The Guarding Suite powers your field operations—from mobile tracking and reporting to post orders, device setup, and patrol tours.
Whether you're stepping in as a new TrackTik admin or looking to reconfigure your operations, this path gives you the structure to move from confusion to confidence.
What You'll Gain:
Clear steps to configure core site-level tools (employees, devices, checkpoints\tours)
Best practices for optimizing patrol routes, checkpoint tracking, and geo-restrictions
Guidance on automating incident reporting, dashboards, and mobile app setups
Embedded insights to prevent reporting gaps, improve accountability, and scale your field operations
Who This Is For:
New platform owners who need to activate their Guarding Suite confidently
Teams without a prior admin, looking to regain structure and consistency
Operators needing quick wins to stabilize daily guard operations
Each section includes:
Where to go in the Guarding Suite interface
What to set up and why it matters
Best Practice guidance written by TrackTik’s experts to help you avoid common mistakes and reduce manual work
Resource Path |
Guarding Suite
Lay the foundation of your Guarding Suite operations.
These steps ensure your guards, locations, and equipment are properly connected, visible, and ready to track activity in real time. Getting this right upfront prevents major reporting gaps and downstream payroll issues.
Topic | Path | Help Center Article |
Creating an Employee | Employees > New Employee | |
Creating a Site | Sites > New Site | |
Position at the site | Sites > Site > Positions > Create a Position | |
Device License | Sites > Site > Security & Patrol > Devices & Licenses > Create Device |
Post Orders & Message Board
Reduce supervisor escalations and keep field teams aligned without constant oversight.
Post Orders ensure every on-shift guard knows what’s expected: no confusion, no missed steps.
Use the Message Board to push updates and site-wide instructions to guards, instantly through the mobile app.
Topic | Path | Help Center Article |
Post Orders | Sites > Site > Operation Reports > Post Orders > Create a Post Order | |
Message Board | Sites > Site > Message Board > Post Message |
Reporting Management
Eliminate paper forms and inconsistent submissions by automating your incident and operational reporting.
With custom report types and field-level controls, you can standardize compliance across all clients and contracts. This unlocks usable insights and improves transparency with both internal teams and clients.
Best Practices Article for Reports and Notifications
Report Management | Path | Help Center |
Incident Categories | Settings > Incident Categories > Incident Categories | |
Groups | Settings > Incident Categories > Groups / Industries | |
Parent Categories | Settings > Incident Categories > Parent Categories | |
Reports | Settings > Reports > Custom Report Forms > New Custom Report | |
Filling Out Reports | Settings > Reports > Custom Report Forms > New Custom Report > Field Setup | |
Dashboard (Reports) | Dashboard > Operations Report OR Sites > Site > Operation Reports |
Checkpoint Tours & Patrol Tours
Track performance in the field and prove compliance with verifiable guard tour data.
Ensure your patrols are executed consistently and documented reliably. Configuring checkpoint tours with clear routes, NFC/barcode tracking, and site locations provides clients value and accountability—every stop, every shift.
Best Practices Article for Creating Checkpoints and Tours
Checkpoint Tours / Patrol Tours | Path | Help Center |
Create Checkpoint | Sites > Site > Security and Patrol > Checkpoint > Create Checkpoint | |
Site Locations | Sites > Site > Security and Patrol > Site Locations | |
Creating a tour (Patrol Tour) | Sites > Site > Security and Patrol > Tour Routes | |
Setting up NFC or Barcodes | Mobile App | |
Performing A Tour | Mobile App > Check Points > Start a Tour | |
Dashboards | Dashboards > Operations Reports > Patrol Tour | |
Late Checkpoint Tours Notification | Site > Security and Patrol > Check Points > Late Checkpoints Alerts |
Geofencing & Mobile App Restrictions
Protect both operational integrity and billing accuracy.
Enforce location-based check-ins and reduce time theft, by tying mobile access to physical zones through geofencing.
Control exactly what guards see and do within the app via Mobile restrictions. Ensuring focus, reducing training needs, and increasing mobile compliance.
Best Practices Article for using Geofencing and Mobile App Restrictions
Geofencing & Tracks | Path | Help Center |
Setting up geofencing | Sites > Site > Security & Patrol > Geo-Fence | |
Mobile App Restrictions | Sites > Site > Security & Patrol > Mobile App Restrictions | |
Tracks | Sites > Site > Security & Patrol > History Tracks |
History Tracks
Turn ambiguity into accountability by layering GPS movement directly onto your site maps.
Visualize exactly where your guards have been: pinpoint gaps, missed tours, or compliance risks. This feature is key for responding to client concerns and verifying patrol coverage without guesswork.
History Tracks | Path | Help Center |
Tracks | Sites > Site > Security & Patrol > History Tracks |
Zones
For cleaner coverage, better patrol routing, and clearer reporting, divide larger properties or multi-use sites into Zones.
Zones help you assign the right guards, to the right areas, with fewer overlaps and missed checkpoints. Enabling more granular analytics and client reporting at the sub-site level.
Zones | Path | Help Center |
Site Zones Creation | Sites > Site Zones > Add Zone | |
Zone Positions Creation | Sites > Site Zones > Zone > Positions > Create a Position | |
Zone Licenses Creation | Sites > Site Zones > Zone > Security & Patrol > Devices & Licenses > Create Device |