Edit - Data management

How do I set up Patrol Tours for checkpoints that I have set up?

Patrol Tours are groups of checkpoints that need to be visited by employees. Any number of checkpoints can be part of the patrol tour, and these checkpoints may be from any site on any region.

A patrol may therefore be:

• A single checkpoint to be visited,
• A group of checkpoints to be visited on a particular site,
• A group of checkpoints to be visited across multiple sites in a region, or
• A group of points to be visited across multiple sites in multiple regions.

To record full patrol tour information, follow these steps:

1. Place the employee tag onto the recorder's tag reader.
2. Place the patrol tour start tag onto the recorder's tag reader.
3. Visit all other patrol tour visits that form part of the patrol tour.

Patrol tour visits do not have a specific order, only the start tag is required to be visited first, thereafter the remaining patrol tour visits may be visited in any order.

To edit patrols, select the Edit/Patrol Tours menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

• To insert a new patrol tour, click the Insert button and enter the patrol tour details. Click the OK button to save the new patrol tour, or the Cancel button to cancel the insert.
• To edit a patrol tour, click the Edit button and edit the patrol tour details as desired. Click the OK button to save the edited details, or the Cancel button to cancel the edit.
• To delete a patrol tour, click the Delete button.

Patrol Tour Details

• Name The patrol tour's name or identification
• Description A description of the patrol tour
• Patrol Tour Visits Patrol tour visits are the checkpoints that are required to be visited for the current patrol tour.

To edit these patrol tour visits, click the Patrol Tour Visits button.

The grid on the bottom displays all checkpoints already assigned to the patrol tour, while the grid on the top displays all available checkpoints, from all sites in all regions.

• To add a visit to the patrol tour, select an available checkpoint and click the Add button.
• To remove a visit from the patrol, select the visit and click the Remove button.
• Use the Move Up and Move Down buttons to order the patrol visits as desired.

Note: The order of the patrol visits does not have any bearing on the order that the visits need to be made. Only the first (Top) patrol visit indicates which visit marks the start of a patrol tour.