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Creating tours

Learn how to create tours.

Arthur Williams avatar
Written by Arthur Williams
Updated over 8 months ago

In this article, we will cover:

  • What is a tour?

  • Creating tours


What is a tour?

Tours are structured sequences of tasks, organized by checkpoints and procedures, and arranged according to the preferred order of completion, days of the week, and time of day.


Creating tours

Video Guide

Step-by-Step Guide

  1. Navigate to the site where you want to create your tour. If the site isn't already in setup mode, enable Field Setup.

  2. Ensure that all necessary tasks have been created beforehand. You can find these tasks under Task Blueprints.

  3. If all tasks are ready, click on "+ Add Tour Blueprint.

New Tour Blueprint

  1. Name your tour appropriately, such as Routine Patrol, Opening Procedure, or Locking Procedure.

  2. Add any relevant notes for your security team regarding the tour.

  3. Select the time window for your tour based on shift schedules or specific service hours. For example, if overnight patrol services run from 10pm to 6am, set 10pm as the start time and 6am as the end time. Alternatively, for guard posts, set the tour within the scheduled service hours, like 2pm-10pm.

  4. Choose the days of the week for which the tours will be scheduled.

  5. Select the Tour Frequency:

    • Hourly: Creates a tour for every hour within the selected tour window.

    • Times within Window: Specifies the number of tours to be completed within the tour window.

    • Custom Times: Allows you to set specific start times for tours within the window.

  6. Hit "Create Tour Blueprint" when you're done.

Tour Builder

  1. In the Tour Builder interface, select the tasks you want to include in the tour by toggling them. Selected tasks will be illuminated and move to the top of the list.

  2. Reorder the tasks as needed by dragging them into the desired sequence.

  3. Once all tasks are organized, click "Done."

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