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Module 1 - OPSCOM System Setup

ThereThis arearticle severalprovides itemsan onoverview of the initial configuration steps required for new OPS-COM administrators to set up their production environment. Following these steps ensures your system is properly structured to manage users, permissions, and operational workflows.

Prerequisites

Before proceeding, review sections 1 through 3 of the New Client Orientation and Rollout tasks checklist that you should read through before proceeding. Please review sections 1 - 3.checklist.

ItAlways is important that you set upperform your final configurations on your production system. TheData created in the preview system is intended for testing purposes only and is temporary.

System Configuration

Administrators are responsible for establishing the informationframework createdof herethe issystem temporary.to align with organizational requirements.

System Config

Roles and Permissions

OPSCOMOPS-COM allowsuses System Owners and Administrators the abilityRoles to setgroup uppermissions, rolesallowing thatyou willto restrictcontrol access to specific information and features inbased OPSCOM.on Rolesuser arejob afunctions.

group
    of
  • permissions that are bundled and assigned to a set of users. For example, you may wish to create a role for Patrol Officer. You will set the permissions for this role and assign users the role of Patrol Officer when you would like to grant them permissions that match that job.

    Users can be assigned multiple roles.roles simultaneously.

    Creating

    • Administrator

  • To grant a user specific access, such as a Patrol Officer, define the necessary permissions for that role and assign it to the relevant users.

Managing Admin Accounts

WhenUpon initial setup, the system isprovides setone upadministrator foraccount. You can manage additional accounts by referring to the first time there will only be one Administrator. The OPSCOM team will have set it up and provided the login details to you. To manage your Admin Accounts please see Managing Admin User Accounts.Accounts article.

Setting Up UserTypes

User Types

YourUser Types define the rules for different groups of individuals within your system, such as distinguishing between Full-Time Students and Part-Time Students.

  • Coordinate with your Account Executive willto helpdetermine the appropriate User Types and associated rules for your organization.

  • Determine the mandatory fields and profile information required during the New User registration process.

Admin Options

Many system settings are controlled through Admin Options, which manage the picklists used throughout the platform. Review these options to ensure your dropdown menus and selection lists match your operational needs.

ViolationAdmin Options

If your organization utilizes ViolationAdmin, you determinemust whatconfigure userthe typesfollowing:

may
    be
  • useful

    Ticket forTypes: Used to categorize the type of violation or ticket issued.

  • Offence Types: Used to define specific offences, set fine amounts, and manage discount structures.

 

Customizing System Settings

Email Template Setup

The Email Template area allows you to setcustomize upthe look and whatfeel theof rulescommunications appropriatesent to those users may be. For example, you may want to allow Full-Time Students to park in different lots than Part-Time students. User Types will lay the groundwork for you to do this.  

You will also need to decide what information you will require when a new user creates a profile on your system. 

Setting up the Admin Options

Many of the Admin Options control your picklists for different options. 

Setting up ViolationAdmin Options 

If you have purchased ViolationAdmin then you will need to set up your Ticket Types. Ticket Types are used to distinguish what type of Violation/ticket is being issued.clients. You will also need to set up your Offence Types. Fine amounts are set and the discount for each offence is administered here.

System Settings Customization.

Email Template Setup

Email Templates that are created for communications with your clients are stored in this area in OPSCOM. Currently, you can edit the lookbranding and feel.layout Inof thethese future, you will be abletemplates to setmaintain upconsistent your own email templates. 
messaging.

Invoicing Template Setup

OPSCOMThe willInvoicing allowfeature youstreamlines tomonthly prepare/sendbilling invoicesand forbulk permit purchases. TheConfiguring Invoicingyour featureinvoicing istemplates usedensures tothat simplifyall generated documents contain the monthlyrequired billing/invoicingorganizational processdetails forand bulk payment of permit purchases. branding.

Setting

Admin up the Communication/Landing Page for Admins

WhenYou initiallycan logging onto OperationsCommander as an administrator,customize the first landing page you are presented with has a message window that canappears beon editedthe initial landing page when administrators log into OperationsCommander.

  • Use this space to suitdisplay important announcements, organizational schedules, or general information relevant to administrative staff.

Best Practices and Considerations

  • Collaboration: Work closely with your Account Executive to ensure that your User Types and permissions align with your specific needs.campus Generalor informationorganizational canpolicies.

    be
    • placed
  • here.

    Consistency: ManyMaintain consistent branding and messaging across all Email Templates and Invoicing Templates to ensure a professional experience for your users.

  • OPSCOMSecurity: Regularly audit your Roles and Permissions to ensure that administrators have the appropriate level of access required for their specific responsibilities. users

    place
    • schedule information on this landing page as well. 

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