How to Create On-Site License / Other On-Site Features

Updated Aug 04, 2016

On-Site provides a web-browser version of the mobile application that an be used on any computer. This is commonly used at sites where the officer will be working at a desk and has access to a computer. On-Site provides basic functionality for creating reports, viewing post orders, time-keeping as well as some functionality specific for supervisors.

Activating and Deactivating Features

Activating and Deactivating Features

On-Site requires a license to be created at the site. These licenses only need to be created once for all officers at a site to use them. Unlike the device licenses that require a license per device, a single on-site license can be used for all officers at a site. To activate On-Site follow the steps below.

  1. Access the site list from the Live Dashboard by clicking on the "Sites (Client)" tile. Select the site where On-Site will be used.
  2. From the site profile, click on the "Security & Patrol" tab.
  3. Select the "On-Site Features" option from the "Patrol Menu."
  4. Flip the switch for the On-Site License to activate an on-site license for the site.

Assigning Officers to the Site

Assigning Officers to the Site

Officers will only be able to use the On-Site license if they are assigned to the site. This can be accomplished by assigning the officer to the site from the site profile or by assigning the site to the officer from the officer's profile. Creating this assignment relationship should be completed for each site the officer regularly works.

From the Site Profile:

  1. From the "Overview" tab, click on the [Assign Employee] button.
  2. Complete the information in the pop-up form and click on the [Save] button.

From the Employee Profile:

  1. From the "Overview" tab, click on the [Assign Site] button.
  2. Complete the information in the pop-up form and click on the [Save] button.

Activating the Manager Dashboard

Activating the Manager Dashboard

The Manager Dashboard is a list of permissions that can be granted to the officers providing them access to admin-level functionality. The Manager Dashboard is basically a simplified version of the admin dashboard, but it will only pull information from the sites assigned to the officer.

It is a best practice to create a separate role in the Staff Portal for supervisors or managers. The Manager Dashboard can also be effective for Account Managers that monitor activities for their portfolio of clients.

Overview of On-Site Features

Overview of On-Site Features

On-Site Features are features or functionality that can be activated site by site. These options will need to be activated on the site-level as they only apply to the site where they are active. Below is a description of the these options.

On-Site License: Activate a license for the site that will allow all officers assigned to the site to acces the web-based version of the mobile application. This can be used on a tablet or computer.

Barcode Tour Alternative: Leverage existing QR and barcode checkpoint. These can be used just like NFC tokens for a site.

GPS Tracking: Turning off tracking will increase battery life and this option is recommended if officers are indoors and have a poor GPS signal at the site.

GPS Checkpoints Scanning: Active the GPS checkpoint option. Like NFC these checkpoints can prompt the same functionality, but they do not require a physical checkpoint. Rather they use the officers proximity to defined coordinates for the checkpoint.

Panic Button: Deactivate the panic button for sites that do not require it.

Lone Worker Icon: Requires Lone Worker module (see Lone Worker Chapter)

Panic Button Mobile Shaking Detection: This allows the officer to shake the device to trigger the panic button. Depending on the sensitivity of the device this can be effective or it may trigger false alarms. It is recommend this be tested before applying as a default for the site.

Postion Change: If checkpoints, tours or other configuration options are assigned to a specific post, this allows officer to change their post to access duties of other post. Mostly commonly this would be used by a site supervisor.

Visitor Log (Beta): Requires Visitor Management (See Visitor Management Chapter)

Resident Database: Requires Visitor Management (See Visitor Management Chapter)

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