Using PinForce Web

PinForce Web is a management tool that complements PinForce Manager and is used in conjunction with the following PinForce products:

  • PinForce Mobile
  • PinForce City Wide
  • PinForce LPR

This section describes how to navigate to the main PinForce Web features and use the set up functions:

Home page dashboard

The Home page dashboard is displayed when you first log into PinForce Web.

The Home page provides access to:

Quick link panel

The quick link panel contains links to the most popular tasks.

Quick links

User notifications

The User Notifications panel displays a summary of the details from the User Notifications page.

This will only display if the user's settings allow access to this feature.

To quickly access the User Notifications page:

  • click inside the User Notifications panel

    User Notifications

Main menu

The main menu provides links to all the available PinForce Web functions.

To minimise the main menu so it doesn't take up so much screen space:

  • click Collapse Menu button

    Menu      Collapsed menu

The highlighted menu function is the function that is currently open on the screen.

Open item        Collapsed open item

User menu

The User menu provides users with the ability to:

To display the User menu:

  • click on the Hello, username link on the top right hand side of the screen.

    User menu

User profile

The User Profile is a read-only screen that displays a user's current details:

To display the User Profile:

  • select Security Settings from the User menu.

    User Profile

The User Profile screen is split into 5 panels containing:

  1. User details.
  2. Devices - the devices that the user has been assigned to use.
  3. Authorities - the security authorities inherited from the group(s) that the user belongs to.
  4. Groups - the group(s) that the user belongs to.
  5. Survey Types - the infringement types (inherited from the group(s) that the user belongs to) that the user can access.

Security settings

Users are able to perform the following security related functions:

Security settings

Changing password

To change your password:

  1. Select Security Settings from the User menu.
  2. Enter your Old Password.
  3. Enter your New Password.
  4. Re-enter your new password in Confirm Password.
  5. Click Update button.

    Secret Question

Changing secret question and answer

The secret question and answer functionality is optional and is set up in user preferences. It provides extra password security where users are prompted to enter the answer after a defined number of failed attempts to login.

To change your secret question and answer:

  1. Select Security Settings from the User menu.
  2. Enter the Secret Question.
  3. Enter the Secret Answer.
  4. Click Update button.

    Secret Question

Changing theme

To change the theme (colour scheme) of PinForce Web:

  1. Select Change Theme from the User menu.

    Change Theme

  2. Click on the desired theme in the Theme Template screen.

    Selected theme

  3. Click Apply button.

Logging off

To log out of PinForce Web:

  1. Select Log Off from the User menu.

Working with grids

Most of the data in PinForce Web is displayed in grids, for example:

This section describes how to:

Filtering values

To search for a particular field value in a grid:

  • enter all or part of the value in the text field under the column header.

This will automatically filter the results to only display records that contain the search string.

Lookup filter

To refine the filtering:

  • click filter button.

This will display the following list of options that can be applied against the string entered in the filter field (e.g. Equals).

Filter Options

Sorting values

To sort a grid by a particular column:

  • click on the column header, e.g. Vehicle Make.

This will sort the values alphabetically and display Sort icon against the column header to indicate that the lookup table is sorted by this column.

Sorted column

To change the sort order to reverse alphabetical:

  • click on the column header again.

This will sort the values reverse alphabetically and display Sort icon against the column header.

Sorted column

Lookup Tables

This section cover the following lookup table functions:

Lookup tables overview

To display the Lookup Tables screen:

  • click Lookups button.

The Lookup Tables screen contains the following information:

  • a list of the existing lookup tables in the left-hand panel
  • the contents of the selected lookup table in the right-hand panel.  In the example the VehicleMake lookup table is highlighted and the contents of this table are displayed
  • the total number of records in the table, e.g.76 items
  • if the table is editable, the Is Editable check box will be selected
  • if the table is a hot sheet, the Is Hot Sheet check box will be selected
  • the Lookup Type, for example single or composite.   This indicates whether the table contains multiple or single fields

Lookup Tables screen

Refer to Working with grids for details about how to change the appearance of the results.

Adding values to lookup tables

To add a new value to a lookup table:

  1. Click Lookups button to display the Lookup Tables screen.
  2. Select the lookup table you need to add a value to from the list of lookup tables, e.g. Vehicle Make.
  3. Click New link to display the edit fields.

    Edit Lookup Table

    The fields displayed will differ depending on the lookup table you have selected.

  4. Type the Code and Value for the new entry you need to make, for example Code = VWG and Value = Volkswagen.
  5. Check the Groups to whom the lookup table should be assigned.
  6. Click Update button to save the changes.

    Edit Lookup Table

Editing values in lookup tables

To edit a lookup table value:

  1. Click Lookups button to display the Lookup Tables screen.
  2. Select the lookup table you need to add a value to from the list of lookup tables, e.g. Vehicle Make.
  3. Locate the record and click Edit link to display the fields in edit mode.

    Edit fields

  4. Make the required edits.
  5. Click Update button to save the changes.

Deleting values from lookup tables

To delete a lookup table value:

  1. Click Lookups button to display the Lookup Tables screen.
  2. Select the lookup table you need to delete a value from, e.g. Vehicle Make.
  3. Locate the record and click Delete link.


    Restored lookup value

  4. Click OK button on the confirmation dialog.

    Delete confirmation

The record is not permanently deleted and will display as disabled in the list of values for the lookup table.

Deleted lookup record

Restoring deleted values to lookup tables

To restore deleted values to a lookup table:

  1. Click Lookups button to display the Lookup Tables screen.
  2. Select the lookup table you need to delete a value from, e.g. Vehicle Make.
  3. Locate the record and click Delete link.

    Deleted lookup record

  4. Click OK button on the confirmation dialog.

    Undelete confirmation dialog

The record will be restored in the list of values for the lookup table.

Restored lookup value

Synchronising a lookup table

To synchronise a lookup table so that any changes to the lookup table are exported:

  1. Click Sync Button.

The Success dialog will display when the synchronisation is complete:

Sync Complete;

Check Digit

The Check Digit calculation function generates a Check Digit for PIN numbers and vehicle registration numbers for validation purposes.

PinForce Mobile requires a check digit number against a car registration number.  The check digit number is displayed on the registration sticker.

To display the Check Digit Calculation screen:

  • click Check Digits button.

    Check Digit screen

To calculate the Check Digit for a Rego Number:

  1. Select Rego number from the Type section.
  2. Enter the Rego Number in the Input section.
  3. Click Calculate button.

To calculate the Check Digit for a PIN number:

  1. Select PIN number from the Type section.
  2. Select the relevant check digit Routine from the Input section.
  3. Enter the PIN Number in the Input section.
  4. Click Calculate button.

The Check Digit will display in the Result section.

Check Digit result

Device Inventory

This section cover the following device inventory functions:

Device Inventory overview

The Device Inventory screen lists all the devices that have been synchronised with the PinForce system that are used in the field for PinForce Mobile and PinForce City Wide.

To display the Device Inventory screen:

  • click Device Inventory button.

The Device Inventory screen contains the following information:

  • Serial Number - device serial number.
  • Type - device operating system (Android or Windows).
  • Description - description of the device.
  • Enabled - whether the device is active (Enabled) or not (Disabled). This assists in keeping track of devices that have either been decommissioned or require repair etc. and are therefore unavailable. 
  • All Users - whether the device is enabled for all users or not. This is useful if devices are to be used as “fill-ins” or on a temporary basis.
  • Sync Date/Time - date and time of the more recent synchronisation. The synchronisation process is usually set up as a scheduled daily task so checking these details will quickly identify devices that have not been synchronised recently.
  • Application - PinForce application that the device is used for (e.g. PinForce Mobile)
  • Status - whether the device is IN service or OUT (e.g. for repairs).

    Device Inventory screen

    Refer to Working with grids for details about how to change the appearance of the display results.

Viewing device details

To view a particular device's details:

  • double-click on the device in the Device Inventory grid to open the Device Details screen.

    Device Details screen

The Device Details screen contains the following tabs:

Users tab

The Users tab displays the Available Users and Assigned Users. This tab is used to assign user(s) to a device.

Users tab

Ranges tab

The Ranges tab displays the infringement number ranges that have been allocated to the device, along with details about current usage.

A device is always allocated two blocks of PINs for each infringement type, this means that as they go through one range on the device, the second is there as backup.

The infringement numbers are allocated to a device during the synchronisation process.

Ranges tab

Audit Log tab

The Audit Log tab shows details of the audit trail for the device, including information such as dates and times of issued infringements, synchronisations, valve stems and users that have been logged in to the device.

The audit log is stored on each device and transferred across to PinForce Manager during the synchronisation process.

Audit Log tab

Editing device details

To edit device details:

  1. Double-click on the device in the Device Inventory grid to open the Device Details screen.

The following fields are editable:

  • Description - this is used to identify the device, e.g. Samsung Galaxy S4 or Jim's S4.
  • Service Status - this indicates whether the device is IN service or OUT of services

You are also able to:

When changes have been made to the Device Details, Update button will be enabled.

To save any changes:

  • click Update button.

Enabling a device

When a device is first synchronised with PinForce Manager, the device type and serial number are entered in the Device Inventory grid. However the device cannot be used until the device has been enabled.

To enable a device:

  1. Double-click on the device in the Device Inventory grid to display the Device Details screen.

    Device Details

  2. Make sure that Users have been assigned to the device.
  3. Click on the Enabled checkbox.
  4. Click Update button to save the changes.

Assigning users to a device

The user(s) assigned to use the device must be added in the Users tab of the Device Details. This will enable the user to login to PinForce Mobile on the device.

It is recommended that an administrator or team leader also be allocated to use the device for troubleshooting purposes.

To assign a user(s) to a device:

  1. Double-click on the device in the Device Inventory grid to display the Device Details screen.

    Users Tab

  2. Highlight the user(s) in the Available Users panel and click Right arrow to move the user(s) into the Assigned Users panel.
  3. Alternatively click on the All Users checkbox to assign every user on the PinForce system.

    Users Tab

  4. Click Update button to save the changes.

Deleting a device

To delete a device from the Device Inventory:

  1. Highlight the device in the Device Inventory grid to display the Device Details screen.
  2. Click Delete button.

When a device with no associated ranges (or the associated ranges that have not been used) is deleted, the device details are removed from the Device Inventory.

When a device with associated ranges is deleted, the device will be disabled in the Device Inventory.

To easily re-enable disabled devices:

  1. Highlight the disabled device in the Device Inventory grid.
  2. Click Restore button.

User Notifications

The User Notifications screen displays a list of various errors on the system.

Options to display the User Notifications screen are:

The list contains the following error types:

  • Survey import errors - surveys that failed to import
  • Schedule Task errors - surveys that are in the errored state that need to be resolved
  • Survey upload errors - surveys that fails an upload of exported infringement file to SDRO server

    User Notifications

Global Range

To display the Global Range screen::

  • click Global ranges button

The Global Ranges screen is available for users using automatic range allocations and provides the current status of the ID number ranges for each survey type including:

  • Start number
  • End number
  • Block size
  • Range modifier
  • Total remaining

    Global Ranges.

    Refer to Working with grids for details about how to change the appearance of the results.

When PinForce Manager is licenced for the automatic range allocation, blocks of number ranges must be set up for the every survey type that the user is licenced to use before any devices are first synchronized.

Recommended block sizes differ for each installation.  We suggest that for each survey type you calculate how many surveys can be expected to be issued between device synchronizations.  For example, if the average number of parking infringements recorded in PinForce Mobile per day is 200 (per device) and the devices are synchronized with PinForce Manager daily, then 200 would be a reasonable block size that survey type. 

PinForce Manager then ensures that each device is allocated the equivalent of double the block size.   When a device is first added to inventory, two blocks of number ranges for each survey type are allocated to the device.  When a device is synchronized with PinForce Manager, new blocks of number ranges are allocated, if required, to ensure that the device contains two blocks worth of  available range numbers

Event Log

This section covers the following Event Log functions:

Event Log overview

The event log automatically keeps track of significant system events, for example, when you login, when you import records, when you modify/delete records, when scheduled tasks run and when a user has their group status modified. The Event Log grid displays the event log entries from the database from the most recent to the least recent up to a maximum of 10,000 entries.

To display the Event Log screen:

  • click Event log button

    Event Log screen

    Refer to Working with grids for details about how to change the appearance of the results.

The information displayed for each event includes:

  • date and time that the event occurred
  • the user who initiated the the event
  • the type of log that was generated
  • the name of the object that applies to the event, for example a database table name that was used during the process or the serial number of a device
  • a short description of the event.

Filtering Event Log values

To filter the Event Log grid and make it easier to find a specific log item:

  • Select values from the Event Date From, Event Date To, User or Log Type fields.

    Event Log Search fields

  • Click Search button.

    Event Log search results

Printing Event Log values

A Print link is available against Event Log actions with the following Log Types:

  • Search
  • Lookup Modified
  • DeviceInventory

Note: This is only available for Event Log items that have been actioned from PinForce Web Client.

Event Log Print link

To print an Event Log item:

  • double-click on the Print link to open a separate window displaying the details

    Print Event Log Item

  • double-click on the Print link displayed in this window to print out the details.

Users and Groups

This section covers the following Users and Groups functions:

  • view, create and maintain individual users
  • view, create and maintain groups
  • assign users to particular groups
  • assign various privileges (Authorities) to to groups of users
  • assign Survey Types to groups of users.

Users & Groups screen

To display the Users & Groups screen:

  • click Users and Groups button

    Users & Groups Screen

Note: Select the Hide Inactive Users check box to filter the Users list to display active users.

The following functions are available from the Users & Groups screen:

Viewing/Editing Group details

To view or edit the details of a particular group:

  1. Double-click on the group in the Groups grid on the Users & Groups screen

The Group Details screen displays the following information for the selected Group:

  • Authorities - the security authorities associated with the group
  • Users - the users that belong to the group
  • Survey Types - the infringement types that the Group can view in the Search screen.

    Group Details

  1. Make modifications to the Group as required (refer to Creating a new Group).
  2. Click Update button to save changes or Close button to return to the Users & Groups screen.

Creating a new Group

To create a new Group:

  1. Click New Button on the Groups section of the Users & Groups screen.

    The Group Details screen displays :

    Group Details

  2. Enter a meaningful Group Name and Description.
  3. Designate the maximum number of search records to display in the Find window.
  4. Use the tabs to select the Group Authorities, Users and Surveys.
  5. Click Save button.

Selecting Group Authorities

To select the Authorities this group is allowed:

  1. Click the Authorities tab.

    Authorities Tab

  2. Select the check boxes next to the Authorities.

Selecting Group Users

To select the Users who need to belong to this specific group:

  1. Click the Users tab.

    Users Tab

  2. Highlight the user(s) in the Available Users panel and click Right Arrow Button to move the users to the Assigned Users panel.

Selecting Group Surveys

The Group Surveys tab allows you to define the infringement types that the Group can access.  For example the Health Inspectors group can be prevented from viewing Parking Surveys and vice versa.

To select the Surveys this group is allowed to have access to:

  1. Click the Survey Types tab.

    Survey Types tab

  2. Select the check boxes next to the Surveys.

Deleting a Group

To delete a Group:

  1. Select the Group in the Groups section of the Users & Groups screen.
  2. Click Delete button.
  3. Click Yes button on the Confirm dialog.

    Confirm Group Delete

Viewing/Editing User details

The Users grid on the Users & Groups screen displays the following summary details for all the users:

  • User name
  • Full Name
  • Email Address
  • Agency
  • Status
  • Activity Log
  • External User ID
  • Windows User
  • Last Login - date and time the user last logged into PinForce Mobile.

To view/edit the details of a particular user:

  1. Double-click on the user in the Users grid on the Users & Groups screen

The User Details screen displays the following information for the selected User:

  • User Properties - general user information (editable)
  • Devices - the devices that the user has been assigned to use
  • Groups - the group(s) that the user belongs to (editable)
  • Authorities - the security authorities inherited from the group(s) that the user belongs to
  • Survey Types - the infringement types (inherited from the group(s) that the user belongs to) that the user can access

    User Details Screen

  1. Make modifications to the User as required (refer to Creating a new User).
  2. Click Update button or Close button to return to the Users & Groups screen.

Creating a new User

To create a new User:

  1. Click New button on the Users section of the Users & Groups screen.

    The User Details screen displays :

    User Details Screen

  1. Enter the following User Details:
  • User Name - type in a user name. Note that for officers this user name will be the Officer ID or Number. This value is printed on all PINs as the Officer ID.
  • Full Name - type a full name for the user. Note that this full name is used for display in the Find window and will display when appropriate in reports.
  • Windows User - the PinForce login account that is associated with the user. This maps the user to a Windows domain user account so that the user can log in to PinForce Manager and the PinForce Mobile Client using Windows Authentication
  • External user ID - this is used to send to third party systems, such as payment processing systems, where the user name is different to the PinForce user name
  • Email - email address used to communicate with the user when system reports are run and scheduled task notifications
  • Mobile Phone - the mobile phone number that is linked to the device that the Officer will use.  This will allow the System Administrator to SMS or phone an officer in the field.
  • Password - the login password, this will display in ***** format.
  • Confirm - type the password again to verify that you have typed it correctly.
  • Use Secret Answer - optional extra password security is available by creating a Secret Question and Secret Answer.  When set up, you will be prompted to enter the Answer after a defined number of failed attempts to login.
  • Secret Question - user defined Secret Question.
  • Secret Answer - user defined Secret answer.  This will display in **** password format. Note: the Secret Answer is not case sensitive.
  • Default Agency - the business or company name to be used as the default agency.
  • Active - select this check box to make the user name active.
  • Team - select a team. This is used for reporting.
  • Activity Log - user is licenced to use the Activity Logs in PinForce Mobile
  • Change Password Interval - this triggers a regular prompt forcing a password change, type the number of days that should elapse before a change of password is required. The default is zero which does not force a password change.
  • Is GPS Trackable - this flags if a user is to be tracked using GPS and the Device Tracking module.
  • Change Password on Next Logon - this will force the user to rest their password the next time they log in. When the password has been reset, this check box will be cleared.
  1. Allocate groups to the user by selecting the Groups tab, highlighting the group(s) in the Available Groups panel and clicking Right Arrow Button to move the groups to the Assigned Groups panel.

    Groups Tab

  2. Click Save button.

Disabling a User

The user status can be set to disabled.  This prevents users from logging into PinForce and removes them from any group(s) that they belonged to.  

Users with a status of disabled can be re-activated.

To disable a User:

  1. Select the User in the Users section of the Users & Groups screen.
  2. Click Disable button.
  3. Click Yes button on the Confirm dialog.

    Confirm Disable screen

    This will change the User's status to Disabled.

Enabling a User

Users whose status has been disabled can be re-activated and all details that existed when the user was disabled are restored (password, group etc.)

To enable a user:

  1. Uncheck the Hide Inactive Users check box in the Users section of the Users & Groups screen.
  2. Select the user and click Enable button.
  3. Click Yes button on the Confirm dialog.

    Confirm Enable screen

Reports

This section describes how to:

Running reports

To run a report:

  1. Click Reports button.

    This will populate the Reports screen with quick links to the modules you are licenced to use.

    Report Quick Links

  2. Click on the quick link to the module, e.g. Parking Infringement.

    This will refresh the Reports screen with quick links to the available reports for the selected module.

    Report Quick Links

  3. Click on the quick link to the report, e.g. Individual Officer Log.

    This will display the report criteria for the selected report in the top panel.

    Report Quick Links

  4. Enter the required report criteria and click View Report button.

    This will display the report results in the bottom panel.

    Report details

Viewing reports

To expand the report details:

  1. Click Hide Arrow above the bottom panel.

    Report sample

  2. Click Collapse Menu button.

    Resized report

Update Rules

PinForce Web provides the functionality to define Update Rules and set the criteria for updating PinForce records.

To run Update Rules:

  1. Click Update Rules button to display the Update Rules dialog with existing Update Rules in the grid.

    Update Rules grid

  2. Select from the following options:

Adding Update Rules

To add a new Update Rule:

  1. Click New button.

    This will display Select update rule type dialog.

    Select Update Rule dialog

  2. Select the update rule type, e.g. Update Survey Rule.
  3. Click Create button.

    This will display the Update Rule screen.

    New Update Rule dialog

  4. Enter a Name for the new Update Rule.
  5. Enter a Description.

    If you wish to add one or more contraints:

  6. Select a Field from the drop-down list of available fields on the system, e.g. PINStatus
  7. Select an Operator, e.g. EQUALS.
  8. Select a Value, e.g. "NEW".

    To set the value of the fields to be updated:

  9. Select a Field from the drop-down list of available fields on the system, e.g. PINStatus.
  10. Enter a Value, e.g. "Final Demand"

Editing Update Rules

To edit an Update Rule:

  1. Highlight the Update Rule you wish to edit and clickEdit button.

    This will display Update Rule dialog.

    Edit Update Rule dialog

  2. Make the required changes.
  3. Click Update button.

Deleting Update Rules

To delete an Update Rule:

  1. Highlight the Update Rule you wish to delete and clickDelete button.

    This will display Confirm delete dialog.

    Confirm Delete dialog
  2. Click Yes button.

Running Update Rules

To run an Update Rule:

  1. Highlight the Update Rule you wish to run and click Run button.

    This will display the Run Update Rule type dialog.

    Run Update Rule dialog

  2. Select the Survey to which you wish to apply the updates, for example Parking and Traffic Infringement.
  3. Click Run button.

    The system will process all surveys.

    When the run is completed you will be prompted with an information dialog.

    Update Rule Success

  4. Click OK button.