Monaeo Help Center > Personal Edition

Monaeo Personal Edition

Easy to use and consistent experience across web and mobile so you have complete visibility and control on the go.

Dashboard

Residency watch
03-Implications-phone-1Monaeo shows you exactly how many days you have spent in each of your watchlist locations and how many days are left before you cross the threshold limit
  • Monaeo shows the limit that has been set for each location, the number of days spent in that location, and the number of unknown days i.e., when Monaeo was unable to determine location
  • The formula below each location shows how the number of days left in that location is calculated
  • A red alert indicates that the limit has been crossed
  • An orange alert will tell you that you are getting close to the limit
  • To add watchlist locations, go to the Settings page on the web
Location overview
9-Location_Overview-10162018 (1)View your travel history across U.S. states and countries for any time period and filter it to view a specific activity (such as Transit or Personal).
  • By default the “Location Overview” dashboard shows the day count from the beginning of the current year (year-to-date), but you may select a different date range
  • By default the “Location Overview” dashboard shows days spent across all locations (countries and U.S. states) for all activities, but you may filter it for a specific activity (e.g., Personal or Transit)
  • Select the “Location Details” button at the bottom of the module to view the total unique days in each location

Calendar

Residency implication
05-1-1Monaeo automatically tells you the implication of being in a watchlist location for personal or work (which count towards residency) versus a transit (which does not)
  • Days that count towards residency in a location will be indicated with a small oval below the location name
  • ‘+1 Residency’ indicates that 1 additional day is being counted towards residency limit in that location
  • If the same location shows up multiple times on the same given day, it will count as only 1 additional residency day in that location
  • Personal and work both count towards residency
  • Transit does not count towards residency
 
Expand trip
8-expand-trip (1)Consecutive days n a location with the same activity are grouped together as a trip to make it  easier to review and update.
  • Trips are taller in height than single-day locations, so you can identify multi-day trips easily
  • Both location and activity for a trip can be edited as a group. When updated as a group, all days will be changed at the same time
  • *Expand* trips to update the location or activity for individual days
Pro-tip: you can expand all trips in a month by selecting ‘Expand all trips” on the top-right of the screen. You can collapse all expanded trips in a month by selecting ‘Collapse all trips” on the top-right of the screen. On some screens, these options may be inside the three-dot menu.
Assign Unknown location

3-UnknownAssign-10162018To add an Unknown location, select one of the default locations presented for quick-access. You may assign a location to a single day, multiple days, or an entire week at once.

  • Unknown days are created because Monaeo is unable to determine your location based on the available data
  • On the Calendar, days with Unknown locations are presented in orange with the text “Where were you?”
  • Set the location to one of the default location options presented. Select “…” to choose a different location. All days on a trip will be assigned to the selected location
  • If weekends are enabled, when days are assigned for an entire week at once, weekdays will default to “Work” and weekends will default to “Personal”
  • If different days on a trip need to be assigned to different locations, “Expand” the trip and assign each day to a different location

 

 

4-Multi-Select_Unknown_10162018Pro-tip: use multi-select to add a location across multiple days.

  • On the Calendar, select “Edit Multiple” on the top-right of the screen. On some screens, this option may be inside the three-dot menu
  • Select multiple Unknown locations by checking the box for days you want to assign to a location
  • At the bottom of the screen, select from one of the default location options presented, or pick a different location from the list by selecting “…”
  • Select one of the suggested activities, or pick from the list by selecting “…”. Note that all days being updated will be assigned the selected activity (weekdays and weekends)
 

5.-Add-location-10162018Pro-tip: use “Add location/Trip” to add a location across multiple months, or to add multiple locations to one or more days.

  • On the Calendar, select “Add Location/Trip” on the top-right of the screen. On some screens, this option may be inside the three-dot menu
  • Choose a Start date, or a date range for which a location needs to be added
  • Start typing the name of the state or country and select an option from the presented list
  • Select an activity
  • Select the back-arrow to save the update
Update activity
1-Update-10162018An activity may be updated for an entire trip (multiple days) all at once or for individual days.
  • On the Calendar, select the activity icon on the right-handside of the location card.
  • Select the new activity. It will automatically update and take you back to the Calendar
  • If a card has multiple days, all days will be updated with the new activity selected
  • If different days on a trip need to be assigned to different activities, “Expand” the trip and assign each day to a different activity
2-edit-multiple_activity_10162018Pro-tip: use multi-select to update activities across multiple days.
  • On the Calendar, select “Edit Multiple” on the top-right of the screen. On some screens, this option may be inside the three-dot menu
  • Select multiple existing locations by checking the box for locations you want to update the activity for (you won’t be able to select Unknown locations if you are editing existing locations)
  • At the bottom of the screen, select “Set activity”
  • Select one of the suggested activities, or pick a different activity from the list by selecting “…”
Update locations, if needed

6.-Edit-Location-10162018Locations may be updated for an entire trip (multiple days) all at once or for individual days.

  • On the Calendar, select the location on the left-hand side of the location card
  • Select the box in which the location name that needs to be updated appears
  • Start typing the new state or country name and select an option from the presented list
  • Update the activity, if needed
  • Select the back arrow save the update
  • If different days on a trip need to be assigned to different locations, “Expand” the trip to assign each day to a different location
 

7-edit-multiple-locationPro-tip: use multi-select to update locations across multiple days.

  • On the Calendar, select “Edit Multiple” on the top-right of the screen. On some screens, this option may be inside the three-dot menu
  • Select multiple existing locations by checking the box for locations you want to update the location for (you won’t be able to select Unknown Locations if you are editing existing locations)
  • At the bottom of the screen, select “Set location”
  • Select one of the suggested locations, or pick a different location from the list by selecting “…”
 

10.-Archive-locationPro-tip: use *Archive location* to remove a location captured in error e.g., from incorrect travel and expense records or mobile tower jumps.

  • You have the option to remove a location by archiving it. Archiving a location hides it from your calendar, but retains any underlying data associated with the location for audit purposes
  • On the Calendar, select a location card. Select the “Archive trip” option at the bottom of the screen
  • If you have removed a location by mistake, you may restore it at any time. On the Calendar, select “Show archived” on the top-right of the screen. Select the location you want to restore and select the “Unarchive trip” option at the bottom of the screen
  • To remove multiple locations from the Calendar, select “Edit Multiple” on the top-right of the screen. Select multiple existing locations by checking the box for locations you want to archive. At the bottom of the screen, select “Archive”
Add multiple locations
5. Add location-10162018Use “Add location/Trip” to assign a location across multiple months, or to add multiple locations to one or more days
  • On your calendar screen, you can click the top-right menu and choose “Add Location/Trip”
  • First choose a single date, or a date range if adding a trip
  • Next, set the location you want to add for the date(s)
  • Then specify the activity you did in this place
Remove location

10.-Archive-location-2Use *Archive location* to remove a location captured in error because of a tower jump or because you forgot to switch-off your device when flying

  • You have the option to archive a location or trip. This hides it from your calendar, but keeps any location data associated for audit purposes
  • Select a card with one or more locations. Select the “Archive trip” option at the bottom of the screen
  • You may “Unarchive trip” by selecting “Show archive”, selecting the location to be unarchived and “Unarchive trip”
  • To archive multiple locations, select “Edit Multiple” on the top-right of the screen. Select multiple existing locations by checking the box for locations you want to archive. At the bottom of the screen, select “Archive”

Reports

Generate reports on-demand for any time period
06-Reports-1
  • Reporting is available at four different levels of detail
  • “Residency” report provides summary of days spent in only the watchlist locations
  • “Location summary” report provides summary of days in all visited locations
  • “Calendar” report provides a day-by-day breakdown with each location that was visited
  • “Location log” report provides a record of each ping collected by Monaeo
  • You have a choice of downloading reports in PDF or spreadsheet format
  • Reports are currently available for download only on the web