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Assignment Template Setup

Assignment templates allow administrators to set up tasks. Each template includes the name, description, duration, tracking interval, and safety features. This can be useful for auto-populating an assignment type.

To configure an assignment template, select ‘Assignment Templates’ from the Main Configuration page. If assignment templates are not listed, please ensure you have the correct permissions.

The Assignment Templates page will be displayed, showing any existing templates. Click ‘New’ to create a new assignment template.

The assignment template configuration page will be displayed. Enter the required details to set up the assignment.

  • Name – Enter a name for the assignment.
  • Description – Provide a description of the assignment.
  • Allow Changing this Assignment on the Device – Enables app users to modify any of these settings on the assignment from within the app.
  • Duration – Specify how long the assignment should last in days, hours, and minutes.
  • Tracking – Set to On or Off to enable or disable location tracking.
  • Tracking Interval – Determine how often a location fix is sent to the portal, in days, hours, and minutes.
  • Man Down – Raises an alert in the event of a fall or sudden impact. Turn this On or Off.
  • Check-in Schedule Interval – Sets how frequently a user must check in while on the assignment before an alarm is triggered. Set in days, hours, and minutes. Turn On or Off as required.
  • Notes – Add any additional notes about the assignment.

Once the assignment template has been configured, make sure to click ‘Save’ at the top.

Your assignment template will then be displayed alongside any other existing templates.

The Assignment Templates page shows all configured assignment templates, including the following information:

  • Assignment Name
  • Created On
  • Created By
  • Modified On
  • Modified By

Update an Assignment Template

To edit an assignment template, select the template you wish to modify and click ‘Edit’ at the top. The editor page will be displayed, allowing you to make changes to the template. Remember to click ‘Save’ to confirm your changes.

Remove an Assignment Template

To delete an assignment template, select the relevant template until it is highlighted in blue and click ‘Delete’. A pop-up will appear; type ‘Yes’ to confirm the deletion, then click ‘Delete’ again.