How to use Rounds Tracker
Last Updated: 2015-08-14
- Guard1 Plus version 5.x
Rounds Tracker is an optional module of Guard1 Plus. Using data from any Guard1 Plus database, backup or archive, Rounds Tracker displays your rounds information in Microsoft Excel. Rounds Tracker creates five different views, which you can print, save, or e-mail. From these views, you can determine whether all locations have been visited at the required frequency.
Rounds Tracker is activated using the Guard1 Plus Activation Wizard. If you purchased Rounds Tracker, when you activate Guard1 Plus you are also activating Rounds Tracker. If you did not purchase Rounds Tracker, after you activate Guard1 Plus you will not be able to use Rounds Tracker. Outlook is required to email a worksheet directly from Rounds Tracker. Rounds Tracker's E-mail function creates an Excel Workbook (.xlsx) file of the active worksheet and attaches the file to an Outlook email message.
Rounds Tracker is a computation-intensive application. When preparing or refreshing the display, it will require quite a bit of your computer's processing power. Therefore, it is important to limit the amount of data that Rounds Tracker must process. To reduce the time Rounds Tracker requires to prepare or refresh the display, we recommend one or all of the following:
- Limit the choice of Client, Facility, Group to the data you really need. For example, don't select a whole Facility if there is a Group with fewer locations that contains the locations you need. The more locations in your selection, the longer Rounds Tracker requires to process your data.
Limit the date and time range. Select a time period of twenty-four hours or less.
- Select only the views you need. The more views you select, the longer Rounds Tracker requires to process your data.
Refresh only when necessary. If you use the auto-refresh function, select a time value of fifteen minutes or higher.
To Display Data
- From the Start menu, open All Programs> TimeKeeping Systems> Guard1 Plus> Rounds Tracker.
- Choose the database, typically Guard1 Plus and enter your user name and password, then click OK.
- From the Rounds Tracker window, select these report parameters:
- Client, Facility, Group or Location to include in this report.
- Report Views you require: Quick View, Time Between, Time, Rounds and Detail.
- Date and Time option and enter any required details.
- Report Settings from Defaults and Options tabs such as the Maximum Time Interval or 24 Hour Time.
- Click OK to produce the Rounds Tracker worksheets.
- An hourglass appears on the screen as Rounds Tracker prepares the display.
- To re-open the Rounds Tracker window, from the Excel toolbar, click Add-Ins >Setup.
- When exiting Rounds Tracker, click Don't Save. Your last used settings in the Setup Window will be saved .
To Email the Report using Outlook
- Rounds Tracker will send only the active worksheet via e-mail. Select the worksheet you wish to e-mail.
- From the Excel Toolbar, click Add-Ins.
- From the Rounds Tracker toolbar, click Email. The Excel Save As dialog window appears.
- Type a file name and select the Microsoft Office Excel Workbook (*.xls or .xlsx) file type. Select the file's folder location.
- Click Save. An e-mail message is created with the .Excel file attached.
- Complete the email by adding the recipients and any additional message.
- Click Send.
To Email the Report using another Email Client
- If you do not have Outlook, you must first save the workbook, then send it as an e-mail attachment.
- From the Excel Toolbar, click Add-Ins.
- From the Rounds Tracker toolbar, click Save As. The Save As window appears.
- Type a file name and select the Microsoft Office Excel Workbook (.xlsx) file type. Select the file's folder location. Click Save to create the file.
- Follow the instructions for your e-mail program to create a new message and attach the file you saved.
To Print Data
Printing a worksheet is done using the Excel print functions. Before printing, you must define the Print Area for each worksheet. The Print Area defines what part of the worksheet will be printed.
- On the View menu, click Page Break Preview.
- Select the area you want to print by clicking and dragging over the specific cells.
- On the File menu, click Print Area, then click Set Print Area.
- When you save the document, your print area selection will also be saved.
- To clear the Print Area, from the File menu, click Print Area, then click Clear Print Area.
- To print the Worksheet, On the File menu, click Print.To Print the Worksheet.