FIREHOUSE Software FHinspector Administrator's Guide

Transcription

1 FIREHOUSE Software FHinspector Administrator's Guide

2 ACS Government Systems, Inc. All rights reserved th St., Suite 309 Urbandale, IA WSpell ActiveX Spelling Checker Wintertree Software, Inc. PDF Rasterizer.NET TallComponents BV FIREHOUSE Software is a registered trademark of ACS Government Systems, Inc. All rights reserved. Microsoft, MS, MS-DOS, Microsoft Visual FoxPro, and Microsoft Access are registered trademarks. Windows is a trademark of Microsoft Corporation. CAMEO is a registered trademark. ipad is a registered trademark of Apple, Inc. All other products or services mentioned in this manual are identified by the trademarks or service marks of their respective companies or organizations. ACS disclaims any responsibilities for specifying which marks are owned by which companies or organizations. FIREHOUSE Software is protected by the copyright laws that pertain to computer software. It is illegal to make copies of the Software except for backups. It is illegal to rent, lease, sublicense, or otherwise transfer any of the materials. It is illegal to remove or obscure proprietary notices. It is illegal to duplicate and distribute the Software by any other means, including electronic transmission. To protect trade secrets contained in the Software, you may not decompile, reverse engineer, dissemble, or otherwise reduce the Software to human perceivable form. You may not modify, adapt, translate, rent, lease, or create derivative works based upon the Software or any part thereof. ACS warrants the original media are free from defects in material and workmanship, assuming normal use, for ninety (90) days from the date of purchase. Except for express warranty of the original media set forth above, ACS grants no other warranties, express or implied, by statute or otherwise, regarding the media related materials, their fitness for any purpose, their quality, their merchantability, or otherwise. The liability of ACS, under the warranty set forth above, shall be limited to the amount paid by the customer for the product. In no event shall ACS be liable for any special, consequential, or other damages for breach of warranty ACS Government Systems, Inc.- Printed in the United States. All rights reserved. No part of this work covered by copyright hereon may be reproduced in any form by any means -- graphic, electronic, or mechanical -- including photocopying, recording, taping, or storage in any information retrieval system, without the written permission of the copyright owner. ii FIREHOUSE Software FHinspector Administrator's Guide

3 FIREHOUSE Software License Agreement Carefully read the following terms and conditions before installing software from FIREHOUSE Software. Only an Authorized Representative of the purchaser should install the software. Installing the software indicates acceptance of these terms and conditions specified in the License Agreement. ACS, A Xerox Company ( ACS ) and the party who installs this software ( you ) hereby agree as follows: 1. Licensed Software: Licensed Software means the software component and modules ordered and paid for by you, as listed in ACS s client database of licensed products, and as evidenced by your customer receipt. Licensed Software includes all documentation relating to our software. It also includes any upgrades, modifications, and customizations (collectively, Improvements ) to our software, should such Improvements be delivered to you at a later time. 2. End Users: End User(s) means (i) your employees with a need to access the Licensed Software; and (ii) third party consultants engaged by you who have a need to access the Licensed Software, and who are fulfilling legitimate business functions for you on your behalf. 3. Materials: This document contains links to downloaded files and applicable manual(s) relating to the Licensed Software. 4. License Grant: ACS hereby grants a revocable, non-exclusive, non-transferable license to use the Licensed Software on a single microcomputer, in the United States of America. The number of End Users authorized to access the Licensed Software concurrently is reflected on your invoice and in this License Agreement. You may increase the maximum number of concurrent End Users by procuring additional licenses from ACS based upon the then-current license fee schedule. You may not make use of any object code for any component(s) or modules(s) for which you have not expressly obtained a license for use under this Agreement. Any rights not expressly granted in this Agreement are expressly reserved. You agree not to (a) rent, lease, sublicense, assign or otherwise transfer the Licensed Software, including any of the materials or your rights hereunder, (b) remove or obscure our proprietary notices, (c) translate, alter, decompile or disassemble any of the materials, (d) copy any of the materials without our prior written consent, (e) use the software for other agencies. You shall have no right to access, copy or otherwise use the source code for software licensed under this license. You are prohibited from causing or permitting the reverse engineering, disassembly or decompilation of the software licensed under this license. You are prohibited from modifying, improving or otherwise enhancing the software licensed under this license. 5. Terms: This license is effective until terminated. You may terminate it at any time by destroying the materials and all copies of any material made from the original materials and notify ACS immediately. This license terminates automatically upon breach of any of the conditions of this license. Upon termination, you agree to destroy all copies of the materials. Use of the materials without a valid license of the materials is unauthorized and may subject you to monetary penalties. 6. Confidentiality: You receive the right to use the Licensed Software and materials as specified herein, but you do not become the owner of the Licensed Software and materials. The Licensed Software and materials are exclusive property of ACS and are protected by trade secret, copyright, and trademark law. You acknowledge that the materials are ACS property and contain valuable, confidential, unpublished information developed by ACS at a great expense. You agree to protect the materials from unauthorized reproduction, distribution, disclosure, or use of publication. You may not transfer any materials or software to anyone or entity without the written consent of ACS authorized personnel. 7. U.S. Government Restricted Rights: The Licensed Software and documentation related thereto were developed at private expense and are provided with "RESTRICTED RIGHTS". Use, duplication, or disclosure by the Government is subject to restrictions as set forth in FAR and DFAR et seq. or its successor. FIREHOUSE Software FHinspector Administrator's Guide iii

4 8. Export Laws: You may not export the Licensed Software and agree to comply with all laws, regulations, orders or other restrictions of the U.S. Export Administration Regulations. 9. Warranty: We warrant the downloadable files to be free from material defect in normal use for 90 days from the date of receipt of materials. We do not warrant the error-free operation of the Licensed Software contained in the downloadable files, or that such Licensed Software will meet your requirements. The Licensed Software is licensed "as is". We will, however, attempt to correct or bypass any actual reproducible and significant error in the software, provided you notify us and describe it in writing within 90 days from the date of receipt of the materials, and we will, within a reasonable time, at our option, provide either a corrected copy or work around instructions. This does not cover altered software or require us to customize our software to meet your hardware or operating system requirements. Section 11 specifies your exclusive remedy for any breach by us of this section. No dealer, company, or person is authorized to expand, alter this section or any other provision of this agreement. Any such agreement will not bind ACS. ACS MAKES NO OTHER WARRANTIES WHATSOEVER, EXPRESS OR IMPLIED, WITH REGARD TO THE SOFTWARE LICENSED UNDER THIS LICENSE, IN WHOLE OR IN PART. ACS EXPLICITLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY AND OF FITNESS FOR A PARTICULAR PURPOSE. ACS EXPRESSLY DOES NOT WARRANT THAT THE LICENSED SOFTWARE, IN WHOLE OR IN PART, WILL BE ERROR FREE, WILL OPERATE WITHOUT INTERRUPTION OR WILL BE COMPATIBLE WITH ANY HARDWARE OR SOFTWARE OTHER THAN THE EQUIPMENT. LICENSEE WAIVES ANY CLAIM THAT THE LIMITED WARRANTY SET FORTH IN THIS SECTION OR THE REMEDY FOR BREACH OF SUCH LIMITED WARRANTY FAILS OF ITS ESSENTIAL PURPOSE. 10. Limitation of Liability: ACS S LIABILITY IN CONNECTION WITH THE LICENSED SOFTWARE UNDER THIS LICENSE, OR ANY OTHER MATTER RELATING TO THIS LICENSE WILL NOT EXCEED THE FEE THAT YOU ACTUALLY PAID TO ACS FOR THE SOFTWARE GIVING RISE TO THE LIABILITY. REGARDLESS WHETHER ANY REMEDY SET FORTH HEREIN FAILS OF ITS ESSENTIAL PURPOSE OR OTHERWISE, IN NO EVENT WILL ACS BE LIABLE TO YOU FOR ANY SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, WHETHER BASED ON BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY, INDEMNIFICATION, OR OTHERWISE, AND WHETHER OR NOT ACS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. YOU ACKNOWLEDGE THAT ACS HAS SET ITS FEES AND ENTERED INTO THIS LICENSE IN RELIANCE UPON THE LIMITATIONS OF LIABILITY AND THE DISCLAIMERS OF WARRANTIES AND DAMAGES SET FORTH IN THIS LICENSE, AND THAT THE SAME FORM AN ESSENTIAL BASIS OF THE BARGAIN BETWEEN THE PARTIES. 11. Remedy: In the event that ACS breaches this agreement, your sole remedy is to notify us of such breach within the applicable warranty period and we will at our sole option, either cure the breach or refund the license fee paid to us for the materials. In no event will ACS be responsible for any damage beyond the amount of the license fee or for any indirect, special, incidental, consequential or similar damages or profits to you or any other person, or entity, regardless of the legal basis, even if ACS has been advised of the possibility of such damages, except to the extent applicable state law specifically prohibits such exclusion. 12. General (System Only): This license shall be governed by laws of the State of Iowa. All prior correspondence oral or written including without limitation, all understandings with respect to the Licensed Software or materials relative thereto are hereby superseded. This license constitutes your and our entire agreement and understanding regarding the Licensed Software and materials relative thereto. General (Evaluation Only): This evaluation program is provided free of charge to the registered requestor of the evaluation software and is to be used solely as an evaluation copy. 13. Software Maintenance Agreement: 90 days free phone support is provided with purchase of FIREHOUSE Software. A separate software maintenance contract is available for an additional charge. This software maintenance contract is not mandatory but highly recommended. The annual maintenance contract includes phone support and program updates. The cost of the software maintenance contract is based on the type and number of modules installed. In the event that the 90 day free support period has expired and no software maintenance contract has been established, a per call fee will be billed to you for telephone or other technical support. iv FIREHOUSE Software FHinspector Administrator's Guide

5 Technical support FH Technical Support: Phone: , option 2 support@firehousesoftware.com Sales contacts Jim Brandariz Phone: , Fax: Jim.Brandariz@firehousesoftware.com AZ, CA, NV, OR, WA Mike Rogers Phone: , Fax: Mike.Rogers@firehousesoftware.com AR, KS, LA, MO, MS, OK, TX Peter Eleftherakis Phone: , Fax: Peter.Eleftherakis@firehousesoftware.com CT, MA, ME, NH, NY, RI, VT, Ontario Forest Nace Phone: Fax: Forrest.Nace@firehousesoftware.com DE, IN, KY, MD, NJ, OH, PA, VA, WV Roger DeDoncker Rebecca Sanger Phone: , ext. 1 Fax: fhsales@xerox.com AK, AL, CO, GA, FL, HI, ID, IA, IL, MI, MN, MT, NC, ND, NE, NM, SC, SD, TN, UT, WI, WY, International FIREHOUSE Software FHinspector Administrator's Guide v

6 Table of Contents Introduction 1 Checklist for setting up FHinspector 2 Configure FH to work with the FH Cloud 3 Install the FH Cloud Synchronization utility 3 Verify that your scheduled inspections contain required values 6 Verify that your violation codes are associated with an inspection checklist 8 Create an inspection checklist with your violation codes 10 Push data from the FH database to the FH Cloud 13 Set up FH Cloud Sync as an automated task 16 Enable the automated task processor 18 Set up the department's account on the FH Cloud 19 Set up ipad logins on the FH Cloud 19 Set up the violation notice template 20 Restrict what data is updated from the ipad 23 Delete unused lookups on the FH Cloud 24 View inspection summaries for a company 25 View and delete inspections 27 Remove an ipad login from the FH Cloud 28 Remove an ipad from the FH Cloud 28 View the ipad's location on a map 29 Set up the ipad to work with the FH Cloud 31 Install FHinspector on the ipad 31 Activate FHinspector on the ipad 32 Log into the FH Cloud from the ipad 34 Synchronize the ipad with the FH Cloud 35 Enter a new license on the ipad 35 Change the unit/company on the ipad 36 Work with the synchronization log on the ipad 38 vi FIREHOUSE Software FHinspector Administrator's Guide

7 Introduction The FIREHOUSE Software FHinspector Administrator's Guide is designed to help you access the FH Cloud and perform administration activities needed to set up ipad logins and manage your department information. It also helps you install, configure, and run the FH Cloud synchronization service, and to install, activate, and synchronize ipads using the FH Cloud. The FH Cloud Service is a secured connection which uses an HTTPS address and Secure Socket Layer (SSL) to protect data as it is pushed from the FIREHOUSE Software database at the fire station to the FH Cloud, and then pulled from the FH Cloud to the ipad in your hands. FIREHOUSE Software FHinspector Administrator's Guide 1

8 Checklist for setting up FHinspector Caution: Below is a high-level checklist of the steps an administrator for your department needs to perform to set up FHinspector on the FH Cloud, in FH, and on the ipad. Detailed information for the steps below are available in the following pages of the FIREHOUSE Software FHinspector Administrator's Guide. Tip: Print this page off and check off the items below as you accomplish them. Check for an from FIREHOUSE Software technical support, containing a license key, administration logon credentials, and other information. Install or update to FH or later. Install the FH Cloud Synchronization utility. Log into FH as an administrator, and then do the following. Verify that your scheduled inspections contain required values. Verify that your violation codes are associated with an inspection checklist. (If necessary) Create an inspection checklist with your violation codes. Push data from the FH database to the FH Cloud, using the license key information provided in the from the FH technical support. Set up an automated task to run the synchronization between the FH database and the FH Cloud. Enable the automated task processor. Log into the FH Cloud, and then do the following. Set up the department's account on the FH Cloud with logins for each ipad that will access FH Cloud. Set up the violation notice template that will be used on all violation notices issues by your company. On the ipad, do the following. Log into the itunes store and download the newest version of FHinspector. Activate FHinspector with the license key from FH technical support. Log into FHinspector with a specific shift. Use FHinspector on the ipad to perform inspections and collect data. 2 FIREHOUSE Software FHinspector Administrator's Guide

9 Configure FH to work with the FH Cloud To use FHinspector, you need to install or update to FH or later, and configure it to push and pull data to and from the FH Cloud. Install the FH Cloud Synchronization utility WARNING: Before installing the FH Cloud Synchronization utility, verify that you have.net Framework 2.0 installed on your computer. 1. Install FH or later, or update your current version of FH to or later. Information on installing a new version of FH or updating to the most current version of FH is available in the FIREHOUSE Software Installation Instructions. 2. Contact FH technical support to obtain the FH Cloud Synchronization utility, and then follow their instructions to save it to your hard drive. 3. Navigate to the location on your hard drive where you saved the FH Cloud Synchronization utility. 4. Double-click FHCloudSync.exe. The FH Cloud Synchronization installation wizard appears, displaying the Welcome screen. 5. (Optional, if you are sure there is only one installation of FH on the machine) Select Skip automatic search for existing installations. 6. Click Next >. FIREHOUSE Software FHinspector Administrator's Guide 3

10 Depending on whether you selected Skip automatic search for existing installations, the Installation Location screen or the Select Location screen of the dialog box appears. 7. Depending on which screen appeared, do one of the following. Screen of the wizard Installation Location 1. Click Browse. Do this 2. Use the file browser that appears, and then navigate into your FH installation folder. 3. Click OK. Select Location Select which FH installation folder you want to install the FH Cloud Sync components into. 8. Click Next >. 4 FIREHOUSE Software FHinspector Administrator's Guide

11 The Start Installation screen of the installation wizard appears. 9. Click Next >. The FH Cloud Sync components install, and then the Installation Complete screen of the wizard appears. 10. Click Finish. FIREHOUSE Software FHinspector Administrator's Guide 5

12 Verify that your scheduled inspections contain required values FHinspector requires that you assign a shift and a company/unit for all inspections, and that the inspection be scheduled. Unscheduled inspections are not pushed from the FH database to the FH Cloud when the data is synchronized. 1. Log into FH as a user with appropriate add/edit/view rights. 2. For the type of inspection you want to perform, do one of the following. Inspection type Do this Occupancy a. On the main FH toolbar, click Occup. The Occupancy dialog box appears. b. Open an existing occupancy. c. Click the Address tab. d. Verify that there is a value in the Unit field. Hydrant a. On the main FH toolbar, click Hydrant. The Hydrant dialog box appears. b. Open an existing hydrant. c. Click the Activities tab. d. Verify that there is a value in the Unit field. 6 FIREHOUSE Software FHinspector Administrator's Guide

13 3. On the main FH toolbar, click Inspect. The Inspection dialog box appears. 4. Open the inspection corresponding to the occupancy or hydrant. 5. Verify that Shift, Unit, and Scheduled in the Inspection dialog box have values. 6. Note the inspection type number in the Type field. You will need this inspection type number later to verify whether a checklist exists for this type of inspection. 7. (If you made changes) Click Save. 8. Repeat steps 2-7 for any existing inspections you want to use with FHinspector. FIREHOUSE Software FHinspector Administrator's Guide 7

14 Verify that your violation codes are associated with an inspection checklist An inspection checklist lets you use FHinspector to indicate whether a specific item passes, fails, or is not applicable during an inspection. Your inspection checklists in FH must be associated with your violation codes to work in FHinspector. 1. Choose File Inspections Inspection Checklists. The Inspection Checklists dialog box appears. 2. Select the name of a checklist you want to use with FHinspector on the ipad, and then click Properties. The Checklist Items dialog box appears. 8 FIREHOUSE Software FHinspector Administrator's Guide

15 3. Under Link to Inspection Types, check to see if an inspection type number is displayed. If an inspection type number is displayed, this checklist is used for any inspections with that inspection type number in the Inspection dialog box, in Type. 4. (If an inspection type number does not appear under Link to Inspection Types) Check to see if Make this the default checklist is selected. If Make this the default checklist is selected, this checklist is used for any inspections that are not linked to a specific inspection type. 5. Under Checklist Item Categories, select a category of checklist items. 6. Under Checklist Items in, examine the text that appears in the Item Description, Viol Code, and Violation Code Description columns, and determine whether the checklist items are your department's violation codes and violation descriptions. 7. Repeat steps 5-6 for each of the entries under Checklist Item Categories. Note: If the inspection checklist does not contain your department's violation codes and violation descriptions, you need to create a new checklist that does contain them. 8. Click OK. FIREHOUSE Software FHinspector Administrator's Guide 9

16 Create an inspection checklist with your violation codes If you have checked to see if your violation codes are associated with an inspection checklist in FH and determined that the inspection checklist does not contain your department's violation codes and violation descriptions, you need to create a new checklist that does contain them. Caution: If the inspection checklist does contain your department's violation codes and violation descriptions, you can skip the steps below. Note: You must have Allow security rights in FH to create or edit inspection checklists. 1. (If the Inspection Checklists dialog box is not displayed) Choose File Inspections Inspection Checklists. The Inspection Checklists dialog box appears. 2. Click New. You are prompted to indicate whether you want to start a new checklist from an existing checklist. 3. Depending on your preference, click Yes or No. The Checklist Items dialog box appears. 4. In Checklist Name, enter a name for the inspection checklist. 10 FIREHOUSE Software FHinspector Administrator's Guide

17 5. (Optional) Select Make this the default checklist to have the checklist you are creating be the one used for all inspection types that do not have a specific checklist linked with them. 6. (If you did not select Make this the default checklist) Select the inspection type for the checklist. a. Under Link to Inspection Types, click the lookup button. The Lookup - Inspection/Activity Types dialog box appears. b. Expand the code category related to the type of inspection you want to create, select the appropriate code in that category, and then click OK. Example: Expand INSPECT, click Inspection - Fire Protection, and then click OK. 7. In the Checklist Items dialog box, in the Checklist Item Categories section, click the add button. A row highlights in the list under Checklist Item Categories. 8. Click in the highlighted row, and then type a name for the item category. Example: Building exterior 9. In the Checklist Item In section, click the add button. A row highlights in the list under Checklist Item In, partially populated with data. WARNING: Do not click Import from Violation Code Lookup Table. This will import all the default inspection categories and codes within them into your inspection checklist, and produce an unmanageably long checklist. FIREHOUSE Software FHinspector Administrator's Guide 11

18 10. In the highlighted row under Item Description, type a name for the checklist item. 11. In the same row, in the? column to the right of the Voil Code column, click the lookup button. The Code Sets - Violation Codes dialog box appears. 12. Expand the code category related to the type of violation you want to select, select the precise violation code you want in that category, and then click OK. The violation code and description appears in the row under Checklist Item In. 13. Repeat steps 9-12 for each item you want to list on the checklist in the selected checklist item category. 14. Repeat steps 7-14 for each new category and the items in it that you want to add to the inspection checklist. 15. Click OK. 16. In the Inspection Checklists dialog box, click Close. 12 FIREHOUSE Software FHinspector Administrator's Guide

19 Push data from the FH database to the FH Cloud Note: When you purchased FHinspector, an FH technical support person sent you an containing a license key and other information. You will need this license key when specifying synchronization parameters below. 1. Choose File Run Add-Ons Cloud Synchronization Utility. The FIREHOUSE Software Cloud Synchronization Utility dialog box appears. 2. Select or clear Synchronize Occupancies and Synchronize Hydrants to indicate which records you want to push from the FH database to the FH Cloud. 3. (Optional) In Limit Push to Shift, enter the name of the shift for the data you want push to the FH Cloud. Note: If you do not specify a shift, data for all the shifts are pushed to the FH Cloud. 4. (Optional) In Limit Push to Unit/Company, enter the name of the unit/company for the data you want to pull down from the FH Cloud. Note: If you do not specify a unit/company, data for all the unit/company are pushed to the FH Cloud. 5. Click Sync to manually push data from the FH database to the FH Cloud. FIREHOUSE Software FHinspector Administrator's Guide 13

20 6. (Optional) Specify the time frame that you want to synchronize data for. By default, only information changed since the last synchronization date is updated. a. Click Advanced Options. The Advanced Options dialog box appears. b. (Optional) Select Push Only to push records in the FH database to the FH Cloud, and to prevent pulling updated records from the FH Cloud. c. (Optional) Click Clear (Push all next sync) to push all the occupancy and hydrant information in the FH database to the FH Cloud, instead of synchronizing only updated information since the last synchronization date. Note: Clicking Clear (Push all next sync) effectively resets the synchronization back to an initial synchronization with the FH Cloud. d. (Optional) Click Clear (Pull all next synch) to pull all the occupancy and hydrant information from the FH Cloud to the FH database, instead of synchronizing only updated information since the last synchronization date. Note: Clicking Clear (Pull all next synch) effectively resets the synchronization back to an initial synchronization with the FH Cloud. e. Click Close. 7. Click Sync. 14 FIREHOUSE Software FHinspector Administrator's Guide

21 If you have not already entered your license number for accessing the FH Cloud, the Enter a Value dialog box appears. Tip: If your license number for FH Cloud changes, you can access this dialog box by clicking Advanced Options, and then clicking Relicense in the Advanced Options dialog box. 8. (If the Enter a Value dialog box appears) In Enter License Key, type the license key that your FH technical support person ed you, and then click OK. Synchronization messages appear in the Transaction Summary portion of the dialog box. FIREHOUSE Software FHinspector Administrator's Guide 15

22 Set up FH Cloud Sync as an automated task 1. Log into FH as an administrator. 2. Choose Administration Automated Tasks. The Automated Task Setup dialog box appears. 3. Click New. The Automated Task Properties dialog box appears. 4. From Tasks to Perform, select Run Add-On. 16 FIREHOUSE Software FHinspector Administrator's Guide

23 5. In Automated Task Name, type FH Cloud Sync. 6. From Run How Often, select the option corresponding to how frequently you want the synchronization task between the FH database and the FH Cloud to run. Depending on which option you select, additional options may appear to the right of Run How Often. Example: If you select Weekly or Monthly, the Day and Time of Day options appear. If you select Timed, the Every option appears. 7. (If additional options appear) Specify values appropriate for the additional options. 8. Click Setup Task Parameters. The FIREHOUSE Software Add-Ons dialog box appears. 9. Select Cloud Synchronization Utility, and then click Select. 10. In the Automated Task Properties dialog box, click Save, and then click Close. A dialog box prompting you to start the automated task processor appears. 11. Click No. 12. In the Automated Task Setup dialog box, click Close. FIREHOUSE Software FHinspector Administrator's Guide 17

24 Enable the automated task processor Caution: To prevent problems with automated tasks, perform the steps below on a computer that is not normally used for normal FH data entry. 1. Choose Tools Workstation Options. The Workstation Options dialog box appears. 2. Click the Other tab, and then the Automated Tasks tab. 3. Select either Auto-Load on FIREHOUSE Software Startup or Auto-Load on Windows Startup. Auto-Load on FIREHOUSE Software Startup runs the automated task processor when someone is at the FH login screen or logged into FH. Note: If you set the automated task up as a timed task, you must select Auto-Load on Windows Startup. WARNING: Auto-Load on Windows Startup does not run the automated task processor the way a Windows task service runs. For this option, the FH automated task requires that a user always be logged into Windows on the machine running the FH task processor. 4. Click OK. 5. (If you chose Auto-Load on Windows Startup) Log off and restart your workstation, and then log in again. 18 FIREHOUSE Software FHinspector Administrator's Guide

25 Set up the department's account on the FH Cloud Once you have configured FH to work with the FH Cloud, you need to set up the department's account on the FH Cloud. To set up the account, you need to set up logins on FH Cloud for each ipad that will access FH Cloud, and enter standard text that should appear on all violation notices issues by your company. Later, after the data is being pushed and pulled from the FH Cloud, you can add or update ipad logins, remove ipads that are no longer in service from FH Cloud, and view summary information about the ipads and company inspections. Set up ipad logins on the FH Cloud When you purchased FHinspector, an FH technical support person performed internal system setup for your department on the FH Cloud, and then ed you a license key, administrator login information, and link to the FH Cloud, and links to the documentation for FHinspector. 1. Log into the FH Cloud using the link for accessing the administration page for your department and the login credentials in the from your FH technical support person. The administration page for your department appears, set to the Dashboard tab. 2. Click Device Logins. The first time you access this page, a blank row for defining ipad logins appears. 3. In the blank row, in the User Name column, type a user name that an ipad device can use to access the FH Cloud. Tip: Many stations assign an ipad device to a specific fire engine, and enter a device name that corresponds to the fire engine the ipad is assigned to. Example: Engine1iPad 4. In the Password column, type a password for the user name. 5. In the Enabled column, select the checkbox to indicate that the login you are setting up has permission to access the FH Cloud. Note: If you clear this checkbox later, the ipad login information is stored on the Device Logins page, but the ipad will not be able to connect to the FH Cloud. 6. Under Default Company, select the name of company responsible for the ipad. 7. Click Save. A login is created, the Device Logins page refreshes, and a new blank row appears under the last login row. 8. Repeat steps 3-7 for the rest of the ipads you need to create logins for. FIREHOUSE Software FHinspector Administrator's Guide 19

26 Set up the violation notice template A violation notice template is available to FH Cloud administrators, to define standard text for violation notices that the inspector can to the client. 1. Log into the FH Cloud using the link for accessing the administration page for your department and the login credentials in the from your FH technical support person. The administration page for your department appears. 2. Click Department. Options for customizing your department's information and violation notices appear. 3. In the first set of fields, enter the appropriate information for your department. 4. In Copy Violation Notice s, enter the addresses of people that should be sent a copy of the violation notice generated by the inspection. Note: Only enter company s, such as Engine1@FirestationX.com. Do not specify personal s, such as Joe@gmail.com. Your ipad must have set up on it to send the violation notice to the addresses you specify. For information on setting up your ipad's , consult your ipad documentation. 20 FIREHOUSE Software FHinspector Administrator's Guide

27 5. In Violation Notice Header, enter the text you want to display at the top of the violation notice. 6. In Logo, enter the path to an image file containing a logo you want to display with the violation notice heading information. 7. In Violation Notice Body, enter any standard wording and codes that you need to appear on all violation notices, stating that violations were found. Tip: Rather than retyping it, you can copy and paste text you currently have for violation reports in FH into Violation Notice Body. To access your violation report text, do the following. a. Choose Reports Occupancy Management Reports. The Reports dialog box appears. b. Expand Occupancy Management Reports Inspection Master Reports Violation Notices, and then select Violation Notice. c. Click Layout. A warning dialog box that you are modifying a system report appears. d. Click Yes. You are prompted to specify query parameter values for layout preview data. e. Click No. The FH Report Designer appears. f. In the toolbar across the top of FH Report designer, click the A icon. g. Using your mouse, select the text you want to copy, and then copy it. h. In the web browser, click in Violation Notice Body and paste the text. i. Repeat steps f-h for any text you want to copy and paste between FH Report Designer and Violation Notice Body. j. Close the FH Report Designer. k. In the Reports dialog box, click Close. 8. In Violation Notice Legalese, enter any standard legal statements that need to appear on all violation notices. 9. In Violation Passed Body, enter any standard text stating that the inspection passed with no violations. 10. In Violation Notice Footer, enter the text you want to display at the bottom of the violation notice. 11. Click Save. FIREHOUSE Software FHinspector Administrator's Guide 21

28 When a violation notice is generated an ed from FHinspector, it will incorporate the text you have supplied for the template. Example: 22 FIREHOUSE Software FHinspector Administrator's Guide

29 Restrict what data is updated from the ipad You can restrict the property use code, mixed used code, inspection type, business license, parcel number, square feet, number of floors, and occupancy load data from being updated to the FH Cloud during the synchronization process. Note: Data restricted from reaching the FH Cloud is then not updated in the FH database, either. 1. Log into the FH Cloud using the link for accessing the administration page for your department and the login credentials in the from your FH technical support person. The administration page for your department appears. 2. Click Department, and then scroll to the bottom of the page. The Do Not Allow ipad Updatessection appears. 3. For each of the options under Do Not Allow ipad Updates, select or clear the option to indicate whether or not you want the corresponding data to be accepted by the FH Cloud during synchronization. 4. Click Save. FIREHOUSE Software FHinspector Administrator's Guide 23

30 Delete unused lookups on the FH Cloud If you have lookups that were pushed to the FH Cloud in an earlier synchronization, but which are no longer used in inspections, you can delete them from the FH Cloud using the FHinspector administration site. WARNING: Lookups that you delete on the FHinspector administration site also need to be deleted in FH, or they will be pushed to the FH Cloud again during the next synchronization. 1. Log into the FH Cloud using the link for accessing the administration page for your department and the login credentials in the from your FH technical support person. The administration page for your department appears. 2. Click Department, and then scroll to the bottom of the page. The Cloud Data Management section appears. Note: Only lookups that are not currently used by any inspection or activity are listed. 3. From the Unit, Shift, or Inspector lists, select the lookup you want to delete. Tip: You can select options in each of these lists, and multiple selections in any of these lists, to delete more than one lookup at once. If you do not want to delete an item in a list, be sure to select the blank space at the top of the list. 4. Click Clear Data. The selected lookups are deleted, and the page refreshes to display the remaining unused lookups in the Unit, Shift, or Inspector lists. 24 FIREHOUSE Software FHinspector Administrator's Guide

31 View inspection summaries for a company 1. Log into the FH Cloud using the link and the login credentials in the from your FH technical support person. The administration page for your department appears. 2. Click Dashboard. Options for viewing summary inspection information for a company appears. 3. In the Dashboard section, select an option that indicates the range of dates you want to view a summary of company information for. To specify Do this A general date range Select Today, This Week, or This Month. A precise date range a. For Between, click in the field for the beginning of the range. A calendar pop-up appears. b. Select the date for the beginning of the date range. c. Click in the field for the end of the range and specify a date. d. Click Filter. The Dashboard page refreshes, and summary information for the department's inspections within the specified date range appears under Fire Inspections and Hydrant Inspections. FIREHOUSE Software FHinspector Administrator's Guide 25

32 4. (Optional) Filter the data further by doing any of the following. To view inspection summaries for Do this A unit From Department, select the unit whose inspection summaries you want to see. A shift From Department, select the shift whose inspection summaries you want to see. 26 FIREHOUSE Software FHinspector Administrator's Guide

33 View and delete inspections 1. (If you have not done so already) View summary inspection information for a company, as described in View inspection summaries for a company, on page 25. Under Fire Inspections and Hydrant Inspections, units are listed, with the number of upcoming and completed inspections for each displayed under Scheduled and Completed. 2. Depending on type of the inspection (fire or hydrant), and the status of the inspection (scheduled or completed), in the row for the unit you want to see an inspection listing on, click the plus (+) sign to the left of the number in the Scheduled or Completed column. A more detailed listing of the inspections appears, and the plus sign (expand icon) becomes a minus sign (contract icon). A Delete button also appears below the listing of inspections. Tip: To collapse the expanded inspections list, click the minus ( ) sign. 3. (Optional) Delete an inspection. a. In the Delete column for the inspection you want to remove, select the check box. b. Below the inspections list, click Delete. The inspection is deleted, the page refreshes, and the number of inspections updates to be one less. WARNING: Inspections that you delete on the FHinspector administration site also need to be deleted in FH, or they will reappear on the administration site during the next synchronization. FIREHOUSE Software FHinspector Administrator's Guide 27

34 Remove an ipad login from the FH Cloud 1. Log into the FH Cloud using the link for accessing the administration page for your department and the login credentials in the from your FH technical support person. The administration page for your department appears. 2. Click Device Logins. A table of the ipads that have logins created for them appear. 3. In the row for the ipad that you want to delete, in the Delete column select the checkbox. 4. Click Save. The Device Logins page refreshes, and the ipad login no longer appears in the list. Remove an ipad from the FH Cloud 1. Log into the FH Cloud using the link for accessing the administration page for your department and the login credentials supplied in the from your FH technical support person. The administration page for your department appears. 2. Click Devices. A table of information for the ipads that can access the FH Cloud appears. The information displayed on this page is not editable. 3. In the row for the ipad that you want to delete, in the Delete column, select Delete. 4. Click Save. The Devices page refreshes, and the ipad no longer appears in the list. 28 FIREHOUSE Software FHinspector Administrator's Guide

35 View the ipad's location on a map An FHinspector administrator can see the real-time location of the ipad on a Google map when the inspection begins and finishes. The location of the unit appears as a blue circle on the map, and the location and status of inspections in the area appears as push-pin markers on the map. 1. Log in to the FH Cloud using the link and the login credentials in the from your FH technical support person. The administration page for your department appears. 2. Click the Check-in tab. 3. In the Dashboard section, select an option that indicates the range of dates you want to view inspections for. To specify Do this A general date range Select Today, This Week, or This Month. A precise date range a. For Between, click in the field for the beginning of the range. A calendar pop-up appears. FIREHOUSE Software FHinspector Administrator's Guide 29

36 To specify Do this b. Select the date for the beginning of the date range. c. Click in the field for the end of the range and specify a date. d. Click Filter. The Check-in page refreshes, and the locations of the unit and the inspections within the specified date range appears under Fire Inspections. 4. (Optional) Filter the data further by doing any of the following. To view inspection summaries for Do this A unit From Department, select the unit whose inspection summaries you want to see. A shift From Department, select the shift whose inspection summaries you want to see. 5. Under Fire Inspections, in the upper left corner, select or clear the legend items to display or hide the corresponding markers on the map. 30 FIREHOUSE Software FHinspector Administrator's Guide

37 Set up the ipad to work with the FH Cloud Once you have Set up the department's account on the FH Cloud, as described on page 19, you need to install and activate FHinspector on your ipads, log into the FH Cloud with the ipads, and synchronize your ipads with the FH Cloud. Install FHinspector on the ipad 1. On your ipad, at the bottom of the screen, touch the App Store icon. The main App Store page appears. 2. In the upper right corner of the App Store page, use the App Store search tool to search for FIREHOUSE Software. The results of the search appear, and the FHinspector application is listed. 3. Touch the FHinspector icon. A description page appears for FHinspector. 4. In the upper left corner of the page, under FHinspector, touch FREE. INSTALL APP replaces FREE. 5. Touch INSTALL APP. The Apple ID Password dialog box appears for accessing the App Store. 6. Use the ipad touch keyboard to enter your password, and then touch OK. FHinspector downloads to your ipad, and an FHinspector icon appears on your desktop. FIREHOUSE Software FHinspector Administrator's Guide 31

38 Activate FHinspector on the ipad Note: You only have to activate FHinspector the first time you use it. After it is activated, the regular logon screen appears when you touch the FHinspector icon on your ipad desktop. 1. On your ipad's desktop, touch the FHinspector icon. The FHinspector for ipad screen appears. Note: If you are currently using a demonstration version of FHinspector on the ipad, it is using a demonstration license, not a purchased license. 2. Do one of the following. To do this Activate a demonstration license Do this a. Touch Demo App. A demonstration license number appears. Replace a demonstration license with a purchased license b. Touch Authorize. The FHinspector guest login appears. a. Touch Options. A menu of options appears. b. Touch Enter New License. The Enter New License dialog box appears. 32 FIREHOUSE Software FHinspector Administrator's Guide

39 To do this Do this c. Touch Yes. The FHinspector for ipad screen appears. d. Continue with the instructions below to activate a purchased license. Activate a purchased license a. Touch the field with the gray text License Number in it. b. Use the ipad touch keyboard that appeared to enter the license number that your FH technical support person ed you. c. Touch Authorize. FHinspector accesses the FH Cloud, and the department information that was pushed earlier to FH Cloud from the FH database is now pulled from the FH Cloud down to the ipad. You are prompted to select a company (unit) for the ipad. d. Touch Select the Company for this ipad. A menu of company names appear. e. Touch the name of the company you want to download data for from the FH Cloud. f. Touch Select. A message the ipad is synchronizing briefly appears, and the company information in the FH Cloud is pulled down to the ipad. The FHinspector login appears. FIREHOUSE Software FHinspector Administrator's Guide 33

40 Log into the FH Cloud from the ipad 1. (If the FHinspector login is not already displayed) On your ipad's desktop, touch the FHinspector icon. The FHinspector for ipad screen appears. 2. In User name and Password, type an ipad login and password. (FHinspector administrator) The username and password you defined earlier on the FH Cloud. (FHinspector user) The username and password provided by your FHinspector administrator. 3. Touch Pick Your Shift, and then select a shift option from the drop-down menu. 4. Touch Sign In. The map screen of FHinspector appears. You are now ready to use FHinspector on the ipad. 34 FIREHOUSE Software FHinspector Administrator's Guide

41 Synchronize the ipad with the FH Cloud When you finish an inspection with FHinspector, you need to push the updated data from the ipad to the FH Cloud by synchronizing them. The data is pulled from the FH Cloud to the FH database the next time the FH automated task runs or a manual synchronization is performed between the FH Cloud and the FH database. 1. On your ipad's desktop, touch the FHinspector icon. The FHinspector for ipad screen appears. 2. Touch Options. A menu of options appears. 3. Touch Sync With Server. A message that the ipad is synchronizing appears, and the data in the ipad for the unit/- company is pushed to the FH Cloud. Enter a new license on the ipad If you had already activated a demonstration version of FHinspector, and then you purchase a license, you can reactivate your version of FHinspector by entering the new license key sent to you FH technical support. Information on entering a new license key is available in Activate FHinspector on the ipad, on page 32. FIREHOUSE Software FHinspector Administrator's Guide 35

42 Change the unit/company on the ipad WARNING: Be sure to synchronize the ipad with the FH Cloud before changing the unit/- company. Any data collected for the current company/unit since your last synchronization will be lost when the ipad pulls information for the new company/unit from the FH Cloud. 1. On your ipad's desktop, touch the FHinspector icon. The FHinspector for ipad screen appears. 2. Touch Options. A menu of options appears. 3. Touch Change Company. A confirmation dialog box appears, informing you that any changes you have made for the previous company since your last synchronization will be lost. 4. Touch Yes. 36 FIREHOUSE Software FHinspector Administrator's Guide

43 You are prompted to select a unit/company for the ipad. 5. Touch Select the Company for this ipad, and then touch the name of the unit/- company you want from the list of names that appear. 6. Touch Select. The ipad synchronizes with the FH Cloud, and the data for the selected company is pulled from the FH Cloud. FIREHOUSE Software FHinspector Administrator's Guide 37

44 Work with the synchronization log on the ipad 1. On your ipad's desktop, touch the FHinspector icon. The FHinspector for ipad screen appears. 2. Touch Options. A menu of options appears. 3. Touch View Log. 38 FIREHOUSE Software FHinspector Administrator's Guide

45 The FH Sync Log appears. 4. Do one of the following. To do this Do this View the log a. Read the contents of the log. the log b. Touch Close. Note: must be enabled on your ipad. a. Touch . b. Specify any addresses, a subject line, and content that you want to include in the , and send it. c. Touch Close. Clear the log a. Touch Clear. A confirmation dialog box appears. FIREHOUSE Software FHinspector Administrator's Guide 39

46 To do this Do this b. Touch Yes. The log clears. c. Touch Close. 40 FIREHOUSE Software FHinspector Administrator's Guide