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1. How to use the TEKControl Web Portal for a Commercial site.
The URL to log in if your site does not have a branded URL is:webapp.tekcontrol- site.com.
Enter your Username and Password and select "Sign In".
The first module is the dashboard. The dashboard panels will provide a variety of information.
2. You can change the default date range of "Last 30 Days" by clicking on the dropdown arrow.
3. Click on the "--Select Category--" to narrow down the panel view.
For example, to display only the "Visitors" dashboard panels.
4. Next is the Gear icon.
5. The Gear icon lets you choose which dashboard panels you want to see. You can select them all, or you can select just a few. The choices will persist with your user account login.
6. Next is the Refresh icon. This will update your screen after making a change.
7. The Bell icon is for any notifications you may have.
8. Click the "?" mark, then "Support". This will take you to our Knowledge Base website, where we have over 250 published "How-To" articles.
9. Or use this URL: https://support.tekwavesolutions.com/
You can search any of our training guides, knowledge base articles, or open a support ticket.
10. The final icon shows the account information for your site.
11. Your account information.
12. Please note that with the dashboard, if you have more than four panels selected, you have the scroll bar on the right side to scroll through all of the panels.
13. Any of the dashboard panels can be printed by clicking on the three lines.
14. Go to full screen by clicking the double arrow.
15. The next module is Field Operations if this is enabled for your Commercial site. This is where you will find Incident Management, Passdown Logs, and Daily Activity Reports.
16. First is the Incident Management module.
17. Existing reports will be listed. Or you can create a new Incident Management report by clicking on the red square with the plus sign.
18. Add as much information as you can under the Information tab. Be sure to scroll to the bottom and click save.
19. The Parties/People Involved is your next tab. Enter your information and click save.
20. Next is Emergency services. If there's anything here you need to fill in, be sure to click save.
21. Lost/Stolen/Damaged Property is next. Fill out as much information as you have. Don't forget to scroll to the bottom and save.
22. Fill in Notifications and Save.
23. Add Images and Save. Add Videos and Save.
24. Add Documents and Save.
25. Passdown Logs is the next module under Field Operations. Existing logs will show here if you have any. Just remember, your date range is just for a couple of days. You may need to extend that out. You can also click on the drop- down to change the posts, or you can select all posts. You can click the plus sign to create a new one.
26. The Daily Activity Report module is next. Existing entries will show here within the default time range. To create a new one, click the red square with the plus sign.
27. Select your site and your post. Your start time and your end time, when applicable. Answer the additional questions. Scroll to the bottom and hit Save.
28. Actions let you go back in and edit.
29. Click "+ Activity"
30. Select your Site and Post.
31. Add "Time of Activity" and "Activity Type".
32. Add images and comments.
33. In both cases, be sure to hit save.
34. Click "Cancel" to leave the Daily Activity Report module.
35. Access Control is the next available module. Click on Visitor Management.
This is where you will be able to see the visitors being processed. This is a live view. It defaults to just a couple of your most recent days. You can change the default Schedule Date to Arrival Date also.
Across the top, you can view Host Look Up, Visitor Passes, toggle to a larger screen view, add a visitor, refresh the page, view notifications, go to support, & see your site info.
When you click on the red square with the + sign to add a visitor, you will see the screen slide out.
36. This is the Information tab. Scan ID if you have a scanner, and it will fill in the Information screen for you. You can manually type in the information as well. Fill out all the applicable information.
37. If utilized at your site, the Visitor Signature and Host Signature tabs are next.
38. Add any images.
Then you have these options at the bottom:
Save and Print,
Admit and Print,
Save,
Admit,
Depart,
Deny,
Cancel.
39. You can search your existing records. If you need to make any changes, click on the three dots.
40. You can:
Edit,
Admit,
Admit and Print,
Depart,
Host Information,
Create Visitor For Host,
Deny Visitor,
Visitor Passes,
Delete Visitor,
History,
Detail.
41. The next module is "Host Search". This allows you to search for any hosts that you may have in the system.
42. The drop down lets you filter by different information.
43. You can view the details of the host.
44. This is where you can view profile information, active visitors, listed vehicles, or any out-of-town details.
45. Click on the three lines at the far right.
46. This lets you decide which columns you want to see per signed-in user. So if you don't need to see Type or ID Number, you can uncheck those to give you more Real Estate on your screen.
47. The next module is "Vehicle Search". Host Vehicles, Visitor Vehicles, and Vendor Vehicles, depending on your site configuration. If you capture license plates, this module will populate with the information.
48. If you are capturing license plates, you will be able to look them up here.
49. The "Reports" module is very robust. You can print a 1-off, or you can schedule any report. You can also process any report in any of the 3 formats: PDF, CSV, XLS.
50. When scheduling a report, please follow these instructions:
Description = Site Name & Name of Report.
Schedule Specification: Select Schedule.
Choose the correct Time Zone.
Add email addresses, separated only by commas.
Select the desired format: PDF, CSV, XLS.
Check the 'Active?' box.
Complete the additional report parameters.
Scroll to the bottom and click Save Report Schedule.
51. To run a 1-off report, select the report.
52. Fill in the date range or Hours Back. Select your Site and Format. Check run in background if a larger report. Click on Generate.
53. The next module is the "Watchlist (BOLO)". This is a viewable area of any existing BOLO's for your site.
54. The "Administration" module is next.
Click "Administration" - "General Administration".
Then go to "General Site Settings" - "Add / Edit Site Settings".
This allows you to see the site configuration for your site.
55. Under "Host Settings" you can add/edit/delete accounts for employees if needed. For example, if your site needs to pre-authorize visitors.
56. Click on "Visitor Management Settings" to view your site configurations.
57. On the General tab you will see your post settings.
58. Then you have the Visitor Types.
59. Visitor Status
60. Visitor Destination
61. Pass Type if your site is issuing passes.
62. To create a Watchlist or BOLO, click "Manage Watchlist"
63. Select --Add New Item--
64. Select the type, Person or Vehicle.
65. Complete all of the information, including selecting a photo, then click on Save at the bottom.
66. The final module is "User Administration"
67. Click the red square with the + sign to create a new user.
68. Fill in the information in the "General" tab and then move to the "Roles" tab.
69. Click "Site Administrator" or the applicable user role.
70. Click "Sites/Posts" and move the site and posts applicable to the right side.
71. The "Modules" section is configured in your site configuration so does not need to be filled out here unless you want to limit a user to one specific function. When all modules are filled out completely, click the Save tab at the bottom.
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