7.1 Incidents (Incident Reports)
Where: Operations > Incidents · Plan: Core or Complete · Feature: Incidents enabled
Guards file incidents from the app with photos, a vehicle diagram, signature and custom form fields. Managers can also create one here.
- Filter by severity (Critical, High, Medium, Low), status (Open, Investigating, Resolved, Closed), site and form.
- Open an incident to read the narrative, view photos and attachments, see the reporting guard and location, and add follow-up notes.
- The writing coach suggests clearer, more objective wording for the narrative.
- An incident moves through four statuses: Open (as filed) → Investigating (someone is looking into it) → Resolved → Closed (filed away). The buttons at the bottom of the incident dialog offer the next steps for its current status: Mark investigating or Resolve while it is open; Back to open or Resolve while investigating; Close or Reopen once resolved; Reopen once closed. Reopening clears the resolved-at stamp. The dashboard's Open Incidents tile counts open and investigating incidents only.
- Resolve (also on each row) records who resolved it and when, and can optionally email a summary to the site's contacts flagged Receive Incident Reports. On-call contacts can do the same from the app's On-Call tab. Ask AI can make the same status changes by name (section 9.5).
7.2 Log Entries
Where: Operations > Log Entries · Plan: Core or Complete
The company-wide view of the site logbooks guards keep in the app (visitor logs, maintenance notes, handovers, security checks). Filter by site, type, guard and date range; open an entry to read it in full. Managers can also write one from here: Create Log Entry, pick the Site and Guard / Employee, an entry type and a description, then Create Entry.
7.3 Custom Forms/Poll Submissions
Where: Operations > Custom Forms/Poll Submissions · Plan: Core or Complete · Feature: Custom Forms enabled
Every response to the forms and polls you publish (section 14.4 and 14.5).
- Filter by form, site, guard and date.
- Open a submission to see every field, photos and the location it was submitted from.
- Select submissions and Export Selected to CSV, or Delete them.
- Managers can create a submission on a guard's behalf: Create Submission opens Create Custom Form/Poll Submission — pick the Form/Poll, who it is Submitted By and optionally the site, answer the fields, then Create Submission.
7.4 Patrols
Where: Patrols > Patrols · Plan: Core or Complete · Feature: Patrols enabled
Each patrol a guard runs in the app — free-form or along a route — appears here with its checkpoints, timestamps, GPS trail, notes and photos.
- Filter by site, route, guard, status (Completed, In Progress, Abandoned) and date.
- Open a patrol to see the scan timeline, missed checkpoints and flagged issues.
- Export Excel downloads the filtered list for a client report.
7.5 Patrol Routes
Where: Patrols > Patrol Routes · Plan: Core or Complete · Roles: Admin · Feature: Patrols enabled
A route is an ordered list of scan points a guard must visit.
- Click Add Route, enter the Route Name, choose the site and optionally an Expected Duration (minutes).
- Use Add Scan Point to add checkpoints in the order they are walked; drag a row to reorder it, type the expected minutes from patrol start next to it, or use its X to take it off the route.
- Optionally Add Form on a checkpoint (for example a door-check form); it is required before the patrol can be completed.
- Optionally pick Required certifications: the route is then only offered to guards who hold one of them.
- Click Create. Guards pick the route from the Patrol tab in the app.
Edit on a route's row reopens the same form (Update saves it); Delete removes the route after a confirmation. Deleting a route keeps its scan points.
7.6 Scan Points
Where: Patrols > Scan Points · Plan: Core or Complete · Roles: Admin · Feature: Scan Points enabled
Scan points are the physical QR codes or NFC tags guards scan at each checkpoint.
- Add Scan Point: name, site, location description and optional GPS position, then Create. The tag code is generated for you and is unique across the platform; Edit and Delete are on each row.
- Open a scan point to view or print its QR code.
- Select several and click Export QR Sheet to print a PDF of labels for the whole site.
- NFC tags are programmed from the mobile app: an on-call contact uses Import Scan Points in the app to link a tag to a scan point.