1. How to use the TEKControl Web Portal for a Logistics 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".

Your 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 "Logistics" 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 select "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 Logistics 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. Add Images and Save.

21. Add Videos and Save.

22. Add Documents and Save.

23. 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.

24. 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.

25. 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.

26. Actions let you go back in and edit.

27. Click "+ Activity"

28. Select your Site and Post.

29. Add "Time of Activity" and "Activity Type".

30. Add images and comments.

31. In both cases, be sure to hit save.

32. Click "Cancel" to leave the Daily Activity Report module.

33. Access Control is the next available module. The Visitor Management module will be used if you will be processing visitors to your site.

34. 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.

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 information.

When you click on the red square with the + sign to add a visitor, you will see the screen slide out to enter the information.

35. This is the Information tab. Scan ID if you have a scanner, and it will fill in the information for you. You can manually type in the information as well. Fill out all the applicable information.

36. If utilized at your site, the Visitor Signature and Host Signature tabs are next.

37. Add any images.

Then you have these options at the bottom:

Save and Print,

Admit and Print,

Save,

Admit,

Depart,

Deny,

Cancel.

38. You can search your existing records. If you need to make any changes, click on the three dots.

39. You can:

Edit,

Admit,

Admit and Print,

Depart,

Host Information,

Create Visitor For Host,

Deny Visitor,

Visitor Passes,

Delete Visitor,

History,

Detail.

40. Next is the "Logistics Inspection" module.

41. Select your working post via the dropdown.

42. Select post.

43. Click "Continue"

44. Click the red square with the + sign to add a new Logistics entry.

45. Your first tab is "Information". You can "Scan ID" or fill out the information manually. Click "Save" at the bottom and move on to the next tab.

46. The second tab is "Arrival Truck Information". Fill in all applicable information and click Save at the bottom.

47. The next tab is "Arrival Images". You can select a file or take a snapshot. Be sure to "Save Image(s)".

Then you can scroll to the bottom to make your selection:

Save and Print

Admit and Print

Save

Admit

or Cancel

48. Next is the Driver Signature tab.

49. Next is "Departure Truck Information". You can "Copy Arrival Information". Complete the fields and scroll to the bottom to make your selection:

Save and Print

Admit and Print

Save

Admit

Depart

Cancel

Save Images/View Images.

Then make your selection:

Save and Print

Admit and Print

Save

Admit

Depart

Cancel

51. "Advanced Logistics" is the next module. Click on the Red square with the + sign to begin an entry.

52. "Information" is the first tab. Scan ID or enter all applicable data manually.

Scroll to the bottom to make your selection:

Save and Print

Admit and Print

Save

Admit

Depart

Cancel

53. "Arrival Truck Information" is the next tab. Fill in all applicable information and scroll to the bottom to make a selection.

Save and Print

Admit and Print

Save

Admit

Depart

Cancel

54. "Materials" is the 3rd tab. Complete the necessary information and scroll to the bottom to make your selection.

55. "Arrival Images". Drag and Drop or select files. View Images. Scroll to the bottom to make your selection.

56. "Departure Truck Information". Here you can "Copy Arrival Information" and then fill in anything that has changed. Scroll to the bottom to make your selection.

Save and Print

Admit and Print

Save

Admit

Depart

Cancel

57. "Departure Images". Drag and Drop or Select Files. View Images. Then select:

Save and Print

Save

Admit

Depart

Cancel

58. The next module is "Host Search". This allows you to search for any hosts that you may have in the system.

59. The drop down lets you filter by different information.

60. You can view the details of the host.

61. This is where you can view profile information, active visitors, listed vehicles, or any out-of-town details.

62. Click on the three lines or bars at the far right.

63. 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.

64. The next module is "Vehicle Search". You can have Host Vehicles, Visitor Vehicles, and Vendor Vehicles depending on your site configuration. If you capture license plates, this module will populate with the information.

65. If you are capturing license plates, you will be able to look them up here.

66. The "Reports" module is very robust. You can print a 1-off at any time, or you can schedule any report. You can also process all reports in 3 formats: PDF, CSV, and XLS.

67. 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.

68. To run a 1-off report, select the report.

69. Fill in the Date Range or Hours Back. Select your Site and Format. Check run in background if a larger report. Click on Generate.

70. 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.

71. Under "Host Settings" you can add/edit/delete accounts for employees if needed. For example, if your site needs to pre-authorize visitors.

72. Click on "Visitor Management Settings" to view your site configurations.

73. On the General tab you will see your post settings.

74. Then you have the Visitor Types.

75. Visitor Status

76. Visitor Destination

77. Pass Type if your site is issuing passes.

78. Click "Logistics Inspection Settings"

79. The 3rd tab over is the Logistics Carrier. You, as a Site Admin, may need to add a new carrier from time to time.

80. The same may apply to the Logistics Trailer Carrier, Logistics Destination, Logistics Cargo, etc.

Add what you need, and then be sure to Save.

81. Click "Advanced Logistics Inspection Settings"

82. Across the top are the General, Carrier, Trailer Carrier, Destination, Cargo, Truck Type, and Scales tabs. If you are using this module, it should already be preconfigured for your site. As with the Logistics Inspection Settings, there may be an instance when you may need to make a change to one of the settings.

83. The next module under Administration/General Administration is "Incident Management Settings".

84. The tabs here should be preconfigured for your site, but there may be times when something needs to be adjusted.

85. And lastly, under General Administration/Site Administration is the "Daily Report Management Settings". This should be configured for your site at implementation, but there may be an occasion to adjust.

86. The final module is "User Administration"

87. Click the red square with the + sign to create a new user.

88. Fill in the information in the "General" tab and then move to the "Roles" tab.

89. Click "Site Administrator" or the applicable user role.

90. Click "Sites/Posts" and move the site and posts applicable to the right side.

91. 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.