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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
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Mobile Suite User Manual
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Admin Guides
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11. User Guide: Dispatcher
11.22 Mobile Dispatch: Dispatch the Job Now
Updated May 12, 2020
Now:
Select this option.
Planned Duration in Minutes:
For reference purposes only. Enter a value to be displayed to the user that is dispatched.
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11.21 Mobile Dispatch: Dispatch the Job
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11.23 Mobile Dispatch: Dispatch the Job Later
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