How to Add a Checkpoint

Learn how to setup checkpoints.

Casey Evans avatar
Written by Casey Evans
Updated over a week ago

In this article we will go over How to Add a Checkpoint and some Tips and best Practices.

How to Add a Checkpoint

Hover over the Properties tab >> Property Maintenance >> Select Property >> Checkpoints >> Add New Checkpoint

  1. Checkpoint Name.  The field name entered here is only seen and used to identify the name of the Checkpoint you are adding to the Checkpoint List under the Property Details area.

  2. Checkpoint Location: Enter here where the physical QR Code, Barcode or NFC Tag is located or intended to be scanned. 

  3. QR Code Value: Create the QR Code value or enter the Barcode or NFC Tag value here.

    QR Code TIP : When creating QR Code Values, it is highly recommended to minimize the amount of characters to 10 or less and not to use symbols; use letters and numbers only.

  4. Select a Property Address: Select from a drop down menu of existing addresses to be selected for this property.

  5.  Select a Checkpoint Unit (Optional): This field allows all entered Unit numbers to be selected. The selected Unit number will auto-generate in all system reports and the Issue Details screen via the Issue Monitor upon scan.

  6. Checkpoint Issue Type:  In this field you may select a Security Issue type from the existing list of issue types you have created. 

NOTE: The Security Issue Type selected is EXACTLY how it will appear in the Issue Monitor.

    7. Auto Create Issue Type: Each Checkpoint must to tied to an issue type.  Instead of selecting an issue type from the existing list of issue types you have created, it is recommended that you click the Auto Create Issue Type.  This will automatically create an issue type that is tied to the Checkpoint, and mirrors the Checkpoint Name. When selected a pop up Alert Message will appear:



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8. Report Notes: The information populated in this box is what will appear in the Daily Activity Report.  This should be written in past tense as reporting what the officer DID.

   9. Checkpoint Instructions: The information populated in this box is what will appear in the handheld user at the moment the checkpoint is scanned.  The user must acknowledge these instructions by clicking "OK" on the handheld device.  This should be written in present tense as if instructing the officer what to do.

Sample Checkpoints
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   10. Is Active: This check box allows the created checkpoint to be turned on or off at anytime without having to delete the checkpoint.

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11. Allow Keep Open: NOT Recommended for Checkpoint Scanning!  Checking this box will allow your officers in the field to make edits to the reported details after scanning the QR code. The issue will be treated as an open issue and may be closed at any time.

   12. Require Photo: Recommended. Checking this box will open the camera once the checkpoint instructions have been read, and will require a photo to be added to the checkpoint before the issue is submitted.

   13. Report if Missed: Optional. Checking this box will include this checkpoint in the "Missed Checkpoints" report that can be set up to be sent out daily.

   14. Add/Save Checkpoint: After completing all of the previous steps press Add/Save Checkpoint to add the checkpoint to the property.

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