Security Management Security Management System (ISMS) is defined as an efficient method for managing sensitive company information so that it remains secure. The security management system is a very broad area that generally includes everything from the supervision of security guards at malls and museums to the installation of high-tech security management systems that are generally made to protect an organization’s data. Read on to learn more about this field and get examples of the types of security management in place today. Feature of Security Management System: Security management relates to the physical safety of buildings, people, and products. Security management is the identification of the organization’s assets. Generally, Security Management System is provided to any enterprise for security management and procedures as information classification, risk assessment, and risk analysis to identify threats, categorize assets, and rate. https://ms.stagingsdei.com:9206/Images/2cb36fa9-337b-407e-9275-142324c80c04_20240604044921663_Team_Copy%20-%20Proposal%20-%20Mobile%20Workforce%20Management%20System%204%20-%20Copy.docx, https://ms.stagingsdei.com:9206/Images/3d546933-4eda-4704-a788-5ba498e379b6_20240604044921664_Team_Copy%20-%20Proposal%20-%20Mobile%20Workforce%20Management%20System%204.docx Securing System A secure system is the backbone of a company's cybersecurity policy. A secure system is made up of three moving parts—hardware, software, and humans—that work together to keep company data safe from cyberattacks and data breaches https://ms.stagingsdei.com:9206/Images/58226f8c-cb9b-4884-8feb-fd913991cb87_20240531114006374_MI_User_Guide_ClientModule-Updated%202.docx, https://ms.stagingsdei.com:9206/Images/f5bb9e42-cedb-440b-afce-b3d5fa4d9253_20240531114006378_Team_Copy%20-%20Proposal%20-%20Mobile%20Workforce%20Management%20System%204%20-%20Copy.docx Security Tester System security describes the controls and safeguards that an organization takes to ensure its networks and resources are safe from downtime, interference or malicious https://ms.stagingsdei.com:9206/Images/f522c4ec-6161-4891-99c8-b8fb35acd866_20240528061915857_image_small.png security threats A security threat is a malicious act that aims to corrupt or steal data or disrupt an organization's systems or the entire organization https://ms.stagingsdei.com:9206/Images/1b769b23-738c-4850-bd57-c6b0ecc0f3ce_20240514111808524_mkglassesss.webp Securing Check An event or condition that has the potential for causing asset loss and the undesirable https://ms.stagingsdei.com:9206/Images/c5970ef6-4946-4f64-b408-334a4d9609ce_20240528043533374_modern-header.bmp security measures definition Definitions of security measures. measures taken as a precaution against theft or espionage or sabotage etc. synonyms: security. https://ms.stagingsdei.com:9206/Images/8a1a35b7-96ee-4633-aab6-7f6d5040118a_20240528135707750_MI_User_Guide_ClientModule-Updated%202.docx How does machine learning work? A Decision Process: In general, machine learning algorithms are used to make a prediction or classification. Based on some input data, which can be labeled or unlabeled, your algorithm will produce an estimate about a pattern in the data. An Error Function: An error function evaluates the prediction of the model. If there are known examples, an error function can make a comparison to assess the accuracy of the model. A Model Optimization Process: If the model can fit better to the data points in the training set, then weights are adjusted to reduce the discrepancy between the known example and the model estimate. The algorithm will repeat this iterative “evaluate and optimize” process, updating weights autonomously until a threshold of accuracy has been met. https://ms.stagingsdei.com:9206/Images/c1124372-8ecc-4104-914a-ad6086e2aaa9_20240529104057990_download.jpeg Merge Hello https://ms.stagingsdei.com:9206/Images/7bb22496-8f28-408a-9964-cfd86f26b211_20240531065231175_Frequently%20Asked%20Questions%201.docx FAQ's 1 What is Merge Insights? Merge Insights is an advanced platform that integrates wearable technology, AI, and predictive analytics to enhance operational efficiency, ensure workforce safety, and elevate service quality across various industries. Is Merge Insights easy to integrate with existing systems? Merge Insights is designed for seamless integration with existing operational and management systems, ensuring smooth adoption and minimal disruption. Infrastructure Requirements What kind of infrastructure is needed to implement Merge Insights in our organization? Implementing Merge Insights requires minimal infrastructure changes. The platform is designed to be cloud-based, requiring only an internet connection for access. For optimal performance, ensuring robust Wi-Fi coverage and having mobile devices or computers that meet the software's minimum system requirements is advisable. Will we need to purchase additional hardware to use Merge Insights effectively? Merge Insights is primarily software-based and designed to work with existing hardware in most cases. However, depending on your specific use case, such as deploying wearable technology for workforce management or safety monitoring, additional hardware purchases may be necessary from an approved Merge Insights vendor. We provide detailed guidance on compatible devices, smart phone operating systems or version and any additional hardware requirements during the initial setup phase. https://ms.stagingsdei.com:9206/Images/c10af1ee-c0f8-47b4-896f-1a405b1f6fc1_20240531070016521_Frequently%20Asked%20Questions%201.docx FAQ's 2 How does Merge Insights integrate with our current IT infrastructure and data systems? Merge Insights is built with flexibility in mind, offering APIs and integration tools that allow it to seamlessly connect with a wide range of IT infrastructures and data systems, including HRIS, CRM, and ERP solutions. Our technical support team will work closely with your IT department to ensure a smooth integration process, prioritizing data security and system compatibility throughout. In most cases it’s as easy as entering your Merge Insights generated Log in details to gain access to the secure Merge Insight portal. Setup and Onboarding How long does it take to set up Merge Insights for a new client? The setup time for Merge Insights can vary depending on the size and complexity of your organization. Typically, the process can take anywhere from a few hours or days to a few weeks. We strive to make the setup as swift and seamless as possible with easy bulk upload of your existing data, providing step-by-step guidance and support throughout the process to ensure that your organization can start benefiting from the platform without delay. What does the onboarding process for Merge Insights involve? Our onboarding process is designed to ensure that all users are comfortable and proficient with using Merge Insights from administrators of the Merge Insights portal to frontline workforce, using the app or wearable tech. It includes comprehensive Onboarding Tutorials, Product Tour training sessions, detailed user guide documentation, and hands-on tutorials that cover all features and functionalities of the platform and user interfaces. We also offer customized onboarding to meet the specific needs of different roles within your organization, ensuring everyone from management to operational staff can effectively use the platform. Can Merge Insights be customized to fit our organization’s specific needs during setup? Absolutely! During the setup process, Merge Insights can be tailored to align with your organization's specific operational requirements and workflows. Our team works closely with you to configure the system settings, integrate with existing tools, and ensure that the platform functions in a way that maximizes its efficiency and effectiveness for your unique business needs. In short Merge Insights is built around you and your existing procedures. https://ms.stagingsdei.com:9206/Images/4c3b32f9-cb80-41f5-929f-d9cf4d1f7949_20240531070111525_Frequently%20Asked%20Questions%201.docx FAQs 3 How does Merge Insights' AI-driven approach enhance real-time risk management and workforce management across different domains? Merge Insights utilizes the most advanced blended AI to enhance real-time risk management by continuously monitoring operations and identifying emerging risks. It also optimizes workforce management by analyzing worker feedback and current risk conditions, integrating this data dynamically to proactively address safety and efficiency. This dual approach ensures heightened operational resilience and more effective personnel deployment across diverse domains such as finance, healthcare, and construction and all other industries. What role does worker feedback play in Merge Insights AI-driven risk assessment and workforce optimization? Worker feedback is vital in Merge Insights platform, serving a dual purpose. It enhances risk assessments by providing real-time insights and also informs workforce management decisions. Our system employs Natural Language Processing (NLP) to analyze feedback, and employee listening enabling the identification of immediate risks and operational bottlenecks, thereby improving safety protocols and workforce efficiency simultaneously. How do AI techniques like NLP and object detection provide comprehensive risk summaries and support operational excellence in Merge Insights? The advanced AI techniques deployed by Merge Insights such as NLP and object detection in the Merge Insights architecture work together to deliver detailed risk assessments and operational insights. NLP processes textual feedback to extract actionable data on potential risks, while object detection identifies visual hazards from images. Together, they generate comprehensive risk summaries that support strategic decision-making and contribute to continuous operational improvement. https://ms.stagingsdei.com:9206/Images/0c02b126-1717-4246-8640-f81d28d23598_20240531070442232_Frequently%20Asked%20Questions%201.docx faqs 4 How does Merge Insights facilitate continuous improvement and operational excellence in organizational workflows? Merge Insights drives continuous improvement by providing actionable insights and predictive analytics that inform data driven operational decisions, enhance process efficiency, and optimize resource allocation. The platform's ability to adapt and learn from ongoing operations allows organizations to continually refine practices, reduce waste, and improve overall performance, thus achieving operational excellence. What impact does the integration of Merge Insights have on overall business outcomes in terms of productivity and safety? By integrating Merge Insights, businesses experience significant improvements in productivity and safety. The platform’s predictive analytics and real-time data capabilities enable faster, more informed decision-making, while its focus on safety and compliance reduces workplace incidents. This holistic approach not only streamlines operations but also creates a safer, more efficient work environment, leading to better business outcomes and higher employee satisfaction. How does Merge Insights help reduce workers' compensation claims related to accidents and medical emergencies? Merge Insights utilizes predictive analytics and real-time monitoring t­o preemptively identify potential safety hazards and health risks, allowing for immediate intervention before incidents occur. The platform’s advanced warning systems and emergency protocols enhance workplace safety by ensuring that both routine and critical risks are managed proactively. This reduces the likelihood of accidents and medical emergencies, thereby decreasing workers' compensation claims. In what ways does Merge Insights address mental health and psychosocial hazards to minimize workers' compensation claims? Merge Insights incorporates comprehensive monitoring tools that track indicators of mental health and psychosocial stress among employees. By analyzing data on worker interactions, feedback, and behavior patterns, the platform identifies signs of stress, burnout, or occupational violence. This enables organizations to implement targeted interventions, such as counseling, workload adjustments, and conflict resolution strategies, which help in mitigating mental health risks and reducing related compensation claims. https://ms.stagingsdei.com:9206/Images/7d912a35-caaa-49a6-9053-0a4eac9dfdd1_20240531070510137_Frequently%20Asked%20Questions%201.docx faq's5 How can Merge Insights contribute to lowering the indirect costs associated with workers' compensation claims, such as lost revenue, re-employment, re-training, and brand reputation? By reducing the frequency and severity of workers' compensation claims, Merge Insights helps organizations save on the direct and indirect costs associated with these claims. Fewer incidents not only mean reduced spending on claims, but also lower costs related to hiring and training replacement staff, less downtime, and sustained productivity. Additionally, maintaining a safer and healthier work environment enhances the organization’s brand reputation as a safe and responsible employer, which can attract better talent and potentially lead to higher customer satisfaction and loyalty. Which industries can benefit from Merge Insights? Merge Insights is versatile, offering significant benefits to all sectors and industries and is currently successfully deployed in such sectors as hospitality, community health, mining, education, manufacturing, logistics, local government, among others. (Hyper link these to the links at the bottom of the page) Features and Capabilities Can Merge Insights automate administrative tasks? Yes, it streamlines and automates essential processes like scheduling, task management, and inventory control, freeing up staff to focus on core activities. (Watch Demo) Security and Compliance How does Merge Insights ensure data security and privacy? The platform adheres to stringent data protection regulations and employs advanced security measures to safeguard user data and ensure privacy. Merge Insights is built on the AWS infrastructure and adherence and certified to the following standards. AWS has certification for compliance with ISO/IEC 27001:2022, 27017:2015, 27018:2019, 27701:2019, 22301:2019, 20000-1:2018, 9001:2015, and CSA STAR CCM v4.0. Is my Data stored in my Sovereign Country? At Merge Insights Sovereignty has been a priority for us that’s why we chose to build the Merge Insights solution in the AWS environment and since the very beginning when AWS were the only major cloud provider to allow you to control the location and movement of your customer data. https://aws.amazon.com/about-aws/global-infrastructure/regions_az/?p=ngi&loc=2 AWS Digital Sovereignty Pledge: Control without compromise https://aws.amazon.com/blogs/security/aws-digital-sovereignty-pledge-control-without-compromise/ Can Merge Insights help with regulatory compliance? Yes, it assists organizations in meeting compliance requirements related to safety, privacy, and industry-specific regulations through comprehensive management and reporting tools. Cost and Subscription What is the pricing model for Merge Insights? Pricing varies based on industry, organization size, and specific needs. Customized plans ensure you pay for what you need, with options for scalable growth. Contact one of our Merge Insights Approved Vendors today. (Approved Vendors List) Are there different subscription levels for Merge Insights? Merge Insights offers various subscription levels to cater to different organizational needs and budgets, with flexibility to upgrade as business requirements evolve. Merge Insights Light Merge Insights Enterprise https://ms.stagingsdei.com:9206/Images/1007966a-060b-4a62-831d-ba7b3780921e_20240531070604566_Frequently%20Asked%20Questions%201.docx faq's6 How user-friendly is Merge Insights? The platform is designed with a focus on user experience, featuring an intuitive interface and straightforward navigation to ensure ease of use for all levels of tech proficiency. The Merge Insghts App Can Merge Insights be accessed on mobile devices? Yes, it is accessible on various devices, including smartphones and tablets, facilitating on-the-go management and decision-making. Future Developments How is Merge Insights evolving to meet future challenges? Continuously incorporating user feedback and technological advancements, Merge Insights regularly updates its features and capabilities to address emerging industry challenges and user needs. What’s on your wish list? Merge Insights Beta Gen 3 Program Be a part of our future software developments and the most advanced software releases. your input will continue to help make Merge Insights the best solution available. Become a partner for our upcoming beta testing phase and exciting initiative. https://ms.stagingsdei.com:9206/Images/f16e56c4-1112-422c-8519-309788c16713_20240531070630433_Frequently%20Asked%20Questions%201.docx faq 7 What is the Merge Insights Prototype Testing Initiative? The Merge Insights Prototype Testing Initiative invites participants to explore and evaluate pre-release versions of our software. Your insights on the software's performance and usability are crucial for identifying and resolving potential issues, enhancing the overall quality of Merge Insights software. Please be aware that this prototype software might contain errors or perform differently than the final commercial version since it has not been officially released. How can I access the prototype versions? Once you join the Merge Insights Prototype Testing Initiative, you can activate prototype versions directly from your Pathfinder dashboard. This access includes the latest releases and all subsequent updates. How should I submit my feedback to Merge Insights? Within the Merge Insights portal, you’ll find a Feedback Assistant accessible via the app menu or the settings tab in your Merge Insights. If you encounter any issues or something doesn’t work as expected, use this tool to send your observations directly to Merge Insights engineers. Who is eligible to participate? The testing initiative is available to any user with an admin role in Merge Insights who agrees to the terms outlined in the Merge Insights Prototype Testing Initiative Agreement during registration. Is there a cost to join this program or to use the software? There is no charge to participate in the program, and all prototype software is provided free of cost. What compensation will I receive for participating? Participation in the testing initiative is voluntary, and there is No financial compensation provided. Is the prototype software considered confidential? Yes, the prototype software is confidential information of Merge Insights. It should not be installed on systems that are not under your direct control or that are shared with others. Do not disclose any information about the prototype software publicly, including blogging, posting screenshots, tweeting, or sharing posts online. Also, refrain from discussing or demonstrating the prototype software to those not participating in the program unless this information has been made public by Merge Insights. How will the Merge Insights Prototype Testing Initiative contact me? Communication for this program will use the contact details associated with your Merge Insights account. Ensure your contact information is current by updating your profile in Pathfinder. Support Questions Will using prototype software from this program affect my hardware warranty? Installing the prototype software from this program will not void your hardware warranty. How do I withdraw from the Merge Insights Prototype Testing Initiative? To withdraw, navigate to the unenroll option in your Merge Insights account and follow the steps provided to remove your account from the program. https://ms.stagingsdei.com:9206/Images/94f87ca5-eb1b-43fd-9cd7-69fc4ccd9338_20240531070708553_Frequently%20Asked%20Questions%201.docx Raise Support Ticket To raise a support ticket, follow these steps: Click on the "Support Ticket" Button: Open the bot interface. Click on the "Support Ticket" button to initiate the ticketing process. Answer the Questions Prompted by the Bot: The bot will ask you a series of questions to gather necessary information about your issue. Provide detailed answers to these questions to ensure your issue is clearly understood. Submit the Support Ticket: After you have answered all the questions, the bot will confirm your responses. The bot will then submit the support ticket on your behalf. https://ms.stagingsdei.com:9206/Images/7e1cf1c7-266a-4ec0-8c68-de6502fe596b_20240531072214471_support_ticket.docx User Manual 1. Dashboard 2. Map 3. Checkerbord 4. Jobs 5. Workflow 6. Fields 7. Formulas 8. Workflow Attachments 9. Attachments 10. Client Account 11. Account Template 12. Assets 13. Assets Template 14. Devices 15. Nfc-Tags 16. Insights 17. Rules & Alerts https://ms.stagingsdei.com:9206/Images/61291692-4488-4779-bb8a-913405bf3260_20240531091925621_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf Dashboard Dashboard Whenever the client login , they will be directed to the dashboard At the top of the dashboard, there are three labels:1) Total End User – Here we display the total count of users created by the client who is currently logged in. 2) Total Activity For Today 3) Activities Completed Today At the bottom, the list of users is displayed. https://ms.stagingsdei.com:9206/Images/005b3521-6c6a-4c76-aae1-666469d56990_20240531092006354_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual Map User Manual Merge Insights When you hover over the "Live" header, you will see a dropdown. Click on "Map" in the dropdown, to be redirected to the map page. On the right side of the page, there is a list of resources. Each resource card redirects to the corresponding location on the static map. In the top left corner, there is a dropdown menu that allows you to filter by "Resource," "Jobs," or "Places." as well search input for filtering by resource name. If you choose "Resource" as your filter option, you will have the ability to add a category. However, if you select "Job" or "Place," the option to add a category will not be available. There are multiple searching options for resources, such as status filters and display options. User Manual Merge Insights If you select the "Job" option, you'll see a list of jobs on the right side of the page, specifically created by that client. Upon selecting "Job," we have the option to add a job and filter the job list by job status. Similarly, clicking on a job card redirects to the static map. If you select the "Place" option, a list of places will appear on the right side of the page. These places are created by the client and which is selected on live map true. User Manual Merge Insights https://ms.stagingsdei.com:9206/Images/4779f9d8-d50a-4027-95f4-91c6a2b67339_20240531092054636_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf Checkerbord Checkerbord When you hover over the "Live" header, you will see a dropdown. Click on Checkerbord In the dropdown, to be redirected to the Checkerbord page. Here, a list of all categories created on the map page is displayed. Additionally, the resource list associated with each category is also shown. At the top left of the page, you can search for category names, while on the right side, there are status filters and display options. If applying a status filter or display option it will filter the resource list based on the categories listed. User Manual https://ms.stagingsdei.com:9206/Images/f6ea7d42-16dc-4bba-875a-1f7465290ed9_20240531092137162_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual Merge Insights Job When you hover over the "Work" header, you will see a dropdown. Click on Job In the dropdown, to be redirected to the Job page. Here, you'll find a list of all your jobs. Here you can add jobs to the system. To add new jobs to the system, click Add job button on the top right-hand side of the screen. This will take you to the job creation page. User Manual Merge Insights To set up a job on the system, you need to: You must select the correct workflow for the job you are creating. The job identifier auto creating its read-only input. Input the name of the customer or job. Fill in the rest of the form as required. If you know who will be undertaking the work, then you can allocate either the Employee or the group from this page. From this page, you can also plan the works if you know when they need to be undertaken At the top of the 'Add Jobs' page, you will see that there are 4 other tabs: Notes & More , Advanced, Attachment and SubJobs. User Manual Merge Insights Within the notes tab, you can add any additional information you feel that the mobile user may need to undertake the work. In Advanced, this will give you the option to add rate plans, automatic account creation, prices and costs if you have set up inventory for the jobs. Finally, you can add the account and location history so that the mobile user can see previous works associated with either the account or location. You can select how many of these previous works you want the mobile user to see. Once you have finished filling in all the information, click the "Save" button to be redirected to the job list page. Header attachments and sub-jobs are not mandatory. If you want to add attachments for a job, you can click on the "Edit" button on the job list and navigate to the attachments section. https://ms.stagingsdei.com:9206/Images/594d674c-aa9e-4345-8b57-9c31157afae0_20240531092223498_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user manual Here, you'll find the attachment list. To add attachments for the job, click on the "Add attachment" button located at the top right-hand side of the screen. This will take you to the attachment add page. Here you can add name, description and upload your attachment document, which can be an image, Excel file, or PDF. If you want to add Sub Job for a job, you can click on the "Edit" button on the job list and navigate to the Sub Job section. Here you see Sub job list. From here you can add Sub job for that job To do this click the Add Sub Job on the top right-hand side of the screen to take you to the Sub job add page https://ms.stagingsdei.com:9206/Images/d957c517-5199-4388-897c-3cddab59ee44_20240531092307320_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual Here the same functionality which is done in job creation . Workflows Workflows are created to allow you to link the job with the correct job sheets, these will allow the mobile user to carry out what is needed to be undertaken on that job. When you hover over the "Work" header, you will see a dropdown. Click on "Workflows" in the dropdown to be redirected to the Workflow page. Here, you'll find a list of current workflows. To add workflows to the system, click on the "Add workflows" button located at the top right-hand side of the screen. This will take you to the workflows creation page. User Manual Merge Insights Once you have successfully added all the fields and created a workflow. You will be redirected to the workflow list page. In the workflow list, clicking on the "View Setup" button in the action column allows you to add workflow steps. To add a new step, click on "Add New Task," located on the right-hand side of the page. Clicking the "Add New Task" button will open a popup. Save that task we shown in header of page User Manual Merge Insights If you need to amend the task name, duplicate, or delete the step, select the step, and at the top of the page, three tabs will be shown: Task Details, Fields, and Formulas. Select "Task Details," and this will open the step. Note that if you delete the task, you will also delete all associated fields. Fields So back to the designer and now you need to add fields to your task. Firstly, make sure you are in the field screen at the top of the page. You are filed screen you are getting all filed list which is already added for that task. If you are on this screen, an Add New Field button will appear and this is what you need to click to open the Add new field page. User Manual Merge Insights Now you need to add the information: https://ms.stagingsdei.com:9206/Images/7e29794e-c292-4871-bba5-fbaa8403ac85_20240531092420419_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual Now you need to add the information: In the name box you have to state what is required, please remember that your mobile users will see this so it needs to be clear and concise for example "Name of the engineer," "Date of visit," "Customer signature," etc. Select the type of box that will be required, so for the name, you will need a text field, but if you need a date of completion then you can select the date tab and on the actual workflow a calendar will be shown. If you have selected a button or label from the type list, then you need to state what the message on the button or label needs to show. Write this in the value field, for example ‘take a photo’ or ‘Do not enter unless the appropriate documentation is available.’ And finally, the last thing that you will need to decide on is whether the field “Is mandatory”, this means that the user can’t move to the next step without filling in the details first. When the job is completed, you will have an option to send a PDF to your customer, on this will be all the fields and the comments made by the mobile user so you need to https://ms.stagingsdei.com:9206/Images/3048f93c-ec8a-47da-a5a9-4e38f90e9d95_20240531093616101_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual decide if you want to show this field on the pdf? If you don’t want this field to be shown, then select skip on PDF. If a field is designated as "read-only," it means that the mobile user doesn't need to fill anything in; it's only for notification purposes. Select "read-only" for such fields. If you select the hidden box then this field will not be shown on the workflow Formulas User Manual Merge Insights So back to the designer and now you need to add formulas to your step. Firstly, make sure you are in the formulas screen at the top of the page. https://ms.stagingsdei.com:9206/Images/112cba88-3956-4d24-9ce2-d2c918aeeb98_20240531093657064_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual Workflow attachment User Manual Merge Insights Attachments, as you can see at the top of the page you will have 2 options, designer and attachments. There may be some documents that your mobile works need when they are completing this workflow and you can attach these documents. They will appear every time the workflow is downloaded. To attach the document all you need to do is select attachments at the top of the page. This will take you to another screen where you can view documents that have already been attached. So to add a new document select the blue button ‘Add Attachment’ and then you will redirect on add atachment page . You can name it and using the choose file button select a document. You can give it a description so that you don’t need to open it up to find out what it is. User Manual Merge Insights Hit save and the screen will take you back to the designer. If you need to view, edit or delete this attachment then select the attachments option at the top of the page again. Attachment When you hover over the "Work" header, you will see a dropdown. Click on Attachment in the dropdown, to be redirected to the Atachment page. Here, we have a list of all attachments created in workflow attachments and job attachments. There are options available to delete or update attachments that clients have added in workflow attachments and job attachments. When you delete an attachment through these options, it is removed from either the workflow attachment list or the job attachment list, depending on the type of attachment. On click edit attachment you redirect on Edit Attachment page . Here you edit all fields and update their attachment document which you have already added. https://ms.stagingsdei.com:9206/Images/494de62d-7a31-4357-bf45-6d0cf38c8bf2_20240531093734385_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual Client Accounts When you hover over the "Work" header, you will see a dropdown. Click on Client Account in the dropdown, to be redirected to the Client Account page. Here, you will see a list of all all client acount which is created by client. From here you can add Client Account to the system. To do this click Add Client Account button on the top right-hand side of the screen On Click Add Client Account button you will see dropdown of all account template list which have created by client. Then, when you click on any account template, you will be redirected to the User Manual Merge Insights 'Add Client Account' page. At the top of the page, six tabs will be displayed: Main Details, Address Details, Contact Details, Other Details, Job History, and Risk Profile. To add a client account, you need to fill in all the main detail fields; the other tabs are not mandatory. Only the Main Detail tab is mandatory to add a client account. On the client account list page, clicking on the name of any client account will redirect you to the individual client account detail page. Here, you see on top available jobs, assets, attachments, places, and groups. It means that individual clients can also add individual jobs, assets, attachments, places, and groups. All the same functionality is available as for our main client. User Manual Merge Insights Account Template When you hover over the "Work" header, you will see a dropdown. Click on Account Template in the dropdown, to be redirected to the Account Template page. Here you see all account template list which is created by client. From here you can add Account Template to the system. To do this click Add Account Template button on the top right-hand side of the screen On Click Add Account Template button to take you to the Add Account Template page. User Manual Merge Insights Here you fill name and Interaction Option for that account template and click on save button your account template created successfully. Which we created account template that we see in client account add dropdown. User Manual Merge Insights Assets When you hover over the "Assets" header, you will see a dropdown. Click on Assets in the dropdown, to be redirected to the Assets page. Here, you can see a list of all assets created by the client. On the left-hand side of the page, you will find a list of all groups, along with an option to add a new group. Clicking on 'Add New Group' will open a popup where you can enter the group name and save it. Once saved, the new group will also be visible in the list. When selecting a particular group to add new assets, any assets created will be added to that specific group. Here, you can add Assets to the system. To do this click Add New Assets button on the top right-hand side of the screen On Click Add Client Account button you will see dropdown of all assets template list which have created by client. User Manual Merge Insights When you click on the dropdown menu for asset templates and select the asset template assigned to the particular asset you've chosen, clicking on that selected asset template will redirect you to the 'Add Assets' page. Here, you need to fill in all the mandatory fields to add new assets. User Manual Merge Insights https://ms.stagingsdei.com:9206/Images/02e738b8-6584-44a5-bc8d-4d1f4ad6ff9e_20240531093811385_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannaul Assets Template When you hover over the "Assets" header, you will see a dropdown. Click on Assets Templates in the dropdown, to be redirected to the Assets Templates page. Here, you can see a list of all asset templates created by the client, which we use when creating assets. From this list, you can add asset templates to the system. To do so, click the "Add Assets Template" button located at the top right-hand side of the screen. Clicking this button will take you to the "Add Assets Template" page. Here you need to fill in all mandatory field to add new assets Template. User Manual Merge Insights Devices When you hover over the "Assets" header, you will see a dropdown. Click on Devices Templates in the dropdown, to be redirected to the Devices Templates page. Here, you can see the list of ordered devices. To order new devices, click on the "Order Devices" button located at the top right-hand side of the screen. This will take you to the Add Order page. Fill in all required fields and click on the "Order" button to place the order. Next, in the "Manage Devices" section, you'll find a list of ordered devices. Clicking on any device will take you to the Product Inventory page of that device. User Manual Merge Insights Here, you can assign the product to a particular user. To do this, click on the "Assign Product" button located in the top right corner. This will open the Assign Devices page, where you'll see a list of users on the left side and devices on the right side. You can search/filter users and devices. To assign the device, simply drag the user from the list and drop it onto the device you want to assign. User Manual Merge Insights NFC-Tags When you hover over "Assets" header, you'll see a dropdown. Click on "NFC Tag" in the dropdown to be redirected to the NFC Tag page. Here, you'll find the list of NFC tags. You can edit or delete a particular tag by clicking on the respective action buttons. To add a new NFC tag, click on the "Add NFC Tags" button located in the top right corner. This will take you to the Add NFC Tags page. Select the NFC type and content type from the dropdown menus, and fill in the required fields. Click on the "Save" button to add the NFC tags. Running an Insight User Manual Merge Insights To run an insight, go to reporting and click insights. This will bring you to the list of the currently saved insights that you can run at any time, delete or duplicate from here. To add a new insight, click on 'Add new Insight'. Then, you can select the type of insight you need. Along the top, you'll find different groups of insights: performance, work, vehicle, and exceptions. Within each group, you can select the type of insight you need. Once selected, the insight will automatically run. After the report has run, you can make changes to display the information as needed. User Manual Merge Insights At the top of the screen, you can set the day, week and month range for the data you want to pull. Further along, you can decide if you want the information to be broken down by day, week, or month. The different icons on the right-hand side of the page will allow you to download it as PDF, CSV or email. The second button saves the insight so that you can run this report whenever you need to and finally you can schedule it to run. So, for example, you can schedule the timesheet insight to be run every Monday for the previous week, at 8:30 am. Enter the email address of the recipient who needs the report, and it will be sent as a .CSV file unless you select to export it as a PDF. Then hit schedule, this will be displayed on the front page with a tick in the scheduled column. To be able to drill down into the details further you can add filters, these change depending on which insight you want to run but here is an example. In the job summary insight, you can filter by several options. So you can filter by asset (Resource) and User Manual https://ms.stagingsdei.com:9206/Images/5efcbdd8-2879-4340-9b3c-5111ba974e38_20240531093856989_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf user mannual then pick the relevant asset. Rules & Alerts To add a new rule go to Alerts and select Rules and Alerts. This will take you to the list of rules already set up in the system. From here, you can search for a specific rule or delete any that are no longer required. To add a new rule, click on the 'Add new Rule' button at the top right of the page. This will take you to the screen where you can choose the rule you require. When you have decided which rule you need to implement click on the blue button. This will take you to the add rule page. User Manual Merge Insights At the top, there will be 3 tabs, Basic Criteria, Advanced Criteria and Actions. In the Basic Criteria section, provide a description for the rule, this description will be what you will see in the list of rules on the opening page. You will need to decide which asset or group this rule is placed on and finally what time and days the rule will be activated, for example, 9.00 to 17.00 Monday to Friday. The Advanced Criteria section varies depending on the type of rule being set up. Some rules will not have any advanced criteria but in others like Geo fences, you need to state what places this rule relates to. In the job rule, you will need to state which workflow and action will trigger the alert. It all depends on what you require. Actions are what alerts you will see against the rule, and again these depend on what rule is being activated. Create alert this will show as an alert, you can decide what message to give it and if you want the alert to be shown on User Manual Merge Insights everyone's live map page, just yours or not at all. The "Send Email" action allows you to send a message via email to recipients. You can utilize dynamic recipients if you need to email out to multiple email addresses. For example: Email Assets: Includes all your mobile workers. Email to Customers: Sends emails to the accounts. Email Users: Emails all the users. Email to Job: Attaches an alert to the job. User Manual Merge Insights Lastly, the "Send SMS" action allows you to send a text message. It is set up similarly to email but can be sent as a voice message or SMS. You can set the number of attempts and choose the language for the message. Whichever option you decide to use, or if you want to use all of them, make sure to tick the checkbox on the left-hand side. Otherwise, it won't work. https://ms.stagingsdei.com:9206/Images/f9059edf-f340-4b57-aa33-8536ee6a49d5_20240531093935609_MI_User_Guide_ClientModule-Updated%202%20pdf.pdf