User Guide: Guard Tour Operations with QR Code Scanning

Release: 1.4.0

Overview

Guard Tour Operations introduces QR code scanning to physical security patrol management. Security guards can now complete patrol checks by scanning QR codes placed at physical checkpoints, instantly accessing the required assessment on their mobile device. Manual check-in remains available as a fallback.

What's New

QR Code Generation: Administrators can generate printable QR code labels for each checkpoint with one click

QR Code Scanning: Guards use their mobile device camera to scan checkpoint QR codes and access assessments immediately

Enhanced Mobile App: Improved interface for viewing assigned tours, checking in at stops, and completing assessments

Completion Messages: Custom confirmation messages when a check is completed

Smart Filtering: Reference fields in check records only show relevant assets, templates, and CIs

System Overview

Guard tours involve two environments:

Back Office (Desktop/Laptop)	Mobile App (Guard Device)
Create and configure Guard Tours	View assigned tours
Add and set up checks	View check lists
Generate QR codes	Scan QR codes or tap checks
Assign tours to groups	Complete assessments

For Back-Office Staff: Creating a Guard Tour

Step 1: Create a Physical Security Operation

Open Bearing Workspace

Click 📊 Operations in the sidebar

Click Physical Security Operations

Click New to create a new record

Fill in the required fields:

Field	Value	Notes
Name	e.g., "Building A Weekly Patrol"	Use a clear, descriptive name
Operation Type	Guard Tour	Critical - must select Guard Tour
Short Description	Brief summary of the patrol
Assignment Group	Security team responsible	Guards must be in this group to see the tour

Click Save

Step 2: Add Checks (Checkpoints) to the Tour

In the Guard Tour record, navigate to the Checks related list

Click New to add each checkpoint

For each check, fill in:

Name: Descriptive checkpoint name (e.g., "Main Entrance - Door Check")

Assessment Template: Select the Bearing assessment template to use

Asset/CI: Select the relevant security device or location being assessed

Enable QR Scanning: Check this box if a QR code will be placed at this location

Save each check

Step 3: Generate QR Codes

For any check that has QR scanning enabled:

Open the check record

Click Generate QR Code

A PDF is automatically created and attached to the check record

Download and print the PDF label

Physically place the label at the checkpoint location

The QR label includes:

The check name (human-readable)

A unique check tag (for manual fallback entry)

The scannable QR code

Step 4: Assign the Tour

In the Guard Tour (Physical Security Operation) record, click Assign Operation

This creates assessment instances for all checks

Guards in the assigned group will now see this tour in their mobile app

For Guards: Completing a Guard Tour on Mobile

Accessing Your Tours

Open the Bearing mobile app on your device

Your assigned Guard Tours are listed on the main screen

Completing a Check with QR Code Scanning

Tap the Guard Tour to open it

View the list of checks (checkpoints) for the tour

Arrive at the checkpoint location

Tap Scan QR Code on the check

Point your device camera at the QR code label

The assessment opens automatically

Answer the assessment questions

Submit the assessment

A confirmation message appears and the check is marked complete

Move to the next checkpoint

Completing a Check Without QR Code (Manual Entry)

If QR scanning is not available or the QR code cannot be read:

Tap the check in your tour list (or use Tap to Access if scanning is not required)

If prompted, enter the Check Tag (printed on the QR label)

The assessment opens

Complete and submit the assessment

Tour Completion

After all checks are completed, the Guard Tour is marked as complete. A confirmation message displays to acknowledge tour completion.