Positions describe what you pay the guard to do. You can create positions at the site or the zone level. Positions are required to create a device license and to start building your schedules. Positions in TrackTik allow administrators to set rules for the position, including site requirements and settings for additional TrackTik modules.
To create a position, launch the Site or Zone where you will create the position:
Select the Positions tab.
Click the Create a Position button.
An Edit window will pop up, enter a name, hard, soft, or conditional requirements for this position, and a start date. These are the only settings required for the TrackTik Guard Tour setup. The other fields refer to optional TrackTik modules.
Fill out the fields. You must only enter a position name if you are not using TrackTik for scheduling or billing.
Post Name: The name of the position.
Post ID (Optional): Add an optional custom ID to the position.
Short Description of Tasks: Add an optional description of guard tasks for the position.
Schedule Memo: For use with the TrackTik Scheduling Module.
Status: The status of the position. Select Active or Archived.
Compliances
There are three types of requirements that you can select for a position:
Soft Requirements: These are skills or certifications that are preferred but not required for the position. You can schedule users if they do not meet the Soft Requirements for a shift, but TrackTik will inform the scheduler of the discrepancy.
Conditional Requirements: The employee must have at least one of the conditional requirements to work at the position.
Hard Requirements are required skills, certifications, or permits for a shift. TrackTik will block users from the shift if they do not possess the Hard Requirements.
Service Dates
Service Duration: Select ongoing or temporary service.
Begin Date: Select a start date.
End Date: TrackTik will prompt you to select an end date if the service is temporary.
See the Skills and Attributes section to know how to set the skills to populate the requirements list.
Please refer to this article to learn more about position billing settings.
Position Change
By activating the Position Change feature at the site, you can allow the guard to change positions during a shift. To activate the feature, go to the site > Security and Patrol > Onsite Features and switch the slider to the on position.
Activating this feature adds an icon to the home screen in the guard's mobile application to change the position.