Software Frequently Asked Questions

View - Data output

What are Imports?

Imports are the individual packages of data that have been imported into the Patrol Management System. This view enables you to see the data from each individual import.

How do I view my imports using the Imports field?

To view all imports, select the View/Imports menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

The import grid on the left displays the date, time and record count of each import. Select any import from the list to display the imported data in the detail grid on the right.

Select one of the Checkpoint, Employee, Incident, Unknown or Shock pages from the detail grid to view the respective type of data from the selected import. Use the Data Grid features to group, sort, filter, print and export the data as desired.

The date and time of the current import is displayed at the bottom of the imports page. There is also a Data Navigator to move between imports.

The Checkpoint page displays all checkpoint events from the selected import. Only checkpoints already in the database will appear in this view.

The Employee page displays all employee events from the selected import. Only employees already in the database will appear in this view.

The Incident page displays all incident events from the selected import. Only incidents already in the database will appear in this view.

The Unknown page displays all unknown events from the selected import. This view displays all unknown events not yet in the database.

You can assign any unknown in the list by right clicking the record, and selecting an option from the menu.

Select the Assign as Checkpoint option to insert the unknown as Checkpoint.
Select the Assign as Employee option to insert the unknown as an Employee.
Select the Assign as Incident option to insert the unknown as an Incident.

The Shock page displays all shock encounters from the selected import.

What is the Audit Trail function?

The audit trail is a log of user and system actions. The audit trail logs each action, with the date and time the action occurred, and the user that was logged in when the actions occurred. This log may be used to track causes and events related to troubleshooting problems or confirmation of performed operations.

How do I view activity with the Audit Trail?

To view the audit trail, select the View|Audit Trail menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

What are Issues?

Issues are problems that arise during the management of customer sites. They can be entered into the system manually by operators or automatically by exceptions generated during These issues can then be traced and tracked, adding details and actions until resolved.

How do I view Issues?

To view issues, select the View/Issues menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

There are 2 views for issues, the Issue Listing which is a grouped list of the issues, and Issue Cards which is the same data, but each record is organized as a detailed card which is more suitable when printing.

Issue Listing

Issue Cards

Issue Filter

Issues can be globally filtered by selecting to display All Issues, Resolved Issues or Unresolved Issues.

To insert a new issue, click the Insert button and enter the issue details. Click the OK button to save the new issue, or the Cancel button to cancel the insert.
To edit an issue, click the Edit button and edit the issue details as desired. Click the OK button to save the edited details, or the Cancel button to cancel the edit.
Issues cannot be deleted, and can only be removed during maintenance by purging old issues.

Issue Details

Reference Free form reference number or code used to refer to this issue.
Description A brief description of the issue
Comment Any additional comments
Type Select an issue 'type' from the drop down list. These types are used to categorize and group related issues . The list of issue types can be edited.
State Select an issue 'state' from the drop down list. The state can be changed or advanced as an issue is being resolved, to indicate the process currently being applied to the issue. The list of issue states can be edited.
Issue Date The date the issue occurred.
Issue Time The time the issue occurred.
Resolved If selected, the issue has been resolved. Note: Users need special permission to resolve issues.
Resolution Select an issue resolution from the drop down list. Once an issue is resolved, an adequate resolution can be selected to reflect the outcome. The list of issue resolutions can be edited.

Details Enter a detailed explanation of the issue here.

Action Enter any actions that have been performed to resolve this issue.