In this guide you will learn how to:
With Automation Alerts, you are able to customize the alert message that will be sent. For more information on Automation Alerts, check out this article! |
Log Presence of Staff or Residents
Step 1
Upon logging into the Admin Portal, select Advanced from the side menu and select Automation Groups.
Step 2
Select Add Automation Group from the upper right-hand corner.
Step 3
Create Automation Group.
- Title: Name of the Automation Group.
- Beacon: Select the relevant beacon(s) you would like to begin logging presence.
- Resident Type: The resident type(s) you would like to track and log presence when in the radius of the selected beacon.
- Staff Role: The staff role(s) you would like to track and log presence when in the radius of the selected beacon.
- Select Log Presence.
Step 4
Select Submit to save and complete the Automation Group setup.
Establish Push Notifications to Users
Step 1
Select Advanced from the side menu and select Automation Groups.
Step 2
Select Add Automation Group from the upper corner.
Step 3
At the bottom of the screen select Send Alerts to Selected Users.
Step 4
Assign alert notification to a beacon.
- Select Advanced from the left-hand menu of the Admin Portal and select Automation Alerts.
- Select the Automation Group you would like to assign the alert notification to.
Step 5
Select Submit to save and enable the beacon push notification setting.
Generate Presence Reports
Step 1
In the Admin Portal, select Advanced from the side menu and select User Presence Entries.
Step 2
Create your report.
- Select filters you would like enabled for your report: Duration, Beacon, Resident Types, and Staff Roles.
Step 3
Select Submit to run the report.
Note: the default view of the report generates as a list. You can choose to view the report as a Trend Chart or Heat Map by selecting the desired view from the upper right-hand corner. |
Step 4
Select Download as CSV. The report will begin downloading to your computer.
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