Setup: Sites - Services

Select to save site changes

Select to delete the site from the system. A confirmation pop-up will be shown confirming the deletion which will remove all duties for the Site from the system

Select to revert to the unsaved state

Select to open the Site View screen for the site

Select to open the Branch screen for the site

Select to open the Customer screen for the site

Select to open the Site Group screen for the site

Select to open the Site Budget screen for the site

Select to open the Events Search for the site

Date that the particular service profile comes into effect for the site - there can be multiple profiles with multiple effective dates

Name of the service profile

Description of the service profile

Name of user who has assigned the service profile to the site

Description of the assignee (user)

Date that the profile was last updated

Select Add Service to add a Service Profile to the site. See Adding a Service Profile to a
Site for more information

Name of the tour

Description of the tour

Number of locations within the tour

When selected (indicated by a tick), the tour will be active. Tours are only visible to employees when they are active.

Select + Add Tour to add a tour to the site. See Adding a Tour to a Site for more information

Select an existing tour to see its contents in full on a new screen. From the screen, the user can also edit and save changes to the tour

Mandatory - Name of the tour

Description of the tour

Anticipated number of minutes to complete the tour

Tours can be flexible or sequential, in that users will have to complete them in any order (flexible), or the order shown in the Tour Locations part of the screen (sequential)

Select to make a tour can be randomised. Randomised tours are tours that Timegate Web automatically randomises the order of the locations for. The employee should complete in the order presented to them. This is a great safety feature - the employee will complete the same tour on a nightly basis, but in a random order, not an order of their choice (as per flexible tours) or sequential (as in the same predefined order everyday).

Use this option to select the  Pay Level  that you wish to attach to the tour (if any). Select    to be presented with the following window:

Select the Pay Level you wish to attach. Only people with the given Pay Level will be able to see the tour. If no Pay Level has been selected, everyone will be able to see the tour regardless of their Pay Level.

Enable scheduling for the tour on a regular basis (e.g. monthly, weekly, daily, hourly) - opens a new panel at the bottom of the screen to complete

Select to Enable Missed Tour Alerting. As required, enter any Missed Tour Alerting information such as the target audience for the alerts along with message. See below for more information about the various options available when this is selected.

Select to Enable Completed Tour Alerting. Enter any Completed Alerting information such as the target audience for the alerts along with message. See below for more information about the various options available when this is selected.

Select to enable Touch and Go functionality upon the tour. This option caters for more basic and rapid NFC tag scanning. When selected, a successful adhoc NFC tag scan will result in the respective tagged location being flagged as completed, without the user being navigated to as per standard structured tours.

Select a Form for use on the tour. If Scorable and required, Enable Missed Tour Alerting and/or Enable Completed Tour Alerting can be enabled. Additionally, you may wish to alert for Passed and Failed tours.

Select to enable. As required, enter any Passed Form Alerting information such as the target audience (be that an escalation group or contacts) and associated message template. See below for more information about the various options available when this is selected.

Select to enable. As required enter any Failed Form Alerting information such as the target audience (be that an escalation group or contacts) and associated message template. See below for more information about the various options available when this is selected.

When selected the tour will be active (default value). Tours are only visible to employees when they are active. When a user is accessing their Tours on their Android or iOS device, Tours are shown as illustrated below - initially all available, active Tours will be shown under the Not Started section of the screen:

Enter any notes for the employee to see for the given location as the tour progresses

Select the recurrence pattern from the list of available choices:

• Monthly (Selected in this instance)

• Weekly

• Daily

• Hourly

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/11/2018

When scheduling on a monthly basis, either Day ___ every ___ month(s) or The ___ ___ of every ___ month(s) must be selected. If Day ___ every ___ month(s) is selected, a Day (1 - 31) must be entered along with the frequency of the tour in months e.g. 3 months. In the example above, if Day ___ every ___ month(s) were selected, the tour would run on the 31st of the month, every two months.

note if the date is not available during the month (e.g. 30 or 31 in February) the tour will be available for employees doing the appropriate duty on the last available date of the month before the requested date.

When scheduling on a monthly basis, either The ___ ___ of every ___ month(s) or  Day ___ every ___ month(s) must be selected. If The ___ ___ of every ___ month(s) is selected, an instance (i.e. First to Fourth) and day of the week (i.e. Monday to Sunday) along with the frequency of the tour in months e.g. 3 months. In the example above, the tour will be available for employees doing the appropriate duty on the first Monday of the month, every two months starting at the next available first Monday of the month after the 09/11/2018

Time of the day in HH:MM format for the tour

Pre-time in minutes/hours/days/weeks (depending upon selection from drop-down list) before the Due time that the tour is made available to employees to see in the app when they are on an appropriate duty

Post-time in minutes/hours/days/weeks (depending upon selection from drop-down list) after the Due time that the tour remains available to employees to see in the app when they are on an appropriate duty

Select the recurrence pattern from the list of available choices:

• Monthly

• Weekly (Selected in this instance)

• Daily

• Hourly

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/11/2018

Mandatory field - select the day(s) of the week that the tour is to be run. In this example, the tour will run every Sunday, Wednesday and Saturday

Time of the day in HH:MM format for the tour

Pre-time in minutes/hours/days/weeks (depending upon selection from drop-down list) before the Due time that the tour is made available to employees to see in the app when they are on an appropriate duty

Post-time in minutes/hours/days/weeks (depending upon selection from drop-down list) after the Due time that the tour remains available to employees to see in the app when they are on an appropriate duty

The pattern in terms of week, select number e.g. 1 week(s), for weekly, 2 week(s) for every two weeks

Select the recurrence pattern from the list of available choices:

• Monthly

• Weekly

• Daily (Selected in this instance)

• Hourly

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/11/2018

Select the days of the week to schedule the tour - select either a single day or multiple days from Sunday through Saturday

Time of the day in HH:MM format for the tour

Pre-time in minutes/hours/days/weeks (depending upon selection from drop-down list) before the Due time that the tour is made available to employees to see in the app when they are on an appropriate duty

Post- -time in minutes/hours/days/weeks (depending upon selection from drop-down list) after the Due time that the tour remains available to employees to see in the app when they are on an appropriate duty

Select the recurrence pattern from the list of available choices:

• Monthly

• Weekly

• Daily

• Hourly (Selected in this instance)

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/11/2018

Add an extra time to the rule. Once selected, the times can be allocated for the rules in the format of ___ to ___  every ___ hour(s). The ___ to ___ are times that are entered in a HH;MM format. The Every ___ Hour(s) dictates how regularly within the timespan a tour is run.

In the example above, in the first time slot, there are two rules. The first rule is from 00:00 to 05:59. Every hour from 00:00 to 05:59, a tour will take place. The second rule is specified between 06:00 to 20:00. Therefore every 5 hours between 06:00 and 20:00. the second rule will come into affect, which will mean that a tour will run every 5 hous from that point forwards

Add an extra rule, from within which times can set - the rule will comprise a selection from the days of the week

In the above example, the first rule is scheduled for week days from Monday through Firday (as shown by the date indicator)

The second rule is scheduled to operate at weekends - Saturday and Sunday

Pre-time in minutes/hours (depending upon selection from drop-down list) before the defined time that the tour is made available to employees to see in the app when they are on an appropriate duty

Post-time in minutes/hours (depending upon selection from drop-down list) after the defined times that the tour remains available to employees to see in the app when they are on an appropriate duty

Add an extra time to the rule. Once selected, the times can be allocated for the rules in the format of ___ to ___  every ___ hour(s)

Add an extra rule, from within which times are set - the rule will comprise a selection from the days of the week

Remove the Times and Rules associated with it

Select to enable user alerting when a tour is completed

Select to use the Derived Escalation Group i.e. the default escalation group

Select to define an escalation group (using the Email Template option below)

Select the Escalation Group that you wish to use (when Define Escalation Group is selected)

Select the Email Template that you wish to use to send emails to the defined escalation group if the option has been selected, when a tour is completed. Select [...] to choose. Use Clear to remove link

Select to enable alerting to your Contacts

Select the Email Template that you wish to use to send emails to your Contacts if the Contact Alerting option has been selected, when a tour is completed. Select [...] to choose. Use Clear to remove link

Select to enable user alerting when a tour is missed

Select to use the Derived Escalation Group i.e. the default escalation group

Select to define an escalation group (using the Email Template option below)

Select the Escalation Group that you wish to use (when Define Escalation Group is selected)

Select the Email Template that you wish to use to send emails to the defined escalation group if the option has been selected, when a tour is missed. Select [...] to choose. Use Clear to remove link

Select to enable alerting to your Contacts

Select the Email Template that you wish to use to send emails to your Contacts if the Contact Alerting option has been selected, when a tour is missed. Select [...] to choose. Use Clear to remove link

Locations that have been configured. Drag and drop onto the Tours Locations to include within the tour. use the search options to locate locations as required

Locations that have been selected to include within the tour. They can be dragged up and down the list in order to sort the order that they are visited in to make up the tour.

To remove them from the tour, drag the location back to the Location List from the Tour Locations list

Select to view and edit Tour Location Details. When selected, the following will be load:

To add Notes to the site, enter them in the Notes box for this tour. These Notes can be optionally viewed or set to display on screen by default (see next bullet point)

To force employees on the tour to view the Notes that have been entered, select Force Notes. Selecting this option ensures that when the user arrives at a location, the notes are automatically displayed on the screen for reading within the Timegate Web Employee App.

If you wish to set up a tour that includes one or more locations where you want to remove the option for employees to fill a given form. whilst retaining the ability to compete it at other locations on a tour, you can do this by selecting Disable form questions for each individual location where you do not wish to show the questions from the form on the tour.

Select Save

Select to go back to Site | Services without saving changes

Select to Save the tour

Select to make a copy of the Tour. The copy will created and it’s Name changed to have “- Copy” at the end e.g. Main Site Tour would be copied as Main Site Tour - Copy. Modify the tour as needed and then select Save to create the new copy. The copy will be displayed in the Tours section of Set Up | Sites | Services

Select multi-language support options (if configured) from the drop-down menu

Select to delete the tour. Note: The tour definition can only be deleted if it has not been used for a tour by the time of deletion.

Drag-and-drop locations from the list onto the Tour Locations part of the screen to make them part of the tour

Drag-and-drop locations to resequence the order of the tour. Alternatively, drag-and-drop the location back onto the Location List to remove it from the tour

Name of the audit

Description of the audit

Number of locations where the audit is used

When selected (indicated by a tick), the audit will be active. Audits are only visible to employees when they are active.

Select + Add Audit to add a tour to the site. See Adding an Audit to a Site for more information

Select an existing audit to see its contents in full on a new screen. From the screen, the user can also edit and save changes to the audit

Mandatory - Name of the Audit

Description of the Audit

Audits can be flexible or sequential, in that users will have to complete them in any order (flexible), or the order shown in the Audit Locations part of the screen (sequential)

Select to make an audit can be randomised. Randomised Audits are audits that Timegate Web automatically randomises the order of the locations for. The employee should complete in the order presented to them. This is a great safety feature - the employee will complete the same Audit on a nightly basis, but in a random order, not an order of their choice (as per flexible audits) or sequential (as in the same predefined order everyday).

Use this option to select the  Pay Level  that you wish to attach to the Audit (if any). Select    to be presented with the following window:

Select the Pay Level you wish to attach. Only people with the given Pay Level will be able to see the audit. If no Pay Level has been selected, everyone will be able to see the Audit regardless of their Pay Level.

Enable scheduling for the Audit on a regular basis (e.g. monthly, weekly, daily, hourly) - opens a new panel at the bottom of the screen to complete

Select to Enable Missed Audit Alerting. As required, enter any Missed Audit Alerting information such as the target audience for the alerts along with message. See below for more information about the various options available when this is selected.

Select to Enable Completed Audit Alerting. Enter any Completed Alerting information such as the target audience for the alerts along with message. See below for more information about the various options available when this is selected.

Select a Form for use on the Audit. If Scorable and required, Enable Missed Audit Alerting and/or Enable Completed Audit Alerting can be enabled. Additionally, you may wish to alert for Passed and Failed Audits.

Select to enable. As required, enter any Passed Form Alerting information such as the target audience (be that an escalation group or contacts) and associated message template. See below for more information about the various options available when this is selected.

Select to enable. As required enter any Failed Form Alerting information such as the target audience (be that an escalation group or contacts) and associated message template. See below for more information about the various options available when this is selected.

When selected the audit will be active (default value). audits are only visible to employees when they are active

Enter any notes for the employee to see for the given location as the audit progresses

Select the recurrence pattern from the list of available choices:

• Monthly (Selected in this instance)

• Weekly

• Daily

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/01/2021

Select the interval between audits in terms of months

Select the recurrence pattern from the list of available choices:

• Monthly

• Weekly (Selected in this instance)

• Daily

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/01/2021

Select the interval between audits in terms of months

Select the recurrence pattern from the list of available choices:

• Monthly

• Weekly

• Daily (Selected in this instance)

Date the schedule will commence (in DD/MM/YYYY format) in this example 09/01/2021

Select the days of the week to schedule the audit - select either a single day or multiple days from Sunday through Saturday

Time of the day in HH:MM format for the audit to start

Time of the day in HH:MM format for the audit to start

Select to enable user alerting when an audit is completed

Select to use the Derived Escalation Group i.e. the default escalation group

Select to define an escalation group (using the Email Template option below)

Select the Escalation Group that you wish to use (when Define Escalation Group is selected)

Select the Email Template that you wish to use to send emails to the defined escalation group if the option has been selected, when an audit is completed. Select [...] to choose. Use Clear to remove link

Select to enable alerting to your Contacts

Select the Email Template that you wish to use to send emails to your Contacts if the Contact Alerting option has been selected, when an audit is completed. Select [...] to choose. Use Clear to remove link

Select to enable user alerting when an audit is missed

Select to use the Derived Escalation Group i.e. the default escalation group

Select to define an escalation group (using the Email Template option below)

Select the Escalation Group that you wish to use (when Define Escalation Group is selected)

Select the Email Template that you wish to use to send emails to the defined escalation group if the option has been selected, when an audit is missed. Select [...] to choose. Use Clear to remove link

Select to enable alerting to your Contacts

Select the Email Template that you wish to use to send emails to your Contacts if the Contact Alerting option has been selected, when an audit is missed. Select [...] to choose. Use Clear to remove link

Locations that have been configured. Drag and drop onto the Audits Locations to include within the audit. use the search options to locate locations as required

Locations that have been selected to include within the audit. They can be dragged up and down the list in order to sort the order that they are visited in to make up the Audit.

To remove them from the audit, drag the location back to the Location List from the Audit Locations list

Select to view and edit Audit Location Details. When selected, the following will be load:

To add Notes to the site, enter them in the Notes box for this Audit. These Notes can be optionally viewed or set to display on screen by default (see next bullet point)

To force employees on the Audit to view the Notes that have been entered, select Force Notes. Selecting this option ensures that when the user arrives at a location, the notes are automatically displayed on the screen for reading within the Timegate Web Employee App.

If you wish to set up an audit that includes one or more locations where you want to remove the option for employees to fill a given form. whilst retaining the ability to compete it at other locations on an audit, you can do this by selecting Disable form questions for each individual location where you do not wish to show the questions from the form on the audit.

Select Save

Select to go back to Site | Services without saving changes

Select to Save the audit

Select to make a copy of the audit. The copy will created and it’s Name changed to have “- Copy” at the end e.g. Main Site Audit would be copied as Main Site Audit - Copy. Modify the audit as needed and then select Save to create the new copy. The copy will be displayed in the Audits section of Set Up | Sites | Services

Select multi-language support options (if configured) from the drop-down menu

Select to delete the audit. Note: The audit definition can only be deleted if it has not been used for an audit by the time of deletion.

Drag-and-drop locations from the list onto the Audit Locations part of the screen to make them part of the audit

Drag-and-drop locations to resequence the order of the audit. Alternatively, drag-and-drop the location back onto the Location List to remove it from the audit