Convert Runsheet events to Site Tasks

Learn how to convert a runsheet event to a site task using TrackTik Guard Tour.

Overview

Adjust to the unexpected during your mobile patrol by converting runsheet events to Site Tasks that your on-site team can perform.

Convert a runsheet event while on mobile patrol

On mobile patrol, if you cannot complete a job on your runsheet you can convert it to a site task.

From your active runsheet:

  1. Choose the job.
  2. Choose Convert to Site Task.

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  3. Choose an available employee from the Available Site Guards drop-down menu.
  4. Fill in a Description and a Reason in the boxes.
  5. Select Convert.


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Once you have sent the request, it stays on your list as Pending Conversion until the Site Guard accepts it.

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The request remains pending for
2 minutes.  If you need to cancel the request before then, you can Cancel Conversion by selecting the job details.

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Accept or decline runsheet event conversion

If you are working on-site, you can assist your colleagues by accepting new Site Tasks as they are offered. When a new task is offered, it shows as a notification.

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Once you accept it, TrackTik adds it to your list of Site Tasks, and you can complete it with your other tasks.

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See also

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