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iOps360

The Premiere Operations Suite for EMS, Fire And Police

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Supervisors Guide

You are here: Home » Help » Supervisors Guide

Cost Centers

Cost Centers

iOps360 uses cost centers to organize staff and schedules into organizational units. Schedules can be created and published for each cost center independently allowing you flexibility and customizations. Cost Center Components Cost centers allow you to organize the following items:

Brad Goodman September 28, 2020November 20, 2020 Help, Supervisors Guide Read more

iOps360 & Attendance On Demand Payroll Integration

With iOps360, you can quickly track employee leave hours and accrual rates. If your agency uses Attendance on Demand, our integration can quickly sync staff leave hours into iOps360. First, download the Attendance On Demand – Benefit Balances from Attendance

Brad Goodman August 7, 2020November 20, 2020 Help, Latest Updates, Supervisors Guide Read more

iOps360 – Attendance On Demand

iOps360 – Attendance On Demand

iOps360 now integrates with “Attendance On Demand”. The integration allows iOps360 to sync users’ leave balances into iOps to ensure consistent employee hours tracking. Step 1 – Attendance On Demand First, run the Employee Benefit Balance report in Attendance On

Brad Goodman June 24, 2020November 20, 2020 Help, Latest Updates, Supervisors Guide Read more

Maximum Hours Rules

Maximum Hours Rules

You can fine tune the limits of how many hours can be staffed with the Maximum Hours feature. This allows you to specify the number of hours a user can be scheduled before a Warning or Error is generated. Concepts

Brad Goodman June 22, 2020November 20, 2020 Help, Latest Updates, Supervisors Guide Read more

Keystone Payroll Integration

iOps360 Keystone Payroll Import Leave Balances

iOps360 will import information from a variety of county finance systems including Keystone Payroll. Before You Begin When using a leave balance import, User’s prior leave balance transactions will be removed.  The users’ leave request will not be effected.  iOps360

Brad Goodman January 21, 2020November 20, 2020 Help, Latest Updates, Supervisors Guide Read more

Import Users’ Leave Balances – Munis Integration

iOps360 will import information from a variety of county finance systems including Munis. To Import User’s Leave Balances from Munis into iOps360. Run Or Request the “EMPLOYEE ACCRUALS YTD REPORT” from Munis. (Tyler Dashboard -> Tyler Menu -> Employee Accruals Report

Brad Goodman January 4, 2020November 20, 2020 Help, Supervisors Guide Read more

Equipment Check Out Module

The Equipment Check Out feature allows staff to quickly check in or out equipment such as radios and pagers. Designate which type and the quantity to quickly document the shift equipment. Also scan the equipment for even faster check outs.

Brad Goodman October 28, 2019November 20, 2020 Help, Latest Updates, Supervisors Guide Read more

Conditional Form Routing

iOps360 Dynamic Form Routing

The iOps360 forms allows you to quickly drag and drop fields to make virtually any form. You can also customize the Work flow approvals to dynamically route a form to various users and user roles. Let’s setup routing for each

Brad Goodman October 22, 2019November 20, 2020 Help, Latest Updates, Supervisors Guide Read more

Active 911 Integration Overview

Active 911 Integration Overview

iOps360 has two integrations with Active911.  Dispatch & CAD Paging and Notifications Dispatching & Cad iOps360 Integrates with Active911 to pull real time dispatch information and call responses. By linking your schedule, operations, and CAD information from Active 911, you

Brad Goodman April 9, 2019November 20, 2020 Help, Latest Updates, Supervisors Guide, Users Guide Read more

Multi-Factor Authentication (MFA) using Google Authenticator

TOTP MFA Setup Multi-Factor Authentication Google Authenticator

Multi-Factor Authentication (MFA) Most security breaches are due to weak, re-used passwords.  However, even a strong password can still be breached through saved passwords in browsers, email snooping, public wifi locations and more.  To help combat this, iOps360 has enabled

Brad Goodman September 10, 2018November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Public Classes and User Registration

Public Classes and User Registration

Public Classes You can select classes to be “Public” which will show this class on a calendar to Non-BgSolutions users and allow any user to register for the class.  Each Public class will have a secret website link as well

Brad Goodman April 23, 2018November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Create And Edit User Roles

Create And Edit User Roles

User Roles allow you to group users together and set Education Requirements that the users must have to perform their duties. Examples of User Roles include “EMT”, “EMT-P”, “Crew Chief” or “Fire Fighter”, “Officer”, “Driver”, etc. Users can have multiple

Brad Goodman April 13, 2018November 20, 2020 Help, Supervisors Guide Read more

Schedule Notifications

Schedule Notifications

Scheduler Notifications Scheduler Notifications provides you with a way to send non-essential notifications to users when the login to the scheduler.  This system does not send any immediate notifications to users as the Email and Paging system does.   Great uses

Brad Goodman April 5, 2018November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Schedule Templates / Patterns

The scheduler typically has Units/Vehicles that operate on a specific rotation (ABC shift, Pattern, Monday-Friday) etc.  However you may need to routinely schedule Users on different units through out their pattern.  An example would be a Supervisor who rides in

Brad Goodman March 23, 2018November 20, 2020 Help, Supervisors Guide Read more

Equipment Tracking – Creating Service Records

Equipment Service Records are a way to track issues directly from the users and ensure the equipment is repaired quickly.  Users can create a service record and enter the details of the problem.  The service record can be emailed to

Brad Goodman January 12, 2018November 20, 2020 Help, Supervisors Guide Read more

Equipment Tracking – Creating Inspections

Equipment Tracking – Creating Inspections

Equipment Inspections are date based reminders to perform Maintenance on any type of Equipment.  Examples include a Yearly Monitor software update, radio programming, or stretcher strut inspections. Create an Inspection Click on “Features” -> “Equipment” Select the Equipment item from

Brad Goodman January 11, 2018November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Equipment Tracking – Creating Equipment

Equipment Tracking – Creating Equipment

Once you have your Equipment Types and Attributes configured, we can create the Equipment you want to track. View All Equipment Click on “Features” -> “Equipment” You will see a listing of all equipment in your service Equipment is automatically

Brad Goodman January 11, 2018November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Equipment Tracking – Setup

Equipment Tracking – Setup

The Equipment Tracking section allows you to track virtually any equipment in your system including Glucometers, Stretchers, Monitors, Hoses, Radios, etc. Features include: Custom fields for each equipment type Method to document issues with equipment and ensure all items have

Brad Goodman January 11, 2018November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Automatically Create Schedule Events When Users’ Sign Up For Class

The scheduler can automatically create Calendar Events when Users Sign Up for a class.  This feature will provide three features: The count of number of hours each user has worked pulls from the Scheduled Events (Not true time stamps since

Brad Goodman December 1, 2017November 20, 2020 Help, Supervisors Guide Read more

Resources

The resources section allows you to create a resource (ie “Adult Medical Protocols”) and attach one or more files into categories.  You are able to add as many categories as you want and as many files as you want. Each

Brad Goodman November 26, 2017November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Self Scheduling – Setup

Self Scheduling Setup Several pieces must be configured to allow Self Sign Up to work correctly:   Self Scheduling Setup: The self scheduling setup allows you to setup the general operation of the module. Click on “Features” -> “System Configuration”

Brad Goodman September 30, 2017November 20, 2020 Help, Supervisors Guide Read more

Self Scheduling

The Self-Scheduling section allows you to create groups of users and allow the users to pick their own schedule.  Each user can be assigned one or more requirements (ie Weekends, specific Units, Min/Max number of shifts etc) to ensure users

Brad Goodman September 30, 2017November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Support Center

  The Support Center has two distinct features: Request new features from the scheduler. Create and manage process improvement / QA procedures for your system.   We will look at each of these individually.   Overview: The support center is

Brad Goodman September 12, 2017November 20, 2020 Help, Supervisors Guide, Users Guide Read more

iOps360 and Paylocity (TM)

iOps360 has several integrations with Paylocity including the ability to transmit your time card/time stamp data to Paylocity and also importing of leave balances. We can seamlessly transmit payroll information to Paylocity with our server-to-server API. To enable this feature,

Brad Goodman September 7, 2017June 19, 2023 Help, Supervisors Guide Read more

Import Users’ Leave Balances – ExecuTime Integration

BGS Scheduler will import information from a variety of county finance systems including ExecuTime.   To Import User’s Leave Balances from ExecuTime (Sick & Vacation) into BGS Scheduler: Run Or Request the “Benefit Balance Report” from ExecuTime. Save this file

Brad Goodman August 9, 2017November 20, 2020 Help, Supervisors Guide Read more

Truck Check Forms – Creating & Editing Truck Check Forms

Truck Check Forms allow users to quickly complete truck check offs from their phone or any computer.   Key Points: Use True/False options if possible to improve the User’s experience and reduce time to fill out form. Create as many

Brad Goodman August 3, 2017November 20, 2020 Help, Supervisors Guide Read more

Restrict Access

Restricting Users Access The scheduler has a user profile flag that will prevent a user from accessing the Email/Notification menu, Reports menu and Viewing other user’s profiles.  This will not prevent a user from viewing their own profile or updating

Brad Goodman June 15, 2017November 20, 2020 Help, Supervisors Guide Read more

Education Portal – Supervisor’s Guide & Setup Instructions

The BGS Scheduler comes with the Education Portal.  The portal allows users to know their minimum job requirements, maintain their skill currencies, upload copies of cards, and run reports on their continuing education when it’s time for re-certification.   The

Brad Goodman June 7, 2017November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Import Users’ Leave Balances – New World Integration

BGS Scheduler will import information from a variety of county finance systems including New World. To Import User’s Leave Balances from New World into BGS Scheduler: Run Or Request the “EMPLOYEE ACCRUALS YTD REPORT” from New World. Save this file

Brad Goodman May 31, 2017November 20, 2020 Help, Supervisors Guide Read more

Import Users’ Leave Balances – eSuites Integration

BGS Scheduler will import information from a variety of county finance systems including Tyler Technology – eSuites.   To Import User’s Leave Balances from eSuites into BGS Scheduler: Run Or Request the “Accrual Balance Report” from eSuites. Save this file

Brad Goodman May 26, 2017November 20, 2020 Supervisors Guide Read more

Assign Supervisors

Assigning Supervisors to a user allows access for the Supervisor to Edit User’s Profiles (Excluding time off and Permissions) and to Approve & Deny user requests for Time Off Request & Shift Swaps.   Users can have multiple supervisors and

Brad Goodman May 5, 2017November 20, 2020 Help, Supervisors Guide Read more

Document Late Call / Early Shift

Shift Hours Change Request   If your agency is not using Duty Time In/Time Out then users will need to document when begin work early and leave work late.  This can be done by calling an Administrator to adjust their

Brad Goodman April 20, 2017November 20, 2020 Help, Supervisors Guide, Users Guide Read more

Modify An Approved Time Off Request

Modify An Approved Time Off Request Once a leave request has been approved, it may be necessary to make changes to the hours type (sick, vacation, comp, etc) or the leave category.  There are two ways to locate the Time

Brad Goodman April 10, 2017November 20, 2020 Help, Supervisors Guide Read more

Permissions

Permissions are given to each user individually.  The User Role(s) for the user do not influence or change the permissions.  There are seven (7) permission types available and a special Supervisor permission: SysOp Super User User Administrator Schedule Administrator Edit

Brad Goodman April 8, 2017November 20, 2020 Help, Supervisors Guide Read more

Calendar Creation

Calendars are created monthly.  Creating a calendar will assign users to their assigned unit for the entire month and process Leave Requests & Shift Swaps. Click on “Scheduling Admin” -> “Scheduling Admin Menu” -> “Create Calendar“. Note:  Creating a calendar

Brad Goodman April 5, 2017November 20, 2020 Help, Supervisors Guide Read more

Schedule Admin Menu

The Schedule Admin Menu is your resource for Creating, Publishing and Monitoring your schedule. Click on “Scheduling Admin” -> “Schedule Admin Menu“. Create Calendar will guide you through creating the monthly calendar and award leave hours to full time staff. Publish Calendar

Brad Goodman April 5, 2017November 20, 2020 Help, Supervisors Guide Read more

Schedule Editing

Once the monthly calendar is made, you will need to cover all leave requests with available personnel, ensure required units are covered and review over time accruals.   Click on “Scheduling Admin” -> “Edit Today’s Schedule” Let’s review each piece

Brad Goodman April 5, 2017November 20, 2020 Help, Supervisors Guide Read more

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