Please see the section on vehicle management for more information.
2.21 Vehicles
Updated May 22, 2020
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Admin Guides
1. User Guide: Dispatch Administrator
31
- 1.1 Mobile Dispatch: - Introduction
- 1.2 Mobile Dispatch: Job/Service Types for Dispatch
- 1.3 Mobile Dispatch: How to Create/ Edit Dispatch Report Templates
- 1.4 Mobile Dispatch: Existing Location Dispatch
- 1.5 Mobile Dispatch: New Dispatch
- 1.6 Mobile Dispatch: New Location Dispatch
- 1.7 Mobile Dispatch: Dispatch the Job Now
- 1.8 Mobile Dispatch: Dispatch the Job Later
- 1.9 Mobile Dispatch: Coordinates Dispatch
- 1.10 Mobile Dispatch: Dispatch Assignment Side Menu- Overview
- 1.11 Mobile Dispatch: Dispatch Dashboard
- 1.12 Mobile Dispatch: Dispatch Assignment Menu – Vendors
- 1.13 Mobile Dispatch: Dispatch Assignment Menu – Employees
- 1.14 Dispatch Workflows
- 1.15 Dispatch Workflows: How to Create a Dispatch Workflow
- 1.16 Dispatch Workflows: Configure a Workflow
- 1.17 Dispatch Workflows: Workflow Transitions
- 1.18 Dispatch Workflows: Entry/Exit Actions
- 1.19 Dispatch Workflows: Misc. Settings
- 1.20 Active Dispatch: Overview
- 1.21 Active Dispatch: Transition Reports
- 1.22 Active Dispatch: Transition Reports
- 1.23 Active Dispatch: Edit
- 1.24 Active Dispatch: Attachments
- 1.25 Active Dispatch: Site Instructions
- 1.26 Active Dispatch: Approval
- 1.27 Active Dispatch: Emails
- 1.28 Simple Dispatch
- 1.29 Vehicle Management
- 1.30 Billing: Set Up Service Models
- 1.31 Billing: Patrol and Dispatch Billing Verification Screens
2. User Guide: Mobile Patrol Administrator
29
- 2.1 Patrols: Creating A Runsheet
- 2.2 Vehicle Management
- 2.3 Patrols: Jobs and Service Types
- 2.4 Patrols: Scheduling Jobs
- 2.5 Patrols: Assigning Patrols/Jobs to a Runsheet
- 2.6 Patrols: Patrols Overview
- 2.7 Patrols: Concepts
- 2.8 Patrols: Accessing and Setting Up Patrols
- 2.9 Patrols: Setting up a Price Tier (Patrol Group)
- 2.10 Patrols: Some Patrol Best Practices
- 2.11 Patrols: Managing Patrols from The Mobile Dispatch Tab
- 2.12 Patrols: Reassign to another Runsheet
- 2.13 Patrols: Convert the task to Dispatch and assign to User
- 2.14 Patrols: Decline a Reassignment Request
- 2.15 Patrols: Creating Site Instructions
- 2.16 Patrols: Runsheets Overview
- 2.17 Patrols: Analytic Dashboard
- 2.18 Patrols: Billing Verification
- 2.19 Patrols: Zone Settings
- 2.20 Patrols: Patrols Settings
- 2.21 Vehicles
- 2.22 Patrols: Enable / Disable the Optimization feature
- 2.23 Patrols: Runsheet Reports
- 2.24 Patrols: Runsheet Notifications
- 2.25 Patrols: Ad-Hoc Patrol Scheduling
- 2.26 Patrols: Runsheet Options
- 2.27 Patrols: Runsheet Optimization
- 2.28 Mobile App: Runsheets
- 2.29 Mobile App: Performing Jobs
3. User Guide: Manager
131
- 3.1 Sites: Creating Sites
- 3.2 Sites: Exporting Sites
- 3.3 Sites: Options
- 3.4 Sites: Message Board
- 3.5 Sites: Assigned Employees
- 3.6 Sites: Client Portal Access
- 3.7 Sites: Ban A User From A Site
- 3.8 Sites: Other Site Contacts/Addresses
- 3.9 Sites: Account Notes
- 3.10 Sites: Positions
- 3.11 Sites: Documents
- 3.12 Sites: SLAs
- 3.13 Sites: Geo-Fencing Introduction
- 3.14 Sites: Geo Fence Creation - Navigation
- 3.15 Sites: Creating a Geo-Fence
- 3.16 Sites: Assign the Geo-Fence as an Allowed or Restricted Area
- 3.17 Sites: Edit Geo-fence Name and Details
- 3.18 Sites: Set Geo-Fence Notification Triggers
- 3.19 Sites: Configure Geo-Fence Notification Recipients
- 3.20 Sites: Audit Geo-Fence Breaches in Events
- 3.21 Sites: Audit GPS Pings and Geo-Fences
- 3.22 Onsite: Introduction
- 3.23 Onsite: Activation
- 3.24 Onsite: Clock in Using an Onsite License
- 3.25 Onsite: Dashboard Overview and Options
- 3.26 Onsite: Live Feed
- 3.27 Onsite: Scheduled Tours
- 3.28 Onsite: Site Contacts
- 3.29 Onsite: Recordings
- 3.30 Onsite: Write a Report Using the Onsite License
- 3.31 Onsite: Manager Dashboard
- 3.32 Onsite: Schedules
- 3.33 Onsite: Employee Management
- 3.34 Onsite: Time Approval and Audit
- 3.35 Onsite: Report Management
- 3.36 Onsite: Tour and Checkpoint Logs
- 3.37 Onsite: Shift Reports
- 3.38 Onsite: Analytic Reports
- 3.39 Onsite: Visitor Management Introduction
- 3.40 Visitor Management: Checking in Visitors as a Guard with An On-site License
- 3.41 Visitor Management: Visitor Log
- 3.42 Visitor Management: Visitor Profiles
- 3.43 Visitor Management: Tenants
- 3.44 Visitor Management: Visitor Metrics
- 3.45 Visitor Management: Visitor Types
- 3.46 Onsite: Message Board
- 3.47 Employees: Viewing And Creating Employees
- 3.48 Employees: Modifying and Managing Employees
- 3.49 Employees: Employee Profile
- 3.50 Employees: Additional Employee Information
4. User Guide: HR Manager
16
- 4.1 Employees: Modifying and Managing Employees
- 4.2 Skills and Attributes: Introduction
- 4.3 Report Management: Reports from The Live Dashboard
- 4.4 Settings: Report Templates - Introduction
- 4.5 Operations Reports: Managing Reports from the Live Dashboard
- 4.6 Operations Reports: Viewing Summary Reports
- 4.7 Operations Reports: Summary by Site
- 4.8 HR & Payroll: Configuring Pay Rates
- 4.9 HR & Payroll: Payroll Requirements
- 4.10 HR & Payroll: Expense Reimbursement
- 4.11 HR & Payroll: Ad-hoc Earnings or Deductions
- 4.12 HR & Payroll: Running a Payroll
- 4.13 HR & Payroll: Pre-Process Payrun Warning vs Blocking Errors
- 4.14 HR & Payroll: Process Payrun
- 4.15 HR & Payroll: Approve & Lock Payrun
- 4.16 HR & Payroll: Historical Payroll Data
5. User Guide: Payroll Manager
87
- 5.1 Sites: Options
- 5.2 Sites: Assigned Employees
- 5.3 Sites: Positions
- 5.4 Sites: Documents
- 5.5 Sites: History
- 5.6 Employees: Viewing And Creating Employees
- 5.7 Skills and Attributes: Introduction
- 5.8 Report Management: Reports from The Live Dashboard
- 5.9 Operations Reports: Managing Reports from the Live Dashboard
- 5.10 Operations Reports: Viewing Summary Reports
- 5.11 Operations Reports: Summary by Site
- 5.12 Report Management: Reports from The Live Dashboard
- 5.13 Operations Reports: Managing Reports from the Live Dashboard
- 5.14 Operations Reports: Viewing Summary Reports
- 5.15 Operations Reports: Summary by Site
- 5.16 HR & Payroll: Configuring Pay Rates
- 5.17 HR & Payroll: Pre-Process Payrun Warning vs Blocking Errors
- 5.18 HR & Payroll: Process Payrun
- 5.19 HR & Payroll: Approve & Lock Payrun
- 5.20 HR & Payroll: Historical Payroll Data
- 5.21 Scheduling: Concepts
- 5.22 Schedules & Attendance: Introduction
- 5.23 Schedules & Attendance: Overview
- 5.24 Schedules & Attendance: Reports
- 5.25 Schedules & Attendance: Schedule Preparation
- 5.26 Schedules & Attendance: Attendance & Resolution
- 5.27 Schedules & Attendance: Template Definition and Best Practices
- 5.28 Schedules & Attendance: Template Roles and Permissions
- 5.29 Schedules & Attendance: Create a Schedule Template
- 5.30 Schedules & Attendance: Settings for Schedule Template
- 5.31 Schedules & Attendance: Assign Guards to the Site, Zone or Department
- 5.32 Schedules & Attendance: Bulk Create Shifts using the Quick Shift Tool
- 5.33 Schedules & Attendance: Assigning Guards to Shifts or Deleting Shifts
- 5.34 Schedules & Attendance: Using Availabilities
- 5.35 Schedules & Attendance: Time Off Requests
- 5.36 Schedules & Attendance: Confirm the Template
- 5.37 Schedules & Attendance: Finalize the Schedule
- 5.38 Schedules & Attendance: Switch from Template to Schedule
- 5.39 Schedules & Attendance: Creating Ad-Hoc (one time) or Non-Recurrent Shifts
- 5.40 Schedules & Attendance: Assigning Guards To A One-Time Shift
- 5.41 Schedules & Attendance: Roll the Template
- 5.42 Schedules & Attendance: Publish the Schedule
- 5.43 Schedules & Attendance: Update the Schedule
- 5.44 Schedules & Attendance: Distribute the Schedule
- 5.45 Attendance and Resolution: Introduction
- 5.46 Schedules & Attendance: Attendance Watch
- 5.47 Schedules & Attendance: Batch Timeclock
- 5.48 Schedules & Attendance: Handling Vacant Shifts
- 5.49 Schedules & Attendance: Select the Shift to Offer
- 5.50 Schedules & Attendance: Select the Guard to Receive the Offer
6. User Guides: Billing Manager
18
- 6.1 Sites: Creating Sites
- 6.2 Billing: Invoices - Introduction
- 6.3 Billing: Invoices
- 6.4 Billing: Invoice Errors
- 6.5 Billing: Prepare an Invoice
- 6.6 Billing: Prepare in Batch
- 6.7 Billing: Editing an Invoice View
- 6.8 Billing: Record an Invoice Payment or Reverse a Payment
- 6.9 Billing: Patrol and Dispatch Billing Verification Screens
- 6.10 Billing: Unlock a Billable Item
- 6.11 Receivables
- 6.12 Billing: All Contracts
- 6.13 Billing: All Positions
- 6.14 Billing: All Patrols Groups
- 6.15 Billing: Contract Overview and Navigation
- 6.16 Billing: Create a Contract
- 6.17 Billing: Set Up Service Models
- 6.18 Billing: Ending Contracts
7. User Guide: Scheduling Manager
76
- 7.1 Sites: Creating Sites
- 7.2 Zones: Site Zones (Groups)
- 7.3 Employees: Viewing And Creating Employees
- 7.4 Departments
- 7.5 Maps: The Maps Tile
- 7.6 HR & Payroll: Configuring Pay Rates
- 7.7 Skills and Attributes: Introduction
- 7.8 Security & Patrol: Checkpoint Creation - NFC and Bar Code
- 7.9 Security & Patrol: Site Locations
- 7.10 Security & Patrol: Tour Creation
- 7.11 Security & Patrol: Emergency Contacts
- 7.12 Security & Patrol: Incident Category Settings
- 7.13 Security & Patrol: Privacy Policy
- 7.14 Security & Patrol: IP Whitelist
- 7.15 Security & Patrol: Mobile App Restrictions
- 7.16 Operations Reports: Viewing Summary Reports
- 7.17 Operations Reports: Managing Reports from the Live Dashboard
- 7.18 Operations Reports: Summary by Site
- 7.19 Schedules & Attendance: Introduction
- 7.20 Schedules & Attendance: Overview
- 7.21 Schedules & Attendance: Default Settings
- 7.22 Schedules & Attendance: Reports
- 7.23 Schedules & Attendance: Schedule Preparation
- 7.24 Schedules & Attendance: Attendance & Resolution
- 7.25 Schedules & Attendance: Template Definition and Best Practices
- 7.26 Schedules & Attendance: Template Roles and Permissions
- 7.27 Schedules & Attendance: Create a Schedule Template
- 7.28 Schedules & Attendance: Settings for Schedule Template
- 7.29 Schedules & Attendance: Assign Guards to the Site, Zone or Department
- 7.30 Schedules & Attendance: Bulk Create Shifts using the Quick Shift Tool
- 7.31 Schedules & Attendance: Assigning Guards to Shifts or Deleting Shifts
- 7.32 Schedules & Attendance: Using Availabilities
- 7.33 Schedules & Attendance: Time Off Requests
- 7.34 Schedules & Attendance: Confirm the Template
- 7.35 Schedules & Attendance: Switch from Template to Schedule
- 7.36 Schedules & Attendance: Finalize the Schedule
- 7.37 Schedules & Attendance: Creating Ad-Hoc (one time) or Non-Recurrent Shifts
- 7.38 Schedules & Attendance: Assigning Guards To A One-Time Shift
- 7.39 Schedules & Attendance: Roll the Template
- 7.40 Schedules & Attendance: Publish the Schedule
- 7.41 Schedules & Attendance: Update the Schedule
- 7.42 Schedules & Attendance: Distribute the Schedule
- 7.43 Attendance and Resolution: Introduction
- 7.44 Schedules & Attendance: Attendance Watch
- 7.45 Schedules & Attendance: Batch Timeclock
- 7.46 Schedules & Attendance: Handling Vacant Shifts
- 7.47 Schedules & Attendance: Select the Shift to Offer
- 7.48 Schedules & Attendance: Select the Guard to Receive the Offer
- 7.49 Schedules & Attendance: Choose the Offer Method
- 7.50 Schedules & Attendance: Assign the Guard
8. User Guide: Scheduler
51
- 8.1 Sites: Creating Sites
- 8.2 Employees: Viewing And Creating Employees
- 8.3 Maps: The Maps Tile
- 8.4 Departments
- 8.5 Employees: Viewing And Creating Employees
- 8.6 Employees: Modifying and Managing Employees
- 8.7 HR & Payroll: Configuring Pay Rates
- 8.8 Skills and Attributes: Introduction
- 8.9 Security & Patrol: Checkpoint Creation - NFC and Bar Code
- 8.10 Security & Patrol: Site Locations
- 8.11 Security & Patrol: Tour Creation
- 8.12 Security & Patrol: Emergency Contacts
- 8.13 Security & Patrol: Incident Category Settings
- 8.14 Security & Patrol: Privacy Policy
- 8.15 Security & Patrol: IP Whitelist
- 8.16 Security & Patrol: Mobile App Restrictions
- 8.17 Operations Reports: Managing Reports from the Live Dashboard
- 8.18 Operations Reports: Viewing Summary Reports
- 8.19 Operations Reports: Summary by Site
- 8.20 Patrols: Creating A Runsheet
- 8.21 Sites: Message Board
- 8.22 Schedules & Attendance: Introduction
- 8.23 Schedules & Attendance: Overview
- 8.24 Schedules & Attendance: Schedule Preparation
- 8.25 Schedules & Attendance: Attendance & Resolution
- 8.26 Schedules & Attendance: Approval & Audit
- 8.27 Schedules & Attendance: Introduction to Schedule Templates
- 8.28 Schedules & Attendance: Template Definition and Best Practices
- 8.29 Schedules & Attendance: Template Roles and Permissions
- 8.30 Schedules & Attendance: Create a Schedule Template
- 8.31 Schedules & Attendance: Settings for Schedule Template
- 8.32 Schedules & Attendance: Assign Guards to the Site, Zone or Department
- 8.33 Schedules & Attendance: Bulk Create Shifts using the Quick Shift Tool
- 8.34 Schedules & Attendance: Assigning Guards to Shifts or Deleting Shifts
- 8.35 Schedules & Attendance: Using Availabilities
- 8.36 Schedules & Attendance: Time Off Requests
- 8.37 Schedules & Attendance: Finalize the Schedule
- 8.38 Schedules & Attendance: Switch from Template to Schedule
- 8.39 Schedules & Attendance: Creating Ad-Hoc (one time) or Non-Recurrent Shifts
- 8.40 Schedules & Attendance: Assigning Guards To A One-Time Shift
- 8.41 Schedules & Attendance: Roll the Template
- 8.42 Schedules & Attendance: Publish the Schedule
- 8.43 Schedules & Attendance: Update the Schedule
- 8.44 Schedules & Attendance: Distribute the Schedule
- 8.45 Attendance and Resolution: Introduction
- 8.46 Schedules & Attendance: Attendance Watch
- 8.47 Schedules & Attendance: Batch Timeclock
- 8.48 Schedules & Attendance: Handling Vacant Shifts
- 8.49 Schedules & Attendance: Select the Shift to Offer
- 8.50 Schedules & Attendance: Select the Guard to Receive the Offer
9. User Guide: Restricted Auditor
8
- 9.1 Maps: The Maps Tile
- 9.2 Sites: Documents
- 9.3 Employees: Viewing And Creating Employees
- 9.4 Employees: Overview - Documents
- 9.5 Break Management: Associate Break Rule to Position at the Position Level
- 9.6 Operations Reports: Managing Reports from the Live Dashboard
- 9.7 HR & Payroll: Configuring Pay Rates
- 9.8 Skills and Attributes: Introduction
10. User Guide: Auditor
8
- 10.1 Sites: Message Board
- 10.2 Sites: Documents
- 10.3 Break Management: Associate Break Rule to Position at the Position Level
- 10.4 Employees: Viewing And Creating Employees
- 10.5 Employees: Overview - Documents
- 10.6 HR & Payroll: Configuring Pay Rates
- 10.7 Skills and Attributes: Introduction
- 10.8 Operations Reports: Report Metrics
11. User Guide: Dispatcher
33
- 11.1 Live Dashboard: Introduction
- 11.2 Live Dashboard: Operation Tools
- 11.3 GPS and Messaging Tools
- 11.4 Live Dashboard: Remote Options
- 11.5 Operations Reports: System Exceptions
- 11.6 Operations Reports: Managing Reports from the Live Dashboard
- 11.7 Operations Reports: Viewing Summary Reports
- 11.8 Patrols: Managing Patrols from The Mobile Dispatch Tab
- 11.9 Patrols: Reassign to another Runsheet
- 11.10 Patrols: Convert the task to Dispatch and assign to User
- 11.11 Patrols: Decline a Reassignment Request
- 11.12 Patrols: Zone Settings
- 11.13 Patrols: Patrols Settings
- 11.14 Vehicles
- 11.15 Patrols: Runsheet Reports
- 11.16 Mobile Dispatch: New Dispatch
- 11.17 Mobile Dispatch: Existing Location Dispatch
- 11.18 Mobile Dispatch: New Location Dispatch
- 11.19 Mobile Dispatch: One-Time Location & Save Location Dispatch
- 11.20 Mobile Dispatch: Coordinates Dispatch
- 11.21 Mobile Dispatch: Dispatch the Job
- 11.22 Mobile Dispatch: Dispatch the Job Now
- 11.23 Mobile Dispatch: Dispatch the Job Later
- 11.24 Mobile Dispatch: Dispatch Assignment Side Menu- Overview
- 11.25 Mobile Dispatch: Dispatch Assignment Menu – Vendors
- 11.26 Mobile Dispatch: Dispatch Assignment Menu – Employees
- 11.27 Active Dispatch: Overview
- 11.28 Active Dispatch: Edit Logs
- 11.29 Active Dispatch: Transition Reports
- 11.30 Active Dispatch: Edit
- 11.31 Active Dispatch: Attachments
- 11.32 Active Dispatch: Approval
- 11.33 Active Dispatch: Emails
Other Resources
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Product Manuals
- Guarding Suite Manual
- Back Office User Manual
- Mobile Suite User Manual
- Mobile App Manual
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FAQ's & Common Questions
- FAQ's & Common Questions
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User Guides
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Self Onboarding
- Getting Started Guide
- Fundamental Training Video Series
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TrackTik Updates
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