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Version: 6.12

Dispatch Patrol Job Setup

Overview

This guide shows how to setup a scheduled site check for a Patrol run - a Digital Runsheet Job.


Selecting Client for Patrol Run

Creating the Job

NFC, QR, Bluetooth scan tags

Patrol Job History

More Information


Prerequisites

The Patrol Response module must be registered.

Selecting Client for Patrol Run

Go to the account you wish to create the scheduled site check for and click on the 'Reporting' Tab

Client reporting tab
Client reporting tab

Make sure the account is assigned the correct default Patrol Run group. By default new patrol jobs for this account will be assigned to this run group - but you may override this later when scheduling the account's patrol jobs.


Creating the Job

Go to the 'Patrol Jobs' Tab

The Patrol Jobs window will show all the scheduled Digital Runsheet jobs for the site. You can have multiple jobs setup for one site.

Client Patrol Jobs Tab
Client Patrol Jobs Tab

Click the insert button to create a new Scheduled Patrol Job.

Insert Scheduled Patrol Job
Insert Scheduled Patrol Job

Enter a Title and a basic description that will show up for the Patrol.

Example Title and Notes
Example Title and Notes

If all scan tags are required to be scanned you can select the 'Require All Scan Codes' checkbox. More details on Scan Tags are in the section below.

Require Scan Codes
Require Scan Codes

Insert one or more scheduling items to define when the job should be performed. Each scheduling item you insert gives you the option of overriding the client's default run group by setting a Grouping. This means you have the power to schedule a job to be performed by different patrol runs temporarily or according to a schedule.

Example Schedule settings
Example Schedule settings

Select or create a schedule for when the Patrol Job is scheduled for and what time it should be completed by. The Patrols digital Runsheet in the APP will show those jobs that are overdue highlighted in red font.

Example Schedule for a week
Example Schedule for a week

When you create the schedule make sure you click it to select it so it shows in the 'schedule' details.

Selected Schedule
Selected Schedule

Select a start time for when the Patrol Job will begin. Enter an end time if the Patrol Job will run for a specific time frame or leave it blank if it will be an ongoing scheduled site check.

Schedule start and end dates
Schedule start and end dates

We can now enter in the check list items. If the job is very basic or only requires scan tags to be scanned and the 'Require All Scan Codes' option has been checked then no check list items need to be entered.

Job Items Insert
Job Items Insert

You can enter in as many check list items as you like with headings and detailed notes.

Job Items List
Job Items List

You can add in individual scan tag items.

Example Item Scancode
Example Item Scancode

Select and use the position buttons to move check list items up and down the list so they are in the correct order to be completed.

Job Items List move buttons
Job Items List move buttons

Click the Save button to save and complete the Patrol Job.

Save Button
Save Button

NFC, QR, Bluetooth scan tags

To setup Scan Tags go to the 'Zones Tab'

Create a new zone for the Scan Tag and in the zone details add in the scan tag code and select how many times that it needs to be scanned per day.

Example Zone settings
Example Zone settings

Zones can also have Geofence locations see Zone Location for set up instructions.

Save the Scan Tag zone and it is now ready to be selected in the Patrol Job.

note

For patrols to be able to pickup Patrol jobs with geofence zones, they will need at least Plink(Android) 11 or Plink(IOS) 12.


Patrol Job History

Pending, completed, and cancelled patrol jobs can be viewed from the History tab of any client or globally from the Maintenance > Clients > Patrol Jobs menu.

Client History Tab
Client History Tab

Patrol Job history can be searched and results may be multi-selected to perform job cancellation or deletion.

Patrol Job History Search
Patrol Job History Search

More Information

For a Patrol guide on how to load a Digital Runsheet and complete Scheduled Site Check Jobs in the Plink APP click the link below

Plink Digital Runsheet Jobs Tutorial

A Digital Runsheet video can be viewed at the link below.

Plink Digital Runsheet Video