Help-Center

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Help-Center

Working in the portal

Working in the portal

Step-by-step instructions.

What are work results?

Basic information

How is the portal structured?

What is the portal?

How can I activate and manage modules?

Print information from the portal

Create master data

Moving control points

Deactivate customers

Create a customer

Create or edit an area

Manage checkpoints

Tour with checkpoints

Create contact persons

Use appointment lists

How do I create appointment lists?

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Dashboard

Edit and manage the flexible dashboard

Share self-created dashboard with other users

User

Create teams (groups of employees) in the portal

Edit multiple users at the same time

Traceability of incorrect logins

Enable 2-factor authentication (2FA) in the portal

Create new users

How do I assign rights to a user through predefined roles?

Make contact person a user

Difference between contacts and users

Options for assigning rights to users

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Tours

How to create a tour with a time limit

Create cross-domain tours

Set order and schedule

Deactivate a tour

Remove a checkpoint or delete an entire tour

Create a tour

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Checkpoint scans

Mobile Replacement Scans for Missing Checkpoints – Portal

How can I display scanned control points?

Set time scheduling

Set reminders for recurring rules

Create a schedule

Tasks

Create a task

Edit tasks via the portal

Disable task

Incidents

Assign incidents to customers or areas

Record an event in the portal

View recorded incidents

Manage incident types

Set a notification for a particular incident

Set GPS coordinates for incidents

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Memos

Use messages

Make comments on messages

How to see who has read my message?

Times

View, edit or delete the recorded times

Start and stop the time recording

Which times are recorded?

GPS

Prepare GPS function

Create GPS checkpoints (geofences)

Query the position of a user

Work results in general

Use filters

Export work results directly

Search for data field contents in flexible forms

Export guard book

Evaluations

Export of site time tracking

Create an automatic report

Create new report

Create a new notification rule

Send the daily activity reports automatically

Open and edit report

Create a PDF file from a report

Use Google Spreadsheets for events

Use actions on reports in the overview

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E-mail reception

How to set up your own e-mail server in the portal

What to do if emails dont arrive

Key management

Create and manage a key

Create or delete keychain

How do I hand over keys in the portal?

File manager

What is the file manager?

Use the file manager in the portal

Company profile

Edit company profile

Set password complexity

Flexible forms

Send completed forms automatically

Create a form

What are flexible forms?

Associate forms with incidents

Output forms

Copy form

Link existing forms to outputs

Reuse forms that have already been filled out

Edit existing form

Print form output

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Devices

Assign mobile devices to clients/ areas

Register new devices

Move a license to another device

Book additional modules on specific devices

No license after factory setting of Android devices

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Lone worker protection

Create and set alarm profile

Safety in the workplace and how to trigger alarms

Activate job protection

What is an alarm profile?

Add or remove a monitoring device

Create new alarm receiver for the receiving center

Alarm and how to react to it

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Ticket system

Ticket system from COREDINATE

Create processes

Create cases

Export or restart completed operations

Roster

Active roster

Create absence types