Software Setup

Modified on Fri, 22 Dec, 2023 at 8:30 AM

.

QUICK LINKS



Video: Getting Started




Step-By-Step: Getting Started


I. Setup Your Client

  1. Click on Client & Site then click the Add New Client button.



  2. In the following window indicate the client’s company name, if you would like for them to receive incident reports, and click Submit.

  3. Next click on Add Now to the right of the client name, under the Client Users section.

  4. Enter the information for this user.  Once you are done click Submit. The client level user will be able to see all the reports for all the sites at that client.


II. Setup Your Sites

  1. Click on Client & Site then click the Add New Site button.

  2. Select the client that this site will belong to.
  3. In the Site Name field enter a name for this site.

  4. In the Address of Site field start typing the Site address then select it from the list that appears.


    Note: You will only be able to use the app at the site that you setup because the App verifies your GPS location against the location of the site.  If you are demoing the app use your current location.

  5. When the map pops up move the pointer to the center of the site. You can then change the size of the geo-fencing area to narrow in a bit on your site and have the ability to use either a circle, rectangle, or custom shape.


    Once you are satisfied with your geo-fence click Submit.


  6. Click the Site Users tab on the Site Details page that appears. Click Add User and Enter the information for this user, also selecting which reports you want them to receive via email.  Once you are done click Submit. The users at this site will only be able to see information for this site.


III. Add Officers

  1. Click on the Officers tab then and click on Manage Officers.
  2. On the following screen click Add Officer.



  3. Add all officers that will be using OfficerApps. If any of the officers are supervisors place a check mark in Is Supervisor and indicate the site that the officer is a supervisor at.



  4. After completing each officers information click Submit.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article