What can you expect with OPS-COM Training?
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Roles and PermissionsAnchor rolespermissions rolespermissions OPS-COM allows System Owners and Administrators the ability to setup roles that will restrict access to information and features in OPS-COM. Roles are a group of permissions that are bundled and assigned to a set of users. For example, you may wish to create a role for Patrol Officer. You will set the permissions for this role and assign users the role of Patrol Officer when you would like to grant them permissions that match that job. Users can be assigned multiple roles.
For a quick overview video, CLICK HERE. Refer to this wiki article for more information
Creating Administrator Accounts
When the system is setup for the first time there will only be one Administrator. The OPS-COM team will have set it up and provided the login details to you. To manage your Admin Accounts you must refer to this wiki article.
Setting Up UserTypesAnchor usertypes usertypes Your Account Executive will help you determine what user types may be useful for you to setup and what the rules appropriate to those users may be. For example, you may want to allow Full-Time Students to park in different lots than Part-Time students. User Types will lay the groundwork for you to do this. Once you have decided what types you will be using, you can use this wiki article to set them up.
You will also need to decide what information you will require when a new user creates a profile on your system. Refer to this wiki article for setup information.
Setting up the Admin Options
Many of the Admin Options control your picklists for different options. You can refer to this Wiki article for more information.
Setting up ViolationAdmin Options If you have purchased ViolationAdmin then you will need to setup your Ticket Types. Ticket Types are used to distinguish what type of Violation/ticket is being issued. Refer to this wiki article for more information. You will also need to setup your Offence Types. Fine amounts are set and the discount for each offence is administered here. Refer to this wiki article for more information.Anchor violationoptions violationoptions System Settings Customization
For more information about System Settings and what each one means, refer to this wiki article.
Email Template Setup
Email Templates that are created for communications with your clients are stored in this area in OPS-COM. Currently, you can edit the look and feel. In the future, you will be able to setup your own email templates. For more information about editing Email Templates, refer to this wiki article.
Invoicing Template Setup
OPS-COM will allow you to prepare/send invoices for permit purchases. The Invoicing feature is used to simplify the monthly billing/invoicing process for bulk payment of permit purchases. For more information about setting up your Invoice Template refer to this wiki article.
Setting up the Communication/Landing Page for Admins
When initially logging onto OperationsCommander as an administrator, the first landing page you are presented with has a message window that can be edited to suit your specific needs. General information can be placed here. Many ops-com users place schedule information on this landing page as well. For more information refer to this wiki article.
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Quick registration
This is the area that you will need when adding a User to the system. Admins can manually add users or Users can be asked to log into the User Portal to create and manage their account. When using this registration form, you will be able to assign the appropriate user type and input all other relevant information. This wiki article covers the Admin registering new users. For information about User Registration through the User Portal refer to this wiki article.
Working with Existing Users
You must search for Users before you can work with them. Once you have found a user you want to work with you click on their username in the search results. This will bring you to the user profile landing page. This is a quick reference dashboard of the user's profile information and current user history. For a complete article about this page and what you can expect, refer to this wiki article.From the User Profile Landing Page you can: Edit a user profile View and edit associated vehicles - This allows administrators to add, edit and remove vehicles associated to a user. This is also where administrators would add/remove DNTT (Do Not Ticket or Tow) information to a vehicle. View outstanding Violations View active Permits View the Active Address
You will notice many tabs across the top of the screen. These are used to manage all aspects of the User Profile. From this page you can:Manage Lockers for that User - You can purchase lockers for a particular user on this tab. Purchase parking permits for that user. This includes temporary permits and access cards. You can also sell prorated permits here. Manage Payments - The Payments tab allows administrators to process user payments for one or all payment types due (lockers, parking permits, temporary permits, access card, violations). This page also shows any financial adjustments that have been made to a user account. We will look indepth on adjustments and payments in module 8. View User History - view/edit all transactions and adjustments (locker reservations/rentals, permit reservations/payments, violations/payments, appeals/payments, DNTT records and email records) on a user's account. You can also view the complete History of a user which is a system log of user transactions. If you have the IncidentAdmin module you will also be able to view/edit any incident history associated with a user. Merging Users and Vehicles
The Merge Users option is used to combine two profiles for the same person into one user profile. You may require this function if:- Person created profile in error
- Person gets married and changes their name.
- Person Profile does not match Admin created profile.
The Merge Vehicles option is used to combine two vehicles into one. It can also be used when a Vehicle has outstanding violations and a User has added the vehicle (with violations) to their account. This will associate the vehicle to the User and bring along all the violation history to the User. For more information about why vehicle duplicates occur. Read this wiki article.
Using Bulk Email to Communicate with Users
If you would like to target your email to a specific group, there are many options available in the More... menu. You can also export the 'Consented Report' to allow you to see all users that have given you consent to contact them by email.Using the Forms Module
If you have purchased the Forms module you can use it to allow users to communicate with the organization about special requests. Some examples of forms used by organizations include;
University move in/move out
Special Parking Requests
Administrators have the ability to create custom forms to request the information they need. Refer to these wiki articles for more information.
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The LockerAdmin module allows the administrator to manage locker permits. From this section, the administrator can add buildings and building areas, allocate lockers, add costs for lockers, monitor, and manage locker usage.
Setting up your Lockers
To setup your lockers go to the Allocate menu item. This allows Administrator to input all locker related information, including location, quantity, allocation (i.e. yearly, monthly), and cost. At any time, the administrator can use this menu option to update locker information. For more information refer to this wiki article. You can also single allocate lockers. The Single Allocate option allows the administrator to input locker related information to one specific locker, including location, quantity, allocation (i.e. yearly, monthly), and cost. At any time, the administrator can use this menu option to update locker information.
Creating different User Types for Lockers
User Types for Lockers makes the Locker system more advanced by adding a couple of features. These features add the ability to limit who can purchase a locker in a defined area and add the ability to add an alpha character to a locker number. This makes locker numbering more manageable. For example, you may have locker number 100 existing multiple times in a specific building.
This feature must be enabled by the OPS-COM support team.
Use Prefixes with your Locker Numbers
Locker Prefix allows the Admin to assign locker numbers which may have an Alphanumeric display on the physical locker and simplify what the User sees. As the system can only allow numeric numbering of the lockers and also does not allow numbers to be repeated, this functionality was added to facilitate the need to use numbers that might be the same from building to building.
This feature must be enabled by the OPS-COM support team.
Selling your Lockers
You must have an Active Sales window to allow users to purchase Lockers. For more information refer to this wiki article. From time to time you will have Users that put a locker on order but do not complete the payment process. These lockers can go on the Midnight List. This means that lockers on this list will automatically be released These lockers will be available for purchase again the next day. Refer to this wiki article for information about using the Midnight List. The Midnight List must be enabled by the OPS-COM support team.
Searching Lockers and Switching Lockers between Users
The Locker Search option allows administrators to search locker(s) to be able to view/edit details. The Locker Switch option allows administrators to change the locker that is associated with a particular user.
Troubleshooting Locker Issues
If you can't figure out what has gone wrong with your locker setup you can refer to the flowchart in this wiki article to help troubleshoot the issue.
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