SOFTWARE HOUSE From Tyco Security Products C•CURE 9000 Version 2.50 UM-297 CO EFTA01225852 C•CURE and Software House are registered trademarks of Tyco Security Products. The trademarks, logos, and service marks displayed on this document are registered in the United States [or other countries]. Any misuse of the trademarks is strictly prohibited and Tyco Security Products will aggressively enforce its intellectual property rights to the fullest extent of the law, including pursuit of criminal prosecution wherever necessary. MI trademarks not owned by Tyco Security Products are the property of their respective owners, and are used with permission or allowed under applicable laws. Product offerings and specifications are subject to change without notice. Actual products may vary from photos. Not all products include all features. Availability varies by region; contact your regional sales manager. Software version: 250 Document Number: UM-297 Revision Number: CO Release Date: December 2015 This manual is proprietary information of Software House. Unauthorized reproduction of any portion of this manual is prohibited. The material in this manual is for information purposes only. It is subject to change without notice. Software House assumes no responsibility for incorrect information this manual may contain. O 2015 Tyco Security Products. MI rights reserved. EFTA01225853 Table of Contents Preface 5 How to Use this Manual 6 Finding More Information 7 Conventions 8 Software House Customer Support Center 9 Chapter 1 - Guard Tour Overview 11 Guard Tour Introduction 12 Sequential Tours 12 Random Tours 12 Guard Tours in an Enterprise Environment 12 Guard Tour Activation 13 Tour Stop Considerations 14 Rules for Guards 15 Guard Tour Capacity Limitations 16 Guard Tour Scheduling and Time Zones 17 Scheduling Guard Tours 17 Time Zones 17 Using Guard Tours 18 Manual Guard Tours 18 Scheduled Guard Tours 19 Automatically Started Guard Tours 27 Guard Tour Error Handling, Triggers, and Event Activation 23 Error Handling 23 Triggers 23 Chapter 2 - Configuring a Guard Tour 25 Guard Tour Configuration Steps 26 Guard Tour Basic Tasks 28 Viewing a List of Guard Tours 29 Using the Guard Tour List Context Menu 30 Viewing Guard Tour Details 32 C•CURE 9000 Guard Tours Guide 3 EFTA01225854 Guard Tour Details Dialog Box Definitions 32 Tour Stops Tab 33 Documents Tab 36 Logging a Message for a Guard Tour 37 Chapter 3 - Guard Tour Editor 39 Guard Tour Editor 40 Accessing the Guard Tour Editor 40 Guard Tour Editor Buttons/Fields Definitions 41 Guard Tour Stops Tab 43 Guard Tour Stops Tab Definitions 43 Guard Tour Stops Tab Tasks 46 Guard Tour Stop Triggers Dialog Box 49 Guard Tour Stop Triggers Dialog Box Definitions 49 Guard Tour Stop Triggers Dialog Box Tasks 51 Guard Tour Options Tab 53 Guard Tour Options Tab Definitions 53 Guard Tour Options Tab Tasks 54 Guard Tour Triggers Tab 56 Guard Tour Triggers Tab Definitions 57 Guard Tour Triggers Tab Tasks 59 Guard Tour Guards Tab 64 Guard Tour Guards Tab Definitions 64 Guard Tour Guards Tab Tasks 65 Guard Tour Predefined Log Messages Tab 67 Guard Tour Predefined Log Messages Tab Definitions 68 Guard Tour Predefined Log Messages Tab Tasks 68 Guard Tour Documents Tab 69 Guard Tour Documents Tab Definitions 69 Guard Tour Documents Tab Tasks 70 Guard Tour State Images Tab 72 Guard Tour State Images Tab Definitions 72 Guard Tour State Images Tab Tasks 74 Chapter 4 - Guard Tour Scheduling Editor 75 Guard Tour Scheduling Editor 76 Accessing the Guard Tour Scheduling Editor 76 Guard Tour Scheduling Editor Definitions 77 Guard Tour Scheduling Editor Task 78 Viewing a List of Guard Tour Schedules 79 4 C•CURE 9000 Guard Tours Guide EFTA01225855 Preface The C•CURE 9000 Guard Tours Guide is for new and experienced security system users who want to learn to use this product for the C•CURE 9000 Security Management System. In this preface How to Use this Manual 6 Finding More Information 7 Conventions 8 Software House Customer Support Center 9 C•CURE 9000 Guard Tours Guide Preface 5 EFTA01225856 How to Use this Manual How to Use this Manual this manual contains chapters that provide the following information about the C•CURE 9000 Guard Tour. Chapter 1: Guard Tour Overview Provides introductory information about the C•CURE 9000 Guard Tour functionality. Chapter 2: Configuring a Guard Tour Outlines the steps involved in configuring Guard Tours and provide information on performing basic Guard Tour tasks. Chapter 3: Guard Tour Editor Provides information about the Guard Tour Editor, its various tabs, and how to use them to configure a Guard Tour. Chapter 4: Guard Tour Scheduling Editor Provides information about the Guard Tour Scheduling Editor and how to use it to configure scheduling for a Guard Tour. 6 Preface C•CURE 9000 Guard Tours Guide EFTA01225857 Finding More Information Finding More Information You can access C•CURE 900(1 manuals and online Help for more information about C•CURE 9000. Manuals C•CURE 9000 software manuals are available in Adobe PDF format on the C•CURE 9000 DVD. You can access the manuals if you copy the appropriate PDF files from the C•CURE 9000 Installation DVD English \ Manuals folder. The available C•CURE 9000 and Software House manuals are listed in the C• CURE 9000 Installation and Upgrade Guide, and appear as hyperlinks in the online.pdf file on the C•CURE 9000 DVD English \ Manuals folder. These manuals are also available from the Software House Member Center website Online Help You can access C•CURE 9000 Help by pressing Fl or clicking Help from the menu bar in the Administration/Monitoring Station applications. C•CURE 9000 Guard Tours Guide Preface 7 EFTA01225858 COnveribonS Conventions Ibis manual uses the following text formats and symbols. Convention Meaning Bold T his font indicates screen elements, and also ind tales w hen you should take a direct action in a procedure. Bold font describesone of the following items: • A command or character to type, or • A button or option on the screen to press, or • A key on the keyboard to press • A screen element or name blue color text Indicates a hyperlink toa URL, or a cross-reference toa figure, table, or section in this guide. Regular keit font Indicates a new term. <text> Indicatesa variable. The following items are used to indicate important information. NOTE TIP 0 MCP Indicates a note. Notes call attention to any item of information that may be of special importance. Indicates an alternate method of performing a task. Indicates a caution. A caution contains information essential to avoid damage to the system. A caution can pertain to hardware or software. Indicates a warning. A warning contains information that advises users that failure to avoid a specific action could result in physical harm to the user or to the hardware. Indicates a danger. A danger contains information that users must know to avoid death or serious injury. 8 Preface C•CURE 9000 Guard Tours Guide EFTA01225859 Software House Customer Support Center Software House Customer Support Center Telephone Technical Support During the period of the Agreement, the following guidelines apply: • Software House accepts service calls only from employees of the Systems integrator of Record for the installation associated with the support inquiry. Before Calling Ensure that you: • Are the Dealer of record for this account. • Are certified by Software House for this product. • Have a valid license and current Software Support Agreement (SSA) for the system. • Have your system serial number available. • Have your certification number available. Hours Normal Support Hours Monday through F riday. 8:00 to 8:00 , EST. Except holidays. Emergency Support Hours 24 hours/day, seven days a week, 365 days/year. Requires Enhanced SSA"7 x2r Standby Telephone Support (emergency) provided to Certified Technicians. For another customers. billable on time and materials basis. Minimum charges appty - See MSRP. Phone For telephone support contact numbers for all regions. see C•CURE 9000 Guard Touts Guide Preface 9 EFTA01225860 Software House Customer Support Center 10 C•CURE 9000 Guard Tours Guide EFTA01225861 1 Guard Tour Overview This chapter introduces the Guard Tour configuration components of the C•CURE 9000 Security and Event Management System. C•CURE 9000 Guard Tour provides the tools needed to configure a Guard Tour and its related Stops, Triggers, Guards, Predefined Log Messages, Documents, State Images, and Recurring Schedules. In this chapter: Guard Tour Introduction 12 Tour Stop Considerations 14 Rules for Guards 15 Guard Tour Capacity Limitations 16 Guard Tour Scheduling and Time Zones 17 Using Guard Tours 18 Guard Tour Error Handling, Triggers, and Event Activation 23 C•CURE 9000 Guard Tours Guide Chapter 1 11 EFTA01225862 Guard Tour Introduction Guard Tour Introduction A Guard Tour consists of a series of Stops where a Guard checks in during security rounds. Each Guard Tour Stop is monitored by a reader or by a security input that allows check-in by the Guard. To complete a Tour, a Guard must check in at each specified Stop. Stops can consist of any combination of Doors, Elevators, and Inputs. There are two types of Guard Tours: ■ Sequential. The Guard must check in at the Stops in the Guard Tour in sequence, according to the order configured on the Guard Tour Editor Stops tab (StopIt). ■ Random. The Guard can check in at the Stops in the Guard Tour in any order. For either type Guard Tour: ■ The Guard must check in at all the Tour Stops before the Tour is considered completed—unless the Tour is canceled, either due to errors or by an Event Action or a Manual Action. (A canceled Tour is not considered 'completed') ■ The Tour has a minimum and maximum time of completion: a Guard must spend at least the minimum amount of time walking the Tour, but no more than the maximum amount of time. Sequential Tours MI tour stops in a sequential tour require the configuration of minimum and maximum amounts of time that a guard can take between stops. In addition, the minimum and maximum time for the first stop is used to determine if a tour started early, late, or on time. ■ When a guard checks in at the first stop before the minimum stop time expires, this stop was reached early and the tour was started early. ■ When a guard checks in at the first stop after the maximum time expires, this stop was reached late and the tour was started late. ■ When the maximum stop time expires, but a guard has not yet checked in, the stop will indicate that it was not reached on time. Random Tours Four stops in a random tour also require configuration of minimum and maximum amounts of time that the guard can take between stops, but the settings apply to all the stops. The system still uses the minimum and maximum time for the first stop to determine if the tour started early, late, or on time —as detailed in the preceding section on sequential Tours. Guard Tours in an Enterprise Environment Guard Fours are 'local' objects. Consequently, in an Enterprise Environment, Tours can only be associated with a particular SAS server. Along with other local objects, they can be edited and viewed on that SAS. Guard Tours can be viewed on the MAS server, and if the associated SAS is online, they can also be edited on the MAS. 12 Chapter 1 C•CURE 9000 Guard Tours Guide EFTA01225863 Guard Tour Introduction Guard Tour Activation Guard Tours can be activated (started) by: • Operator Action. • Configured Event. • Guard swiping at the Reader/Keypad of the Door or Elevator at the first Tour Stop. Guard Tours can have any of the following statuses resulting from an Operator Action/Event Action: • Activated- A Guard has been assigned to the tour and it has started. • Suspended - An 'Active' Tour has been temporarily stopped. • Resumed - A Suspended Tour has been re-activated. • Canceled- An 'Active' Tour has been requested to stop. (An Active Tour that is 'disabled' is considered 'Canceled'. NOTE Guard Tours cannot be edited while they are 'Enabled'. CCURE 9000 Guard Tours Guide Chapter! 13 EFTA01225864 Tour Stop Consderations Tour Stop Considerations ■ A Tour Stop can be configured to use a Door, Elevator, or Input as the monitoring device for the Stop. NOTE Clearance for the Door or Elevator is not required unless the Guard is expected to use the Door/Elevator. (For more detail, see Rules for Guards on Page 15.) • Either In or Out type Doors can be specified. (The 'In'/'Out' designation indicates which Reader on the Door is used—if the Door has two readers. A single Reader can be on either the 'In' or the 'Out' side.) • A swipe at an unlocked Door is treated as though it was a valid swipe at a locked Door—on Controllers that support this. (Currently only iSTARs with 6.1.0 firmware or higher support this feature.) • An Elevator can be used with/without a corresponding Floor. NOTE Only iSTAR and apC Doors/Elevators are supported as Tour Stops. ■ The same Door, Elevator, or Input can be used to monitor multiple Stops in the same Tour. ■ If Tour Stops are monitored by Doors or Elevators, those Stops can be assigned to multiple Guard Tours. However, Doors or Elevators that initiate Guard Tours cannot be assigned as Tour Stops to other Guard Tours. ■ If Tour Stops are monitored by Inputs, those Stops cannot be assigned to multiple Guard Tours. The Inputs must be enabled and also armed. ■ A Stop visited out of order in a sequential Tour is considered an error. (The next valid Stop in a sequential Tour that has gotten out of order must be the Stop configured to follow the last valid Stop. In addition, the Stop visited out of order must be re-visited in its correct order for the Tour to be considered 'Completed'. For more information about Tour Stops, see How Stop Statuses Work for Random Tours on Page 36. Duress Situations Dual Inputs, Readers with a keypad, and Mag Stripe Readers (these Readers include Doors and Elevators) can be configured to monitor for Duress. ■ For Inputs: Duress is indicated by another nearby Input. ■ For a Reader with a keypad: Duress is indicated by the Personnel PIN number plus one. ■ For a Mag Stripe Reader: Duress is indicated by a reverse swipe. 14 Chapter 1 C•CURE 9000 Guard Touts Guide EFTA01225865 Rubs for Guards Rules for Guards ■ To be assigned to a Tour as a Guard, a person must have a Personnel record in C•CURE 9000 and have the Can Perform Guard Tour option selected. (For information, see the "Personnel General Tab" section in the "Personnel" chapter in the C• CURE 9000 Personnel Configuration Guide.) ■ A Guard must have the requisite Clearance to access (enter/exit) Doors/Elevators configured as part of the Tour. NOTE ■ Some Stops, such as Door (In), Door (Out), Elevator, Input, and Input (Duress) that do not require 'usage', do not require Clearances. ■ Other Stops that do require 'usage', such as Door (In Used), Door (Out Used), and Elevator (Used), do require Clearances. ■ An individual Guard Tour can only be run by Personnel who not only have the Can Perform Guard Tour option selected in their Personnel record, but are also listed on the Guard Tour Editor Guards tab. (For information, see the Guard Tour Guards Tab on Page 64.) NOTE If no Guards are listed on the preceding tab, the Tour cannot be run. C•CURE 9000 Guard Tours Guide Chapter 1 15 EFTA01225866 Guard Tour Capacity Limitations Guard Tour Capacity Limitations The following limitations apply to C•CURE 9000 Guard Tours: ■ The maximum number of 'enabled' Guard Tours allowed in a C•CURE 9000 system is 200, while the maximum number of Stops per Tour allowed is 100. The system displays a message when either limit has been reached. ■ The maximum number of simultaneous 'running' Guard Tours allowed is 50. Once that number has been reached, no further Tours are permitted to start. The system notifies users that the limit has been reached in the following ways, depending on how the Tour was being initiated. If started: • From a Dynamic View via the Start command, a message displays. • By a Scheduled Event or a Guard's Card swipe at an initiating Reader, a message is logged. ■ 23 Hours, 59 Minutes is the maximum amount of time: • A Guard Tour can take to complete. • Between Guard Tours Stops. • A Guard Tour can be suspended. ■ There is no limit to the number of Personnel who can be configured to act as Guards. ■ A maximum of 10 documents can be assigned to a Guard Tour. 18 Chapter 1 C•CURE 9000 Guard Tours Guide EFTA01225867 Guard Tour Scheduling and Time Zones Guard Tour Scheduling and Time Zones Scheduling Guard Tours Scheduling a Guard Tour means that: ■ A Tour is expected to start and end within a schedule. It does not mean a Tour will start on a schedule. (If you want a Tour to start on a particular schedule, you can create an Event with the 'Guard Tour Start' Action that activates on that schedule.) ■ One Guard is assigned to run the Tour within this particular schedule. (This Guard can only be someone listed for that Tour on the Guards tab of the Guard Tour Editor —someone who has a Personnel record in C•CURE 9000 and the Can Perform Guard Tour option selected on the Personnel Editor General tab. For information, see the "Personnel General Tab" section in the "Personnel" chapter in the C• CURE 9000 Personnel Configuration Guide. The Guard Tour Scheduling Editor information is used to notify Guards when their selected Tours should run.The scheduling does not prevent the assigned Guards from running Tours at other times. • Their card swipe at the 1st stop can start the Tours outside the Schedule. • In addition, Guards not assigned to a Tour on the Scheduling Editor can still run the tour. The system checks once an hour to see which Schedules associated with inactive Tours are about to become active in the next hour. Email notifications are then sent to the Guards —if the Notify Guard... option is selected—and to the Additional Notifications group of personnel—if any is specified. The email includes the time frame in which the Tour is expected to be run (the schedule start and end times), as well as any documents attached to the Tour. When a Schedule associated with one or more Guard Tours becomes active, the system logs a Journal Message indicating that each Tour on that Schedule is due to be run. The message also indicates when the Tour must be completed (the end date/time of the Schedule). The message appears on the Monitoring Station Activity Viewer as well. When a Schedule associated with one or more Guard Tours becomes inactive, the system marks any Tours that failed to start with the "Failed to Start"status and logs a Journal Message for each tour that has not completed. (You can also configure an Event on the Guard Tour triggers tab to activate when a Tour "Fails to start".) The system also marks any Tours that are running as "Not Completed On Time. Time Zones Guard Tours do not have assigned Time Zones. However, they do have Tour Stops which are constructed of devices —such as Doors, Elevators, and Inputs —that have related Time Zones. Consequently, the Schedules used by Guard Tours, either when a Guard's card swipe at a Reader at a Door or Elevator starts a Schedule, or when Guards are scheduled to run tours, should be respected in the Time Zone of the devices. The Time Zone of the device at the first Stop is the Time Zone used for Schedules related to the Tour. When Tour Stops whose Time Zone does not match the Time Zone of the first Stop are added to the Tour, the Schedule uses the Time Zone of the first Stop. (The system displays a warning message.) C•CURE 9000 Guard Tours Guide Chapter! 17 EFTA01225868 Using Guard Tours Using Guard Tours Guard Tour functionality is flexible and consequently can be utilized in several different ways. You can use Guard Tours in the way best suited to your company or institution's needs. This section presents three example scenarios for using the Guard Tour feature. You can use any combination of these scenarios, as well as others appropriate for your site. You do not need to configure each of your Tours in the same way. 1. An entirely manual usage - Manual Guard Tours on Page 18. 2. Configuring Tours so Guards are expected to run them at specific times and Reports can be generated to check Tour status - Scheduled Guard Tours on Page 19. 3. A fully automatic setup where Tours are started automatically by the system and Reports are used to document the status of those Tours - see Automatically Started Guard Tours on Page 21. In addition, different ways of tracking Tour issues are detailed in a section on Guard Tour Error handling - see Guard Tour Error Handling, Triggers, and Event Activation on Page 23. Manual Guard Tours In the 'Manual' method —the least common, but the easiest to configure, system Operators tell Guards when they should run Guard Tours. Configuring Manual Guard Tours You will probably configure most Manual Tours to be run sequentially—the Guard has to visit each Stop in the specified order. However, you have two other options. You could also configure the Tour as: ■ A random Tour - the Guard can visit the Stops in any sequence he/she prefers. ■ A sequential Tour - but configured so certain Guards can visit the Stops in any sequence (like a random Tour). Since you are starting these Tours manually, configure the first Stop's minimum time as zero (0). (This will prevent the Tour from getting a "Started Early" error.) On the other hand, if you plan to start a Tour and tell the Guard to run it while expecting he/she to perform a Tourrelated and time-consuming task before reaching the first Stop, configure a minimum time for the first Stop. Example: If the Tour involves a five-minute walk at the start that is not covered by an actual Stop, specify a five-minute minimum time for the first Stop. If the Guard then takes fewer than five minutes, the Tour will enter the "Started Early" state. This might require a discussion with the Guard about the reason for the status. Did the five-minute walk not take place? Why? Or did the walk take less time than expected? For information on how to configure Guard Tours, see Chapter 2, Configuring a Guard Tour and Chapter 3, Guard Tour Editor. You do not need to use the Guard Tour Scheduling dialog box to configure Guard Tours manually. 18 Chapter 1 C•CURE 9000 Guard Tours Guide EFTA01225869 Using Guard Tours Running Manual Guard Tours You have two options for running these Tours: ■ Start the Tour manually from the Guard Tour Dynamic View. (See Using the Guard Tour List Context Menu on Page 30.) ■ Configure a card swipe at the first Stop to start the Tour, so the system initiates the Tour when the Guard visits that first Stop. (See Guard Tour Stops Tab on Page 43.) However the Tour is started, the system creates a journal record and displays it on the Monitoring Station Activity viewer. Reporting for Manual Guard Tours You can run the pre-defined Guard Tour Reports to check which Tours ran, their current status, and whether or not they had errors, etc. (For information on these Reports, see "Appendix A, Pre-defined Reports, Queries, and Views" in the C•CURE 9000 Data Views Guide.) Scheduled Guard Tours In the Scheduled' method, a Tour is configured to be run at some appointed time. You can configure Guard Tour Schedules to tightly restrict a Guard's time allowance for the Tour or alternatively to allow a greater span of time for a Guard to use during the Tour. In addition, you can control the Tour by combining the following factors in different ways: ■ When the Tour starts. ■ How quickly a Guard must reach specific Stops and how much time can be spent at each Stop (Min Time/Max Time). ■ How much time the entire Tour can take. ■ How long the Tour can remain suspended at any point in time. Configuring Scheduled Guard Tours As with Manual Guard Tours, you will configure most Scheduled Tours to be run sequentially—the Guard has to visit each Stop in the specified order. However, you have two other options. You could also configure the Tour as: ■ A random Tour—the Guard can visit the Stops in any sequence he/she prefers. ■ A sequential Tour- but configured so certain Guards can visit the Stops in any sequence (like a random Tour). Most Scheduled Tours will probably be started when a Guard visits the first Stop of the Tour. Therefore, configure the first Stop's minimum time as zero (0) to prevent the Tour from getting a "Started Early" error. NOTE It is not a requirement that Scheduled Tours be started in the preceding manner. You can still start such Tours manually from the Guard Tour Dynamic View. (See Using the Guard Tour List Context Menu on Page 30.) Be aware, however, that a Tour that is started manually outside the configured Schedule does not count towards the scheduled expectation of running this Tour. C•CURE 9000 Guard Tours Guide Chapter 1 19 EFTA01225870 Using Guard Tours ■ You must also use the Guard Tour Scheduling dialog box to complete the configuration of scheduled Guard Tours. For information on how to configure Guard Tours, see Chapter 2, Configuring a Guard Tour, Chapter 3, Guard Tour Editor, and Chapter 4, Guard Tour Scheduling Editor. Notifications for Scheduled Guard Tours The system includes several notification options for Scheduled Guard Tours. Once an hour, the system looks ahead an hour and makes note of any Tours expected to start in that time period. NOTE When the system first starts up, it performs the look-ahead and notifications for the next hour at start time—even if it is not currently the top of the hour. For each Tour expected to start, the system sends an email to the Guard assigned to run that Tour ( if the Notify Guard of Scheduled Tour option is selected), and optionally to the Group of Personnel specified in the Additional Notifications field. (See Guard Tour Scheduling Editor on Page 76.) For email notification to work, the Guard and any additional personnel listed must have valid Email addresses on their Personnel records; in addition, the system must be properly configured to connect to an Email server. For information, see: ■ "Personnel General Tab" and "Setting an Email Address" in the Personnel chapter in the C•CURE 9000 Personnel Configuration Guide. ■ "Setting Up Email for C•CURE 9000" in the C•CURE 9000 System Maintenance Guide. The email specifies that the Guard is expected to run the named Tour between the time the Schedule activates and the time it goes inactive—presented as Start and Stop times. Example: The email might read: Guard Tour 'Front' is scheduled to be run between 6:00 PM and 7:00 PM for Guard: John Smith. The subject of the email would display: Guard Tour 'Front' should start in the next hour. The email would include any documents configured as attachments for this Guard Tour. NOTE You can also specify that a Guard listed on a Tour Schedule not be sent email. (Maybe the Guard gets notified of the Tour in another way and does not want extra email.) Other Notifications for Scheduled Guard Tours For various reasons, you might want notifications, outside of the Guard Tour functionality, sent to entirely different Personnel. You can do this by creating an Event that sends an email or emails a Report, and then scheduling that Event to run periodically. 20 Chapter 1 C•CURE 9000 Guard Tours Guide EFTA01225871 Using Guard Tours Running Scheduled Guard Tours You have the following options for running these Tours: ■ Start the Tour manually from the Guard Tour Dynamic View. (See Using the Guard Tour List Context Menu on Page 30.) Or - • Configure a card swipe at the first Stop to start the Tour, so the system initiates the Tour when the Guard visits that first Stop. (See Guard Tour Stops Tab on Page 43.) ■ Additionally, schedule an Event to start a Tour. (For information, see Automatically Started Guard Tours on Page 21.) However the Tour is started, it must be started while the Schedule for the Tour is active—or it will not count towards the Scheduling record.. It must also be completed before the Schedule goes inactive. Consequently, with Scheduled Guard Tours, both the Activation time of a schedule as well as the subsequent Inactivation time are most important. Guard Tour Scheduling Results When Guard Tours are scheduled in this manner, the system performs some extra operations to help track the Tours. Whenever a Schedule for one or more Tours goes active, the system 'initializes' the Tour, resetting the various Tour statuses. It does not do this, however, if the Tour is currently running. More importantly, when such a Schedule goes inactive, the system checks every Tour. Any such Tours still running have their state changed to "Not Completed On Time" —which is entered in the Journal. NOTE This is not considered a Guard Tour error, and consequently does not cancel the Tour— even if the Cancel Guard Tour on Error option is configured. Any of these Tours that did not start in the scheduled time have their state changed to "Failed To Start" —also entered in the Journal. The preceding operations enable the running of Reports that indicate which Tours ran as scheduled, which did not run, and which ran, but failed to complete on time. Reporting for Scheduled Guard Tours You can run the pre-defined Guard Tour Reports to check which Tours ran, their current status,and whether or not they had errors, etc. (For information on these Reports, see "Appendix A, Pre-defined Reports Queries, and Views" in the C• CURE 9000 Data Views Guide.) Automatically Started Guard Tours In the 'Automatically Started' method, a Tour is started on a Schedule using Event Scheduling. The Tours always start on time (when the Event activates), and the timing begins instantly. This might be the best method to use if you cannot start your Tours by a card swipe at a Reader (the first Stop does not have a Reader). C•CURE 9000 Guard Tours Guide Chapter! 21 EFTA01225872 Using Guard Tours Configuring Automatically Started Guard Tours To create automatically started Tours, you configure scheduled Events with the Guard Tour Start Action. (See "Event Editor" in the C•CURE 9000 Software Configuration Guide.) NOTE The system will refuse to start a Guard Tour if the: ■ Tour is already running. • tour configuration is no longer valid. ■ Specified Guard is no longer valid. You can optionally configure Guard Tour Scheduling for Automatically Started Guard Tours. For information on how to configure Guard Tours, see Chapter 2, Configuring a Guard Tour, Chapter 3, Guard Tour Editor, and Chapter 4, Guard Tour Scheduling Editor. Notifications for Automatically Started Guard Tours When a Tour is started automatically by the Event becoming active, the Event is entered in the Journal, as usual. Without using the Guard Tour Scheduling Editor there is no automated notification to the Guard, but an Operator looking at the Activity Viewer or Guard Tours Dynamic View can see that the Tour has been started. If you did configure Guard Tour Scheduling for your Automatically Started Guard Tours, you benefit from the functionality described in Scheduled Guard Tours on Page 19 such as notifications and Journal entries. In addition, even without having scheduling configured, you can still create separate Events to send notifications. You can also track Tours that fail to complete on time by checking for Tours "Completed Late" in the Journal or the Activity Viewer. Reporting for Automatically Started Guard Tours You can run the pre-defined Guard Tour Reports to check which Tours ran, their current status,and whether or not they had errors, etc. If you configured Guard Tour Scheduling, you can also run Reports indicating which Tours ran as scheduled, which did not, and which ran, but failed to complete on time. If you did not configure Guard Tour Scheduling, you can still find that information by running Report on Tours that time out (equivalent to Tours "Not Completed On Time") and Tours whose first Stop times out (roughly equivalent to "Failed to Start"). (For information on these Reports, see "Appendix A, Pre-defined Reports Queries, and Views" in the C•CURE 9000 Data Views Guide.) 22 Chapter 1 C•CURE 9000 Guard Tours Guide EFTA01225873 Guard Tour Error Handling. Triggers. and Event Activation Guard Tour Error Handling, Triggers, and Event Activation You can configure Guard Tours to include: ■ Error handling that immediately cancels the Tour if any errors occur during execution of the Thur. ■ Triggers that activate or pulse Events, send Emails, or run Reports. Error Handling Global Error handling is set by selecting the Cancel Guard Tour on error option. (See the Guard Tour Options Tab on Page 53. For information on handling specific errors separately, see Triggers on Page 23.) When such an error occurs, the Tour's Monitoring State is set to "Canceled Due to Error", and the Tour's "Error Occurred" property is set to 'true'. You could configure either of these to be used with a trigger that causes additional activity to occur : Example: Emailing the Guard. Activating an Event Action that sets off an alarm. There are several possible errors that can occur during the execution of a Guard Tour: ■ A Stop was reached out of sequence in a sequential Tour. ■ A Stop was reached before the minimum amount of time for that Stop elapsed. • If this is the first Stop in the Tour, the error is the Tour "Started Early". • For any other Stop, the error is the Stop "Checked in Early". ■ A Stop was reached after the maximum amount of time for that Stop elapsed. • If this is the first Stop in the Tour, the error is the Tour "Started Late". • For any other Stop, the error is the Stop "Checked in Late. ■ A Tour was "Suspended Too Long". ■ The Tour "Completed Early" (before the minimum Tour time elapsed). ■ The Tour "Completed Late (after the Tour timed out). Triggers Canceling the Guard Tours on the occurrence of any and all errors may be too extreme for your company's situation. You may want to customize what the system does, depending on the type of error. You can achieve this by configuring Triggers for the Guard Tour and/or its Tour Stops. Triggers can activate Events, send emails, or run Reports: ■ If a sequential Tour is taken out of sequence; any Tour is Completed sooner or later than configured (a Guard Tour error), started late, suspended for too long a time, or in 'duress' (a Stop encountered a duress situation); or a Tour Stop is reached sooner or later than configured (a Guard Tour error). ■ When a Tour completes. (See Guard Tour Stop Triggers Dialog Box on Page 49 and Guard Tour Triggers Tab on Page 56.) C•CURE 9000 Guard Tours Guide Chapter! 23 EFTA01225874 Guard Tour Error Handling, Triggers, and Event Activation These two types of Trigger give you great control over error handling, including the ability to cancel the Guard Tour only for certain errors. Triggers also give you the ability to handle initialization and post-tour functionality. Example: You can configure Triggers to arm all of your Inputs at the start of the Tour ("Tour Running" property= true) and disarm the Inputs at the end ("Tour Running" property=false). 24 Chapter 1 C•CURE 9000 Guard Tours Guide EFTA01225875 2 Configuring a Guard Tour This chapter outlines the steps required to configure a Guard Tour in C•CURE 9000 and provides information on Guard Tour basic tasks. In this chapter Guard Tour Configuration Steps 26 Guard Tour Basic Tasks 28 Viewing a List of Guard Tours 29 Viewing Guard Tour Details 32 C•CURE 9000 Guard Tours Guide Chapter 2 25 EFTA01225876 Guard Tour Configuration Steps Guard Tour Configuration Steps Table 1 on Page 26 shows the C•CURE 9000 Editors and activities that create C•CURE 9000 Guard Tours. Table 1: Creating Guard Tours Task C•CURE 9000 Editor Configuration Notes Additional Information Configure Personnel allowed to run Guard Tours and Personnel Email Address Personnel>Personnel> New>Personnel Editor>General tab -orEdit an existing Personnel Record Enables specific Personnel to run Guard Tours by selecting the Can Perform Guard Tour option in the Options box. Creates an Email address for a Personnel Record so the person can receive Email notification if: • Assigned as a Guard to run a Tour on the Guard Tour Scheduling Editor and the Notify Guard of Scheduled Tour option is selected. • A member of a Personnel Group configured on the Guard Tour Guards tabor Guard Tour Scheduling Editor to receive email notification of Tour scheduling. See 'Personnel General Tab', "Setting Options', and 'Setting an Email Addresse in the Personnelchapter in the C•CURE 9000Personnel Configuration Guide. See Guard Tour Scheduling Editor on Page 76 and Guard Tour Guards Tab on Page 64. Configure a Personnel Group (optional) Configuration>Group> New>Group Editor - or - Edit an existing Personnel Group Creates a Personnel Group which can then be selected on the Guard Tour Guards tab/Guard Tour Scheduling Editor so its members receive email notification of Tour scheduling. See the Groups chapter in the C•CURE 9000 Software Configuration Guide. See Guard Tour Scheduling Editor on Page 76 and Guard Tour Guards Tab on Page 64. Configure the Guard Tour Personnel>Guard Tour>New>Guard Tour Editor (Stops tab displayed) Creates a Guard Tour. See Guard Tour Basic Tasks on Page 28 and Guard Tour Editor on Page 40. Configure Guard Tour Stops Personnel>Guard Tour>New>Guard Tour Editor>Stops tab Specifies • Guard Tour type (Sequential or Random) • Stops for a Guard Tour - Devices (Door/Elevator/input) - Duress Sequential Tours - Order - Min/Max time between Stops Random Tours - Min/Max time between Stops • Card Swipe at Reader at 1st Stop can start Tour • Schedule during which previous Card Swipe can start Tour See Guard Tour Stops Tab on Page 43. 26 Chapter 2 C•CURE 9000 Guard Tours Guide EFTA01225877 Guard Tour Configuration Steps Creating Guard Tours (continued) Task C•CURE 9000 Editor Configuration Notes Additional Information Configure Guard Tour Stops Triggers Personnel>Guard Tour>New>Guard Tour Editor>Stops tab>Guard Tour Stop Triggersdialog box Specifies for Tour Stop Status values: • Event Actions to be activated/pulsed. • Reports to be run. • Email to be sent. See Guard Tour Stop Triggers Dialog Boxon Page 49. Configure Guard Tour Options Personnel>Guard Tour>New>Guard Tour Editor>Options tab • Specifies for Guard Tour: - Minimum/maximum expected completion times - Maximum suspension time - Error Handling See Guard Tour Options Tab on Page 53. Configure Guard Tour Triggers Personnel>Guard Tour>New>r_ward Tour Editor>Triggers tab Specifies for Duress/Error Occurred/Tour Running/Tour Status values: • Event Actions to be activated/pulsed. • Reports to be run. • Emailto be sent. See Guard Tour Triggers Tab on Page 56. Configure Guard Tour Guards Personnel>Guard Tour>New>Guard Tour Editor>Guards tab Specifies: • Guards allowed to run the Tour, and whether theycan run a sequential tour randomty. • Personnel Group to be notified by Email about this Tour—entered bydefautt on Guard Tour Scheduling Editor. See Guard Tour Guards Tab on Page 64. See Guard Tour Scheduling Editor on Page 76. Configure Guard Tour Predefined Log Messages Personnel>Guard Tour>New>Guard Tour Editor>Predefined Log Messages tab Specifies the Predefined Log Messages/Groups of Predefined Log Messages that can be selected for logging when the Start. Suspend. Resume. or Cancel Guard Tour Actions are performed. See Guard Tour Predefined Log Messages Tab on Page 67. Configure Guard Tour Documents Personnel>Guard Tour>New>Guard Tour Editor>Documents tab Assigns a Shared' Document within the C•CURE 9000 system—whether a URL, a PDF, or a TXT file—to a Guard Tour. See Guard Tour Documents Tab on Page 69. Change Guard Tour State Images Personnel>Guard Tour>New>Guard Tour Editor>State Images tab Modifies Images that indicate Guard Tour states on the Monitoring Station. See Guard Tour State Images Tab on Page 72 and Guard Tour State Images Tab Tasks on Page 74. Configure Scheduling for Guard Tours Personnel>Guard Tour Scheduling>New >Guard Tour Scheduling Editor Edit an existing Guard Tour Schedule Creates a Guard Tour Schedule. See Guard Tour Scheduling Editor on Page 76. C•CURE 9000 Guard Touts Guide Chaptur 2 2? EFTA01225878 Guard Tour Banc Tasks Guard Tour Basic Tasks Many of the tasks you can perform on Guard Tours use the same general procedures as the other objects in the C•CURE 9000 system. The methods for creating, editing, viewing a list of objects, exporting, and other functions are similar across most C•CURE 9000 objects. For information, see the section on Basic Object Tasks in the C•CURE 9000 Getting Started Guide. Some of these tasks do have functionality specific to Guard Tour, as documented in the following topics: ■ Viewing a List of Guard Tours on Page 29 ■ Using the Guard Tour List Context Menu on Page 30 ■ Using Set Property for Guard Tours on Page 31 ■ Viewing Guard Tour Details on Page 32 ■ Logging a Message for a Guard Tour on Page 37 28 Chapter 2 C•CURE 9000 Guard Tours Guide EFTA01225879 Viewing a List of Guard Tours Viewing a List of Guard Tours You can view a list of all Guard Tour objects by opening the default Dynamic View for Guard Tours. ■ For the general procedures common to all C•CURE 9000 objects, see "Viewing a List of an Object Type", "Sorting and Filtering the List of Objects", and "Using the Object List Context Menu" in the section on Basic Object Tasks in the C• CURE 9000 Getting Started Guide. ■ Once you have accessed the Guard Tour View and manipulated the list following the generic procedures, you can do the following: • Right-click the Guard Tour-specific context menu selections (see Using the Guard Tour List Context Menu on Page 30) and perform those functions. • Right-click a column heading in the view to display the Guard Tour-specific context menu that lets you change the columns displayed by the Dynamic View, as shown in Figure 1 on Page 29. Figure 1: Guard Tour Dynamic View Columns List a Cancel On Error gesaOtion Duress Enabled Error Occurred Guard Last Completed Stop Log Message on Action Maxknum Ccmplebbon Time Maximum Random Time Maxknu» Me Suspended elhinum Completion Time elinmum Random Tine Name Nobly Group Number of Stop Errors Partition Name Percent Complete Reader II Intiates TOW Reader II Schedule Requested State Template Time Zane Tour Running Tots Status Tote Type C•CURE 9000 Guard Tours Guide Chapter 2 29 EFTA01225880 Viewing a List of Guard Tours Using the Guard Tour List Context Menu The context menu that opens when you right-click one or more Guard Tours in the Dynamic View includes some standard selections and additional selections specific to the Guard Tour object and its current state. (See Figure 2 on Page 30 for an example of a Guard Tour context menu for a Guard Tour that is enabled, but not active or suspended. The menu would have different selections if the Guard Tour were either active or suspended.) You can select one or more Guard Tours in the Dynamic View (using multiple selection combinations such as SHIFT+Left-click and CTAL+Left-click) and perform functions from the context menu—such as Set property, Add to group, Export selection, and Find in Journal. For definitions of the following: • Standard selections - see the Object List context menu table in the section on Basic Object Tasks in the C•CURE 9000 Getting Started Guide. • Guard Tour View-specific context menu selections - see Table 2 on Page 30. • Guard Tour-specific properties that can be changed using Set property - see Using Set Property for Guard Tours on Page 31. Figure 2: Guard Tour List Context Menu lar Edit X Delete gir Set property a Export selection... Find in Audit Log... Find in Journal... Monitor ▪ Start 131 Guard Tour Detail • Change Partition Show Association... Table 2: Guard Tour View Context Menu Selection Description Start Click this menu selection to start the running of a Guard Tour. NOTE: This selection is avaiable only if the Guard Tour is enabled. 30 Chapter2 C•CURE 9000 Guard Tours Guide EFTA01225881 Viewing a List of Guard Tours Guard Tour View Context Menu (continued) Selection Description Cancel Clid< this menu selection to permanently stop an active or suspended Guard Tour. NOTE: This selection is avaiable only if the Guard Tour is active or suspended. Suspend Click this menu selection to temporarty stop an active Guard Tour. NOTE: This selection is avalable only if the Guard Tour is active c' resumed. Resume Clid< this menu selection to restart a suspended Guard Tour. NOTE: This selection is available only if the Guard Tour is suspended. Monitor Click this menu selection to view activity for the selected Guard Tour(s), and Guard Tour Stop and Trigger-with-target-Event diidren, on an Admin Monitor Activity Viewer. For more information, see 'Monitoring an Object from the Administration Station' in the C•CURE 9000 Getting Started Guide. Guard Tour Dalai Click this menu selection to open a Guard Tour Details dialog box. For more information, see Viewing Guard Tour Details on Page 32. Show Association Click this menu selection to view a list of Security Objects associated with this Guard Tour. For more information, see 'Showing Associations loran °pied' in the C•CURE 9000 Getting Started Guide. Using Set Property for Guard Tours Click the Set Property menu selection to change the value of the selected properties in the selected Guard Tour(s). A dialog box appears asking you to select a property to change. Click Q to open a selection list and click the property you wish to change. You can then change the value of the following properties: ■ Cancel on Error - You can determine whether or not the Guard Tour(s) is/are terminated when an error occurs by selecting/clearing the Cancel Guard Tour on error check box. ■ Description - You can change the textual description of the Guard Tour(s) by typing in a new value. ■ Enabled - You can determine whether or not the Guard Tour(s) is/are enabled or not by selecting/clearing the Enabled check box. ■ Log Message on Action - You can determine whether or not the Operator must log a message when the Guard Tour(s) is/are started, suspended, resumed, or canceled by selecting/clearing the Log message on Guard Tour action check box. ■ Tour Type - You can change the method used for Tour Stop check-ins, whether Sequential or Random, by clicking the down-arrow in the Value field and choosing the other method. C•CURE 9000 Guard Tours Guide Chapter 2 31 EFTA01225882 Viewing Guard Tour Details Viewing Guard Tour Details You can view detailed information for a specific Guard Tour selected from the Guard Tour dynamic view on the Guard Tour Details dialog box, shown in Figure 3 on Page 32. Figure 3: Guard Tour Detais Dialog Box—Tour Stops Tab L.3)1t5I4). Ifenalei Toe Tx. is Peva. antler Lao Tos La* neon I Au nel ming Sued Nam 11 WI leor as Vw lm Us. ID33.3was I lag SPal C ta; atirn. ivirtvP alinin= I Ws Doha. Nes I 0natte MAR:443231 I iSTAPI>o3 21 333114 ,STARCIarKsinisl-2Deat2 2 iSTACtostOredo320.• Dm Ih) 41$03,216 3 611Altew 21 Dm fn) Sim Skov, This dialog box has the following tabs: • Tour Stops - See Tour Stops Tab on Page 33 • Documents - See Documents Tab on Page 36 In addition, you can click the Log Message button to open a dialog box for selecting one or more log messages for this Guard Tour. See Logging a Message for a Guard Tour on Page 37. For more information, see: • Guard Tour Details Dialog Box Definitions on Page 32. Guard Tour Details Dialog Box Definitions Table 3: Guard Tour DetailsDialog Box Fields/Buttons Fields/Buttons Description Log Message Clickthis button to open the Guard Tour Log a Messagedialog box. See Logging a Message for a Guard Tour on Page 37. Tour Information Tour Type Displays the method designated for Tour Stop chec-ins for this Guard Tour: either Random or Sequential. 32 Chapter 2 C•CURE 9000 Guard Tours Guide EFTA01225883 Viewing Guard Tour Details Table 3: Guard Tour Details Dialog Box F ields/Buttons (continued) Fields/Buttons Description Last Tour Status A read-onty field displaying the current status of the Tour: • Activated - Guard assigned to walk Tour and it has started. • Started on Time - Guard checked in at first stop within required minimum/maximum time constraints. • Started Early - Guard checked in at first stop before configured minimum time. • Started Late - Guard checked in at first stop later than configured maximum time. • Suspended - Guard temporarty stopped from walking Tour. • Suspended Too Long - Tour temporarity stopped longer than Tour suspend timeout value. • Resumed - Suspended Tour made active again. • Canceled -Active Tour requested to stop by Event/Operator Action or disabled by any type 'error'. • Completed - Guard finished walking Tour. • Completed Early -Tour completed beforeconfigured minimum time. • Completed Late - Tour completed later than configured maximum time. • Inactive - Tour is not active. (When Tour firstcreated/enabled or the system restarted.) • Not Completed on Time - Tour should have finished since maximum completion time expired, but no Stops checked-in. • Failed to Stan- Tour did not start during scheduled time. • Error - Tour had some error(s). • Unknown - System just started. Tour is set to 'Unknown'. Guard Name (if active) Displays the name of the Guard walking this Tour—if the Tour is active. Last Completed Stop A read-on ty field indicating the last Guard Tour Stop checked-in. Percent Complete. A read-onty fieid indicating the percentage of Guard Tour Stops checked-in. (Tour is running) A read-on ty field that displays It the Tour is activety running. (Tour isnot running) A read-onty field that displays It the Tour is not running. (Tour has errors) A read-onty field that displays It the Tour has errors. (Tour is in Duress) A read-onty field that displays bolded in red It the Tour has encountered a duress situation. Tour Stops Tab This tab, as shown in Figure 3 on Page 32 displays the Guard Tour Stops assigned to this Tour and has the fields described in Table 4 on Page 34. You can right-click a column heading in the view to display the Guard Tour Stops-specific context menu that lets you change the columns displayed by the Dynamic View, as shown in Figure 4 on Page 34. C•CURE 9000 Guard Touts Guide Chapter 2 33 EFTA01225884 Viewing Guard Tour Details Figure 4: Guard Tour Stops DynamicView Columns List 0 Description Device Name Device type Duress Device Name Guard Tour Name Maximum Stop Time Minimum Stop Time Name Order Partition Name Stop Status Table 4: Guard Tour Details Dialog Box- Tour StopsTab Fields Fields Description Count Displays the number of Stops assig ned to this Guard Tour. Tour Stops Table Rows (Default Columns) Name Displaysthe name of this Guard Tour Stop. Order Displaysthe sequence number that this Tour Stop must be checked in by the Guard for a sequential Tour. Device Name Displays the name of the device used for this Tour Stop. Device Type Displaysthe type of device used for thiSTOUf Stop: Door. Door (In), Door (Out). Elevator, Elevator (Floor), Input, or Input (Duress). 34 Chapter 2 C•CURE 9000 Guard Touts Guide EFTA01225885 Viewing Guard Tour Details Guard Tour Details Dialog Box- Tour Stops Tab F ields (continued) Fields Description Stop Status A read-onty field displaying the current status of the Tour Stop: (See How Stop Statuses Work for Random Tours on • Checked In On Time - The Guard checked in at the Stop in the configured Page 36 for more information.) amount of time. • Checked In Early - The Guard checked in at the Stop earlier than the configured amount of time. • Checked In Late - The Guard checked in at the Stop later than the configured amount of time. • Out of Sequence - The Guard checked in at the Stop in a sequential Tour in the incorrect order. • Duress -The Guard checked in at the Stop in a Duress situation. • Stop Not Reached on Time- No Guard has checked in at the Stop in the configured allotted time. C•CURE 9000 Guard Tours Guide Chapter 2 35 EFTA01225886 Viewing Guard Tour Details How Stop Statuses Work for Random Tours • In a sequential Tour when a Guard has visited Stop 1 but is late getting to the next Stop, the system knows: • The Guard is late. • The next Stop is Stop 2. Consequently Stop 2 receives the Stop Status: Stop Not Reached on Time. • In a random Tour when a guard has visited Stop 5 as the first Stop, for example, but is late getting to the next Stop, the system only knows: • The Guard is late. • The system does not know which Stop the Guard is late for. Consequently the system looks over the Stops in the random Tour, finds the first Stop the Guard has not yet visited, and gives it the Status: Stop Not Reached on Time. For this example, Stop 1 receives the Status: Stop Not Reached on Time, although the system does not know if this is the Stop the Guard is actually heading for. • For that sequential Tour, when the Guard finally does reach Stop 2, its Stop Status changes to Checked In Late. • For the random Tour, when the Guard finally reaches his/her next Stop, in this case Stop 3, that Stop receives a Status of Checked In Late. In addition, since the system now knows which Stop the Guard was actually late reaching, the Stop Status of Stop 1 reverts from Stop Not Reached on Time to None. Documents Tab This tab, shown in Figure 5 on Page 36 displays the list of Documents that have been assigned to this Tour. You can select a Document and view it in a pop-up window. Figure 5: Guard Tour Details Dialog Box—Documents Tab %pi Doan "' I lkoasalkor xe Okrilarbo WINVPA:IINV 1- • DRAItale Ise ://3XV.Z.::.'O;VAtbuie.F7IXICCIP.1 i NIP/Avarterratat 7 This tab has the fields/buttons described in on Page 32. 36 Chapter 2 C•CURE 9000 Guard Tours Guide EFTA01225887 Viewing Guard Tour Details Table 5: Guard Tour GoiasDialog Box- Documents Tab Fie:cis/Buttons Fields/Buttons Description Display Document Click this button to open/display the selected Document in a pop-up window. Documents Document Name Displays the name of the Document assigned to this Tour. Document Origin Displays the original Me path of the Document assigned to this Tour. Desorption Displays the desorption of the Document assigned to this Tour. Logging a Message for a Guard Tour The Log a Message for... dialog box, shown in Figure 6 on Page 37, that opens when you click the Log Message button on the Guard Tour Details dialog box allows you to log a message for this Guard Tour to the Monitoring Station or the Journal. You can use the dialog box to either select one or more Predefined Log Messages or to enter new message text. NOTE This dialog box also opens when any of the Guard Tour Actions—Start, Suspend, Resume, Cancel—are performed, if the Log message on Guard Tour action option was selected for this Tour on the Guard Tour Options tab. Figure 6: Log a Message for Dialog Box IiilawsolOCbse Ssikt &edging LK, verme: The dialog box has the fields/buttons described in Table 6 on Page 37. Table 6: Log a Message for...Dialog Box Fields/Buttons FieldsIButtons Description Save and Close Click this button to have the selected Predefined Message and/or free-form text that displays in the text box logged to the Monitor Station/Journal. Select Predefined Log Message drop-down list NOTE: This drop-down is avaiable only if a predefined log message has been configured for the Guard Tour. Click the down-arrow and select a Predefined Message from the list to have it display in the text box. C•CURE 9000 Guard Tours Guide Chapter 2 37 EFTA01225888 Viewing Guard Tour Details Table 6: Log a Message for...Dialog Box Fields/Buttons (continued) Fields/Buttons ...., Description Undo NOTE: This button is available only if a predefined log message has been selected. Click this button to erase each line of the predefined message text displayed in the text box. (Only the text from a predefined message can be deleted this way. Clicking the button does not erase any text that you enter yourself.) Log Message Text box Displays the text of the predefined log message selected from the drop-down lot or any text you type in free-form. 38 Chapter 2 C•CURE 9000 Guard Tours Guide EFTA01225889 3 Guard Tour Editor This chapter provides the information you need to use the Guard Tour Editor and its tabs to create Guard Tours in C•CURE 9000. In this chapter: Guard Tour Editor 40 Guard Tour Stops Tab Guard Tour Stop Triggers Dialog Box 49 Guard Tour Options Tab 53 Guard Tour Triggers Tab 56 Guard Tour Guards Tab 64 Guard Tour Predefined Log Messages Tab 67 Guard Tour Documents Tab 69 Guard Tour State Images Tab 72 43 C•CURE 9000 Guard Tours Guide Chapter 3 39 EFTA01225890 Guard Tour Editor Guard Tour Editor ■ Guard Tour Stops 1'ab on Page 43 ■ Guard Tour Options Tab on Page 53 ■ Guard Tour Triggers Tab on Page 56 ■ Guard Tour Guards Tab on Page 64 ■ Guard Tour Predefined Log Messages Tab on Page 67 ■ Guard Tour Documents Tab on Page 69 ■ Guard Tour State Images Tab on Page 72 To use the Guard Tour Editor, see Accessing the Guard Tour Editor on Page 40. The Guard Tour Editor has the buttons described in Table 7 on Page 41 and the fields described in Table 8 on Page 42. Accessing the Guard Tour Editor You can access the Guard Tour Editor from the C•CURE 9000 Personnel pane. -cm To Access the Guard Tour Editor 1. In the Navigation pane of the Administration Workstation, click the Personnel pane button. 2. Click the Personnel pane drop-down list and select Guard Tour. 3. Click New to create a new Guard Tour. - or - Click My to open a Dynamic View showing a list of all existing Guard Tours, right-click the Guard Tour you want to change, and click Edit from the context menu that appears. The Guard Tour Editor opens with the Stops tab displayed, as shown in Figure 7 on Page 41. 40 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225891 Guard Tour Editor Figure 7: Guard Tour Editor - Stops Tab Wu-nni.s- a r '. tux Iweed Nonl are I votentotaiwomos I Ileturs• I Iwo Min los Sm. • 04$ lot Y. Deelat D.orse Dynan.. M.I.• Moan Ovals/cell WillOvalf Val ',IV nit(' V, r RvOn Riede% I pa SS" Most in Wks, wow 40•••• rI' a IF Pea nor Mann vete. et* nwo dva nr a ra Nr. vei0 gun, •fsro _al The Guard Tour Editor has the buttons described in Table 7 on Page 41 and the fields described in Table 8 on Page 42. Guard Tour Editor Buttons/Fields Definitions Table 7: Guard Tour Editor Buttons Button Description Save and Close Click this button when you have completed a ny cha nges to the Guard Tour and wish to save those changes. The Guard Tour Editor closes. Save and New Click this button when you have completed any changes to the Guard Tour and wish to save those changes and also create a new Guard Tour. The Guard Tour you were editing is saved. and a new Guard Tour opens (either blank or including template information if you were using a template to create the new Guard Tour ). Create Copy Click this button to save your changes, close that Guard Tour, and keep the Guard Tour Editoropen with a copy of the just-saved Tour. You can use the copy to name and save a new Tour with the same settings as the previous one. Click this button when you want to close the Guard Tour Editorwithout saving your changes. A warning appears asking whether or not you want to save your changes before closing the editor. Click Yes to exit and save and No to exit and cancel your changes. C•CURE 9000 Guard Touts Guide Chapter 3 41 EFTA01225892 Guard Tour Editor Table 8: Guard Tour Editor Fields Fields/Buttons Description Name Enter a unique name. up to 100 characters. to identify the Guard Tour. Description Enter a description of the Guard Tour, up to 500 characters. Enabled Select this check box to activate the Guard Tour and make it operational (put it online). Enabling the Tour allows you to assign a Guard to the Tour and to start it. A running Guard Tour that is taken of line (Enabled check boxdeared) is automaticaltycancelled. NOTE: A Guard Tour cannot be edited while it is enabled/online. Partition A read-onty field displaying the name of the Partition to which this Guard Tour belongs. (This field is visible only if the C•CURE 9000 system is partitioned.) 42 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225893 Guard Tour Stops Tab Guard Tour Stops Tab The Guard Tour Stops tab, shown in Figure 7 on Page 41, allows you to set up Tour Stops for the Guard Tour. For more information, see: ■ Guard Tour Stops Tab Definitions on Page 43. ■ Guard Tour Stops Tab Tasks on Page 46. Guard Tour Stops Tab Definitions Table 9: Guard Tour Stops Tab Buttons/Fields Fields/Buttons Description Add C bath this button to open the Object Select lo n dialog box where you can select one or more Doors, Elevators, or Inputs as Tour Stops for this Guard Tour. (The maximum number of Stops that any Guard Tour can have is 100.) NOTE: You can select multiple items at the same time as long as they belong to the same Object type—an Doors, all Elevators, or an Inputs. You cannot mix Device types in one selection pass. You can select individual Door/Elevator/Input Objects as Tour Stops for this Guard Tour from existing system Map loons by clicking a. See Guard Tour Stops Tab Tasks on Page 46. Once you have made your selection, the system enters the Door/Elevator/Input Object(s) in the Tour Stops table—each item to its own row. Remove Click this button to remove a selected row from the Tour Stops table. Up Click this button to move the selected Tour Stop row up in the table. Down Click this button to move the selected Tour Stop row down in the table. Tour Stops Table Rows This table displays the Tour Stops configured for a given Guard Tour. If the Tour is sequential, the Stops are listed in the order in which they must be checked-in. NOTE: When swiping at the Reader at the first Stop is configured to start the Guard Tour, which Stop is first matters for random Tours as well as for sequential Tours. Order The number of the Tour Stop. (A system-generated read-only field.) For a sequential tour, the Guard must check-in at each Stop in this order. Name The name of the Tour Stop. (A system-generated field whose default format is <devicenameorder> and can be up to 100 characters. This field can be edited.) Description Enter a description of the Tour Stop. up to 500 characters. C•CURE 9000 Guard Touts Guide Chapter 3 43 EFTA01225894 Guard Tour Stops Tab Guard Tour Stops Tab Buttons/Fields(continued) Fields/Buttons Description Device Type The type of device used for this Tour Stop. depending on the Object selected when the Stop was added: • When the selected Object is a Door, the type can be: - Door in or Door Out - Door in (Used) or Door Out (Used) in' or 'Out' refers to which Reader on the Door is configured as the Tour Stop—whether the Inbound Reader or the Outbound Reader. 'Used' means that the Stop onty counts as 'checked-in' when the Door is opened. (The default Door type is Door In.) • When the selected Object is an Elevator, the type can be: - Elevator or Elevator (Used) 'Used' means that the Stop ontyopunts as 'checked-in' when the Elevator Door isopened and at least one Button pressed to select a Floor. (The default Elevator type is Elevator.) • Input Objects have only the one type. input. Once you have selected an Input Device, you can indicate 'duress' by selecting the Duress (Input Only) option on the row. (The default input type is Input.) Device Name The name of the device used for this Tour Stop. (A system-generated field.) NOTE: If you click in this field, a Select button 0 and an Actions button ij become available. - You can click to select another device of the same type. - You can dickai and then Edit to modify the selected Device. For information, see •Using the Actions Button• section in the •User Interfaces• chapter in the C•CURE 9000 Getting Starred Guide. Min Time Enter the minimum time in hours and minutes (HH:MM format) for a sequential Tour that a Guard is allowed to take to arrive at this Tour Stop from the previous Stop. If the Guard takes less time to reach the Stop, a Guard Tour error is declared. For the first Stop, this is the minimum amount of time to reach this Stop once the Tour has started. NOTE: This is a required field for random Tours as well as for sequential. However, for random Tours, you enter the minimum time in the Random Tour Settings box, not in this Table field. The system then displays the chosen value in this field for all the random Tour Stops. No minimum time is enforced if the value entered is 00:00. The minimum allowable value is 0 minutes, while the maximum allowable value is 23 hours and 59 minutes. The default value is 0 minutes. 44 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225895 Guard Tour Stops Tab Guard Tour Stops Tab ButtonsiF ields (continued) Fields/Buttons Description Max Time Enter the maximum time in hours and minutes(HH:MM format) for a sequential Tour that a Guard is allowed to take to arrive at this Tour Stop from the previous Stop. If the Guard takes longer to reach the Stop, a Guard Tour error isdedared. For the first Stop. this is the maximum amount of time to reach this Stop once the Tour has started. (This is a required field for random Tours as well as for sequential.) NOTE: This is a required field for random Tours as well as for sequential. However, for random Tours, you enter the maximum time in the Random Tour Settings box. not in this Table field. The system then displays the chosen value in this field for all the random Tour Stopswhen you save the Guard Tour. The minimum allowable value is 1 minute, while the maximum allowable value is 23 hours and 59 minutes. The default value s23 hours and 59 minutes. Duress (input Only) Click the down-arrow to open a list of inputs from the same panel as the Tour Stop device on this row and select a second input to act as the duress indicator. (Selecting a Duress input is optional.) Triggers Click this button to open the Guard Tour Stop Triggers dialog box and configure Triggers for this Tour Stop. Once you have configured and saved any Stop trigger(s) and returned to this Stops tab. this button will indicate the number of triggers created followed by asterisks. Examples: 2'^ 0^' Tour Stop Options Method used for Tour Stop check-ins Specify one of the following options as the method to be used for Tour Stop check-ins: • Sequential - Guard must check in at the Stops in the Guard Tour in sequence, according to the order configured on this tab in the Order field. • Random- Guard can check in at the Stops in the Guard Tour in any order. With either method, the guard must check in at all the Tour Stops (even if out of sequence) before the Guard Tour is considered complete — unless the Guard Tour is canceled. Random Tour Settings NOTE: The fields in this box are available even when Sequential is selected as the Tour Stop check-in method since an assigned Guard can be configured to run a sequential Tour as a random Tour. For information, see the Guard Tour Guards Tab on Page 64. For more information about Tour Stops, see How Stop Statuses Work for Random Tou rs on Page 36 Minimum time between tour stop check-ins: (hours: mins) Enter the minimum time in hours and minutes(HH:MM format) that a guard is albwed to take between any two random tour stops before a Guard Tour error isdedared. When you save the Guard Tour, the system displays the time you entered in the field in the Min Time field in the Tour Stops table for all rows. No minimum time is enforced if the value entered s00:00. The minimum allowable value is0 minute, while the maximum allowable value is 23 hours and 59 minutes. The default value is 0 minutes. C•CURE 9000 Guard Touts Guide Chapter 3 45 EFTA01225896 Guard Tour Stops Tab Guard Tour Stops Tab ButtonsiF ields (continued) Fields/Buttons Description Maximum time between tour stop check-ins: (hours: mins) Enter the maximum time in hours and minutes (HH:MM format) that a guard is allowed to take between any two random tour stops before a Guard Tour error is declared. When you save the Guard Tour, the system displays the time you entered in the field in the Max Time field in the Tour Stops table for all rows. The minimum allowable value is 1 minute, while the maximum allowable value is 23 hours and 59 minutes. The default value is 23 hours and 59 minutes. Bottom of Tab Reader at stop #1 in itia tes Guard Tour Select thischeck box to allow the Tour to be started by the Guard swiping his/her Card at the Reader at the first Stop of the Tour. The Object Selection dialog box opens automatically for you to select a Schedule during which the swipe starts this Guard Tour. The system enters the selected schedule in the Reader #1 active during field. NOTE: • This field is available only if Tour Stop #1 has already been: - Configured on this Guard Tour Stops tab. - Configured to be monitored by a Reader at a Door/Elevator, not by an input. • This is one of three ways of starting a Guard Tour. The other ways are: - By an Operator Action. - By an Event. For information, see Guard Tour Activation on Page 13. Reader #1 active during The Schedule you selected—during which a Card swipe at the Stop #1 Reader can start this Guard Tour—is entered in this field. Then, outside of that Scheduled time, swiping at the Reader will not initiate a Tour. NOTE: You can click the Select button Oto select another Schedule. If the Actions button De is available, you can click it and then click Edit to modify the selected Schedule—if it is user-configured. For information, see 'Using the Actions Button' section in the 'User Interfaces' chapter in the C•CURE 9000 Getting Started Guide. Guard Tour Stops Tab Tasks You use the Stops tab to accomplish the tasks listed below, needed to configure a Guard Tour object. • Selecting Devices for Guard Tour Stops on Page 46 • Selecting Devices for Guard Tour Stops from Maps on Page 47 • Configuring Guard Tour Stop Details on Page 47 • Configuring Triggers for Guard Tour Stops on Page 51 • Deleting a Stop from a Guard Tour on Page 48 Selecting Devices for Guard Tour Stops You can configure a maximum of 100 Stops for any Guard Tour. 40 Chapter 3 C•CURE 9000 Guard Touts Guide EFTA01225897 Guard Tour Stops Tab To Select Devices for Guard Tour Stops 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the C• CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor with the Stops tab open, click Add to create a new Tour Stop row. A Name Selection dialog box opens for you to select the Device(s) you want for one or more Stops. The Object type defaults to Door and the Doors available for selection are listed in the dialog box. 3. To select one or more Doors for Stops, click the check box next to the desired Door(s) and then click OK. - or - To select one or more Elevators or Inputs for Stops: a. Click El in the Select Type field and then click to select either Elevator or Input from the Select Type dialog box. The Name Selection dialog box reappears with the Device type you chose in the Select Type field, either Elevator or Input, and the available Elevators or Inputs listed below. b. Click the check box next to the desired Elevator(s) or Inputs(s) and then click OK. The Stops tab displays with the Device(s) you selected added to the Tour Stops table, each on a separate row. Selecting Devices for Guard Tour Stops from Maps If you have created system Maps that include icons for Doors, Elevators, and/or Inputs, you can select these devices directly from the Maps as Tour Stops for this Guard Tour. To Select Devices for Guard Tour Stops from Maps 1. Follow Step 1 through Step 3a in the previous procedure, Selecting Devices for Guard Tour Stops on Page 46. 2. On the Name Selection dialog box that reappears with the Device type you chose in the Select Type field, click the Map icon, on the Toolbar. A Name Selection dialog box opens for you to select the Map(s) that include icons for the Device(s) you want for one or more Stops. For detailed information, see "Selecting Objects from a Map" in the Basic Object Tasks section in the C•CURE 9000 Getting Started Guide. NOTE A warning message displays if there are no maps in the system with icons for the selected Device type. Configuring Guard Tour Stop Details To Configure Guard Tour Stop Details 1. Create or edit a Guard Tour Stop, as described in the preceding steps. 2. In the Tour Stops Options box, click either the Sequential or Random options to select the method you want used for the Tour Stop check-ins. 3. If you chose the random method, use the up-/down-arrows in the Random Tour Settings box to select both the minimum and maximum times, in hours and minutes, between check-ins at the Tour Stops. C•CURE 9000 Guard Tours Guide Chapter 3 47 EFTA01225898 Guard Tour StopsTab The system displays the values you enter in these fields in the Min Time/ Max Time fields in the Tour Stops table for all the Tour Stop rows when you save the Guard Tour. (For more information, see How Stop Statuses Work for Random Tours on Page 36.) 4. If you wish the Guard to be able to start a Tour by checking in at the first Tour Stop (as long as it is a Door or Elevator), select the Reader at stop #1 initiates Guard Tour option. 5. Then select a Schedule from the Object Selection list that opens. (The Card swipe at Stop #1 will only be able to start this Guard Tour during this Schedule.) 6. In the Tour Stops table, enter the following information for each Stop row, as appropriate: a. Enter a description of the Stop, up to 500 characters. b. If you chose the sequential method for this Tour, to enter the minimum/maximum times that the Guard can take between check-ins at the Stops, click in the Min Time and Max Time fields and use the up-/downarrows to enter Time values. c. If the Stop Device is an Input, click the down-arrow if you want to select a second Input as a duress indicator. (The list only includes Inputs from the same panel as the Tour Stop Input.) If an Input Device is used more than once in Tour—for different Stops, it will automatically use the same duress Device. 7. To change the order of the Stops for a sequential Tour, use the Up/Down buttons above the Tour Stops table to move the Tour Stop rows around. Deleting a Stop from a Guard Tour To Delete a Guard Tour Stop 1. On the Stops tab, click anywhere on a Tour Stop row to select it. 2. Click Remove to delete the Stop. 48 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225899 Guard Tour Stop Triggers Dialog Box Guard Tour Stop Triggers Dialog Box The Guard Tour Stop Triggers dialog box , shown in Figure 8 on Page 49, allows you to define triggers for the Guard Tour Stops. Figure 8: Guard Tour Stop Triggers Dialog Box For more information, see: ■ Guard Tour Stop Triggers Dialog Box Definitions on Page 49. ■ Guard Tour Stop Triggers Dialog Box Tasks on Page 51. Guard Tour Stop Triggers Dialog Box Definitions Table 10: Guard Tour Stop Triggers Dialog Box Buttons Button Description Add Click this button create a new row in the Triggers table. You have to configure an the fields in the row and select an Event to be activated or pulsed, a Report to be run, or an Email to be sent to complete the Add operation. Remove Click this button to remove a selected row from the Triggers table. You have to did( the row selector' to select a row to remove. If no row is selected. this button is not available. C•CURE 9000 Guard Tours Guide Chapter 3 49 EFTA01225900 Guard Tour Stop Triggers Dialog Box Table 11: Guard Tour Stop Triggers Dialog Box F ields Fields/Buttons Description Triggers Table Rows Property Click in the Property field to display and then dick this button to select Stop Status as the property (the only one available). Value Click the down-arrow to select a value from the drop-down list: • Checked In On Time • Checked In Earty • Checked In Late • Out of Sequence • Duress • Stop Not Reached on Time When the Guard Tour'sStop Status matches this value. the Action you specify in the Action field is activated. Action Click the down-arrow to select an Action to be executed when the value of the Stop Status matches that selected in the Value field. Different entry fields/tabs that correspond to the Action you select display on the bottom of the dialog box. • Activate/Pulse Event - opens an Event field. • Run Report-opens Report to run with privileges of... fields. • Send Email -opens Recipient. Message. and Attachment tabs. Details Once you have filled in the fields/tabson the bottom of the dialog box related to the Action you selected and clicked anywhere else on the dialog box, the system displays the appropriate related information (readonly) in this field: • For Activate/Pulse Event - Name of selected Event • For Run Report- Name of selected Report • For Send Email - Recipient Email address Bottom of Triggers Dialog Box The entry field/group of fields/tabs that display in this section vary depending on the Action you select for the Trigger row. NOTE: Switching rows in the grid updates this field with the user-selected Event/Report/Email so that each row can have its own Event to activate/pulse, Report to run, or Email to send. Since the Guard Tour Stop Trigger Actions behave the same way as the Guard Tour Trigger Actions, see Bottom of Triggers Tab Actions on Page 58 for the descriptions. 50 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225901 Guard Tour Stop Triggers Dialog Box Guard Tour Stop Triggers Dialog Box Tasks You use the Guard Tour Stop Triggers dialog box to accomplish the tasks listed below, needed to configure triggers for Guard Tour Stops. ■ Configuring Triggers for Guard Tour Stops on Page 51. NOTE Configuring 'Actions' is done in the same way for Guard Tour Stop Triggers as for Guard Tour Triggers. See the following for the basic procedures: ■ Configuring the Activate/Pulse Event Action for a Guard Tour Trigger on Page 61. ■ Configuring the Run Report Action for a Guard Tour Trigger on Page 61. ■ Configuring the Send Email Action for a Guard Tour Trigger on Page 62. ■ Deleting a Trigger from a Guard Tour Stop on Page 52. Configuring Triggers for Guard Tour Stops You can configure as many triggers as you wish for any Guard Tour Stop. To Configure Guard Tour Stop Triggers 1. Create or edit a Guard Tour Stop on the Guard Tour Editor Stops tab. See Guard Tour Stops Tab on Page 43 for information. 2. In the Tour Stops table on that tab, click in the Triggers field on the row of the desired Stop. The Guard Tour Stop Triggers dialog box opens. 3. Click Add to create a new trigger row. 4. Click in the Property field to display El and click this button. A selection list opens with one available property, Stop Status. 5. Click Stop Status to add it to the row. 6. Click the down-arrow in the Value field to display a drop-down list of values for the property you selected. 7. Click the Value you want to activate the Action for this trigger to add it to the row. Example: Checked in Late 8. Click the down-arrow in the Action field to display a drop-down list containing the available Actions—Activate Event, Pulse Event, Run Report, and Send Email. 9. Click an Action to add it to the row to be executed when the Guard Tours state matches that selected in the Value field. The system displays different entry fields/tabs on the bottom of the tab, as shown in the figures in Step 8 on Page 60, depending on the Action you select: C•CURE 9000 Guard Tours Guide Chapter 3 51 EFTA01225902 Guard Tour Stop Triggers Dialog Box • Activate/Pulse Event- the Event field. For directions, see Configuring the Activate/Pulse Event Action for a Guard Tour Trigger on Page 61. • Run Report- the Report to run with privileges of... fields. For directions, see Configuring the Run Report Action for a Guard Tour Trigger on Page 61. • Send Email- Recipient, Message, and Attachment tabs. For directions, see Configuring the Send Email Action for a Guard Tour Trigger on Page 62. 10. Once you have filled in the relevant fields/tabs, click anywhere on the Triggers tab outside those fields/tabs. The system enters the appropriate information in the Details field. Deleting a Trigger from a Guard Tour Stop To Delete a Guard Tour Stop Trigger 1. On the Triggers tab, click a row to select it. 2. Click Remove to delete the trigger row. 52 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225903 Guard Tour Options Tab Guard Tour Options Tab The Guard Tour Options tab, shown in Figure 9 on Page 53, lets you configure two basic parameters for each Guard Tour: Tour time limits and how errors are handled. Figure 9: Guard Tour Editor - Options Tab Skye OPOrts I Imes I Gouda I FlIdansd Los Iletsaass I Downs* I suw /CP I Wan eve:Name tan v-I Haat.w apteled camphke bre rosy red I Htionil ma Wan be owpatlol MS E Nu, so Wood TOJ Eno Hari* r Cancel tweed Toy on ena r lepewgenerdlw dm For more information see: • Guard Tour Options Tab Definitions on Page 53. • Guard Tour Options Tab Tasks on Page 54. Guard Tour Options Tab Definitions Table 12: Guard Tour Editor - Options Tab Fields Button Description Guard Tour Timers Minimum expected completion time (hours: mins) Enter the minimum time in hours and minutes (HH:MM format) that the Tour is allowed to take. If the Tour is completed in less time, a guard tour error isdedared. No minimum time is enforced if the value entered is 00:00. The minimum allowable value is 0 minute, while the maximum allowable value is 23 hours and 59 minutes. The default value is 0 minutes. Maximum expected completion time (hours: mins) Enter the maximum time in hours and minutes (hi FI:MM format) that the Tour is allowed to take. If the Tour takes longer to complete, a guard tour error isdedared. The minimum allowable value is 1 minute, while the maximum allowable value is 23 hours and 59 minutes. The default value is 23 hours and 59 minutes. C•CURE 9000 Guard Touts Guide Chapter 3 53 EFTA01225904 Guard Tour Options Tab Guard Tour Editor - Options Tab F ields (continued) Button Description Maximum time tour can be suspended (hours: mins) Enter the maximum time in hours and minutes (HH:MM format) that the Tour is allowed to be suspended before it must be resumed. The minimum allowable value is 1 minute. while the maximum allowable value is 23 hours and 59 minutes. The default value is 23 hours and 59 minutes. Guard Tour Error Handling Cancel Guard Tour on error Select thischeck box to specify that the Guard Tour terminates if a Guard Tour error occurs. When this box is not selected. the Tour remains active when such an error occurs. The default value is not selected. Possible Guard Tour errors that can cancel the Tour, include the following: • Tour Stopsout of sequence. • Tour Stops reached too early. • Guard Tour canceled due to the Guard's Card being expired. Log message on Guard Tour action Select this check box to specify that the operator log a message when any of the following four Guard Tour Actions are performed: Start. Suspend. Resume. or Cancel. Guard Tour Options Tab Tasks You use the Options tab to accomplish the tasks in this section, needed to configure a Guard Tour object. ■ Configuring Time Limits for Guard Tours on Page 54 ■ Configuring Guard Tour Error 1-landling on Page 55 Configuring Time Limits for Guard Tours To Configure Time Limits for Guard Tours 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the &CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor, click the Options tab to open. 3. In the box on the top of the tab, use the up/down-arrows: a. In the Minimum expected completion time fields to set the minimum time (in hours and minutes) that the entire Guard Tour is allowed to take. b. In the Maximum expected completion time fields to set the maximum time (in hours and minutes) that the entire Guard Tour is allowed to take. c. In the Maximum time tour can be suspended fields to set the maximum time (in hours and minutes) that the Guard Tour is allowed to be suspended before the Tour is considered in error. A Tour that is suspended for longer than the allowable configured time will have a status of Suspended Too Long and if that four resumes and completes, a status of Completed with Errors. 54 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225905 Guard Tour Options Tab Configuring Guard Tour Error Handling To Configure Guard Tour Error Handling 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the C•CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor, click the Options tab to open. 3. In the Guard Tour Error Handling box: a. Click to select the Cancel Guard Tour on error option if you want the Tour to be terminated if a Guard Tour error, such as a Stop reached too early or a Tour suspended longer than the allowable configured time, occurs. b. Click to select the Log message on Guard Tour action option to specify that the operator log a message when any one of the following four Guard Tour Actions are performed: Start, Suspend, Resume, or Cancel. C•CURE 9000 Guard Tours Guide Chapter 3 55 EFTA01225906 Guard Tour TriggersTab Guard Tour Triggers Tab The Guard Tour Triggers tab, shown in Figure 10 on Page 56, allows you to set up Triggers for a Guard Tour, configured procedures used by C•CURE 9000 to activate or pulse an Event, run a Report, or send an Email when a particular predefined condition, such as the following, occurs: • A sequential Tour is taken out of sequence. • Any Tour is: • Completed sooner or later than configured. (A Guard Tour error.) • Started late. • Suspended for too long a time. • A Tour Stop is reached sooner or later than configured. (A Guard Tour error.) • A Tour completes. Figure 10: Guard Tour Editor —Triggers Tab Saw I Os'. TION't I Gual, I Reding(' 1.1:0104+Kin I Ikcearti I Sus naps I Tipp. Atcod, VS. Atka Doak i For more information, see: • Guard Tour Triggers Tab Definitions on Page 57. • Guard Tour Triggers Tab Tasks on Page 59. 56 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225907 Guard Tour Triggers Tab Guard Tour Triggers Tab Definitions Table 13: Guard Tour Editor - Triggers Tab Buttons Button Description Add Click this button to create a new row in the Triggers table. You have to configure all the fields in the row and select an Event to be activated or pulsed, a Report to be run, or an Email to be sent to complete the Add operation. Remove Click this button to remove a selected row from the Triggers table. You have to click the row selector ' to select a row to remove. If no row is selected. this button is not available. Table 14: Guard Tour Editor - Triggers Tab Fields Fields/Buttons Description Triggers Table Rows Property Click in the Property field to display 0, click this button to display a dialog box with the following available properties, and then click a Property to select it: • Duress -Value indicating true/false. • Error Occurred -Value indicating true/false. • Tour Running -Value indicating true/false. • Tour Status -Value indicating tour status. '✓a.JL Click in the Value field: • if you selected Duress. Error Occurred. or Tour Running in the Property field, a check box displays. Select the check box to indicate that when the selected property value is 'true' for this Tour, the Action you speedy in the Action field is activated. -OrLeave the check box unselected (the default) to indicate that when the selected property value is 'false' for this Tour, the Action you specify in the Action field is activated. • if you selected Tour Status in the Property field, click the down-arrow to select a status value from the dropdown list. When the Guard Tour's Tour Status matches this value, the Action you speedy in the Action field is activated. For a list of possible status values. see Tour Status Values on Page 59. Action Click the down-arrow to select an Action to be executed when the value of the Tour Status matches that selected in the Value field. Different entry fields/tabs that correspond to the Action you select displayon the bottom of the tab. • Activate Event - opens an Event field. • Pulse Event - opens an Event field. • Run Report -opens Report to run with privileges of... felds (as shown in Figure 11 on Page 60). • Send Email -opens Recipient. Message, and Attachment ta bs (as shown in Figure 12 on Page 61, Figure 13on Page 61, and Figure 14 on Page 61). C•CURE 9000 Guard Touts Guide Chapter 3 57 EFTA01225908 Guard Tour Triggers Tab Table 14: Guard Tour Editor - Triggers Tab F ields (continued) Fields/Buttons Description Details Once you have filled in the fields/tabson the bottom of the Triggers tab related to the Action you selected and clicked anywhere else on the tab, the system displays the appropriate related information (read-only) in this lick]: • For Activate/Pulse Event - Name of selected Event • For Run Report- Name of selected Report • For Send Email - Recipient Email address Bottom of Triggers Tab Actions The entry field/group of fields/tabs that display in this section of the tab vary depending on the Action you select for the Trigger row. NOTE: Switching rows in the grid updates this field with the user-selected Event/Report/Email so that each row can have its own Event to activate/pulse. Report to run, or Email to send. Action — Activate/Pulse Event Event Click El in this field to select the Event to be activated/pulsed when the Tour Status has the specified value. NOTE: You can click the Act lona button El and then dick New to create a new Event to select for thisbigger row. You can also elide the Edit button to modify a selected Event—if it is user-configured. For information, see 'Using the Actions Button' section in the 'User interfaces' chapter in the C•CURE 9000 Getting Started Guide. Action — Run Report (as shown in Figure 11 on Page 60) Report to run with privileges of: Click 0 in thisfield to select the Report to be run (with your Operator privilege) on the server when the Tour Status has the specified value. This also creates a new Report Result object. NOTE: If the Actions button U is available, you can click it and then click Edit to modify the selected Report—if it is user-configured. For information, see 'Using the Actions Button' section in the 'User interfaces' chapter in the C•CURE 9000 Getting Started Guide. Delete results after the following number of days Select thischeck box and then use the upidown arrows to set the number of days after the Report is run that its results are deleted from the system. Export results Select thischeck box to have the Report Results exported to an external file which can optionally be printed or sent by email. Export properties Click this button to open the Export Report Document Dialog box where you can set the export format and email. print. and/or save the exported Report Results. For detailed information and procedures, see the 'Export Report Document Dialog Box" section in the 'Reporting' chapter in the C•CURE 9000 Data Views Guide. Action — Send Email Recipient Tab (as shown in Figure 12 on Page 61) EmailAddress Enter the email address(es) of the recipient(s) of this email, separated by a comma. Email Group Enter the name of a Personnel Group whose members will be the recipients of this email or click 0 to select a Personnel Group from the list. 58 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225909 Guard Tour TriggersTab Table 14: Guard Tour Editor — Triggers Tab Fields (continued) Fields/Buttons Description Activate event if email fails to send to recipient Click Q in this field to select the Event to be activated if the emaildoes not get sent to the recipients. NOTE: You can dick the Actions button U and then dick New to create a new Event to be activated. You can also diddhe Edit button to modify a selected Event—if it is user-configured. For information, see 'Using the Actions Button' section in the 'User Interfaces' chapter in the C•CURE 9000 Getting Started Guide. Message Tab (as shown in Fgure 13 on Page 61 Time of occurrence Select thisched< box to have the time that the Tour Status achieved the value that triggered the sending of the email included with the email. Date of occurrence Select th is ched< box to have the date that the Tour Status achieved the value that triggered the sending of the email included with the email. Message text Select this check box to have the text you enter in the message box induded with the email. Name of Guard Tour Select this check box to have the name of the Tour whose status triggered the sending of this email included with uie emal. Attachment Tab (as shown in Figure 14 on Page 61 Select documents toattach Click in this field to select one or more Documents to be induded with the email sent when the Tour Status has the specified value. Tour Status Values You can configure an action to be triggered when the Guard Tour's status matches any of the following values: • Activated • Suspended Too Long • Completed Late • Started on Time • Resumed • Inactive • Started Early • Canceled • Not Completed on Time • Started Late • Completed • Fared to Start • Suspended • Completed Early • Error Guard Tour Triggers Tab Tasks You use the Triggers tab to accomplish the tasks listed below, needed to configure a Guard Tour object. ■ Configuring Triggers for Guard Tours on Page 59 • Configuring the Activate/Pulse Event Action for a Guard Tour Trigger on Page 61. • Configuring the Run Report Action for a Guard Tour Trigger on Page 61. • Configuring the Send Email Action for a Guard Tour Trigger on Page 62. ■ Deleting a Trigger from a Guard Tour on Page 63. Configuring Triggers for Guard Tours You can configure as many triggers as you wish for any Guard Tour. C•CURE 9000 Guard Touts Guide Chapter 3 59 EFTA01225910 Guard Tour Triggers Tab To Configure Guard Tour Triggers 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the C•CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor, click the Triggers tab to open. 3. Click Add to create a new trigger row. 4. Click in the Property field to display EI and click this button. A selection list opens with the available properties, Duress, Error Occurred, Tour Running, or Tour Status. 5. Click the Property you want to add it to the row. 6. Click in the Value field to display the following: A check-box - if you selected Duress, Error Occurred, or Tour Running in the Property field. a. Leave the check box unselected (the default) to indicate that when the selected property value is 'false for this Tour, the Action you specify in the Action field is activated. b. Select the check box to indicate that when the selected property value is 'true for this Tour, the Action you specify in the Action field is activated. One of the Tour Statuses and a drop-down arrow if you selected Tour Status in the Property field. a. Click the down-arrow to display a drop-down list of values. b. Click the Value you want to activate the Action for this trigger to add it to the row. Example: Started Late 7. Click the down-arrow in the Action field to display a drop-down list containing the available Actions—Activate Event, Pulse Event, Run Report, and Send Email. 8. Click an Action to add it to the row to be executed when the Guard Tour's state matches that selected in the Value field. The system displays different entry fields/tabs on the bottom of the tab depending on the Action you select: • Activate/Pulse Event- the Event field. For directions, see Configuring the Activate/Pulse Event Action for a Guard Tour Trigger on Page 61. • Run Report- the Report to run with privileges of... fields (as shown in Figure 11 on Page 60). For directions, see Configuring the Run Report Action for a Guard Tour Trigger on Page 61. Figure 11: Run Report Fields Beam no wat p.loges Pat F - 3 r DP:4106ft EACOlgOpette$ JI Waif 1.4 ep30.C.Wertin Ice ell/tree PINsew • Send Email- Recipient, Message, and Attachment tabs (as shown in Figure 12 on Page 61, Fgure 13 on Page 61, and Figure 14 on Page 61). For directions, see Configuring the Send Email Action for a Guard Tour Trigger on Page 62. 60 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225911 Guard Tour TriggersTab Figure 12: Send Email- Recipient Tab MOMI MaMMI FaalMam frol *atm I Eta Foe W-Was est MOM Ms band 61 wawa Figure 13: Send Email- Message Tab Pt_. Maar I Maaa. I r me ci eve( *conka r r [Meat...1 Xt,war r tam threat Figure 14: Send Email-Attachment Tab p.cop. Nonni Milthr 64,c "4--". to nth 1 I 1 - 9. Once you have filled in the relevant fields/tabs, click anywhere on the Triggers tab outside those fields/tabs. The system enters the appropriate information in the Details field. Configuring the Activate/Pulse Event Action for a Guard Tour Trigger To Configure the Activate/Pulse Event Action 1. Click 0 in the Event field to display a selection list of all Events currently configured in the C•CURE 9000 system, and then click an Event to select it. 2. Click anywhere on the Triggers tab outside the Event field. The system enters the name of the Event you selected in the Details field for the row. This Event will be activated or pulsed whenever the Tour Status for the current row on the grid matches the value specified in that row. Configuring the Run Report Action for a Guard Tour Trigger To Configure the Run Report Action 1. Click 0 in the Report to run with privileges of: field to display a selection list of all Reports currently configured in the C•CURE 9000 system, and then click a Report to select it. C•CURE 9000 Guard Tours Guide Chapter 3 61 EFTA01225912 Guard Tour Triggers Tab 2. Click to select the Delete results after the following number of days check box and then use the up/down arrows to set the number of days after the Report is run that the Report results are deleted from the system. 3. Click to select the Export results check box if you want the Report results exported and then click the Export properties button to open the Export Report Document Dialog box. The Report you selected in Step 1 is entered in the File name field. Follow the procedures from Step 7 through Step 13 in the "To Export a Report from the Report Result List" section in the "Reporting" chapter in the C•CURE 9000 Data Views Guide. The system enters the name of the Report you selected in the Details field for the Triggers row on the grid when you click anywhere outside the Report to run with privileges of... fields. This Report will be run whenever the Tour Status for the current row on the grid matches the value specified in that row. Configuring the Send Email Action for a Guard Tour Trigger To Configure the Send Email Action 1. On the Recipient tab, do the following: a. Enter the email address(es) of the person(s) you want to receive the email in the Email Address field. Use a comma to separate the addresses. b. Click Ei in the Email group field to display a selection list of all Personnel Groups currently configured in the C•CURE 9000 system, select one or more Groups, and then click OK. The name(s) of the Group(s) you selected are entered in the field. If you selected more than one Group, "..." is added to the end of the first Group name to indicate multiple entries. c. If you want an Event to be triggered if the Email does not get sent to the recipient, click El in the Activate event if email fails to send to recipient field to display a selection list of the Events in the system, and click an Event to select it. The name of the Event you selected is entered in the field. 2. On the Message tab, do the following: a. If you want the time when the Tour Status matches the value that triggered the sending of the email to be included with the message, select the Time of Tour Status activation check box. b. If you want the date when the Tour Status matches the value that triggered the sending of the email to be included with the message, select the Date of Tour Status activation check box. c. If you want the text that you enter in the Text box to be included with the message, select the Message text check box. d. If you want the name of the Guard Tour for which you are configuring these triggers to be included with the email message, select the Name of Tour check box. e. If you selected the Message text check box in Step 2c, enter the text in the text box. 3. On the Attachment tab, do the following: 62 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225913 Guard Tour Triggers Tab • Click M in the Select documents to attach field to display a selection list of all Documents currently configured in the C•CURE 9000 system, select one or more Documents, and then click OK. The name(s) of the Document(s) you selected are entered in the field. If you selected more than one Document, "..." is added to the end of the first Document name to indicate multiple entries. The system enters the address(s) entered in the Email address field on the Recipient tab in the Details field for the Triggers row on the grid when you click anywhere outside the Email tabs. This Email will be sent whenever the Tour Status for the current row on the grid matches the value specified in that row. Deleting a Trigger from a Guard Tour To Delete a Guard Tour Trigger I . On the Triggers tab, click a row to select it. 2. Click Remove to delete the trigger row. C•CURE 9000 Guard Tours Guide Chapter 3 63 EFTA01225914 Guard Tour Guards Tab Guard Tour Guards Tab The Guard Tour Guards tab, shown in Figure 15 on Page 64, allows you to select the Guards allowed to run the Guard Tour. Only the Personnel listed on this tab can run the Tour. Furthermore, if no Guards are listed here, the Tour cannot be run. In addition, this tab lets you specify the default Personnel Group to be notified by Email about this Tour's scheduling. Figure 15: Guard Tour Edkor —GuardsTab Sitfid OGram LON, C.Ani I Askirofteg Rasped Deanne. I Stamen I Gm** Absedie Wn tou • •io1 '•Gaunt Gu•d Gus. CinVel Slap.% e? Supra =al For more information, see: ■ Guard Tour Guards Tab Definitions on Page 64. ■ Guard Tour Guards Tab Tasks on Page 65. Guard Tour Guards Tab Definitions Table 15: Guard Tour Editor - Guards Tab Buttons Button Description Add Click this button to select one or more Personnel as Guards able to run this Guard Tour. Once you have made your selection, the system enters the Personnel in the Guards table—one person to a row. NOTE: Only Personnel with the Can Perform Guard Tour option selected in their record are included in the selection list. Remove Click this button to remove a selected row from the Guards table. 64 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225915 Guard Tour Guards Tab Table 16: Guard Tour Editor —Guards Tab Fields Fields/Buttons Description Guards Table Rows Guard T he name of the person selected as a Guard able to run this Tour. NOTE: The Personnel listed here are the only Guardsallowed to run this Tour. Consequently if no one is fisted here, the Tour cannot be run. Guard Can Visit Stops in any Sequence Select this check box to enable any Guard running this Tour to check in at the Stops in any order (randomly.) This will be true even if the Tour was configured as a sequential Tour on the Guard Tour Stops tab. Bottom of Tab Additional Notifications Click 0 in this field to select a Personnel Group to be notified by Emaiabout this Tour. The Group you select in this field automatically appears as the defaultentry in the Additional Notifications field on the Guard Tour Scheduling Editor. See Guard Tour Scheduling Editor on Page 76 for information. NOTE: If the Actions button 0 is ava ila ble. you can click it and then click Edit to modify the Personnel Group you are selecting. (For information, see *Using the Actions Button' section in the 'User Interfaces' chapter in the C•CURE 9000 Getting Started Guide. Guard Tour Guards Tab Tasks You use the Guards tab to accomplish the tasks listed below, needed to configure a Guard Tour object. • Selecting Guards Allowed to Run the Tour on Page 65. • Configuring Guards to Run the Tour Stops Randomly on Page 66. • Deleting a Guard from a Tour Assignment on Page 66. • Adding a Personnel Group to Receive Tour Notifications on Page 66. Selecting Guards Allowed to Run the Tour Only Guards added to the list on this tab can be assigned to run the Tour. To Select Guards Allowed to Run the Tour 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the C• CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor click the Guards tab to open. 3. Click Add and then select one or more Personnel from the list as possible Guards for this Tour by clicking the check box(es) and then OK. (Only Personnel with the Can Perform Guard Tour option selected in their record appear in the list.) The Guards tab displays with the name(s) of the Personnel you selected added to the Guards Allowed to Run Tour table, each on a separate row. 4. If you wish a Guard to be able to visit the Stops in a sequential Tour in any order, select the Guard Can Visit Stops in any Sequence check box on the row for that person. C•CURE 9000 Guard Tours Guide Chapter 3 65 EFTA01225916 Guard Tour Guards Tab Configuring Guards to Run the Tour Stops Randomly To Configure Guards to Run the Tour Stops Randomly ■ Create a Guard for the Tour as described in the previous procedure and then follow the direction in Step 4 on Page 65. Deleting a Guard from a Tour Assignment To Delete a Guard from Assignment to a Tour 1. On the Guards tab, click anywhere on the row of the Guard you want to delete to select it. 2. Click Remove to delete the Guard. Adding a Personnel Group to Receive Tour Notifications To Add a Personnel Group to Receive Tour Notifications 1. On the Guards tab, click 0 in the Additional Notifications field. 2. On the List of Personnel Groups that displays, click to select one of the Groups. The name of the Group is entered in the Additional Notifications field on this tab. In addition, when you open the Guard Tour Scheduling Editor and select a Tour in the Tour Name field, this same Group displays, as the default, in the Additional Notifications field on that Editor. (See Guard Tour Scheduling Editor on Page 76 for information.) 66 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225917 Guard Tour Predefined Log Messages Tab Guard Tour Predefined Log Messages Tab The Guard Tour Predefined Log Messages tab, shown in on Page 40, lets you specify the predefined log messages that an Operator can select from when he/she must log a message relating to any one of the following Guard Tour Actions: • Start • Suspend • Resume • Cancel NOTE These messages are also available for selection when you click the Log Message button on the Guard Tour Details dialog box. See Viewing Guard Tour Details on Page 32 and Logging a Message for a Guard Tour on Page 37. Figure 16: Guard Tour Edam— Predefined Log Messages Tab floe. I ONO. I Kan I Gus% P40**41.02 Menge I peons, I wpm." I PskfeelLC9 Noonan,' cm*, 6"a For more information, see: • Guard Tour Predefined Log Messages Tab Definitions on Page 68. • Guard Tour Predefined Log Messages Tab Tasks on Page 68. C•CURE 9000 Guard Tours Guide Chapter 3 67 EFTA01225918 Guard Tour Predefined Log Messages Tab Guard Tour Predefined Log Messages Tab Definitions Table 17: Guard Tour Editor - Predefined Log Messages Tab ButtonsTieids Fields/Buttons Description Predefined Log Messages/Message Groups Table Rows Add Click this button to display an Object Selection list box from which you can select either a single Predefined Log Message or a Group of such Messages for a new row in the Predefined Log Messages/Message Groups table. Remove Click this button to remove a selected row from the Predefined Log Messages/Message Groups table. Name This field displays the name of the Predefined Log Message or Predefined Log Message Group selected for this row from the Object Selection box. Group This field displays the word 'Group' if you selected a Predefined Log Message Group from the Object Selection box. Guard Tour Predefined Log Messages Tab Tasks You use the Predefined Log Messages tab to accomplish the tasks listed below, needed to configure a Guard Tour object. To Add a Predefined Log Message 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the C•CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor, click the Predefined Log Messages tab to open. 3. Click Add to create a new row. 4. On the Name Selection dialog box, select one or more Predefined Log Messages or Predefined Log Message groups by clicking the check box next to the desired log message(s) and then clicking OK. The Predefined Log Messages tab displays with the log message(s) you selected added to the table, each on a separate row. To Delete a Predefined Log Message 1. On the Predefined Log Messages tab, click anywhere on a log message row to select it. 2. Click Remove to delete the log message. 68 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225919 Guard Tour Documents Tab Guard Tour Documents Tab The Guard Tour Documents tab, shown in Figure 17 on Page 69, allows you to assign a Document object—whether a URL, a PDF, or a TXT file, for example—to a Guard Tour. The Document must be a Shared' Document that was added to C•CURE 9000 on the Documents Editor. (The size of the Document file must be smaller than 500K.) Figure 17: Guard Tour Editor- Documents Tab SW* I 0.N. I TeWnl Ousdsl Noined Log/4wpm Occaris swan" I DaCulat ONIn Said Occurni Oirmagn For more information, see: • Guard Tour Documents Tab Definitions on Page 69. • Guard Tour Documents Tab Tasks on Page 70. Guard Tour Documents Tab Definitions Table 18: Guard Tour Editor - Documents Tab Buttons Button Description Add Document Click this button to add a new blank row to the Documents table so you can then select a Document to add to this Guard Tour. Remove Document Click this button to remove a selected row from the Documents table. View Document Click this button to display the selected Document in the bottom of the Documents tab. Popup View Click this button to display the selected Document in a new free-floating window. C•CURE 9000 Guard Touts Guide Chapter 3 69 EFTA01225920 Guard Tour Documents Tab Table 19: Guard Tour Editor - Documents Tab Fields Fields/Buttons Description Documents Table Rows Name Displays the name of the selected Document. Document Origin DispLaystle:Ilf followed by the Documents file name, such as Requirements.pdf, Reader.txt. or Door.gif. Select Displays Select Document to click and select a Document. Document Description Displays the description of the Document entered on the Document Editor. Content Area The Document you've selected to view displays in this area if it is anyof the following: • PDF, TXT, or XML. • Image file whose viewer is supported by the browser. • URL. If the Document is another type of file—such as a DOC or XLS file, a File Download dialog box appears asking 'Do you want to open or save this filer When you click Open, the file appears in an external window in its native format. Image files whose viewer is not supported by the browser—TIF files, for example—open in whichever Graphics application format you have on your system—such as Paint Shop Proof Paint. (Depending on how the application settings for opening in a browser are set, the DOC, PPT, or XLS file mayopen in the Content area.) NOTE: Although the external window has buttons that seemingly allow you to edit the file and save changes, these changes are not saved in the C•CURE 9000 database. To change a Document, you have to edit it outside C•CURE 9000 and then re-import it. Guard Tour Documents Tab Tasks You use the Documents tab to accomplish the tasks listed below, needed to configure a Guard Tour object. ■ Adding a Document to a Guard Tour on Page 70 ■ Removing a Document from a Guard Tour on Page 71 ■ Viewing a Document Belonging to a Guard Tour on Page 71 Adding a Document to a Guard Tour To Add a Document to a Guard Tour 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the &CURE 9000 Getting Started Guide. 2. On the Guard Tour Editor, click the Documents tab to open. 3. Click Add. A new row appears in the table with Select Document in the Select field. 4. Click Select Document. A Selection box opens with a list of the Documents that have been added to the system on the Documents Editor. 5. Click a Document in the list to select it. 70 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225921 Guard Tour Documents Tab The Document is added to the row on the Documents tab. Removing a Document from a Guard Tour To Delete a Document from a Guard Tour I . On the Documents tab, click the row of the Document in the list that you with to remove. 2. Click Remove to delete the Document. Viewing a Document Belonging to a Guard Tour To View a Document for a Guard Tour 1. On the Documents tab, click the row of the Document in the list that you with to view. 2. Click View Document • If the selected Document is a URL, or a PDF, TXT, XML, or an Image file whose Viewer is supported by the browser, it opens for viewing in the bottom half of the Documents tab. • If the Document is another type of file—such as a Word DOC file or an Excel XIS file, a File Download dialog box appears asking "Do you want to open or save this file?" Click Open and the file appears in an external window in its native format with buttons that allow you to edit the file. Image files whose viewer is not supported by the browser —TIF files, for example—open in whichever Graphics application format you have on your system—such as Paint Shop Pro or Paint. (Depending on how the application settings for opening in a browser are set, the DOC, PPT, or XIS file may open in the Content area.) 3. When you are finished viewing the Document, you can close the Documents tab. Although you can seemingly edit and save the changes to a Document that opens for viewing in an external application—like Word, Excel, or Paint Shop Pro, such changes are not saved in the C•CURE 9000 system. (To make changes to any Document, you have to make them outside C•CURE 9000 and then re-assign the Document within the system.) NOTE C•CURE 9000 Guard Tours Guide Chapter 3 71 EFTA01225922 Guard Tour State Images Tab Guard Tour State Images Tab The Guard Tour State Images tab, shown in Figure 18 on Page 72, displays the current state images that display in the Monitoring Station to represent activities concerning C•CURE 9000 Guard Tours. You can select other State Images or return to the defaults, as described in Guard Tour State Images Tab Tasks on Page 74. Figure 18: Guard Tour Editor —State Images Tab St= I Oeueed Tiepin' Grill Neils! lieM“.•• I ann.. 14" Sure . ..anderioa•I Calpleal Conoliget.06141 h4 Coaledla ,mrafm ',oafs, Me solli sob, .10•01•41 tiCarildelOmble CinalsIDue foram Li La .0 a Li a Li M See Table 20 on Page 72 for a complete list of the possible states and their definitions. Guard Tour State Images Tab Definitions Table 20: Guard Tour State Images Tab Detain Image Icon Name Description Unknown System just started. Tours set to'Unknown'. Disabled Tour isnot enabled on Guard Tour Editor on Administration Station. Inactive Tour is not active. (When first aeated/enabled or when system is re-started.) 1 72 Chapter 3 CCURE 9000 Guard Tours Guide EFTA01225923 Guard Tour State Images Tab Guard Tour State Images Tab Default Image (continued) Icon Name Description Active Guard assigned to walk Tour and it started. Active with error(s) Guard assigned to walk Tour and it started, but 'error(s)' occurred. Itio Suspended Guard temporarily stopped from walking Tour. Suspended Too Long Tour tem porarity stopped longer than Tour suspend timeout value. Resumed Suspended Tour made active again. Canceled Active Tour requested to stop by Event/Operator Action. Completed Guard finished walking Tour. Completed with error(s) Tour completed, but 'error(s)' occurred while it was being run. - - Completed Earty Tour completed before configured minimum time. Completed Late Tour completed later than configured minimum time. Started on Time Guard checked in at first stop within required minimum/maximum time constraints. Started on Time with error (s) Guard checked in at first stop within required minimum/maximum time constraints, but 'error(s)' occurred. C•CURE 9000 Guard Touts Guide Chapter 3 73 EFTA01225924 Guard Tour State Images Tab Guard Tour State Images Tab Default Image (continued) Icon Name Description 0 --- Started Earty Guard checked in at first stop before configured minimum time. 4 ._ Started Late Guard checked in at first stop later than configured minimum time. Failed to Start Tour did not start during scheduled time. #6. 4 01 Not Completed on Time Tour should have finished since maximum completion time expired, but no Stops checked-in. Duress Duress Situation occurred at last stop where Guard checked in. Canceled Due to Error Active Tour disabled by any type of 'error. A Guard Tour State Images Tab Tasks To Change an Image 1. Double-click the default image in the tab to open a Windows file selection dialog box. 2. If necessary, navigate to find the new image. 3. Select the desired replacement image and click Open. The new image replaces the default image and displays in the State Images tab. To Restore the Default Image • Right-click the replacement image in the Guard Tour State Images tab and select Restore Default. 74 Chapter 3 C•CURE 9000 Guard Tours Guide EFTA01225925 4 Guard Tour Scheduling Editor This chapter provides the information you need to use the Guard Tour Scheduling Editor to create schedules for C•CURE 9000 Guard Tours. In this chapter Guard Tour Scheduling Editor 76 Viewing a List of Guard Tour Schedules 79 C•CURE 9000 Guard Tours Guide Chapter.. 75 EFTA01225926 Guard Tour Scheduling Editor Guard Tour Scheduling Editor The Guard Tour Scheduling Editor, shown in Figure 19 on Page 76, lets you create/modify the Schedules by which Personnel assigned to a Guard Tour as Guards are expected to run their Tours. Accessing the Guard Tour Scheduling Editor You can access the Guard Tour Scheduling Editor from the C•CURE 9000 Personnel pane. To Access the Guard Tour Scheduling Editor 1. In the Navigation pane of the Administration Workstation, click the Personnel pane button. 2. Click the Personnel pane drop-down list and select Guard Tour Scheduling. 3. Click New to create a new Guard Tour Schedule. - or - Click nth to open a Dynamic View showing a list of all existing Guard Tour Schedules, right-click the Guard Tour Schedule you want to change, and click Edit from the context menu that appears. The Guard Tour Scheduling Editor opens, as shown in Figure 19 on Page 76. Figure 19: Guard Tour Scheduling Editor Save aid Close Create Copy join Name awed Name I Schedule Name II Addhonal Notifications 1.79 Notify Guild of Scheduled Tout Ad Ad Ad Ad For more information see: • Guard Tour Scheduling Editor Definitions on Page 77. • Guard Tour Scheduling Editor Task on Page 78. 76 Chapter< C•CURE 9000 Guard Tours Guide EFTA01225927 Guard Tour Scheduling Editor Guard Tour Scheduling Editor Definitions Table 21: Guard Tour Scheduling Editor ButtonsTields Fields/Buttons Description Save and Close Click this button when you have completed any changes to the Guard Tour Schedule and wish to save those changes. The Guard Tour Scheduling Editor closes. Create Copy Click this button to save your changes, close that Guard Tour Schedule, and keep the Guard Tour Scheduling Editor open with a copy of the just-saved Schedule. You can use the copy to name and save a new Schedule with the same settings as the previous one. Click this button when you want to close the Guard Tour Scheduling Editor without saving your changes. A wa rn ing appears asking whether or not you want to save your changes before closing the editor. Click Yes to exit and save and No to exit and cancel your changes. XI Schedule Guards to Run Tours NOTE: If the Actions button al is available, you can click it and then click Edit to modify the Security object you are selecting. For information, see :Using the Actions Button' section in the "User Interfaces' chapter in the C•CURE 9000 Getting Started Guide. Tour Name Enter the Guard Tour for which you want to create this Schedule byclicking Q and then selecting a Tour from the Object Selection list box. Only 'Enabled' Tours that have at least one Guard assigned (see the Guard Tour Guards Tab on Page 64) appear in the list. Guard Name Enter the Guard you expect to run this Tour during this Schedule bydicking El and then selecting a Guard from the Object Selection list box. Only Personnel assigned as Guards to this Tour (see the Guard Tour Guards Tab on Page 64) appear in the list. Schedule Name Enter the Schedule you want to configure for this Tour bydicking Ei and then selecting a Schedule from the Object Selection list box. Additional Notifications The Personnel Group configured to receive email notifications related to this Tour Schedule. • This field defaults to a system-generated entry—if one was configured on the Guard Tour Editor Guards tab. (See Guard Tour Guards Tab on Page 64.) You can, however, override thisdefault selection. • If no entry was configured on the Guard Tour Guards tab, this field is blank. To override the default or to make a new entry, click 0 and select a Personnel Group from the list. Notify Guard of Scheduled Tour Select th is check box to indicate that the Guard picked to run the Tour on this Schedule is notified by email about the Schedule. The email includes the scheduled time frame— the start and end times. as well as any documents attached to the Tour. (Thischeck box is selected bydefault.) C•CURE 9000 Guard Tours Guide Chapter 0 77 EFTA01225928 Guard Tour Scheduling Editor Guard Tour Scheduling Editor Task You use the Guard Tour Scheduling Editor to accomplish the task below, needed to configure a Schedule for a Guard Tour. ■ Configuring Schedules for Guard Tours on Page 78. Configuring Schedules for Guard Tours To Configure a Schedule for a Guard Tour 1. Create or edit a Guard Tour. See the section on Basic Object Tasks in the C• CURE 9000 Getting Started Guide. 2. Open the Guard Tour Scheduling Editor from the Personnel pane, as described in Accessing the Guard Tour Scheduling Editor on Page 76. 3. In the Schedule Guards to Run Tours box: a. Click LE in the Tour Name field to display a selection list of all the 'Enabled' Tours in the C•CURE 9000 system that have at least one assigned Guard, and then click a Tour to select it. b. Click 0 in the Guard Name field to display a selection list of all the Guards who have been assigned on the Guard Tour Guards tab to the Tour selected in the previous field, and then click to select a Guard. c. Click LE in the Schedule Name field to display a selection list of all Schedules in the C•CURE 9000 system, and then click to select a Schedule. d. In the Additional Notifications field, there may be a default entry, the Personnel Group entered on the Guard Tour Guards tab, or the field may be empty. In either case, to override the default or to make a new entry, click 0 and select a Personnel Group to receive Email notification about this Tour Schedule. e. Leave the Notify Guard of Scheduled Tour check box selected (the default) to have the Guard you selected to run this Scheduled Tour receive Email notification when the schedule is about to become active. - or - Clear the check box so no email notification is sent to the scheduled Guard. 78 Chapter 4 C•CURE 9000 Guard Tours Guide EFTA01225929 Viewing a List of Guard Tour Schedules Viewing a List of Guard Tour Schedules You can view a list of all Guard Tour Schedules by opening the default Dynamic View for Guard Tour Scheduling. ■ For the general procedures common to all C•CURE 9000 objects, see "Viewing a List of an Object Type", "Sorting and Filtering the List of Objects", and "Using the Object List Context Menu" in the section on Basic Object Tasks in the C• CURE 9000 Getting Started Guide. C•CURE 9000 Guard Tours Guide Chapter < 79 EFTA01225930 Viewing a List of Guard Tour Schedules 80 Chapter < C•CURE 9000 Guard Tours Guide EFTA01225931
