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Creating Site Tasks

This article will explain how to create site tasks and the differences between checkpoints and procedures.

Written by Brandon Hull

What is a Site Task?

Site tasks are the regular responsibilities assigned to your security team and are categorized into two main types.

  • Procedures:

    • Actions such as arming alarms, locking gates, conducting door checks, hourly reports.

    • Useful to help guards know what to prioritize when falling behind their patrol schedule.

  • Checkpoints:

    • Specific locations around the property(pool, gym, parking lot, main entrance, etc..)

    • Quickly and efficiently show important locations on a property have been patrolled.


Video Walkthrough


Creating a Site Task

  • Navigate to the sites tab

  • Select the site you want to create a task for

  • Enable field setup

  • Click add task blueprint

Provide Task Details

  • Select task type:

    • Checkpoint

    • Procedure

  • Enter a location name

    • e.g., Pool, Parking Lot, Rear Stairwell, etc..

  • If you are using QR, Barcode, or NFC

  • Provide special instructions

    • Special instructions are intended for things like alarm codes, access codes, lock codes, or unique requests from your customer.

  • Add training media

    • This is where you can provide short training material for your guards like short instructional videos, or an example photo(s) for their required attachment(s).

  • Select the number of required attachments.

    • The number of image(s) that you want your guard to provide when completing this task.

    • This is also where you would require your guard to provide a note

This example screenshot has the slider indicator set to 2 required attachments, and requires a note.

  • Click Save and Exit.

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