In this article, we will go over how to access the User Documentation module and explain its filters and columns.
NOTE: You must already have set up Worker Card for them to be viewed in the User Documentation module. For a review on how to add a worker card please see the Resource Center article, Adding and Editing a Worker Card.
- How to Access the user Documentation Module
- The User Documentation Module Explained
How to Access the User Documentation Module
To access the user documentation module:
1. Log onto the GuardTek web page as a Supervisor.
2. Click the Command Center icon at the right-hand side of the page.
3. This will bring up a secondary header of modules.
NOTE: You can use the View last drop-down box to select a specific time frame you want to view device activity for:
4. Click on the User Documentation module:
The User Documentation Module Explained
The user documentation module can be viewed and filtered through several options:
Clicking the Show all data (1) drop-down allows you filter the User Documentation by priority. You can either view all user documentation or view only high and medium priority user documentation.
The Priority (2) column displays a quick view of the User Documentation priority by color and corresponds to the Status (3) column.
Red, high priority = User documentation has expired.
Orange, medium priority = User documentation is expiring soon (listed in days left).
Green, low priority = User documentation is up to date.
Clicking the Status (3) drop-down will allow you to sort the list by ??? in alphabetical or reverse order.
The Document Name (4) column displays the worker card as named. Clicking the Document Name drop-down allows you sort the list in alphabetical or reverse order.
The Officer (5) column displays the Officer with a specific worker card. Clicking the Officer drop-down allows you sort the list in alphabetical or reverse order.
The Site (6) column displays the site location of the worker card for the officer. Clicking the site drop-down allows you sort the list in alphabetical or reverse order.
The Skill (7) column displays a specific skill for the officer worker card. Clicking the skill drop-down allows you sort the list in alphabetical or reverse order.
NOTE: For information on adding custom Skills, please contact your Customer Success Manager.
The Phone (8) column displays the phone number of the officer with an assigned worker card.
Clicking the Funnel X (9) icon allows you to reset to the defaults after doing any sorting or filtering in the User Documentation module.
Clicking the green pencil (10) icon allows you to edit the user resume including the worker card.
(For a review on how to edit a worker card please see the Resource Center article, Adding and Editing a Worker Card.)
The page number (11) indicator allows you to skip ahead > and back < in the case of multiple pages of user documentation.