Create Tour Schedules

Create Tour Schedules

Create Tour Schedules

Tour schedules are optional — personnel can begin scanning checkpoints without them. However, creating tours unlocks detailed reports including compliance percentages and missed checkpoint alerts. Tours are managed entirely in the software; nothing needs to be programmed into the Pen.

 

1.  Click the Home tab → click Tours. A default Tour 1 already exists — you can edit it or create a new one.

2.  To edit: select Tour 1 → click Edit. To create new: click New and enter a tour name.

3.  From the Site drop-down, select the site for this tour.

4.  Under the Checkpoints tab, click Add/Remove to assign registered Buttons → click OK.

5.  Set the Checkpoints Rule: All (all must be visited), At least (minimum number), or No Rule.

6.  Under the Schedule tab, set the start/end time, tour interval, tolerance, and days of the week.

7.  Click Save when done.

Note: If you do not set up tour schedules, patrol data will still be recorded and available in the Downloads Report — it just will not be compared against a schedule.

Next Step: Daily Use — Running Patrols & Downloading Data


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