Set up the conversion of Runsheet events to Site Tasks

Updated July 22, 2024 21:00

Learn how to set up TrackTik to give your staff the flexibility of converting Runsheet events to Site Tasks

Overview

Unexpected situations arise that can negatively impact your ability to assist your clients. Converting Runsheet events to Site Tasks gives your team adaptability to have your on site team cover for your patrol team when necessary.

Before you start

Here are some things you must do before you start:

You need to have the Site Tasks feature configured in your portal.
The Mobile Patrol feature needs to be configured in your portal.

Configure the Portal setting

From the main screen of your portal, choose Settings

Select General Settings
Select Portal Settings
Select Create setting
Select Runsheets
Select Convert Runsheet Events to Site Tasks
Save

You now have the flexibility of converting your Runsheet Events to Site Tasks.

Set the required permissions

From the main screen of your portal, choose Settings

Select Roles/Permissions
Select the role (Admin or Staff) which needs the permission

Note: best practice is to provide this permission to all staff who might be affected (admin roles, mobile patrol, and Onsite staff)

Select Mobileplus
Select Can convert Runsheet Events to Site Tasks

The selected role will now have the ability to convert Runsheet Events to Site Tasks when needed.

Update your Job Types

Update any applicable runsheet Job Type by going to

Settings

View All

Job / Service Types

You can either create a new Job Type by selecting Create New or edit an existing one by choosing Edit Info
Select both Schedulable (Runsheet) and Schedulable (Site Task).

You can now convert this Job Type from a runsheet event to a site task when needed.

Next steps

Convert a runsheet event to a site task from Mobile dispatch
Convert runsheet to site task in the TrackTik Guard Tour mobile application.