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Configuration Checklist

Configuration Checklist

Jun 21, 2023

This checklist is designed to help when initially configuring OPS-COM. Consider it a checklist but when you get to the system messaging section it is advisable to consult the following detailed checklist page: System Messaging Checklist

Some System Configuration that Must be Done

For more details on system settings please see

System settings:

Check General System Settings to ensure Date and Time settings are correct for your location
Check Lockers settings to set Tax rate, upload a locker map, and set a Receipt Reply To Address
Check Payments if EFT (Electronic Funds Transfer) is configured
 Check Permits to ensure it is configured correctly:
Enter a Receipt Reply To Address
Upload a permit map
If using the Managed Waitlist, configure the Waitlist Email Managers, as well as the Waitlist Reservation Duration
Check Violations to configure the following:
Days until violation payment is due
Number of days to appeal violation before the option to appeal is removed

Classic System Settings:

Check System Identification settings
System Name
Reply-to Admin Email Address 
Reply-to Security Email Address
Mailing Address
Safety Address
Permit Tax %
Temp Permit Tax %

Template Design

OPS-COM offers powerful flexibility to allow your team to customize the look and feel of your User Portal system. This is done by designing the site template.
You will require your graphics and any messaging you would like to see on the pages. 

For more detail on system messaging see the System Messaging Checklist.

Uploading Images for Use in Templates

In order to place images in the different templates, you must upload them to the File Manager. Please refer to this wiki article for more information
Upload background images for landing page
Upload your company Logo
Upload your parking map

Once you have your graphics uploaded:

Setting up the Look and Feel of the User Portal

Setting up the common header
Setting up the common footer
Optional use of content header and footer

System Messaging

Set up your Vehicle Disclaimer
Set up your Permit Disclaimer

Email Template Setup

Appeal Submitted by user
Lost Password
Invoice
User Receipt
Waitlist Selected

User Setup

Determine what User Types are required
Determine what fields of the user profile are required, optional or hidden

System Setup

You will need to set up the Vehicle description information
Are there any vehicle types missing?

You will also need to set up your locations.

Determine what locations you wish to use as descriptors for enforcement

ParkAdmin Setup

Create Lots
Create and designate Lot Groups and Zones
Permits type: Monthly, Daily or Temp

ViolationAdmin Setup

Create Offence Categories
Populate the offence types
Configure days to pay and overdue time frame

Proof and order your Violations stock

Your Account Executive will be in contact to ensure you are getting the correct tickets and that you approve the design 
If you are sourcing your own Violation stock, please ensure you allow yourself 4-6 weeks to have them printed and shipped to you

Set up your Handhelds and Printers

If you have purchased the hardware through the OPS-COM team, we will ship them directly to you with the software pre-loaded and the printers paired. If you have sourced them yourself, you will need to follow the instructions in the wiki articles to complete the setup of your Android handheld units. You will also need to use the instructions in the wiki articles below to set up and pair your printers.

Setting Up your Handheld Units for the First Time
Setting your Android for Auto-Updates
Ticket Creation Settings
Setting up your Ticket Footer

Printer Setup

Your Training Coordinator will go through using the handhelds but it is beneficial to work through the Android Handheld Wiki to make the training more meaningful for you.
In particular, it is important to familiarize yourself with the Best Practices for OPS-COM Android wiki article.

 

 

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