Phase 3 - Configuration and Admin Options
It'sThis timearticle toprovides unlockOPS-COM administrators with a roadmap for Phase 3 of the powersystem ofimplementation. OperationsCommanderDuring this phase, you will configure core operational settings, customize user-facing portals, and get this system configured! This is where you'll get to useprepare your ingenuityenforcement tomodules setfor up your users, lots, and templates. Then, you'll be ready to run a “Penny Test” and accept your first payment.deployment.
Setup &and Configuration Instructions
ThePhase wiki3 containsfocuses aon wholetailoring sectionthe dedicatedsystem to setupyour andorganization's configuration.specific Thisbusiness willprocesses. goAdministrators intoshould evenfocus more detail than what we have outlined below, so feel free to explore and discover whaton the platformfollowing cankey do for you.areas:
:
User Types are a flexible way to categorizeCategorize your users (e.g., Student,Student, Staff,Staff, Public)Public) to define distinct parking rules, permissions, and controlsystem how they interact with the system. For example, you can set rules to allow staff to park in different lots than visitors. This feature allows you to ensure appropriate permissions and functionalities for each user group, creating a truly tailored experience for your users.functionalities.
With User Profile Settings, you can customize the information you collect from users on their profile forms. By adjustingAdjust the visibility and requirement statusrequirements of variousprofile fields,fields youto cancollect tailor the user experience and make sure you get all thenecessary information youfrom needusers induring a way that is simple and intuitive.registration.
You will also need to set upDefine the vehicle description informationparameters youyour wantorganization needs to track.track Wefor make this simpleenforcement and efficientpermitting so you can get up and running quickly.purposes.
System Settings Customization:
Utilize the centralized System Settings providearea administratorsto with comprehensive control over thefine-tune core functionalitiesfunctionalities, including general parameters, security protocols, and behaviorsmodule-specific of the system. This centralized area allowsbehavior for fine-tuning various components, from general system parameters and security protocols to specific module functionalities like parking, violations, and payments. This ensures your system operates according to your unique needs, showcasing the flexibility of our platform.payments.
Setting up the Look and Feel of the User Portal Branding:
OperationsCommanderConfigure administrators can define global default branding for the User Portal. By configuring theyour Default Site Logo and Default Site Header, you canto ensure consistentyour branding andremains visual presentationconsistent across yourall useruser-facing environment,interfaces.
Email Templates: Use the experiencesmart comfortable for your users.
Email Template Setup
Email Templates allow administratorseditor to customize the content and appearance of automated emails sent by the system. Using a smart editor, you can create dynamic, informative, and engaging messages for variousemail notifications, ensuring clear and consistent communication with your users. is clear and professionally branded.
SystemReview messagesand allowupdate you to share information with your clients on multiple pages on the User Portal. There are severalpriority messages and elements thatacross shouldthe beUser aPortal, priority when setting up a system initially. Here is a list of what should be reviewed and updated:including:
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System Messages/Pages:
- Login,
LoginPermits, Permitsand - User Registration
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System Messages/Messages:
- Admin Dashboard ,
- The Vehicle Disclaimer ,
- and The Permit Disclaimer
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Email Headers and Footers:
- Customize
- your Header
- and Footer
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Email Templates:
- Review
- Lost Password
- and User Receipt templates.
Module-Specific Setup
ViolationAdmin Setup
To configure the ViolationAdmin module, you must complete the following mandatory tasks:
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Setup Ticket Categories.
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Setup Offence Items.
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Setup Locations.
Violation Stock Management
If your organization uses inventiveprinted mobiletickets, technologycoordinate with your Account Executive to efficientlyapprove track,the manage,ticket design.
-
If sourcing your own stock, allow 4–6 weeks for printing and
record violations to support your parking environment.To get this module configured, you will be required to complete a number of tasks. You will need to setup your Ticket Categories, Offence Items and Locations.shipping.Proof -
Order your
Violationsstockstockearly to avoid deployment delays.
Handheld Enforcement
YourReview Accountthe ExecutiveHandheld willTraining bedocumentation inbefore contactmeeting with your Training Coordinator to ensure you are gettingprepared thefor correctpractical printedinstruction.
Data andImports
If you are sourcingtransitioning data from a legacy system, ensure your owndata Violationis stock,cleaned pleaseand ensureformatted youcorrectly. allow yourself 4–6 weeksRefer to have them printed and shipped to you
Handheld Enforcement Setup
Your Training Coordinator will go through using the handhelds, but it is beneficial to work through the Handheld Training to make the this more meaningful for you.
Preparing to Import your Data
Many customers want to bring their existing data with them when they transition to OperationsCommander. Data imports can seem complicated, but they start with a clear understanding of what is needed and clean data. Refer to this wiki article for detailed requirements.
Best Practices and Considerations
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System Integrity: Before proceeding to live payments, run a Penny Test to verify that your transaction flow and payment processing are functioning correctly.
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Standardization: Ensure all System Messaging and Email Templates are thoroughly reviewed for tone and accuracy before your go-live date.
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Advanced Configuration: While this article provides a high-level overview, refer to the
detailsfullaboutSetuppreparingandyourConfigurationdata.section of the wiki for granular instructions on each module.