How to perform Tours and scan Checkpoints

 

Users can perform tours randomly, or they may follow a schedule. Tours can be located either at the site level or zone level. A notification will appear on the mobile device when a scheduled tour is due to be performed.

Checkpoints can be scanned in any order and may be an NFC token, barcode, or GPS location. 

NFC will automatically scan. You must trigger the barcode and GPS options by selecting the appropriate button. ​

 

 

 

Start a tour (View active tour): Access the list of tours available for a site. Offices will select this option to start a tour during their shift or return to an active tour.

View Scheduled Tours: View the list of scheduled tours for a site. ​

View All Checkpoints: View a list of all checkpoints available at a location. Admins will select this option to write checkpoints.

Scan a Barcode: Use this option to scan a barcode checkpoint.

GPS Scan: Scan a GPS checkpoint.

Reload Settings: If you add or modify checkpoints while a user is clocked in, the user may need to Reload Settings to get the list of updated checkpoints and tours. 

  • Guard tours can operate entirely offline, no matter the checkpoint or whether the checkpoint has additional scan options.
  • Just to remind you, certain activities must happen while online. These include signing in, clocking in, switching sites, accessing post orders, etc.
  • Options presented in the checkpoint menu will differ based on the user's permission level. For example, admins will have the ability to write checkpoints, whereas security guards can only scan checkpoints.
  • Data usage varies based on the actions you are taking. Checkpoints and tours only require a little data, but reports with pictures (especially HD pictures) and video/audio recordings will use more data. As a rule, 1 GB per month per full-time employee should be sufficient. If the device is on 24/7, 3 GB per month should be enough. However, if many HD pictures are added, you may require more.

Troubleshooting: Setup prompts appear when scanning

Symptoms

  • You see options to create or configure checkpoints in the app when you only want to run a tour.
  • Scans prompt you to set up a checkpoint instead of recording a hit.

Why this happens

  • Users with administrator permissions can configure checkpoints from the mobile app. When signed in as an admin, the app may present setup or configuration flows instead of the standard guard scanning flow.

How to run checkpoints as a guard

  • Use a guard-level account (no admin rights) to perform tours and scans.
  • If your organization uses roles, switch to a Guard role that does not include the permission to configure checkpoints.

Recommended workflow

  1. Create or use a test guard account
    • Assign the guard to the target site and appropriate position/role.
    • Ensure the guard's permissions do not include checkpoint configuration.
  2. Log in on the device with the guard account
    • Select the correct site.
    • Go to Tours, choose the correct tour, then select Start.
  3. Scan checkpoints
    • For NFC: hold the device near the tag until you see confirmation.
    • For barcodes: open the scanner and point at the code until you see confirmation.
    • For GPS: select GPS Scan and wait for confirmation.
    • Add notes/photos if prompted.

If setup still appears

  • Make sure you are in the Tours module, not a checkpoint configuration screen.
  • Log out and back in with the guard account.
  • Confirm the checkpoint exists at the site and is included in the tour.

Best practices

  • Reserve admin-level scanning for initial setup and maintenance only.
  • Test the tour flow using a guard account before deploying to your team.
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