start or End Tour Activities card.