Create a checkpoint tour

Tours are collections of checkpoints. You can schedule tours at specific times or make them unscheduled and performed at any time. Creating tours helps you keep your users accountable for doing the right tasks, in the right place, at the right time.

Follow the steps below to create tours at sites and zones.

Create A Tour

  1. Select Sites(Client).
  2. Select the Zone or Site the tour is to be associated with.
  1. Within that site or zone, select Security & Patrol.
  1. Select Tour Routes.
  2. Select Create a Tour Route, and the Create a Tour Route window will appear.
  3. Fill in the appropriate fields to create the tour.

Description: Enter a Description/Tour Name

Assigned To: Select a specific position or allow all positions to do the tour.

Special Instructions: Extra information you wish to provide to the user selecting the tour. Instructions will display under the name of the tour on the mobile device.

Estimated Tour Duration (minutes): Allocate several minutes to the tour. Please note this information is used as a reference only. It will help validate if the user performed the tour in a reasonable amount of time. 

Grace Period for Late Notification (minutes): This allows users a grace period before starting their scheduled tour. The grace period ensures a late tour notification won't be sent out if the user is held up for a few minutes before starting the scheduled tour. 

Note: If the grace period is set to 0, it will give 15 minutes by default. 

Recurrence Type: Choose the tour schedule recurrence to be weekly or monthly.

Tour Schedule: Plan for the tour to be scheduled on any specific day at any specific hour by putting a green checkmark on the schedule. Please note that the checkmarks placed in the Tour Schedule will set notifications for officers to begin the tour and trigger late tour notifications according to the grace period.

When completed, select Save

Associate Checkpoints To A Tour

Follow the steps below to associate checkpoints to the tour.

  1. Click the Manage Checkpoints button.
  2. Drag and drop the individual checkpoints from the left to the right to associate them with a tour.
  3. Or, use the arrow buttons to move the checkpoints from left to right or vice versa.
  4. Click OK to save the tour route.

You can always re-arrange the order of the checkpoints. The users can perform the checkpoints in the tour in any order.

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