Admin Manual – Guard Management

Overview

You can:

• Add or edit guard details like department, schedule, and supervisor

• Track guard activity, on-duty status, and battery level

• Filter by roles or specializations

• Manage skills and upload certificates for compliance

• Ensure guards are correctly qualified before assigning them to patrols or incidents

Use Case

Admins use Guard Management to:

• Keep the guard roster updated and accurate

• Verify that guards are certified before dispatching them to jobs

• Filter for guards with specific skills like First Aid, Crowd Control, or Access Control

• Correct missing details or expired certifications

• Review work activity and edit assignments directly from the dashboard

Step-by-Step Instructions

Step 1 – Open Guard Management

Path: Sidebar → Guard Management → Manage Guards

This page lists all guards in your organization, their status (On Duty / Offline), and their specializations or last activity. From here, you can search for guards, open profiles, and manage their records.

Step 2 – Filter Guards by Role

Use the Role filter to narrow down the roster. You can view:

• Guards – Active field staff

• Admins – Office users with management access

• Owners – Full-access company owners

Click the dropdown next to the search bar and select the role you want to display.

Step 3 – Filter Guards by Specialization

To find guards with a specific skill, use the All Specializations dropdown. Available specializations include:

• Crowd Control

• K9 Handler

• Firearms

• First Aid

• Fire Safety

• Access Control

• Surveillance

• VIP Protection

• Event Security

• Patrol

  

Step 4 – View Guard Profile Details

Click View Details next to a guard’s name to open their profile. Here you’ll see:

• Employment Details – Job role, department, supervisor

• Operational Information – Email and on-duty status

• Home Address – For emergency contact purposes

• Recent Activity – Logged activities or patrols

  

Step 5 – Edit Guard Profile

To add or update work details:

1. Click Edit Profile inside the guard’s detail view.

2. Fill in or update the following fields:

   • Employee ID

   • Department (e.g., Security, Operations)

   • Position/Job Title

   • Supervisor name and phone

   • Work schedule

   • Primary work location

   • Emergency procedures

   • Home address (optional)

3. Click Save Work Details to apply the changes.

   

Step 6 – Manage Guard Skills & Certifications

Click Manage Skills in the guard’s profile to open the certifications window. This section lists all skills and certifications currently added to the guard. If empty, it will show “No skills or certifications added yet.”

Step 7 – Add a New Certification

Click Add New Certification to record a new qualification. Fill in:

• Specialization Type (e.g., First Aid & CPR)

• Proficiency Level (Beginner / Intermediate / Advanced)

• Certification Date

• Expiry Date (Optional)

• Certification Number (Optional)

• Notes (Optional)

• Upload Certificate Document (PDF, Image, or DOC up to 10MB)

Then click Add & Save. The certification will now appear in the list.

Step 8 – Verify Saved Certifications

Once added, certifications automatically appear under Current Certifications. You can edit or remove them later if needed. These records are used for filtering guards by specialization and assigning them to tasks.

Workflow Example

Scenario – Onboarding a New Guard:

1. Go to Manage Guards under Guard Management.

2. Click Add Guard (if available) or ensure the new guard appears in your roster.

3. Use Edit Profile to add work details, supervisor, and schedule.

4. Click Manage Skills to add First Aid and PSIRA certifications.

5. Upload proof documents and set expiry dates.

6. Save changes and return to the main roster.

7. Use filters to confirm the guard appears under the correct Role and Specialization.

8. Assign the guard to a site using the Map View or Incident Dashboard when ready.

Result: The guard is fully registered, visible, and certified for deployment.