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Timeline: Sharing Pass-Down Notes Between Security Officers

Learn how to use the Timeline feature in Vision InSites to share pass-down notes between security officers, including adding notes, uploading photos, and managing visibility and permissions.

Written by Arthur Williams

The Timeline feature allows security officers to share internal pass-down notes at the site level. This helps teams stay aligned across shifts by documenting important updates, observations, and follow-ups.


What Is the Timeline?

The Timeline is a private, site-specific feed where security officers can post notes for other team members. These notes are intended for internal communication and are not visible to clients or included in Insights reports.


How to Add a Pass-Down Note

  1. Navigate to the desired site (e.g., Infinity Offices).

  2. Tap the Timeline icon at the bottom of the screen.

  3. Select Add Note.

  4. Enter your message.

    • Example: “Unit 101 has received multiple noise complaints during this shift. Monitor activity moving forward.”

  5. (Optional) Add media:

    • Take a photo

    • Upload from your library

  6. Tap Add Note to submit.

Once submitted, the note will display:

  • Officer name

  • Date and time

  • Attached images or videos (clickable for full view)


Deleting Notes

To delete a note:

  1. Swipe left on the note.

  2. Tap Delete.

Permissions:

  • Guards: Can delete their own notes

  • Supervisors: Can delete their own notes and guard notes

  • Admins: Can delete all notes


Important Notes

  • Timeline notes are internal only and not visible to clients

  • Notes do not appear in Insights reports

  • Designed for shift-to-shift communication and situational awareness


Best Practices

  • Keep notes clear and actionable

  • Include relevant unit numbers or locations when applicable

  • Use media when it adds context

  • Focus on information that supports the next shift


Need Help?

If you have questions:

  • Contact your Customer Success Manager

  • Use the in-app chat support


The Timeline helps your team stay informed, aligned, and proactive across every shift.

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