How to use Inteliguide

How to use Inteliguide

System Requirements

Please visit: https://lyconic.zendesk.com/entries/24781651-Inteliguide-Patrolguide-V2-System-Requirements

We've made some changes to Inteliguide that take advantage of more modern browser technologies. A more advanced and responsive user experience. As such, we don't support all the browsers that were supported in past versions of our software. This may require some adjustment for some folks still using older computers with older operating systems and browsers. Many of those older systems are able to accommodate more modern alternatives to Internet Explorer (IE), but due to how Microsoft structures their Operating System (OS) and browser versions, newer versions of IE are not available on older versions of Windows.

IE 9 is the oldest version of IE that we support. We highly recommend either upgrading to the newest version of IE (again, Internet Explorer), currently IE 10, or installing Google Chrome as an alternative.

Thanks for your understanding as we continue to push the capabilities of our software.


Login

Enter your email and password,



Reset Password

If you should need, click on the RESET PASSWORD link and enter your email address. Click SEND and check your inbox for further instructions.





Above the orange horizontal line is the context bar in two sections (listed from left to right)

Below the orange line is the Main Navigation.


Notifications

Any system notifications, generated files, or internal messages will first appear here. Clicking "View All" leads to your Inbox.








Profile Info & Context

This is where you will find basic profile info 

Note: Drop this menu down to Log Out. Clicking on your name (Client User in the example) brings you to your Profile

 


The area below the orange horizontal line and the grey horizontal line contains the main navigation for Inteliguide.

 


 




The Dash (Home)

Depending on the settings you'll see up to the following:

  • Left Column
  • Profile Widget
  • Page Footer
  • Right Column
  • Category Totals
  • Contact/Settings Nav
  • News


Dash Example


 






Viewing Reports

Click on the REPORTS tab in the Main Navigation to navigate to your Reports List.

This section is broken into discreet elements:


Quick List Snapshot


Search/Filter/Sort/Info
Search: You can keyword search (break in, suspect, license, etc) the following on any Report:

  • Summary (Title)
  • Detail Note (Body)

To do anything beyond Searching, simply click the '+' icon to expand more panel options.
Filter: Filter options include your Locations, Report Type, and Categories which include:

  • All Locations
  • Any Locations for which you've been authorized to receive Reports
  • All Report Types
  • Tour
  • Shift
  • All Categories
  • Flagged, Maintenance, Incident
  • Flagged
  • Activity
  • Maintenance
  • Incident


Categories

Categories can be used to separate the signal from the noise, so-to-speak. Look for the most important detail and drill down to other detail as necessary using the Categories Filter.

  • Activities are your most common type of report. These catalogue everyday officer activities as they observe and report at your locations.
  • Flagged Activities are common reports of elevated importance. They're not emphasizing maintenance concerns or security breaches and crime. Think an uncommon vehicle in a parking lot, a note about something that may need your attention, or movers temporarily propping open a secured access. Flagged reports are given additional explanation by the officer.
  • Maintenance issues involve anything from lighting assessments, overflowing trash bins, drives and walks obscured by weeds, graffiti, storm damage, etc.
  • Incidents involve security breaches, crimes, ban & bar, noise complaints, parking violations, etc.


Sort:

  • Newest First
  • Oldest First

 

While the List loads with the most recent Report written appearing on top of the list (Newest First), you can restrict the time range to narrow down on specific day and time windows.

This section also displays the number of tours and the total tours available as dictated by your filter settings. After setting your search and filter settings, scroll down the page to load more reports, the panel will scroll with you so you can keep informed as to your settings. The List loads 50 at a time, with the first 50 reports loaded by default.





List Options

  • Select All
  • Select None
  • Expand List (default)
  • Collapse List (to one line)

Note: As pointed out in the Quick List Snapshot image (above), you can click on the individual '-' icon of any of the list items to collapse them. That icon turns to a plus if collapsed (see below), so clicking on it will in turn expand that given List Item.



List Items 

Click on List Items to Select Reports. Click on the Header Links of the List Items to view the Detail View of any given Report. Alternatively, clicking on the 'eye' icon will bring you to the same Detail View.



Selections Queue

Once a Selection has been made, a left-hand sidebar view appears which allows you to see the first several items in your Selection Queue along with a total count of all the selected items. The Queue will stay with you as you scroll down the List of Reports.



Bulk Actions

  • CSV Export - Will log all selected Reports into a comma separated file and send it to your inbox as a System Message
  • Print - A more printer friendly formatting than the CSV Export option

Clicking on CSV Export in the Bulk Actions drop down will generate the CSV file and clear your Selections.








Detail View

Here you can see individual Reports in greater detail. This page is essential for reading full page reports and linking to individual reports for later consumption. The page can be described in three or four sections:

  • Main Info
  • Related Info (sidebar)
  • Location Info
  • Additional Reports in Set - If more than one Report per Shift/Tour

Main Info:

Here you can see the Report Number, Summary (Title), Location - Date - Time Reported at, and Detailed Note.

This contains cursory info about the Type of Report (Shift/Tour) and its Start Date/Time, along with the number of Reports written.

Location Info:

This will list the one or more Locations that the Report was written for.

Additional Reports in Set:

If more than one Report has been written for a given Shift/Tour, this will help you keep track of and read through each one in sequence.




Category Indicators, Flagged Explanation:

These headers will appear over each Report of their kind to indicate the Report Category. Normal Activity Reports do not receive a special header.


The Flagged for Attention Reports will have additional information explaining why they were called to your attention.


 

Your Profile

Below illustrates how to navigate to your profile:


Click on your User name as seen in the Profile section of the Context drop down in the Context Menu, or on the Profile Widget on the Dashboard.



Once there you will see a Profile Detail View very similar to the Detail View of your Client Reports. It follows the same layout for consistency:

  • Main Info
  • Actions (sidebar)
  • Phones
  • Links
  • Edit

Main Info

Here you can see the some of the same info you can find on both the Context drop down on the Context Menu and on the Profile Widget on the Dashboard. Your User Name, login email, and Member Since Info.

Actions

Click VIEW REPORTS to access your Reports list.

Phones

Here you can view your one or many Contact Phones that were either entered when your Account was created, or that were added by you at a later time.

These are links to external resources that Panorama Security Services staff can manage internally. Only those links meant for Clients will show up here.

Edit

Click EDIT to navigate to the Edit Form for your Account (see image below). Here you can change the following:

  • Name
  • Login Email
  • Password with Confirmation
  • Phone Numbers
  • Personal Settings - Report Automation: Category Alerts & Summaries
  • Alert me whenever an activity report gets flagged for my attention
  • Alert me whenever an incident report gets logged
  • Alert me whenever a maintenance report gets logged
  • Would you like summaries of your alerts?
  • No, I don't need any summary emails
  • Yes, send me an alert summary email every day
  • Yes, send me an alert summary email every week
  • Also send non-alert report?
  • No, I don't need any activity report emails
  • Yes, send me an activity reports email every day
  • Yes, send me an activity reports email every week


Click PHONE + to add additional Phone Numbers to your Account. Click the 'X' to remove existing Phone numbers. Then simply hit SAVE to record all your changes.

For security reasons, you must enter your password and confirmation in order to save your settings on this form.



Alert Summary Email Example



Activity Report Email Example






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