Below is a step by step guide on how to set up your TargetSolutions Check It™ application. This article explains how to set up your apparatus, work orders, equipment, and checklists.
1. User Setup and Updating Permission Roles
All users that need access to Check It™ will need to first log in to TargetSolutions and click on the TargetSolutions Check It™ application from the menu in order to use their TargetSolutions Check It™ account.
Under the Users tab, you may set up your permission roles. Users and officers will default to the Firefighter role. If you would like to update their roles, you may click Manage under Users and change their Position.
In order to change the permissions granted to each position, go to Permissions under Users and check the permissions you would like for each role.
Under Department, you can review and edit the Notifications for each of your user's role. You may choose to set email notifications or mobile push notifications, which are alerts sent when users download the application on their mobile device.
2. Creating Stations and Units
Under the Department tab, you can set up your stations and edit notifications. You may create a station by clicking the drop down for Stations and then clicking Create Station. Within each station, you may set up units. Units allow your physical apparatus to be separate from the call sign of a specific apparatus. They also allow you to keep track of what a specific apparatus has been working as. Click here for more information about setting up and using units.
3. Creating Workflows
Workflows and tickets are used for tracking the process of fixing an apparatus. You may create these workflows under the Work Orders tab. Click here for detailed instructions explaining how to create a workflow.
Once you have created a workflow, you may create tickets as well. Ticket types allow your notifications to be more organized. You may assign tickets to specific workflows and add subscribers. Click here for detailed instructions explaining how to create a ticket type.
4. Adding Inventory
Through the Inventory tab, you may track tools including medical supplies and drugs within each apparatus. Click here for instructions on how to set up your inventory. Within the Inventory article, you may learn how to build compartments as well. Compartments help create uniformity between your apparatus.
You may also set up store rooms, which can help you track the flow of inventory in and out of your department's storage locations. Click here for more information about how to set up a store room.
5. Adding Equipment
Now it is time to add your equipment. Under the Equipment tab, you may add an Equipment Pool. Click here for instructions on how to create an equipment pool.
Once you have created an Equipment Pool, you may set up an inspection for certain equipment under the Inspections tab. Click here for instructions on how to set up an inspection.
6. Add your Apparatus and Vehicles
You can now set up your apparatus, which could include trucks, engines or other items in service. Click here and follow the steps to create a new apparatus. If you want to learn how to edit and delete an apparatus, please see the following links:
Once you place an apparatus in service, you can assign the apparatus to a unit. Depending on the condition of an apparatus, users can change the status of apparatus from their internet or mobile browsers.
Now that you have created your apparatus, you can create checklists that correspond to each apparatus for your users to complete. Click here to learn how to create, edit and delete checklists.
7. Add any Service Tasks Reminders
Service tasks are for items that you do not need to add to a checklist, but would still like a reminder for them to be completed. In order to add a service task, go to the Service Tasks tab and select Service Tasks. There you can edit or add any service task as well as add a description.
In order to schedule reminders, you can select Reminders and Entries under the Service Tasks tab. First, click Add Service Reminder on the right side. Then you may select your apparatus, service task and set your reminder and email settings. Once you are done, click Create reminder.
8. Running Reports
Now that you have finished setting up Check It, you may run certain reports. The most common reports that you may run are the Check History Export and Drug Log report. The Check History Export report will export historical data for a particular apparatus and its checklist for a selected time period. The Drug Log report will export information for drugs marked as a controlled substance, including signatures or seals. When running a report, you may select the desired criteria and then click Generate Report. This will automatically download a file of the report for you.
Interested in learning even more about TargetSolutions Check It™? Check out our other help articles here.