kareenosdocs

MyKareenos

Open in Kareenos

Your inbox for everything your agents need from you: approvals, short forms and tracked tasks.

On this page

MyKareenos is the everyday home for the people who use your system rather than build it: one inbox holding everything your agents need from a person.

Where to find it

Press Open in Kareenos above, or choose MyKareenos in the top bar. It is the screen every member lands on after signing in, whatever their access level. Builders see it too; it is the same inbox.

The MyKareenos inbox: the Inbox tab and one tab per agent across the top, the Agent and Kind filters, and the Needs You and History tabs below

What lands in your inbox

Two kinds of item arrive, and the difference matters.

An Action is a short ask. An agent needs you to approve something, confirm a detail, or fill in a small form. You answer it and it is gone.

A Task is tracked work with a life of its own. It moves from open to in progress to done, and it can carry a lot more than a question: a multi-stop trip with check-in and check-out at each stop, delivery photos, QR or NFC scans, a captured signature, and an itemised list of what was loaded or delivered.

The other tabs

Beside the Inbox you will find:

  • Actions: a menu your administrator builds for each Team, so you can start a request yourself instead of waiting to be asked.
  • Agent chats: one tab per agent your team has been given access to (the round initials next to Inbox), for asking questions in plain language.

Step by step: working the inbox

  1. Open MyKareenos. The Needs You tab lists everything waiting on you; History holds what you already answered.
  2. Use the Agent and Kind filters at the top when the list is long.
  3. Open an Action, answer it, and it leaves the list.
  4. Open a Task to see its stops, checklist and required evidence. Complete each step on site: scan, photograph, sign, check out.
  5. Open an agent tab to ask that agent something in plain language, the same way you would message a colleague.
  6. Use the Actions tab when you need to raise something yourself.

On a phone

The Kareenos mobile app mirrors the same inbox and the same tasks, so field staff get their work, their stops and their evidence capture on a phone.

Tip

If a request you expect never arrives, check with your administrator that your Team has been granted the agent or the action menu. Nothing is visible by default.

Common mistakes

  • Treating a Task like an Action. Tasks stay open until every stop and every piece of evidence is complete.
  • Assuming the Actions tab shows everything. It shows only what your Team has been given.
  • Answering on the web and re-answering on the phone. It is the same inbox.

Next