Tour with checkpoints

COREDINATE is set up in such a way that, in principle, you can loose and scan control points immediately after logging in, as soon as they are learned in the system (you will learn how to do this here).

This makes it possible for employees with little experience in using smartphones to at least document their presence.

Checkpoints can always be scanned with COREDINATE as soon as your employees have logged in to the app.

If you want more advanced functions, a tour must be set up. This enables helpful functions like the.

• Monitoring of completeness: Are all checkpoints approached?

• Monitoring the sequence: Are my employees keeping to the correct sequence?

Create a new tour

Think of a tour as a jar in which you can place the individual checkpoints to be visited on that tour.

Only when COREDINATE knows which checkpoints make up the tour can it monitor the completeness and, if desired, the order of the checkpoint scans.

 

To create a new tour, proceed as follows:

In the portal, open the entry Master data in the main menu on the left and then Tours.

 

A list will appear with the tours already created (which can of course still be empty) – please click on the icon on the right, above the list with the plus, to create a new tour.

Another window will open in which you can enter the name of the new tour and assign it to the area in which it is to be executed. To do this, either use the search field, in which you enter the name of the area or the tree structure below.

As soon as we have defined a name and an assignment and clicked on Create, the new tour is opened in the detail view. The red framed areas show us where we can set what:

 

List of route points in the tour.

 

Add checkpoints to the tour

As you can see in the picture above, the list of route points on this tour is not empty. In order for COREDINATE to know which control points should be on the tour at all, they have to be entered in a few steps:

If you are not already in the detailed view of the tour, first click on Master data in the main menu on the left and then on Tours.

 

 

 

A list with all tours created so far opens.

 

 

 

 

Open the desired tour by clicking on the corresponding entry and the detailed view of the tour will open.

 

 

Now click to the right of General on Route points and in the window that opens on  , a selection window with a tree structure opens, in which you can insert individual control points (but also all of an area at once).

Here you will also see your taught-in beacons with Bluetooth icon or GPS points with pin, which you can add to a tour.

 

 

Select the desired control points to be included in the tour and click Apply.

Now you will see a list with the control points you just added:

NFC control points, GPS points and beacons can be created completely mixed in a tour.

 

In the following table we would like to explain each column of this view:

 

Column	Meaning
	First click on With these symbols you can move individual control points in the direction of the respective arrow within the tour. You thereby change the order in which the control points are to be run. However, the order is only relevant if you have selected the entry Swinging in the Order column.
	Enter here a name for this station that the employee will see on the mobile device - normally the same name is chosen that was used for the checkpoint, but a different name (e.g. start or end) is always possible.
	In this field, select which checkpoint to address at this point. This is the name that will appear later in the report.
	COREDINATE can also monitor compliance with the correct sequence. Select Overwhelming so that your employee receives a hint if he does not approach the checkpoints in the correct order and select Flexible if you want to leave the order of the scans up to your employees themselves. In practice, Flexible is usually preferred, as employees then implement their own sequence, making them less predictable for uninvited guests.
	Enter any information about this route point here. (e.g. From here smoking ban, From here helmet obligation)
	Especially in objects that are rarely entered or for new employees, small hints on how to reach the next checkpoint are very helpful. Enter under To the next point in text form, how the employee finds the next checkpoint on this tour (e.g. On the 1st floor along the corridor then right) and enter under To the previous point, how to find the way back to the last one.
	With the pen and the trash    you can edit individual control points on the tour or delete them completely from the tour. If you delete individual control points from the tour, the control point itself remains in the system – it is only removed from the tour.

 

Set the sequence of control points to be scanned

You have the option to define whether the control points you have created must always be scanned in the defined order in the tour, or whether the control points can be scanned in random order.

For this there is the Advanced sequence behavior.
Simply select the desired tour from the list of tours by clicking on it and click on the small pencil (Edit) on the right.

Activate the strict adherence to the checkpoint order by clicking on the gray No field in the following image.

 

 

By deactivating Advanced sequence behavior (see previous image), the control points can be scanned in any order again.

 

When the extended sequence behavior is activated, the control points must be run during scanning as follows:

 

 

If you can't read the writing in the images, just right-click on the image and select Open image in new tab or Save image as and it will be displayed in its original size.