Edit - Data management

How do I set up Sites in my UniGuard Patrol Management System?

A site is any location or premises, such as a factory, office building or any custom description where the patrol service is carried out.

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

Site Details

• Region The region the site is in. Select a region from the drop down list.
• Number A unique number for the site. (optional)
• Name The site name.
• Street Address The site's physical address.
• Contact The contact for this site, select a contact from the drop down list.
• Telephone Site telephone number.
• Fax Site facsimile number.
• Webpage The site's website address.

• Visits are active for this site If this option is selected, visits are required for this site, and the site will take part in Missed Site Visit reports.
• Week - Required visits per shift The number of visits that should be made to this site per shift on a weekday.
• Week - Minimum interval between visits The minimum number of minutes between visits, to qualify each visit as a separate visit on a weekday.
• Week End - Required visits per shift The number of visits that should be made to this site per shift on a weekend day.
• Week End - Minimum interval between visits The minimum number of minutes between visits, to qualify each visit as a separate visit on a weekend day.

• Instructions These are instructions for how to patrol the site, or any specific actions to perform.

Right click the instructions memo control to expose the memo menu

• Select Undo to undo the last action. (certain actions cannot be undone)
• Select the Cut option to cut/delete the selected text.
• Select the Copy option to copy the selected text to the clipboard.
• Select the Paste option to paste previously copied text from the clipboard.
• Select the Select All option to select all text.
• Select the Load option to load the text from a text file.
• Select the Save As option to save the text to a text file.
• Select the Print Preview option to preview the text on a page before printing.

• Map A map or aerial photograph of the site. Use the Image Editor to insert/edit the image.

Once sites have been inserted, multiple Checkpoints can be inserted for each site.