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In managing the sites in EZGuard, you can manage all the settings that affect the sites and the phones associated with the sites.
Management - Sites
What is a site?
Once we have opened a main site, we will define the sites that are under the site that we need to set them up.
On the sites we will define the general settings of the site, patrols and checkpoints, guidelines and procedures for the site, contacts and integrations.
How do I add a new site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
From the top right, click on the "+Add" button
When clicked, a new site window will open
Please note – to complete adding the new site, you have to fill in all the details in asterisk and Red.
When you have finished filling in the details, click on "Save" at the bottom of the page
General Settings:
How do I turn a site to "not active"?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Site" button
Next to the site that you want to turn to "not active", there is a button next to the site name "Edit"
Under "General Settings" there is a line called "Active"
Next to the "Active" line you have a switch button
When you click the switch button it will turn to "Off"
When finished, click on "Save" at the bottom of the page
How can I check if I turned a site to "Not active"?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Under the column "Active" the default will be "Yes = Active
To see sites that not active, you need to click on "Yes" and it will open the option to choose "Not" or "All"
As you choose "Not" or "All" you will see the sites that not active
How do I change the site name?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Under "General Settings" there is a line called "Name" you can change the name of the site
When finished, click on "Save" at the bottom of the page
How do I active location info for a site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Next to the title "Location Info Sending" you will see a switch button
To active location make sure the switch is on "On"
To turn it off, click the switch and turn it to "Off"
When finished, click on "Save" at the bottom of the page
How to able a phone to use WIFI for the app?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Next to the title "Phone's WIFI" you will see a switch button
To able WIFI make sure the switch is on "On"
To turn it off, click the switch and turn it to "Off"
When finished, click on "Save" at the bottom of the page
How do I change the site logo?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Under "General Settings" there is a title "Site Logo"
There is a button called "Select Image"
When you clicked on that button, your computer files will open and you can choose an image from there
When finished, click on "Save" at the bottom of the page
Where do I see site personnel?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Under "General Settings" there is a title "Site Personnel"
Under this title, you will see all the employees that associated with the site
How to export site personnel list?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Under "General Settings" there is a title "Site Personnel"
Next to the employees' names, you will see checkboxes
Mark the employees that you want to include on that list
After that, the button "Export List" on that top of the table will appear
As you click on that button, an excel file will be automatically downloaded to your download file in your computer
How to create personnel attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Under "General Settings" there is a title "Site Personnel"
Next to the employees' names, you will see checkboxes
Mark the employees that you want to include on that attendance report
After that, the button "Create Personnel Attendance Report" on that top of the table will appear
As you click on that button, an excel file will be automatically downloaded to your download file in your computer
Routes and Checkpoints:
Where do I see the routes and checkpoints of a site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Here you can see all the routs and checkpoints
How to add new checkpoint?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
On the top of the checkpoints list you can see "+Add" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to disable checkpoint?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to disable, you will see 3 dots button
As you click that button, a drill down list will be open with "Disable" button
As you click "Disable" the checkpoint will turn to disable
When finished, click on "Save" at the bottom of the page
How to edit checkpoint?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
What is "Scan Action" for checkpoints?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
Here you will see the scan action options:
Show Text- When choosing this option, a text box will be open. As the checkpoint will be scan the text you wrote will be appear.
Show Image- When choosing this option, an option to upload a photo will be open. As the checkpoint will be scan the image you added will be appear.
Open Form- When choosing this option, a drill down list off the forms will be open, and you can choose the relevant form. As the checkpoint will be scan the form you chose will be open.
Set Person name- When choosing this option, another list off the employees will be open and you can choose which employee nae will be opened as they scan the current checkpoint
Show Site Personnel Site- When choosing this option, as the checkpoint will be scan, the list name will be open and they will need to choose the employee's name from that list
How to change checkpoint name?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
Here you can change the checkpoints name
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add \ change the checkpoint description?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
Here you can change the checkpoint description
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add \ change the checkpoint color?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
Next to the title "Color" you can click on the bx next to it and a color option will be open
Choose the color you like by click on the color
If you don't want any color, click on "Clear" next to the color
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add \ change the report sending for checkpoint?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
Next to the title "Report Sending" you have a switch button
As you click on that switch, an email list will be open
You can choose an email from that list or adding an email manually by clicking on the "+Add" button on the right side of the table
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to change the scan verification for a checkpoint from a photo to a video?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the checkpoint name you want to edit, there is an "Edit" button
As you click that button, an edit window will be open
Under the title "Barcode Scanning" you can choose between "Static Images" or "Short Video"
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to download checkpoints?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Checkpoints" you can see the list of your checkpoints
Next to each checkpoint there is a check box
Mark the checkpoints you want to download by clicking on the check box
After choosing the checkpoints, an "Get Barcodes" button will be appeared at the top of the table
As you click on "Get Barcodes" you will choose "Download QR Barcodes"
As you click that, a PDF file with the QR barcodes will be downloaded to your "Download" file in your computer
How to move checkpoint from one site to another?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Checkpoints" you can see the list of your checkpoints
Next to each checkpoint there is a check box
Mark the checkpoints you want to move by clicking on the check box
After choosing the checkpoints, an "Move to Site" button will be appeared at the top of the table
As you click that, a window will be open and you can choose to which site you want to move the checkpoint
When choosing the site, click on "Move Checkpoint"
After that, click on "Save" again at the bottom of the page
How to export checkpoints list?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Checkpoints" you can see the list of your checkpoints
Next to each checkpoint there is a check box
Mark the checkpoints you want in the list by clicking on the check box
After choosing the checkpoints, an "Export" button will be appeared at the top of the table
As you click on "Export" an Excel file will be automatically downloaded to your download file in your computer
How to add a route?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes" you can see the list of your routes that you have
On the top of the list there is an "+Add" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to disable a route?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes" you can see the list of your routes that you have
Next to the route you want to disable, there is a 3 dots button
As you click that, a drill down list will be open
Choose "Disable"
After that, click on "Save" again at the bottom of the page
How to edit a route?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes" you can see the list of your routes that you have
Next to the route you want to disable, there is an "Edit" button
As you click that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add checkpoints to a route?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Choose the checkpoint that you want to add to the route by marking the check boxes next to the checkpoint name
After choosing the checkpoint, an "Assign to Route" button will be appear at the top of the checkpoint list
When you click on "Assign to Route" a window will be open and you can choose to which route to assign to
When finished, click on "Assign"
After that, click on "Save" at the bottom of the page
How to remove a checkpoint from a route?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes" you can see the list of your routes that you have
At the row of the route, you want to edit, there is the number of checkpoints you have in that route with a "+" icon
As you click on the "+" icon next to the number of checkpoints, the checkpoint list will be open
Next to the checkpoint you want to remove, there is an "Remove" button
After that, click on "Save" at the bottom of the page
How to set a checkpoint as route start \ end?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes" you can see the list of your routes that you have
At the row of the route, you want to edit start \ end checkpoint, there is the number of checkpoints you have in that route with a "+" icon
As you click on the "+" icon next to the number of checkpoints, the checkpoint list will be open
Next to the checkpoint you want to remove, there is an target icon button
As you click that, you can choose between "Set as Route Start" or "Set as Route End"
After that, click on "Save" at the bottom of the page
How to see disable checkpoints or routes?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the titles "Checkpoints" and "Routes" you have a check box next to "Enable only"
The default will be to show enable only, if you want to see what is disable, remove the mark in the check box
How to return a checkpoint \ route that turned to disable?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Next to the titles "Checkpoints" and "Routes" you have a check box next to "Enable only"
The default will be to show enable only, if you want to see what is disable, remove the mark in the check box
As you see the disable checkpoints \ routes, next to them there is a 3 dots button
As you click that, an "Enable" button will be open
After that, click on "Save" at the bottom of the page
What is the "Route scheduler"?
In the route scheduler you can set easily the route scheduler
How to set a route schedule?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes", on top of the list there is a "Route scheduler" button
As you click on that, a route scheduler page will be open
As you click on a date and time in the schedule, an edit window will be open and you will need to choose:
Which route
Date and time to start
Date and time to end
Repeat schedule
When finished editing, click on "Save"
After that, click on "Save" at the top of the table
How to edit a schedule route?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Routes and Checkpoints" category
Under the title "Routes", on top of the list there is a "Route scheduler" button
As you click on that, a route scheduler page will be open
Click on the route you want to edit, and an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" at the top of the table
Features, Reports and Notifications:
What does the activity report include?
The activity report includes the last 24 hours of activity of a site. The report contain: Scans, forms, incidents, attendance, route exceptions, panic and location.
How to scheduled activity report sending?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Mark the check box next to the title "Scheduled Report Sending"
As you click on that check box, a editing settings for sending will appear
Choose your preference on sending, then under the title "Recipients" add the emails you want to send the report by clicking on "+Add" button
After that, click on "Save" at the bottom of the page
How to activate scan action on a phone?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Clock on "Scan"' under the site features list
As you click on that, you will see a switch button
After that, click on "Save" at the bottom of the page
How to activate the panic button for a phone?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Clock on "Panic Alerts"' under the site features list
As you click on that, you will see a switch button
After that, click on "Save" at the bottom of the page
How to activate alert forwarding for panic alert?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Panic Alerts"' under the site features list
Choose "Alert Forwarding" under "Live notification" title
You can add a contact and panic text
Add recipients by clicking on "+Add" or choosing from available recipients for the site
After that, click on "Save" at the bottom of the page
How to deactivate alert forwarding for panic alert?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Panic Alerts"' under the site features list
Remove the mark next to "Alert Forwarding" under "Live notification" title
After that, click on "Save" at the bottom of the page
How to scheduled reports for panic alert?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Panic Alerts"' under the site features list
Choose "Scheduled Summary Report Sending" under " Scheduled Report" title
Choose the sending time and then add the email recipients by clicking on "+Add" button
After that, click on "Save" at the bottom of the page
How to remove scheduled reports for panic alert?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Panic Alerts"' under the site features list
Remove the mark next to "Scheduled Summary Report Sending" under "Scheduled Report" title
After that, click on "Save" at the bottom of the page
How to activate forms for a phone?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Forms"' under the site features list
As you click on that, you will see a switch button
After that, click on "Save" at the bottom of the page
How to add live notifications to forms?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Forms"' under the site features list
Mark on the checkbox next to "Submission Forwarding" under "Live Notification" title
Add recipients by clicking on the "+Add" button
After that, click on "Save" at the bottom of the page
How to remove live notifications to forms?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Forms"' under the site features list
Remove the mark on the checkbox next to "Submission Forwarding" under "Live Notification" title
After that, click on "Save" at the bottom of the page
How to active incident reporting feature?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
As you click on that, you will see a switch button
Fill the incident settings –
General properties
Incident types
Incident priorities
Incident location
After that, click on "Save" at the bottom of the page
How to add incident types in incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the title "incident Types" you can see "+Add" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to remove incident types in incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Next to the incident type there is a 3 dots button
As you click on that button, a drill down list will be open with "Disable" button
After that, click on "Save" at the bottom of the page
How to edit incident type in incidents reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Next to the incident type there is a 3 dots button
As you click on that button, a drill down list will be open with "Edit" button
An edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add incident sub type for incidents reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Next to each incident type the is a "Sub-Type" column
As you click on "+Sub type" a drill down list will be open and you will see a "+Add Sub-Type" button
An edit window will be open.
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to delete incident sub type for incidents reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Next to each incident type the is a "Sub-Type" column
As you click on "+Sub type" a drill down list with the sub type that you already have
Next to the sub type name there is 3 dots button
As you click on that, a drill down list will be open with "Delete" button
After that, click on "Save" at the bottom of the page
How to edit incident sub type for incidents reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Next to each incident type the is a "Sub-Type" column
As you click on "+Sub type" a drill down list with the sub type that you already have
Next to the sub type name there is 3 dots button
As you click on that, a drill down list will be open with "Edit" button
An edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to change the incidents type order?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Next to the incident types there is arrow buttons, as you click on them you can change the type order
After that, click on "Save" at the bottom of the page
How to add incident priority to incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the title "Incident Priorities" there is an "+Add" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to delete incident priority in incidents reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the "Incident Priorities" table you will see the priority types you have
Next to the incident priority name you will see a 3 dots button
As you click on that, a drill down list will be open with "Disable" option
After that, click on "Save" at the bottom of the page
How to edit an incident priority in incident reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the "Incident Priorities" table you will see the priority types you have
Next to the incident priority name you will see a 3 dots button
As you click on that, a drill down list will be open with "Edit" option
An edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add incident location in incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the title "Incident Locations" there is an "+Add" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to delete an incident location in incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the "Incident Locations" table you will see the locations types you have
Next to the incident location name you will see a 3 dots button
As you click on that, a drill down list will be open with "Disable" option
After that, click on "Save" at the bottom of the page
How to edit an incident location in incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the "Incident locations" table you will see the location types you have
Next to the incident location name you will see a 3 dots button
As you click on that, a drill down list will be open with "Edit" option
An edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add live notifications to incident reports?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the title "Live Notifications" there is "Event Forwarding" check box
As you click on that, an edit recipients will be open
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to scheduled reports to incident report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Under the title "Scheduled Reports" there is "Scheduled Summary Report Sending" check box
As you click on that, an edit send time and recipients will be open
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to add an additional recipient to specific incident type, priority or location?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Incident Reporting"' under the site features list
Note – to add an additional recipient, the Live notifications need to be active
Next to each incident type, priority or location there will be an envelope button
As you click on that, an edit window will be open and you can add recipients by clicking on "+Add"
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to active attendance reporting?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
As you turn on the switch button you can edit the report info
When finished editing, click on "Save" at the bottom of the page
How to change the attendance reporting preference for a site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Allow mobile reporting using" you can choose between:
Personnel barcodes or manual selection from personnel list
Personnel barcodes only
When finished editing, click on "Save" at the bottom of the page
How to edit the export properties details in attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Export Properties" you can edit:
Site number
Customer number
Customer ID
Project number
Maximum shift duration
Click in/ out rounding
When finished editing, click on "Save" at the bottom of the page
How to include/ disable employee picture link in attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Export Properties" you have a check box mark to "Include employee picture link"
After that, click on "Save" again at the bottom of the page
How to include/ disable location link in attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Export Properties" you have a check box mark to "Include location link"
After that, click on "Save" again at the bottom of the page
How to add attendance shifts in attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Attendance Shift" you can add new shift category by clicking on "+Add" button
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to edit attendance shifts in attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Attendance Shift" you can see the shifts list
Next to the shift name there is a 3 dots button
As you click on that. a drill down list will be open and you can choose "Edit"
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to disable an attendance shift in attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Attendance Shift" you can see the shifts list
Next to the shift name there is a 3 dots button
As you click on that. a drill down list will be open and you can choose "Disable"
After that, click on "Save" at the bottom of the page
How to add attendance location to attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Attendance Location" you can add new location category by clicking on "+Add" button
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to edit attendance location to attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Attendance Shift" you can see the locations list
Next to the shift name there is a 3 dots button
As you click on that. a drill down list will be open and you can choose "Edit"
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to disable attendance location to attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Attendance location" you can see the locations list
Next to the shift name there is a 3 dots button
As you click on that. a drill down list will be open and you can choose "Disable"
After that, click on "Save" at the bottom of the page
How to add live notification to attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Live Notifications" there is "Event Forwarding" check box
As you click on that, an edit recipients will be open
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to add scheduled reports to attendance report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Attendance Reporting"' under the site features list
Under the title "Scheduled Reports" there is "Scheduled Summary Report Sending" check box
As you click on that, an edit send time and recipients will be open
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to active "my location" reporting feature?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "My Location Reporting"' under the site features list
As you turn on the switch button you can edit the report info
When finished editing, click on "Save" at the bottom of the page
How to set the time interval in "my location" reporting?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "My Location Reporting"' under the site features list
Next to the title "Location send interval" you can add the time in seconds
After that, click on "Save" at the bottom of the page
How to active live notification to my location report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "My Location Reporting"' under the site features list
Under the title "Live Notifications" there is "Event Forwarding" check box
As you click on that, an edit recipients will be open
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to active live notifications for route exceptions feature?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Route Exceptions"' under the site features list
Under the title "Live Notifications" there is "Event Forwarding" check box
As you click on that, an edit recipients will be open
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to active scheduled reports for route exceptions feature?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Route Exceptions"' under the site features list
Under the title "Live Notifications" there is "Scheduled Summary Report Sending" check box
As you click on that, an edit recipients will be open
You can set the send time
You can add recipients by click on "+Add"
After that, click on "Save" at the bottom of the page
How to allow the phones under the site to be assign to tasks?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Tasks"' under the site features list
Next to "Assign" title there is a switch button
Turn the switch "On" to allowed phones to be assign
After that, click on "Save" at the bottom of the page
How to allow the phones under the site to be able to request tasks?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Tasks"' under the site features list
Next to "Request" title there is a switch button
Turn the switch "On" to allowed phones to request tasks
After that, click on "Save" at the bottom of the page
Where can I see which tasks assign to a specific site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Features, Reports and Notifications" category
Click on "Tasks"' under the site features list
Under the "Tasks" title you can see the lists of the tasks
Guidelines and Procedures:
Where can I see the guidelines and procedures in a site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Here you can see the categories
What is "Company Category" in guidelines and procedures?
Company category is a category that created in the company level
You can't delete a company category but you can edit
What is "Company File" in guidelines and procedures?
Company file is a file that created in the company level
You can delete the file and it will be added to a list below "Unsend Company Files"
How to add category in guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
On the left side of the page there is a "+Add Category" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to delete a category in guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Choose the category you want to delete
Next to the title of the category, you will see a "Delete" button
After that, click on "Save" at the bottom of the page
How to edit a category on guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Choose the category you want to delete
Next to the title of the category, you will see a "Edit" button
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add a file to guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Choose the category you want to add a file in
Next to the title of the category, you will see a "+Add File" button
As you click on that, an add file window will be open
When finished adding the file, click on "Save"
After that, click on "Save" again at the bottom of the page
How to delete a file in guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Choose the category you want to delete a file from
Next to the file name, there is an "Delete" button, under the "Action" column
Click on "Delete"
After that, click on "Save" at the bottom of the page
How to edit a file in guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Choose the category you want to edit a file in
Next to the file name, there is an "Edit" button, under the "Action" column
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to change the category order / the file order in guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Next to each category there is an up or down (or both) arrow
You can change the category order by clicking that arrows up and down
When finished, click on "Save" at the bottom of the page
How to change the phone availability foe a category in guidelines and procedures?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Guidelines and Procedures" category
Choose the category you want to change the availability
Next to the category name there is an "Edit" button
As you click on that, Under the title "Available for" you can change the phone availability
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to add a new group to contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Next to the search box, you have "+Add Group" button
As you click that button, an edit window will be open
When finished editing, click on "Save"
After that, click on "save" again at the bottom of the page
How to delete a group in contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Click on the group you want to delete
Next to the group title, you have "Delete Group" button
Note – As you delete the group, the contacts will be deleted as well
When finished editing, click on "Save" at the bottom of the page
How to edit the group name in contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Click on the group you want to edit
You can change the group name in the title
When finished editing, click on "Save" at the bottom of the page
How to add a contact to a group in site contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Click on the group you want to add a contact to
Next to the group name, you have "+Add Contact" button
As you click that, a new contact row will be added to the group
When finished editing, click on "Save" at the bottom of the page
How to delete a contact in site contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Click on the group you want to delete a contact from
Next to the contact's name, you have a "Delete" button
When finished editing, click on "Save" at the bottom of the page
How to edit a contact in site contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Click on the group you want to edit a contact from
Here you can change the contact's name and phone number
When finished editing, click on "Save" at the bottom of the page
How to change the groups order in site contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Next to the group's name, you have arrows
As you click that arrows you can change the order
When finished editing, click on "Save" at the bottom of the page
How to change the contacts order in site contacts?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Sites" button
Next to the site that you want to edit there is a button next to the site name "Edit"
Choose "Contacts" category
Choose the group you want to change the contact order in
Next to the contact's name, you have arrows
As you click that arrows you can change the order
When finished editing, click on "Save" at the bottom of the page