How can I set up the Tours functionality?

Setting up Tours functionality comprises a series of steps. At a high-level, this is as follows:

• Email Templates are set up from the Email Templates Groups tab as appropriate within Admin | Service. These will be used to alert members of the escalation group when an tour is completed, missed, passed or failed (See How do I set up an Email Template?)

• Tour Failure Reasons are created from the Tour Failure Reasons tab within the Admin | Service page. Employee App users undertaking tours will select these if they fail their tour (See How do I set up Tour Failure Reasons? )

• Next, Location types are defined. This is completed from the Admin | Services | Location Types page (See How do I define Location Types?)

• During the next part of the set up process, Locations (and sub-Locations) are assigned to a Site and are maintained from the Locations tab within Site Maintenance (Set Up | Sites | Locations) (See How do I create and assign Locations to a site?)

• At this point, a Tour Definition can now be created (and subsequently edited) for the Site from within the Services tab (Set Up | Sites | Services). Locations are allocated to the Tour Definition during this step along with the order of the tour (if specified). Additionally, any scheduling information is set at this point, as are Escalation Groups and Contacts for alerting using Email Templates (See How do I set up a tour for a site using my locations?)