GETTING STARTED GUIDE

Transcription

1 GETTING STARTED GUIDE

2 Table of Contents Start Here... 3 Welcome to TrackTik Getting Started Walkthrough... 4 Basic Guide... 9 Basic Getting Started: Adding Employees To Your Dashboard Basic Getting Started: Adding Sites To Your Dashboard Basic Getting Started: Connect Your Mobile Device Basic Getting Started: Create Report Forms Basic Getting Started: Create Site Checkpoints Basic Getting Started: Create Site Tours Basic Getting Started: Report Form Templates Basic Getting Started: Roles and Permissions Basic Getting Started: Write Checkpoints Basic Getting Started Walk-through Completion! Advanced Guide Advanced Getting Started: Adding Employees To Your Dashboard Advanced Getting Started: Adding Sites To Your Dashboard Advanced Getting Started: Connect Your Mobile Device Advanced Getting Started: Create Report Forms Advanced Getting Started: Create Site Checkpoints Advanced Getting Started: Create Site Tours Advanced Getting Started: Incident Categories Advanced Getting Started: Report Form Templates Advanced Getting Started: Report Notifications Advanced Getting Started: Roles and Permissions Advanced Getting Started: Site Analytics Advanced Getting Started: Write Checkpoints Advanced Getting Started Walk-through Completion!... 33

3 Start Here Page 3

4 Welcome to TrackTik Getting Started Walkthrough Thank you for your interest in TrackTik. We have a couple options to help you get started with the system. Our Basic Walkthrough will include everything you need to start testing the system. If you plan to implement TrackTik or have purchased the system, you may want to consider the Advanced Walkthrough. The Advanced Walkthrough will cover additional features normally included towards the end of an integration.â Follow these steps to download the mobile application before you begin. Installing Mobile Application: Materials Required You will need access to the Live Dashboard and the mobile device. Before you begin make sure to complete the following steps. Prepare the Device: Page 4

5 1. Install or create a google account for the device. This is required to access the Google Play store. The same Google (Gmail) account can be used on all devices. We recommend creating a generic Google account for your organization such as [YourCompany]Ops@gmail.com. 2. Get the phone number for the device (if applicable - not required). Installing Mobile Application: Review Device Assignment Make sure the device is correctly assigned to support the needs of post. If the device will remain at a single site, it can be assigned to that site. If there is a possibility that the device will travel between sites, it should be assigned to the building. Installing Mobile Application: Install Install the TrackTik Guard Tour Application From the Google Play Store: Page 5

6 1. Find the Google Play store icon. Click on the icon to access the Google Play store. If you have not created a Google account on the device, you will be required to do so before accessing the Play store. 2. Click on the Apps icon to access the applications section of the Play store. 3. Type "TrackTik" into the search bar at the top. Select the TrackTik Guard Tour mobile application. 4. Click on the [Install] button to install the application. Note that the button will display "Uninstall" if the application is already available on the device. Installing Mobile Application: Add Your URL Open the Guard Tour Application and Enter the Server URL: 1. Click on the [Open] button to open the Guard Tour application. 2. Enter your URL in the "Server URL" field. The Server URL will be the same URL you use to access the Live Dashboard. Makes sure to keep the " in the URL. 3. In the next step, you will create the installation code for the device. Page 6

7 Installing Mobile Application: Create an Installation Code The steps above show how to generate an installation code for the site Mid-Atlantic Medical Center. If you would like to assign the phone to a zone (group of sites) rather than a single site, follow the Zone instructions below. 1. Site: Click on the Site List option and access the site profile Zone: Click on the Site Zones option and access the zone profile. 2. Both: Click on the Security and Patrol tab from the site/zone profile. 3. Both: Click on the Devices and Licenses option from the Patrol Menu. 4. Both: Click on the [Create Device] button. Procede to the next step. Installing Mobile Application: Add a Description and Phone Number Page 7

8 1. Add a Description for the device. This Description will be used to identify the device's license moving forward. Provide a Description that will helpful when taking inventory of field devices. 2. If the device has a phone number add that here. Once the phone number has been tied to a license the phone can be used as the installation code. 3. Select the position (Post) that will be using the device. The drop-down menu will provide the list of positions (Posts) that available for this site/zone. Installing Mobile Application: Sync You will see a license in the list of licenses for the site/zone. Locate the one you created. It should have an "Unused" status. Take the installation code, or the phone number, and enter that value in the "Installation Code" field on the mobile device. Once you have added the URL and the installation code/phone number, click on the [Install] button. This will complete the installation for this device. Just The Basics For Now Show Me Advanced Options Page 8

9 Basic Guide Page 9

10 Basic Getting Started: Adding Employees To Your Dashboard Add employees to your dashboard so they can access the system. With your Permissions now setup, you can assign each employee a proper access level. Create three new employees in the system. Make sure to create a username and password for each employee. Include a least one employee with a permission from the Staff Portal. Page 10

11 Basic Getting Started: Adding Sites To Your Dashboard Sites are the client locations where officers report for duty. Once a site is created it can be accessed by the mobile applications. Sites can also be grouped intoâ zonesâ for mobile operations. Create three new sites. Make sure to complete the address fields in the form. This information can be used to help mobile officers navigate to sites. Page 11

12 Basic Getting Started: Connect Your Mobile Device This list of licenses will only show the licenses that have been created for the site. This is also where you can create new licenses. Note that licenses will be assigned to the site or zone where they are created. Create a license in the site you created earlier. Enter the installation code on the mobile device and sync the phone to the site. Page 12

13 Basic Getting Started: Create Report Forms Patrol Reports is where you can create the report forms that are used by officers on the mobile device or on-site browser. Each form can be specific to a site or available at all sites. Create two report forms. Create one incident report and one activity log entry. If you would like to start with our report templates click here. You can edit those forms as needed to meet you needs. Page 13

14 Basic Getting Started: Create Site Checkpoints Checkpoints are configure at the site level. Here you can create checkpoints and select functionality options for each checkpoint. In this section there are also notifications for checkpoints and tours. Create three checkpoints. Select a different Extra Scan Option for each checkpoint. Page 14

15 Basic Getting Started: Create Site Tours Checkpoints can be grouped into tours. A single checkpoint can belong to multiple tours. Here you can create tours, assign checkpoints and set the schedule for site tours. Create your first tour and place the three checkpoints you created in the previous step and put them in the tour. Page 15

16 Basic Getting Started: Report Form Templates Report String (copy string below) Activity Log Entry: eyjkzxnjcmlwdglvbii6ikfjdgl2axr5iexvzybfbnryesisimrldgfpbhmioijdb21wbgv0zsbob3vybhkilcj zzxr0aw5ncyi6intcikxbtkdvqudfxci6xcjftl9vu1wifsisimzpzwxkcyi6w3sizxh0cmeioiitlvnlbgvjdc 0tXG5JbnRlcmlvciBQYXRyb2xcbkV4dGVyaW9yIFBhdHJvbFxuQ2xpZW50IEFzc2lzdGFuY2VcblN0YXRpb25hc nkgug9zdfxutg9jyxrpb24gsw5zcgvjdglvbiisimzpzwxkdhlwzsi6imxpc3qilcjkzxnjcmlwdglvbii6ilr5 cgugb2ygqwn0axzpdhkifsx7imv4dhjhijoiiiwizmllbgr0exblijoidgv4dgfyzweilcjkzxnjcmlwdglvbii 6Ik5vdGVzIn0seyJleHRyYSI6IiIsImZpZWxkdHlwZSI6InBpY3R1cmUiLCJkZXNjcmlwdGlvbiI6IlBpYyAxIC J9LHsiZXh0cmEiOiIiLCJmaWVsZHR5cGUiOiJwaWN0dXJlIiwiZGVzY3JpcHRpb24iOiJQaWMgMiJ9LHsiZXh0c meioiiilcjmawvszhr5cguioijzawduyxr1cmuilcjkzxnjcmlwdglvbii6ilnpz25hdhvyzsj9xx0= Incident Report: eyjkzxnjcmlwdglvbii6ikluy2lkzw50ifjlcg9ydcisimrldgfpbhmioijdb21wbgv0zsb0aglzihjlcg9ydcb mb3jtigzvcibhbnkgaw5jawrlbnqgb3igb2zmzw5zzsb0agf0ig9jy3vycybhdcb5b3vyihnpdguuiiwic2v0dg luz3mioij7xcjmqu5hvufhrvwiolwiru5fvvnciixcikfvve9fqvbquk9wrvwiolwimvwifsisimzpzwxkcyi6w 3siZXh0cmEiOiIiLCJmaWVsZHR5cGUiOiJ0aW1lIiwiZGVzY3JpcHRpb24iOiJUaW1lIn0seyJleHRyYSI6IiIs ImZpZWxkdHlwZSI6ImRhdGUiLCJkZXNjcmlwdGlvbiI6IkRhdGUifSx7ImV4dHJhIjoiIiwiZmllbGR0eXBlIjo ibglzdf9mbgfniiwizgvzy3jpchrpb24ioijjbmnpzgvudcbuexblin0seyjlehryysi6iiisimzpzwxkdhlwzs I6InRleHQiLCJkZXNjcmlwdGlvbiI6Ik90aGVyIEluY2lkZW50IFR5cGU6In0seyJleHRyYSI6IiIsImZpZWxkd HlwZSI6Imxpc3Rfc2l0ZV9sb2NhdGlvbiIsImRlc2NyaXB0aW9uIjoiSW5jaWRlbnQgTG9jYXRpb24gKGFyZWEs IGFwdCBudW1iZXIsIGV0IGNldGVyYSkifSx7ImV4dHJhIjoiIiwiZmllbGR0eXBlIjoidGV4dCIsImRlc2NyaXB 0aW9uIjoiV2hpY2ggU3VwZXJ2aXNvciB3YXMgTm90aWZpZWQifSx7ImV4dHJhIjoiIiwiZmllbGR0eXBlIjoiY2 hly2tib3gilcjkzxnjcmlwdglvbii6ilbvbgljzsbjbnzvbhzlzcj9lhsizxh0cmeioiiilcjmawvszhr5cguio ij0zxh0iiwizgvzy3jpchrpb24ioijxagljacbqcm9wzxj0esbnyw5hz2vyihdhcybob3rpzmllzcj9lhsizxh0 cmeioiiilcjmawvszhr5cguioijjagvja2jvecisimrlc2nyaxb0aw9uijoiru1tieludm9sdmvkin0seyjlehr yysi6iiisimzpzwxkdhlwzsi6imnozwnrym94iiwizgvzy3jpchrpb24ioijgaxjlieludm9sdmvkin0seyjleh RyYSI6IiIsImZpZWxkdHlwZSI6ImNoZWNrYm94IiwiZGVzY3JpcHRpb24iOiJBcnJlc3QgTWFkZSJ9LHsiZXh0c meioiiilcjmawvszhr5cguioij0zxh0yxjlysisimrlc2nyaxb0aw9uijoitmfycmf0axzlin0seyjlehryysi6 IiIsImZpZWxkdHlwZSI6InBpY3R1cmUiLCJkZXNjcmlwdGlvbiI6IlBob3RvIDEifSx7ImV4dHJhIjoiIiwiZml lbgr0exblijoicgljdhvyzsisimrlc2nyaxb0aw9uijoiughvdg8gmij9lhsizxh0cmeioiiilcjmawvszhr5cg UiOiJwaWN0dXJlIiwiZGVzY3JpcHRpb24iOiJQaG90byAzIn0seyJleHRyYSI6IiIsImZpZWxkdHlwZSI6InBpY 3R1cmUiLCJkZXNjcmlwdGlvbiI6IlBob3RvIDQifSx7ImV4dHJhIjoiIiwiZmllbGR0eXBlIjoicGljdHVyZSIs ImRlc2NyaXB0aW9uIjoiUGhvdG8ifSx7ImV4dHJhIjoiIiwiZmllbGR0eXBlIjoic2lnbmF0dXJlIiwiZGVzY3J pchrpb24ioijpzmzpy2vyj3mgu2lnbmf0dxjlin1dfq== Page 16

17 Basic Getting Started: Roles and Permissions Before you get started adding employees, consider the duties of officers and managers. TrackTik's Permissions will allow you to create custom access levels for users. Permissions can be edited at any time. 1. Create three different roles in your Permissions. 2. Admin Portal: Create a permission level for administrative staffers. 3. Staff Portal: Create a permission level for officers. 4. Client Portal: Create a permission for clients accessing the system. Page 17

18 Basic Getting Started: Write Checkpoints Checkpoints can be written by placing the device over the top of an NFC token or barcode. Only admins and selected officers will have the ability to write checkpoints. Using barcodes or NFC tokens, write the three checkpoints you created earlier. Once all of the checkpoints have been written. Perform the tour you created. Click on the "Checkpoints" icon and select "Start Tour." Page 18

19 Basic Getting Started Walk-through Completion! Below is a list of the materials you covered during this session. Click on any articles that you would like to revisit or select from the options below the list. Permissions Add Employees Add Sites Create Checkpoints Create Tours Activate a Device Create Report Forms Writing Checkpoint Page 19

20 Advanced Guide Page 20

21 Advanced Getting Started: Adding Employees To Your Dashboard Add employees to your dashboard so they can access the system. With your Permissions now setup, you can assign each employee a proper access level. Create three new employees in the system. Make sure to create a username and password for each employee. Include a least one employee with a permission from the Staff Portal. Page 21

22 Advanced Getting Started: Adding Sites To Your Dashboard Sites are the client locations where officers report for duty. Once a site is created it can be accessed by the mobile applications. Sites can also be grouped intoâ zonesâ for mobile operations. Create three new sites. Make sure to complete the address fields in the form. This information can be used to help mobile officers navigate to sites. Page 22

23 Advanced Getting Started: Connect Your Mobile Device This list of licenses will only show the licenses that have been created for the site. This is also where you can create new licenses. Note that licenses will be assigned to the site or zone where they are created. Create a license in the site you created earlier. Enter the installation code on the mobile device and sync the phone to the site. Page 23

24 Advanced Getting Started: Create Report Forms Patrol Reports is where you can create the report forms that are used by officers on the mobile device or on-site browser. Each form can be specific to a site or available at all sites. Create two report forms. Create one incident report and one activity log entry. If you would like to start with our report templates click here. You can edit those forms as needed to meet you needs. Page 24

25 Advanced Getting Started: Create Site Checkpoints Checkpoints are configure at the site level. Here you can create checkpoints and select functionality options for each checkpoint. In this section there are also notifications for checkpoints and tours. Create three checkpoints. Select a different Extra Scan Option for each checkpoint. Page 25

26 Advanced Getting Started: Create Site Tours Checkpoints can be grouped into tours. A single checkpoint can belong to multiple tours. Here you can create tours, assign checkpoints and set the schedule for site tours. Create your first tour and place the three checkpoints you created in the previous step and put them in the tour. Page 26

27 Advanced Getting Started: Incident Categories Incident categories work with the incident analytics. Using incident categories allows you to capture report analytics and build dynamic reports based on incident categories. Create 5-10 incident categories. Make sure each one has a priority level. Page 27

28 Advanced Getting Started: Report Form Templates Report String Activity Log Entry: eyjkzxnjcmlwdglvbii6ikfjdgl2axr5iexvzybfbnryesisimrldgfpbhmioijdb21wbgv0zsbob3vybhki Incident Report: eyjkzxnjcmlwdglvbii6ikluy2lkzw50ifjlcg9ydcisimrldgfpbhmioijdb21wbgv0zsb0aglzihjlcg9ydc Page 28

29 Advanced Getting Started: Report Notifications Report Notifications allow you to create custom notification rules for different types of reports at each site. This allows you to create notification triggers based on report type, incident type and more. 1. Create two different report notification rules. 2. Create a notification rule for high priority incidents and one for lower priority incidents. 3. Use the "Upon Creation" trigger for the high priority rule and the "Upon Approval" trigger for the lower priority rule. Page 29

30 Advanced Getting Started: Roles and Permissions Before you get started adding employees, consider the duties of officers and managers. TrackTik's Permissions will allow you to create custom access levels for users. Permissions can be edited at any time. 1. Create three different roles in your Permissions. 2. Admin Portal: Create a permission level for administrative staffers. 3. Staff Portal: Create a permission level for officers. 4. Client Portal: Create a permission for clients accessing the system. Page 30

31 Advanced Getting Started: Site Analytics Incident Analytics will look at the history of incident reports written at a site. The information provided in the reports can be compiled into charts and graphs to provide insight. Review the analytics and prepare a list of site locations for the properties that will be using the analytics. Page 31

32 Advanced Getting Started: Write Checkpoints Checkpoints can be written by placing the device over the top of an NFC token or barcode. Only admins and selected officers will have the ability to write checkpoints. Using barcodes or NFC tokens, write the three checkpoints you created earlier. Once all of the checkpoints have been written. Perform the tour you created. Click on the "Checkpoints" icon and select "Start Tour." Page 32

33 Advanced Getting Started Walk-through Completion! Below is a list of the materials you covered during this session. Click on any articles that you would like to revisit or select from the options below the list. Permissions Add Employees Add Sites Create Checkpoints Create Tours Activate a Device Create Report Forms Writing Checkpoint Incident Categories Site Analytics Report Notifications Page 33