[{"data":1,"prerenderedAt":664},["ShallowReactive",2],{"docs-foot-patrol-in-arez-operate":3,"recentArticles-foot-patrol-in-arez-operate":658},{"categories":4,"article":628},[5,356],{"id":6,"name":7,"slug":8,"description":9,"icon":10,"display_order":11,"articles":12,"subcategories":13},"9a8adf2a-86d9-43ed-a199-50c97dc500c4","Arez - FieldIQ (CAFM)","arez-fieldiq-cafm","Computer-Aided Facility Management","https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fhelp_module\u002Fcategory_icons\u002FArez%20-%20FieldIQ%20(CAFM)\u002F20260817080958\u002Ffieldiq.png",1,[],[14,32,316,330,344,350],{"id":15,"name":16,"slug":17,"description":18,"icon":19,"display_order":11,"articles":20,"subcategories":31},"ab0e0f66-f5bf-4630-a9ae-e4910f51b4e2","Client Guides","client-guides","undefined",null,[21],{"id":22,"title":23,"subTitle":24,"slug":25,"display_order":11,"status":26,"is_public":27,"updated_at":28,"author":19,"authorInfo":19,"assign_to":29,"module":30},"a373b5c1-5638-482e-a812-77be327a7f69","Client Training Guide","Define rules to automatically assign work to the right Worker or Supplier.","client-training-guide","Published",true,"2026-09-01T09:44:07.130327Z",[],[],[],{"id":33,"name":34,"slug":35,"description":18,"icon":19,"display_order":36,"articles":37,"subcategories":315},"8fce59c7-9c92-4118-89cf-c789b83a7946","Admin Guides","admin-guides",2,[38,47,56,70,79,88,97,111,120,129,137,147,156,165,174,183,192,201,209,219,229,239,249,259,269,278,287,297,307],{"id":39,"title":40,"subTitle":41,"slug":42,"display_order":43,"status":26,"is_public":27,"updated_at":44,"author":19,"authorInfo":19,"assign_to":45,"module":46},"e6582061-eb40-45d6-b2e7-4d644eca0c65","How to Create a Reactive Job","This guide explains how to create a reactive job with all the required information.","how-to-create-a-reactive-job",3,"2026-09-01T10:39:46.312540Z",[],[],{"id":48,"title":49,"subTitle":50,"slug":51,"display_order":52,"status":26,"is_public":27,"updated_at":53,"author":19,"authorInfo":19,"assign_to":54,"module":55},"5cf68155-e97b-49f4-9ee6-954c540cfa65","Assigning an Engineer vs Creating a Visit","When to assign an engineer and when to create a visit","assigning-an-engineer-vs-creating-a-visit",4,"2026-09-01T10:41:15.697671Z",[],[],{"id":57,"title":58,"subTitle":59,"slug":60,"display_order":61,"status":26,"is_public":27,"updated_at":62,"author":63,"authorInfo":64,"assign_to":68,"module":69},"c6ce76d1-4d87-46cc-8d81-1b41e82db1ad","PPM vs Reactive Jobs: Understanding the Key Differences in Maintenance Management","Learn the differences between PPM (Planned Preventive Maintenance) and Reactive Jobs, including their impact on efficiency, costs, and maintenance planning.","ppm-vs-reactive-jobs-understanding-the-key-differences-in-maintenance-management",5,"2026-09-09T11:46:44.911865Z","b8ad06c7-8906-4175-b819-4615fc84594a",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},"umair@arez.io","","https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fteam_members_profile_image\u002Fumair%40arez.io\u002FUMAIRRR.jpeg",[],[],{"id":71,"title":72,"subTitle":73,"slug":74,"display_order":75,"status":26,"is_public":27,"updated_at":76,"author":19,"authorInfo":19,"assign_to":77,"module":78},"bfb2d8b8-200e-40c7-8700-662e5a6c19f5","Managing invoices","Create, edit, pay and share invoices in Arez.","managing-invoices",6,"2026-09-09T11:20:41.761813Z",[],[],{"id":80,"title":81,"subTitle":82,"slug":83,"display_order":84,"status":26,"is_public":27,"updated_at":85,"author":19,"authorInfo":19,"assign_to":86,"module":87},"9f52e58c-69df-4a1d-a833-e94fac6bb32a","Evidence Standards","(Photos, Notes & Signatures) — Audit-Ready","evidence-standards",7,"2026-09-09T11:21:02.054610Z",[],[],{"id":89,"title":90,"subTitle":91,"slug":92,"display_order":93,"status":26,"is_public":27,"updated_at":94,"author":19,"authorInfo":19,"assign_to":95,"module":96},"0687aaff-2ca9-4ce9-acc0-883a9227d432","Client setup","A Simple Guide to Creating Client Profiles","client-setup",8,"2026-09-09T11:47:03.490169Z",[],[],{"id":98,"title":99,"subTitle":100,"slug":101,"display_order":102,"status":26,"is_public":27,"updated_at":103,"author":104,"authorInfo":105,"assign_to":109,"module":110},"2a971a43-d581-4e68-8fbc-3ce9a1e06ca9","Service Partner Setup","Adding and managing service partners in Arez","service-partner-setup",9,"2026-09-09T11:47:17.164000Z","953b0bde-c071-4791-8a32-d7edb9ccc287",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},"Obaid","Syed","https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fteam_members_profile_image\u002Fobaid%40arez.io\u002FWhatsApp_Image_2026-03-03_at_10.37.58.jpeg",[],[],{"id":112,"title":113,"subTitle":114,"slug":115,"display_order":116,"status":26,"is_public":27,"updated_at":117,"author":19,"authorInfo":19,"assign_to":118,"module":119},"7728dde0-c7a6-4e4d-b9b6-9bfa9290a59c","Create & Manage Visits","(Reschedule, Multi-Visit, Booking Windows)","create-manage-visits",10,"2026-09-09T11:47:29.241705Z",[],[],{"id":121,"title":122,"subTitle":123,"slug":124,"display_order":125,"status":26,"is_public":27,"updated_at":126,"author":19,"authorInfo":19,"assign_to":127,"module":128},"a7d478af-0690-4c39-a34b-8bfda59f9dcf","Create a Quotation from a Job","(And Send for Approval)","create-a-quotation-from-a-job",11,"2026-09-09T11:47:43.177613Z",[],[],{"id":130,"title":131,"subTitle":131,"slug":132,"display_order":133,"status":26,"is_public":27,"updated_at":134,"author":19,"authorInfo":19,"assign_to":135,"module":136},"cc0b84fc-8d3c-4d99-89c5-16b2d295e9c1","How to create a worker?","how-to-create-a-worker",12,"2026-09-09T11:47:57.934295Z",[],[],{"id":138,"title":139,"subTitle":140,"slug":141,"display_order":142,"status":26,"is_public":27,"updated_at":143,"author":104,"authorInfo":144,"assign_to":145,"module":146},"a691bc5e-271c-4f47-9388-60e5035034eb","How to Add a New Service Partner User","Guide to the quickest and easiest method to add a service partner user to Arez","how-to-add-a-new-service-partner-user",13,"2026-09-09T11:48:31.062381Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":148,"title":149,"subTitle":150,"slug":151,"display_order":152,"status":26,"is_public":27,"updated_at":153,"author":19,"authorInfo":19,"assign_to":154,"module":155},"3dacf98e-edcd-4090-993d-9160b6b99275","Evidence Standards for Service Partners","(Non-Negotiables)","evidence-standards-for-service-partners",14,"2026-09-09T11:48:41.609508Z",[],[],{"id":157,"title":158,"subTitle":159,"slug":160,"display_order":161,"status":26,"is_public":27,"updated_at":162,"author":19,"authorInfo":19,"assign_to":163,"module":164},"b07e12ff-66a9-46e0-8b85-0d073dd9cba8","Export Invoices to Excel","(For Finance & Reconciliation)","export-invoices-to-excel-1",15,"2026-09-09T11:48:51.494166Z",[],[],{"id":166,"title":167,"subTitle":168,"slug":169,"display_order":170,"status":26,"is_public":27,"updated_at":171,"author":19,"authorInfo":19,"assign_to":172,"module":173},"47b20b62-d039-4814-9538-d8d86cd6df79","Allocating Jobs to a Service Partner","Arez Help Guide (Admin)","allocating-jobs-to-a-service-partner",16,"2026-09-09T11:49:01.460924Z",[],[],{"id":175,"title":176,"subTitle":177,"slug":178,"display_order":179,"status":26,"is_public":27,"updated_at":180,"author":19,"authorInfo":19,"assign_to":181,"module":182},"cd7473b2-dc11-42d8-8d68-022ad949e732","Create an Invoice from a Job","(Draft → Posted)","create-an-invoice-from-a-job",18,"2026-09-09T11:50:10.881836Z",[],[],{"id":184,"title":185,"subTitle":186,"slug":187,"display_order":188,"status":26,"is_public":27,"updated_at":189,"author":19,"authorInfo":19,"assign_to":190,"module":191},"a7501149-6ff0-40ec-a25b-08d2964922be","Adding and Managing Sites","Create, group, archive and delete sites","adding-and-managing-sites",19,"2026-09-09T11:50:29.594111Z",[],[],{"id":193,"title":194,"subTitle":195,"slug":196,"display_order":197,"status":26,"is_public":27,"updated_at":198,"author":19,"authorInfo":19,"assign_to":199,"module":200},"7d12db43-74ad-49b6-ad4f-1236bdd8808a","Email Automation","Automatically process approved incoming emails into FieldIQ jobs or matched supplier invoices, with built-in security and a complete audit trail.","email-automation",20,"2026-09-09T11:50:39.811102Z",[],[],{"id":202,"title":203,"subTitle":66,"slug":204,"display_order":205,"status":26,"is_public":27,"updated_at":206,"author":19,"authorInfo":19,"assign_to":207,"module":208},"05487763-e966-462f-b769-6bf43552e00b","Assign, Complete, and Invoice a Work Order in Arez","assign-complete-and-invoice-a-work-order-in-arez",21,"2026-09-09T11:50:50.448709Z",[],[],{"id":210,"title":211,"subTitle":212,"slug":213,"display_order":214,"status":26,"is_public":27,"updated_at":215,"author":104,"authorInfo":216,"assign_to":217,"module":218},"45ea7e47-83f9-48f7-98fb-b083802b530b","SmartCert AI Docs – User Guide","SmartCert AI Docs is a smart and easy solution to upload documents and automatically update data to jobs","smartcert-ai-docs-user-guide",22,"2026-09-09T11:51:00.621588Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":220,"title":221,"subTitle":222,"slug":223,"display_order":224,"status":26,"is_public":27,"updated_at":225,"author":104,"authorInfo":226,"assign_to":227,"module":228},"27b49c8c-368d-4c63-992a-cde34b1c03c1","Assets Bulk Import – User Guide","Admin guide on how to bulk import assets and information on Arez.io","assets-bulk-import-user-guide",23,"2026-09-09T11:51:11.282642Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":230,"title":231,"subTitle":232,"slug":233,"display_order":234,"status":26,"is_public":27,"updated_at":235,"author":104,"authorInfo":236,"assign_to":237,"module":238},"9d11f344-1de1-4a19-a9b5-2106a22c7ebe","Job Statuses – User Guide","This guide explains the different job statuses used within the system and what each status represents during the job lifecycle.","job-statuses-user-guide",24,"2026-09-09T11:51:21.851358Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":240,"title":241,"subTitle":242,"slug":243,"display_order":244,"status":26,"is_public":27,"updated_at":245,"author":104,"authorInfo":246,"assign_to":247,"module":248},"c3a690db-8291-472b-9e2f-2dd5176d385c","Exporting Job Information – User Guide","The Export Jobs feature allows you to download job information for reporting, tracking, and operational analysis. The export process is the same across all job status tabs.","exporting-job-information-user-guide",25,"2026-09-09T11:51:34.843809Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":250,"title":251,"subTitle":252,"slug":253,"display_order":254,"status":26,"is_public":27,"updated_at":255,"author":104,"authorInfo":256,"assign_to":257,"module":258},"6e0612c4-6894-4f3e-b657-5884bda23284","Sales Pipeline (CRM) – User Guide","The Sales Pipeline (CRM) module helps users manage leads from initial enquiry through to qualification and conversion","sales-pipeline-crm-user-guide",26,"2026-09-09T11:51:50.035284Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":260,"title":261,"subTitle":262,"slug":263,"display_order":264,"status":26,"is_public":27,"updated_at":265,"author":104,"authorInfo":266,"assign_to":267,"module":268},"f1575b3c-f2f7-4ae5-b6ea-a6829496a60f","How to Put a Job on Hold","This article explains how to place a reactive job on hold and record the reason for the status change","how-to-put-a-job-on-hold",27,"2026-09-09T11:51:59.969828Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":270,"title":271,"subTitle":272,"slug":273,"display_order":274,"status":26,"is_public":27,"updated_at":275,"author":19,"authorInfo":19,"assign_to":276,"module":277},"bcb11a6a-5247-45a4-b7ac-e639b7aecd8b","Export Governance","Export Governance gives you greater control and visibility over data exports in Arez.","export-governance",28,"2026-09-09T11:52:13.710433Z",[],[],{"id":279,"title":280,"subTitle":281,"slug":282,"display_order":283,"status":26,"is_public":27,"updated_at":284,"author":19,"authorInfo":19,"assign_to":285,"module":286},"69e72193-d230-490c-a8f2-878e6301134f","Quotes Status – User Guide","Subtitle: Understanding and Managing Quotation Statuses in Arez","quotes-status-user-guide",29,"2026-09-09T11:52:23.464673Z",[],[],{"id":288,"title":289,"subTitle":290,"slug":291,"display_order":292,"status":26,"is_public":27,"updated_at":293,"author":63,"authorInfo":294,"assign_to":295,"module":296},"71ba80f4-4446-454f-9226-cba311657eca","Adding Notes and Attachments  to Jobs, Quotes & RFQs","Add notes and attachments to Jobs, Quotes and RFQs, and control exactly who can see them.","adding-notes-and-attachments-to-jobs-quotes-rfqs",30,"2026-09-09T11:52:33.714316Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":298,"title":299,"subTitle":300,"slug":301,"display_order":302,"status":26,"is_public":27,"updated_at":303,"author":63,"authorInfo":304,"assign_to":305,"module":306},"9ac45a14-7f6d-4088-b44a-584ff09b625b","Understanding Site information in Arez","Learn how site details, structure, attributes, tags, contacts and live operational data are managed in Arez.","understanding-site-information-in-arez",31,"2026-09-21T08:55:51.724128Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":308,"title":309,"subTitle":24,"slug":310,"display_order":311,"status":26,"is_public":27,"updated_at":312,"author":19,"authorInfo":19,"assign_to":313,"module":314},"740137d5-683a-4bc4-ab06-4fdf10768451","Work Assignment Rule","work-assignment-rule",34,"2026-09-09T11:53:05.025843Z",[],[],[],{"id":317,"name":318,"slug":319,"description":18,"icon":19,"display_order":43,"articles":320,"subcategories":329},"f0ec93d3-e08d-4201-b11d-aa824e3b4625","Engineer (Mobile App) Guides","engineer-mobile-app-guides",[321],{"id":322,"title":323,"subTitle":324,"slug":325,"display_order":11,"status":26,"is_public":27,"updated_at":326,"author":19,"authorInfo":19,"assign_to":327,"module":328},"f4828a41-63cd-4a12-8cbb-ac4eef7928ed","Engineer Workflow on Mobile","(From Arrival to Completion)","engineer-workflow-on-mobile","2026-09-09T11:53:28.645454Z",[],[],[],{"id":331,"name":332,"slug":333,"description":18,"icon":19,"display_order":52,"articles":334,"subcategories":343},"cc72c8a0-a4ac-4630-bd49-e8307b58df40","Service Partner Guides","service-partner-guides",[335],{"id":336,"title":337,"subTitle":338,"slug":339,"display_order":11,"status":26,"is_public":27,"updated_at":340,"author":19,"authorInfo":19,"assign_to":341,"module":342},"186e1f28-539c-4103-a413-ad5f11a54880","Add Job Costs(Service partner view)","Step-by-step guide to adding job costs","add-job-cost-sservice-partner-view","2026-09-09T11:53:39.486568Z",[],[],[],{"id":345,"name":346,"slug":347,"description":18,"icon":19,"display_order":61,"articles":348,"subcategories":349},"b421a168-ff31-4658-a3ea-197fe2ae21e7","Contracts","contracts",[],[],{"id":351,"name":352,"slug":353,"description":18,"icon":19,"display_order":75,"articles":354,"subcategories":355},"5b388126-e17a-4b05-83ea-5d484e5d766d","Help & Troubleshooting","help-troubleshooting",[],[],{"id":357,"name":358,"slug":359,"description":360,"icon":361,"display_order":36,"articles":362,"subcategories":363},"c611c660-ba73-4575-ab6a-f63a2357507a","Operate (People Mgt.)","operate-people-mgt","People Management System","https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fhelp_module\u002Fcategory_icons\u002FOperate%20(People%20Mgt.)\u002F20260817081302\u002Foperate.png",[],[364,561,565,589,613],{"id":365,"name":34,"slug":35,"description":18,"icon":19,"display_order":11,"articles":366,"subcategories":560},"ea91f37b-6b57-4d67-9af5-1b4e495ac592",[367,376,385,394,403,412,421,430,439,448,457,466,475,484,493,502,512,521,530,540,550],{"id":368,"title":369,"subTitle":370,"slug":371,"display_order":11,"status":26,"is_public":27,"updated_at":372,"author":63,"authorInfo":373,"assign_to":374,"module":375},"78c7f968-cc31-4fa4-8ef1-a9247715b83a","How to Create a Site in AREZ","Step-by-step guide to creating and configuring sites in AREZ","how-to-create-a-site-in-arez","2026-09-09T11:54:00.258823Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":377,"title":378,"subTitle":379,"slug":380,"display_order":36,"status":26,"is_public":27,"updated_at":381,"author":63,"authorInfo":382,"assign_to":383,"module":384},"6683ef25-ed3a-42cd-8301-d0e68d794a55","How to Add a System User in Arez","Step-by-step guide to creating and managing user accounts in Arez.","how-to-add-a-system-user-in-arez","2026-09-09T11:55:11.916541Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":386,"title":387,"subTitle":388,"slug":389,"display_order":52,"status":26,"is_public":27,"updated_at":390,"author":63,"authorInfo":391,"assign_to":392,"module":393},"1bfb5ab1-40c2-4f26-970f-6860a3c355d6","How to Upload Multiple Sites for an Existing Client Using Bulk Upload","Learn how to efficiently add multiple sites to an existing client using the Bulk Upload feature and Excel template.","how-to-upload-multiple-sites-for-an-existing-client-using-bulk-upload","2026-09-09T11:55:23.192688Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":395,"title":396,"subTitle":397,"slug":398,"display_order":61,"status":26,"is_public":27,"updated_at":399,"author":63,"authorInfo":400,"assign_to":401,"module":402},"4e90fb29-05de-446e-9245-9e6940db2416","How to Set Up a Service Partner","Follow these steps to set up a new Service Partner and complete the onboarding process in Arez.","how-to-set-up-a-service-partner","2026-09-09T11:55:31.945210Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":404,"title":405,"subTitle":406,"slug":407,"display_order":75,"status":26,"is_public":27,"updated_at":408,"author":63,"authorInfo":409,"assign_to":410,"module":411},"d8d754a4-f52c-4fb4-a159-c6d5e2b52e0e","How to Copy and Paste Shifts in Arez","Quickly Duplicate Shifts Across Dates with or Without Staff Assignments","how-to-copy-and-paste-shifts-in-arez","2026-09-09T11:55:41.428150Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":413,"title":414,"subTitle":415,"slug":416,"display_order":84,"status":26,"is_public":27,"updated_at":417,"author":104,"authorInfo":418,"assign_to":419,"module":420},"751f953e-9f0e-402e-8059-9eeeb3fde74e","Manual Book On \u002F Book Off – User Guide","How to manually book on and book off a worker","manual-book-on-book-off-user-guide","2026-09-09T11:55:50.301946Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":422,"title":423,"subTitle":424,"slug":425,"display_order":93,"status":26,"is_public":27,"updated_at":426,"author":63,"authorInfo":427,"assign_to":428,"module":429},"ce040d3e-7a6c-4941-b93e-a1b8b526eccd","How to Add a Worker in Arez","A step-by-step guide to creating a new worker profile in Arez","how-to-add-a-worker-in-arez","2026-09-09T11:55:59.359220Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":431,"title":432,"subTitle":433,"slug":434,"display_order":102,"status":26,"is_public":27,"updated_at":435,"author":63,"authorInfo":436,"assign_to":437,"module":438},"c3db0ab4-5c80-40a9-a16b-1561a7cc4bc5","How to Create, Assign, and Publish a Rota Using Arez Pulse","A step-by-step guide to creating rotas with Arez Pulse, assigning workers to shifts, and publishing schedules efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-09-09T11:56:09.466555Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":440,"title":441,"subTitle":442,"slug":443,"display_order":116,"status":26,"is_public":27,"updated_at":444,"author":104,"authorInfo":445,"assign_to":446,"module":447},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-09-09T11:56:18.929113Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":449,"title":450,"subTitle":451,"slug":452,"display_order":125,"status":26,"is_public":27,"updated_at":453,"author":63,"authorInfo":454,"assign_to":455,"module":456},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-09-09T11:56:28.151163Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":458,"title":459,"subTitle":460,"slug":461,"display_order":133,"status":26,"is_public":27,"updated_at":462,"author":63,"authorInfo":463,"assign_to":464,"module":465},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":467,"title":468,"subTitle":469,"slug":470,"display_order":142,"status":26,"is_public":27,"updated_at":471,"author":63,"authorInfo":472,"assign_to":473,"module":474},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":476,"title":477,"subTitle":478,"slug":479,"display_order":152,"status":26,"is_public":27,"updated_at":480,"author":63,"authorInfo":481,"assign_to":482,"module":483},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":485,"title":486,"subTitle":487,"slug":488,"display_order":161,"status":26,"is_public":27,"updated_at":489,"author":63,"authorInfo":490,"assign_to":491,"module":492},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":494,"title":495,"subTitle":496,"slug":497,"display_order":170,"status":26,"is_public":27,"updated_at":498,"author":63,"authorInfo":499,"assign_to":500,"module":501},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":503,"title":504,"subTitle":505,"slug":506,"display_order":507,"status":26,"is_public":27,"updated_at":508,"author":63,"authorInfo":509,"assign_to":510,"module":511},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site",17,"2026-08-03T13:01:37.667364Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":513,"title":514,"subTitle":515,"slug":516,"display_order":179,"status":26,"is_public":27,"updated_at":517,"author":63,"authorInfo":518,"assign_to":519,"module":520},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-28T06:27:19.478200Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":522,"title":523,"subTitle":524,"slug":525,"display_order":188,"status":26,"is_public":27,"updated_at":526,"author":63,"authorInfo":527,"assign_to":528,"module":529},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-20T19:53:39.122554Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":531,"title":532,"subTitle":533,"slug":534,"display_order":535,"status":26,"is_public":27,"updated_at":536,"author":63,"authorInfo":537,"assign_to":538,"module":539},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-08-17T09:55:10.286957Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":541,"title":542,"subTitle":543,"slug":544,"display_order":545,"status":26,"is_public":27,"updated_at":546,"author":63,"authorInfo":547,"assign_to":548,"module":549},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-08-17T10:22:35.126842Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":551,"title":552,"subTitle":553,"slug":554,"display_order":555,"status":26,"is_public":27,"updated_at":556,"author":63,"authorInfo":557,"assign_to":558,"module":559},"5ebe0f78-89a7-4dd7-9fe0-ace9383cf4be","How Pay and Charge Rates Work in Arez Operate","Pay Rates, Charge Rates and Worker Overrides Explained","how-pay-and-charge-rates-work-in-arez-operate",45,"2026-09-08T09:10:21.537843Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":562,"name":16,"slug":17,"description":18,"icon":19,"display_order":36,"articles":563,"subcategories":564},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":566,"name":567,"slug":568,"description":18,"icon":19,"display_order":43,"articles":569,"subcategories":588},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[570,579],{"id":571,"title":572,"subTitle":573,"slug":574,"display_order":11,"status":26,"is_public":27,"updated_at":575,"author":63,"authorInfo":576,"assign_to":577,"module":578},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-09-09T11:54:19.526871Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":580,"title":581,"subTitle":582,"slug":583,"display_order":36,"status":26,"is_public":27,"updated_at":584,"author":63,"authorInfo":585,"assign_to":586,"module":587},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-09-09T11:54:27.316202Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":590,"name":591,"slug":592,"description":18,"icon":19,"display_order":52,"articles":593,"subcategories":612},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[594,603],{"id":595,"title":596,"subTitle":597,"slug":598,"display_order":11,"status":26,"is_public":27,"updated_at":599,"author":63,"authorInfo":600,"assign_to":601,"module":602},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-09-09T11:54:37.184597Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":604,"title":605,"subTitle":606,"slug":607,"display_order":36,"status":26,"is_public":27,"updated_at":608,"author":63,"authorInfo":609,"assign_to":610,"module":611},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-09-09T11:54:44.997217Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":614,"name":615,"slug":616,"description":18,"icon":19,"display_order":61,"articles":617,"subcategories":627},"d5d281b0-4c5d-4662-95dd-131f50b2221f","Mobile Operations","mobile-operations",[618],{"id":619,"title":620,"subTitle":621,"slug":622,"display_order":11,"status":26,"is_public":27,"updated_at":623,"author":63,"authorInfo":624,"assign_to":625,"module":626},"f38b2946-e626-4269-902f-37e5690c1ae5","Foot Patrol In Arez Operate","Create patrol routes, configure checkpoints, assign workers and monitor patrol delivery","foot-patrol-in-arez-operate","2026-09-21T08:45:08.597297Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":619,"author_info":629,"category_info":630,"subcategory_name":633,"published_by_infoame":19,"Helptags":636,"title":620,"subTitle":621,"slug":622,"content":637,"file":19,"summary":66,"sumy_summary":638,"article_tags":639,"status":26,"featured":640,"view_count":36,"helpful_count":641,"unhelpful_count":641,"display_order":11,"seo_title":66,"seo_description":66,"is_public":27,"assign_to":642,"module":643,"created_at":644,"updated_at":623,"published_at":19,"ai_tags":645,"last_embedded_at":656,"subcategory":614,"category":357,"author":63,"published_by":19,"tags":657},{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},{"id":357,"name":358,"slug":359,"description":360,"icon":361,"display_order":36,"is_active":27,"created_at":631,"updated_at":632},"2026-01-27T15:13:55.995112Z","2026-08-17T08:13:02.510581Z",{"id":614,"name":615,"slug":616,"description":18,"icon":19,"display_order":61,"is_active":27,"created_at":634,"updated_at":635,"category":357},"2026-09-21T08:01:58.213232Z","2026-09-21T08:01:58.213245Z",[],"\u003Ch3>\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>AREZ HELP CENTRE&nbsp; •&nbsp; MOBILE OPERATIONS\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>Foot Patrol in Arez Operate\u003C\u002Fh4>\u003Ch4>Create patrol routes, configure checkpoints, assign workers and monitor patrol delivery\u003C\u002Fh4>\u003Ctable style=\"min-width: 738px;\">\u003Ccolgroup>\u003Ccol style=\"width: 371px;\">\u003Ccol style=\"width: 342px;\">\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"371\">\u003Cp>\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cstrong>WHO IT’S FOR\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Admins, Operations and Security Managers\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"342\">\u003Cp>\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cstrong>WHERE\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Mobile Operations → Foot Patrol\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cstrong>READING TIME\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>5–7 minutes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>&nbsp;\u003C\u002Fp>\u003Cp>\u003Cstrong>Foot Patrol lets you build a patrol route for a site, add checkpoint locations, choose how each checkpoint is completed, and assign the patrol directly to a worker shift. Patrol History then gives operations teams a clear view of patrol delivery and compliance.\u003C\u002Fstrong>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>Quick flow\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">Mobile Operations → Foot Patrol → Patrol Routes → Create Patrol → Add Checkpoints → Assign Shifts → Add Shift → Save\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>&nbsp;\u003C\u002Fp>\u003Ch3>At a glance\u003C\u002Fh3>\u003Ctable style=\"min-width: 101px;\">\u003Ccolgroup>\u003Ccol style=\"width: 76px;\">\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: white;\">\u003Cstrong>Step\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: white;\">\u003Cstrong>What you do\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>1\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>Open Foot Patrol and review Patrol History or existing Patrol Routes.\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>2\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>Create a patrol and select its client, site and frequency.\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>3\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>Add checkpoint locations to the route map.\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>4\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>Configure each checkpoint as QR Code, NFC Tag or GPS Only.\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>5\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>Open Assign shifts and create or select a worker shift.\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"76\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>6\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>Save the shift. The worker is now assigned to the patrol.\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003C\u002Fp>\u003Ch3>1. Access Foot Patrol\u003C\u002Fh3>\u003Cp>From the left-hand navigation menu, go to Mobile Operations → Foot Patrol.\u003C\u002Fp>\u003Cp>The Foot Patrol area contains two main tabs: Patrol History and Patrol Routes.\u003C\u002Fp>\u003Ch4>Patrol History\u003C\u002Fh4>\u003Cp>Patrol History gives a live operational view of patrol delivery for the selected period. It includes Total Shifts, Required Patrols, In Progress, Today’s Pending and Patrol Compliance. The Needs attention panel separates Missed, Pending, Completed and In Progress patrols.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F0dd1d18a-ad4d-4fe8-af77-f0e124386b6c\u002F20260921080501\u002Fpasted-image.webp\" alt=\"Title: Figure 1 - Description: Foot Patrol opens on the Patrol History dashboard, showing delivery and compliance information.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 1. Foot Patrol opens on the Patrol History dashboard, showing delivery and compliance information.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>Patrol Routes\u003C\u002Fh4>\u003Cp>Open Patrol Routes to view existing patrols. You can search by patrol route and filter by client or status. Each row shows the linked client\u002Fsite, checkpoint count, schedule, status and last update.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fa3f6219c-57d1-47bf-a862-c5734c864007\u002F20260921080554\u002Fpasted-image.webp\" alt=\"Title: Figure 2 - Description: The Patrol Routes tab lists existing patrols and their current status.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 2. The Patrol Routes tab lists existing patrols and their current status.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>2. Create a New Patrol\u003C\u002Fh3>\u003Cp>From either Foot Patrol tab, click + Create Patrol in the top-right corner.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F43b3f182-2cc8-4101-81a6-44e36d362066\u002F20260921080729\u002Fpasted-image.webp\" alt=\"Title: Figure 3 - Description: Use + Create Patrol to open the Add Foot Patrol form.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 3. Use + Create Patrol to open the Add Foot Patrol form.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cbr>Complete the patrol details:\u003C\u002Fh4>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Patrol Name – enter a clear name for the route.\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Frequency – choose how often the patrol should run, for example once in a shift or every 3 hours.\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Client – select the client responsible for the site.\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Sites – select the site where the patrol will be carried out.\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Description – add notes or instructions if required.\u003C\u002Fp>\u003Cp>Click Save when the required information is complete.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F5ea8f8b5-7528-42c4-95ac-2bb25177893a\u002F20260921080838\u002Fpasted-image.webp\" alt=\"Title: Figure 4 - Description: Enter the patrol name, frequency, client, site and optional description, then save.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 4. Enter the patrol name, frequency, client, site and optional description, then save.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003C\u002Fp>\u003Ch3>3. Add Checkpoints to the Patrol Route\u003C\u002Fh3>\u003Cp>After saving the patrol, Arez opens the Foot Patrol Detail screen. The setup is split into two stages: \u003Cbr>\u003Cbr>1) Add checkpoints and 2) Assign shifts.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F189ef4ec-f8b0-4726-9de1-7aa3ef072a0a\u002F20260921081003\u002Fpasted-image.webp\" alt=\"Title: Figure 5 - Description: After saving, the Foot Patrol Detail screen opens on Add checkpoints.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 5. After saving, the Foot Patrol Detail screen opens on Add checkpoints.\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003Cbr>To start building the route, click Add Checkpoints. The map switches into checkpoint placement mode.\u003Cbr>&nbsp;\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Ff9265aae-a9c9-46a0-aea4-ef1b32b7e438\u002F20260921081244\u002Fpasted-image.webp\" alt=\"Title: Figure 6 - Description: Click Add Checkpoints, then select positions directly on the route map.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 6. Click Add Checkpoints, then select positions directly on the route map.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003C\u002Fp>\u003Cp>1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Click the required position on the map to place the first checkpoint.\u003C\u002Fp>\u003Cp>2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Continue selecting positions until the route contains all required checkpoints.\u003C\u002Fp>\u003Cp>3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Save the checkpoint positions when the route is complete.\u003C\u002Fp>\u003Cp>Once saved, the checkpoints appear in sequence in the Checkpoints panel and are plotted on the route map.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fba056c73-6d2a-4b76-bb09-1ebbcb41e994\u002F20260921081310\u002Fpasted-image.webp\" alt=\"Title: Figure 7 - Description: Saved checkpoints appear in sequence on the left and on the route map.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 7. Saved checkpoints appear in sequence on the left and on the route map.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>4. Configure Checkpoint Completion Type\u003C\u002Fh3>\u003Cp>Each checkpoint can be edited individually. Click the edit icon beside the checkpoint to open its settings.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fcae791b7-2624-4d3e-b230-e0a1cb62c78b\u002F20260921081349\u002Fpasted-image.webp\" alt=\"Title: Figure 8 - Description: Edit an individual checkpoint to choose QR Code, NFC Tag or GPS Only.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 8. Edit an individual checkpoint to choose QR Code, NFC Tag or GPS Only.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003C\u002Fp>\u003Cp>Choose the signal type that workers will use to complete the checkpoint:\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; QR Code – the worker completes the checkpoint using a QR code.\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; NFC Tag – the worker completes the checkpoint using an NFC tag.\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; GPS Only – the checkpoint completes when the worker enters the configured location radius.\u003C\u002Fp>\u003Cp>For GPS checkpoints, confirm the GPS location and select the Completion Radius. In the example above, the checkpoint completes when the worker enters a 10 metre radius.\u003C\u002Fp>\u003Cp>\u003Cstrong>Important:\u003C\u002Fstrong> Changing the checkpoint type removes the settings previously configured for that checkpoint type.\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>5. Assign the Patrol to a Worker Shift\u003C\u002Fh3>\u003Cp>Once the checkpoint route is ready, click Continue to Assign Shift or open the 2) Assign shifts step.\u003C\u002Fp>\u003Cp>The Site Shifts tab shows the rota for the selected site. You can also use Assigned Shifts to review shifts already linked to this patrol.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb2a0f27f-9ecc-448d-bdc5-76d29e46777f\u002F20260921081441\u002Fpasted-image.webp\" alt=\"Title: Figure 9 - Description: Use Assign shifts to view the site rota and link workers to the patrol.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 9. Use Assign shifts to view the site rota and link workers to the patrol.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>Add a shift\u003C\u002Fh2>\u003Cp>Click + Add Shift, or use the + button under the required date, to create a shift for the worker.\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fac964e4d-fe5c-42a7-8655-58a48a5b5183\u002F20260921081517\u002Fpasted-image.webp\" alt=\"Title: Figure 10 - Description: Create a shift for the worker. The patrol is selected automatically when the shift is added from the patrol.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 10. Create a shift for the worker. The patrol is selected automatically when the shift is added from the patrol.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>Complete the shift information, including:\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Worker\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Contract\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Role\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Shift date and start\u002Fend time\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Check Calls, where required\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Request Shift setting, according to your normal rota workflow\u003C\u002Fp>\u003Cp>When the shift is created from the Foot Patrol screen, the patrol you are working on is selected automatically. Check the details and click Save.\u003C\u002Fp>\u003Ch3>6. Confirm the Worker Is Assigned\u003C\u002Fh3>\u003Cp>After saving, the new shift appears on the patrol calendar. The patrol is now linked to the worker for that shift.\u003Cbr>&nbsp;\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fc4ba9606-6a50-4ae4-ab8c-3c747e91e98f\u002F20260921081726\u002Fpasted-image.webp\" alt=\"Title: Figure 11 - Description: After saving, the worker shift appears on the patrol calendar and is linked to the patrol.\">\u003C\u002Fp>\u003Cp style=\"text-align: left;\">\u003Cspan style=\"color: rgb(102, 112, 133);\">\u003Cem>Figure 11. After saving, the worker shift appears on the patrol calendar and is linked to the patrol.\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Cp>You can click the shift card to open its details. If the patrol was assigned in error, use Unassign Patrol on the shift card.\u003C\u002Fp>\u003Ch3>7. Monitor Patrol Delivery\u003C\u002Fh3>\u003Cp>Return to the Patrol History tab to monitor how patrols are being delivered. The dashboard brings the operational status into one view so supervisors can identify patrols that need attention.\u003C\u002Fp>\u003Cp>Use the dashboard to review:\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Required patrols generated from shifts\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Patrols currently in progress\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Patrols still pending\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Completed and missed patrols\u003C\u002Fp>\u003Cp>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Overall patrol compliance and the recent compliance trend\u003C\u002Fp>\u003Cp>Use the search, date range and client filters to focus the dashboard on the patrols you need to review.\u003C\u002Fp>\u003Ch3>Key points\u003C\u002Fh3>\u003Ctable style=\"width: 1662px;\">\u003Ccolgroup>\u003Ccol style=\"width: 1662px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1662\">\u003Cp>\u003Cspan style=\"color: rgb(0, 126, 109);\">\u003Cstrong>Remember\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">Create the patrol against the correct client and site, complete the checkpoint route first, then assign the patrol to the worker shift. When adding the shift from inside the patrol, Arez preselects that patrol for you.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>&nbsp;\u003C\u002Fp>\u003Ch3>Quick reference\u003C\u002Fh3>\u003Ctable style=\"width: 1573px;\">\u003Ccolgroup>\u003Ccol style=\"width: 365px;\">\u003Ccol style=\"width: 1208px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: white;\">\u003Cstrong>Action\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>\u003Cspan style=\"color: white;\">\u003Cstrong>Where to do it\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Open Foot Patrol\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>Mobile Operations → Foot Patrol\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Review existing routes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>Patrol Routes\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Create a route\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>+ Create Patrol\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Build the route\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>Foot Patrol Detail → Add checkpoints\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Configure a checkpoint\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>Checkpoint edit icon\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Assign a worker\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>Assign shifts → + Add Shift\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"365\">\u003Cp>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Monitor delivery\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"1208\">\u003Cp>Patrol History\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003Cspan style=\"color: rgb(16, 42, 86);\">\u003Cstrong>Need help?\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Cp>If you need help setting up a Foot Patrol or assigning it to a shift, contact the Arez Support Team.\u003C\u002Fp>","This guide explains how to create and manage Foot Patrols in Arez Operate. It covers creating a patrol route, adding and configuring GPS, QR Code and NFC checkpoints, assigning the patrol to worker shifts, and monitoring patrol activity and completion through the Foot Patrol dashboard and Patrol History.",[],false,0,[],[],"2026-09-21T08:02:58.404482Z",[646,647,648,649,650,651,652,653,654,655],"foot patrol","arez operate","mobile operations","patrol routes","checkpoints","worker shifts","patrol history","qr code","nfc tag","gps only","2026-09-21T08:47:49.384965Z",[],[659,660,661,662,663],{"id":522,"title":523,"subTitle":524,"slug":525},{"id":449,"title":450,"subTitle":451,"slug":452},{"id":604,"title":605,"subTitle":606,"slug":607},{"id":431,"title":432,"subTitle":433,"slug":434},{"id":48,"title":49,"subTitle":50,"slug":51},1789980980774]