Technical requirements

The time zone is important for calculating routine times. By default, Routine Management already has the Brasília time zone (-03:00) registered. If you need to add a new spindle, follow these steps:

1. In the senior X Platform main menu, access Access and Security Management | Round X > General Records > Time Zones;
2. Click on the buttonTo add;
3. On the registration screen, fill in the fieldName;
4. Select theTime zone adequate;
5. If the zone has daylight saving time, select the offset in hours in the fieldTime adjustment.

Routine plans used in Routine Management are associated with a physical location. Follow the steps to register a new location:

1. Access senior X Platform > Access and Security Management | Round X > General Records > Physical locations;
2. Register a new location by clicking the buttonAdd Root (Physical Location);
3. On the registration screen, fill in the fieldDescription;
4. Select theTime zone suitable for the system;
5. Complete registration by clickingTo save.

Roles in Ronda senior X are used to control module screen permissionsOccurrence Management, allowing users to access specific screens.

Routine Management requires at least two roles: one for the operator and one for the manager. If necessary, more operation and management roles can be created to divide responsibilities by locations, areas, departments, etc.

1. Access senior X Platform > Access and Security Management | Round X > General Records > Papers;
2. Click on the buttonTo add;
3. On the registration screen, fill in the fieldName. It is suggested to use the name "Routine Management Operator" for this first role;
4. click inTo save;
5. On the next screen, in the Screen Permissions section, click theManage permissions;
6. In the Occurrences permission, select the optionsTo view It isInclude;
7. Repeat the steps above to create another role, this time for the manager. In the fieldName, we recommend "Routine Manager" for this role;
8. After clicking the buttonTo save, click the button againManage permissions;
9. Select the optionsTo view It isInclude for the following permissions: Roles, People, Places, Occurrences, Occurrence Handling, Occurrence Query and Occurrence Indicators.

The roles registered on the senior X Platform are used to control the permissions used by the screens in the system and by the mobile application. As in Senior Round X, here it will also be necessary to register at least two roles.

1. Follow the path on senior X Platform > Technology > Administration > Role Management to register;
2. Click on the buttonNew role;
3. On the registration screen, fill in the fieldsPaper name It isRole Description. We suggest using the name "Routine Management Operator" for this role;
4. In the Settings/Permissions section, select the "Activity" option;
5. In the search field, use the term "Operator" to find the activity "Routine Management - Operator";
6. Expand the activity and check the optionsInclude,To viewIt isTo edit for all presented resources;
7. Complete this registration by clickingTo save;
8. Repeat the previous steps to create another role for the manager. For thePaper name, we recommend "Routine Manager";
9. This time, use the term "Manager" in the search field to find the activity "Routine Management Round - Manager";
10. Expand the activity and check the optionsInclude,To viewIt isTo edit for all presented resources;
11. click inTo save to finalize the registration of this paper.

1. On the senior X Platform, access Technology > Administration > User Management;
2. Click on the buttonTo add;
3. On the registration screen, fill in the fieldsFull name,Login,Domain ,Email,Password It isconfirm password;
4. Uncheck the optionChange password after authenticating;
5. In the Roles section, select the desired role for the user, among those previously registered: "Routine Management - Operator" or "Routine Management Round - Manager", depending on the responsibilities that this user will have.

1. On the senior X Platform, access Access and Security Management | Round X > General registrations > People;
2. Click on the buttonTo add;
3. Fill in the fields on the registration screenName,Document Type It isDocument;
4. click inTo save;
5. Under Person Data, in the Roles section, clickTo add;
6. Select the desired role for this person, previously registered. It is not necessary to fill in the fieldFinal date;
7. Return to the Person Data screen and, in the User section, clickTo add and then inRegistered users;
8. Select the user previously registered for this person;
9. click inTo save.

Types of occurrence must be registered to manage the various occurrences in your environment, such as accidents, panic alarms, fire alarms, open windows, among others.

1. Access the senior X Platform and follow the Access and Security Management menu | Round X > Occurrence Management > Types of occurrence;
2. Click on the buttonTo add;
3. On the registration screen, fill in the fieldName with the information you want to display on the panel;
4. In this case, select theDefault priority as "Criticism". For an occurrence to appear in the list of a routine plan, its type must have the default priority as Critical. Events with other priorities are not shown there;
5. Finish by clickingTo save.

The routine plan lists the set of operations performed by an area or workstation. It lists the routines that will be performed, their schedules and checklists.

1. To register theroutine plans, access the senior X Platform > Access and Security Management | Round X > Routine Management > Routine Plan;
2. In routine plans, click the buttonTo add;
3. Fill in the fieldName;
4. Select a routine plan type that represents the desired action:
   1. For
   2. routines with daily recurrence type, fill in the pattern in days;
   3. For we
   ekly recurrence routines, select the days of the week on which the routines should be executed; Routines with recurrence type "Do not repeat" will only be executed once.
5. Select a physical location to represent the location of the responsible area or operator's workstation;
6. click inTo save;
7. If you wish to enable the panic button on your mobile device, select the type of incident previously registered and clickTo save.

Now the checklists displayed in the application during the execution of a routine will be added to the system. Here questions must be registered that the operator will check, for example: "Are the lights off?" and "Are all the doors locked?"

Carry out the following procedures for each checklist required in your routines:

1. To register acheck list, go to senior X Platform > Access and Security Management | Round X > Routine Management > Checklists;
2. Click on the buttonTo add;
3. On this registration screen, fill in the fieldChecklist name and select the routine plan to which this registration will be linked;
4. To add verification items to the checklist, fill in the fieldItem and clickAdd Item;
5. After adding all items, click the buttonTo save;
6. In the fieldEmail, fill in which email contacts will be contacted when an item on the checklist is not in compliance;
7. For each checklist item, you can click the buttonActions and link an occurrence type to the item. Therefore, in addition to sending an email, an incident will be generated on the Panel for each non-conformity of this item.

Control points are used to ensure that the checklist is executed in the correct location.

1. Youcontrol points can be registered on the senior X Platform > Access and Security Management | Round X > Routine Management > Control Point;
2. Click on the buttonTo add;
3. Fill out the registration form on the registration screenControl Point Name and select theRoutine Plan of which he is a part;
4. Choose theControl Point Type between Basic, QR Code or Geolocation;
5. Fill in the geographic coordinates of the location of this control point, or search for the location on the map using the magnifying glass search button. This will allow you to check whether the checklist was executed within the perimeter configured for the control point;
6. Set thePhysical location where this control point will be made available, so that non-conformities related to it are appropriately generated in the Occurrence Panel.

With the registration of control points and checklists completed, we must return to the Routine Plan to finalize the assembly of each plan. This is done by creating agendas and linking control points to their checklists.

1. Open the senior menu X Platform > Access and Security Management | Round X > Routine Management > Routine Plan;
2. Locate the plan you want to configure, click on the buttonActions and then inTo edit;
3. Locate the routines section at the bottom of the screen and clickTo add;
4. When registering an appointment, enter aName for the routine and yourStart date, Start time It isEnd time;
5. Select the schedule recurrence:
   1. For sch
   2. edules with the daily recurrence type, fill in the pattern in days;
   3. For weekl
   y recurrence schedules, select the days of the week on which the schedules should be executed; Schedules with recurrence type "Do not repeat" will only be executed once.
6. In the route section, select one or more control points;
7. For each control point included, a checklist can be associated. To do this, click the buttonActions from the control point and then Associate checklist;
8. Select the desired checklist and click the buttonTo save.

If you want to repeat the same script several times a day, for example, you can use the action buttonDuplicate.

Youcontacts registered are associated with the routine plan and appear in the operator's application, where they can be activated in case of any situation where this is necessary. To register, follow the steps:

1. Access senior X Platform > Access and Security Management | Round X > Routine Management > Contacts;
2. Click on the buttonTo add;
3. Fill in the fieldsContact name,Telephone and select oneRoutine Plan to associate with the contact;
4. Finally, click on the buttonTo save.

To use the Ronda Gestão de Routinas mobile application withmobile devices, the following registration and code activation is required:

1. Access senior X Platform > Access and Security Management | Round X > Routine Management > Mobile Devices > Registration;
2. Click on the buttonTo add;
3. Fill out the registration form on the registration screenMobile Device Name and select thePlatform the operating system;
4. Optionally, you can enter the number ofTelephone isObservation registration;
5. Click on the buttonTo save;
6. After saving the information, the screen will display an activation code. This code must be entered when the device is first accessed.

After carrying out the previous processes, you need to prepare your physical environment.

1. IfControl point type defined for this routine is QR Codes, the codes that will be used must be printed. Access the routine plans screen in senior X Platform > Access and Security Management | Round X > Routine Management > Routine Plan;
2. Locate the desired plan, click the buttonActions is atView QR Code. Click on the buttonTo go down to download this image and then print it. This is the plan's QR Code, used by the operator to inform which Routine Plan will be executed at that moment. This allows the same operator to execute several different plans during the day, for example;
3. In the routine plan itself, the control points are listed. To print your QR Codes, click on the desired control point and clickView QR Code. Just like in step 2, click the buttonTo go down to download this image and print it;
4. Print all the QR Codes of the control points that must be visited and place them in these locations, so that they can be read when the operator passes them. For outdoor environments, we recommend printing on acrylic, PVC-type media or even laminating the printed paper, to avoid wear due to the weather;
5. Install the application on the mobile devices of the people who will perform the routines. To do this, access your operating system's store (Play Store for Android or Apple Store for iOS). Search for the Routine Management application and install it;
6. Open the app. The first time this is done, grant the necessary permissions to use the device's resources;
7. Log in using the record added in the "User Registration" process. The user is composed of "login@domain". This information is available on the Technology > Administration > User Management screen;
8. Enter the activation code requested by the application. This code was previously obtained in the "Mobile device registration" process, on the Access and Security Management | Ronda X > Security Hub > Routine Management > Mobile devices > Registration;
9. Grant mobile device location, so the app gets the exact location of the device even when the app is in the background.

Now the system and application are configured and its physical environment is ready for the routines to be executed.