Profiles Register and Functionality - Vault Solo Live

Overview

A Profile is an activity or session that is used within the Vault Solo app. Users of the app will select a profile prior to commencing an activity or session. Each of these Profiles have specific editable parameters around Check-in timings, user availability, session information requirements and Escalations / Notifications. All fully editable by Vault Solo Live administrators. The register lists all available

The following procedures relate to the functionalities available within the Profiles. 

Prior to actioning this process you will:

• Have logged into Vault Solo Live. 

In this article you will learn about:

• Accessing the Profiles register.
• Adding a New Profile.
  • New Profile Details.
  • New Profile Timings.
  • New Profile Assignments.
  • New Profile Information Options.
  • New Profile Escalations / Notifications.
  • New Profile Finish.
• View / Edit / Delete an Existing Profile.
  • View Profile.
  • Edit Profile.
  • Delete Profile.

 

 

Access the register

• To access the Profiles register, from the menu.
• Click Profiles.

•  

  Result: The Profiles register will display.

 

 

 

Add a New Profile

 From the Profiles register.

• Click Add New Profile.

Result: The Create Profiles function will display in the Details section.

 

 

Details

Create a title and description for your new profile. 

• In the resulting Details section:

• Click In the Name field.
• Enter a New Profile name.

• Click In the Description field.
• Enter a description of the new profile (if req’d).

• Click In the Emergency Contact Number - Country Code field.
• Enter the country code of the emergency contact number to be used for this new profile (if req’d).

• Click In the Emergency Contact Number - Emergency Contact Number field.
• Enter the emergency contact number to be used for this new profile (if req’d).

Note: The emergency contact number will default into the users call screen - if an alert is raised and the Call option is selected.

• Click Next.

 

 

Timings

Setup your check-in schedule and GPS metrics 

• In the resulting Timings section:

• Click In the Time between check-ins (minutes) field.
• Enter the time period required before user of this new profile MUST check-in as safe.

Note: A user can elect to Check-in early at any point during this period - Unless an Early Check-in Time restriction is set.

 

• Click in the Grace Period (minutes) field.
• Enter the Grace period required before a missed check-in will result in an Alert being triggered.

I.e. If a user misses a required check-in - there will be a grace period of time allowing the user to check-in before an alert is triggered thus preventing unnecessary Alerts being triggered in error.

 

• If you wish GPS tracking to be a part of the new profile - Leave the Track GPS check-box checked.

I.e. If this check-box is unchecked the user will not be tracked via GPS during any activity / session using this profile.

Click in the GPS Collection Frequency (Minutes) field.
Enter the required frequency that the user's device will collect their GPS positional data.

 

Click in the GPS Details Transmit Frequency (Minutes) field.
Enter the required frequency that the user's device will transmit their GPS positional data to the server. 

Click Next.

 

 

Assignments

Here you assign your Business Rule to your Team(s) and / or Region(s). 

• In the resulting Assignments section:

• IF you wish for this new profile to be available to ALL your Vault Solo app users.
  Check the Available to all check-box 

Click Next.

OR

• IF you wish for to specify who has access to this new profile in the Vault Solo app. 
  Leave the check-box unchecked.

Click in the Teams field. 
Click / Select the team or teams you wish to have access to this profile.

 

Click Next.

 

 

Information Options

These are the options (fields) that a user will be presented with to complete when they start a session, these options will be logged against the session / activity. 

• In the resulting Information Options section:

Default Options:

When you first access the information options there will be four default options titled "Task", "Client", “Vehicle Registration” and “Job Number”.

Task = The activity being undertaken e.g. Water mains maintenance.
Client = Client name.
Vehicle Registration = Registration number of the vehicle being used.
Job Number = Job number e.g. a job i.d. or ticket number.

These options can be used “as is”, edited or removed if not required.

• IF you wish to use a default option (field):
  Click / Check the check-box against the option you wish to use.

 

• IF you wish to make this a mandatory option (field) i.e. it MUST be completed prior to starting a session / activity:
  Click / Check the check-box against mandatory.

 

• IF you wish to update the name of a default option (field name):
  Click the Edit button on the required option

 

Update the field name and Click Save.

 

• IF you DO NOT wish to use a default option (field name):
  Click the Remove button and the required option will be deleted.

 

Add Options:

To be used if the new profile requires additional information fields to filled out by the Solo app user prior to starting a new session / activity. 

• IF you wish to add more options:
  Click the Add button.

       

Click in the Name Field.

Enter the required field name.
Click Save.

Result: The new information field will display.

 

 

Click / check the check-box against the new option.

 

• IF you wish to make this a mandatory option (field) i.e. it MUST be completed prior to starting a session / activity:
  Click / check the check-box against mandatory.

 

Click Next. 

 

 

 

Escalations / Notifications

Here you will set up the email and / or SMS alerts to be sent to the appropriate contacts within your business for key events e.g. duress, or user missed check in. This section allows you to set up a simple notification or build more complex tiered Escalation scenarios for any given event. 

• In the resulting Escalations/Notifications section:

Escalations / Notifications register:

When you first access the Escalations/Notifications section the register will be empty ready for the addition of new parameters:

 

• IF you DO NOT wish to set up any email and / or SMS alerts for this New profile:
  Click the Finish button.

Result: The profiles register will display with the new business rule added. 

 

• IF you DO wish to set up any email and / or SMS alerts for this New profile:
  Click the Add button.

Result: The add notification screen will display.

Notification Type:

The notification type field allows you to stipulate the type of “in session” event that will trigger an Escalation / Notification to a particular contact or contacts. E.g. send a notification when a Solo app user has a ‘Check-in Failed’. 

• Click in the Notification Type field.
• From the dropdown select the “in session” event you wish to create an escalation / notification for.

Note: Selecting a notification type from the following:

• Enter Zones
• Exit Zones
• Duress
• Check-in failed 

Will add extra fields / steps to the process.

 

IF: Duress or Check-in Failed selected.

First Escalation Delay (in Seconds):

The First Escalation Delay (in Seconds) field allows you to stipulate the period of time that will pass before the event type will trigger an escalation.

This option is designed to give the Solo app user and / or the Solo Live operator time to manage and clear the alert prior to an escalation being triggered.

Note: The following fields will not display if an event type other than Duress or Check-in failed is selected from the notification type field.

 

• Click in the First Escalation Delay (in Seconds) field.
• Enter the required Delay period.

 

Repeats:

Allows you to set up an interval at which the escalation will repeat until it is cleared. 

• Click / check the check-box to set up a repeat interval.

 

Repeat Intervals (in Seconds):

The Repeat Intervals (in Seconds) field allows you to stipulate the period of time that will pass before the escalation is triggered to repeat. 

• Click in the Repeat Intervals (in Seconds) field.
• Enter the required Interval period.

 

IF: Enter or Exit Zone selected.

Select Zones

Select the required Zoned areas that will trigger the notification.

Note: The following fields will not display if an event type other than Enter or Exit Zone is selected from the notification type field. 

• Click in the Select Zones field.
• Either scroll and select the required Zones.
  OR
• Search (via search field) and select the required Zones.

• Repeat for as many Zones as necessary.

 

 

Select People / Team:

The Select People/Team field allows you to stipulate who will receive the notification or escalation. 

• Click in the Select People / Team field.
• Either scroll and select the required people / team to receive the notification.
  OR
• Search (via search field) and select the required people / team to receive the notification.

• Repeat for as many People / Team(s) are necessary. 

 

Days in a week:

The Days in a week checkboxes allow you to stipulate which days the stipulated people/team(s) will receive the notification or escalation. 

• Click / Check only the required check-box(s).

 

Email and/or SMS:

The Email and SMS checkboxes allow you to stipulate what types of  communication will be used for the notification or escalation. 

Note: These notifications will be sent to the listed email/cell numbers loaded against the contacts in Vault Enterprises Worker Register or Vault Business People Register. 

• Click / Check only the required check-box(s).

Set Monitoring Hours:

The Set Monitoring Hours checkbox exposes additional Start Time and End Time fields.

These fields allow you to stipulate the window of time in which the selected people/team(s) will receive the notification or escalation (on the required days). 

• Click / Check the check-box to select Start and End Times

 

• Click in the Start time field.
• Select the required time.

 

• Click in the Finish time field.
• Select the required time.

 

Save Notification/Escalation:

Once the above steps have been completed the Notification/Escalation can be saved. Then the process can be repeated as many time as is required to set up all notifications or build a tiered Escalation template. 

• Click Save.

Result: The Escalations/Notifications register will display including the new notification or escalation. 

 

 

• IF an additional notification/escalation is required.
• Repeat all steps from Escalations/Notifications register.

 

 

Finish Add New Profile

Once ALL the required information has been entered for all sections of the profile, it is ready to be Finished. 

• Click Finish.

Result: The Profiles register will display including the new profile ready to be used by all those Vault Solo app users stipulated in Assignments section.

  

 

View / Edit / Delete a Profile

 

 

From the Profiles register.

• Identify the Profile you wish to View, Edit or Delete.
• Click on the Actions dropdown.

 

 

View

IF you wish to View the Profile:

• Click View from the Actions dropdown.

 

Result: The Profile Details will display.

Note: IF you wished to edit the Profile you can do so from this point, click Edit in the top right hand corner.

 

 

Edit

IF you wish to Edit the Profile:

• Click Edit from the Actions dropdown.

 

Result: The Edit Profiles function will display in the Details section. 

• From this point you can proceed through each of the sections (Details / Timings / Assignments / Information Options / Escalations/Notifications) and modify any details that are required.
• If clarification of the section and its function is required please refer (click the above links) to the information in each section of this article.

 

 

 

Delete

IF you wish to delete the Profile:

• Click Delete from the Actions dropdown.

Result: The Delete confirmation will display.

 

• Click Delete to confirm. 

Result: The Profiles register will display minus the deleted Profile.