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365Beacon - Self-Provisioning Guide
Updated

Purpose

365Ops is a mobile application that allows operators to self-provision Beacons as devices. Operators will be able to add new beacons to an existing or new location and relocate previously provisioned Beacons. Self-provisioning Beacons simplify the process, allowing operators to bulk order Beacons and add them to locations as they wish.

Operators are able to provision Beacons to an existing location, or they can create a new location to add the Beacons to. This is only applicable to new Beacons. See the 365Beacon - Operator Guide for information on how to determine whether a Beacon is legacy or new.

View the 365Ops App - Operator Guide for more information and FAQs.

NOTE

Beacons will now show up as devices in the Device tab in the Location Summary within ADM. This means each beacon will now have a unique Beacon ID and will no longer just be attached to a location. For more information on how Beacons display in ADM's Device Summary, see the 365Beacon - Operator Guide.

Prior to setup, be sure you have set up your banking information in ADM. You can view these steps in the article 365Pay - Setup Banking Information in ADM.

 

Self-Provisioning One or More Beacon Devices

Add Beacon(s) to Existing Location

  1. Select the checkbox for the Beacon(s) you want to provision. Beacons that are available for provisioning are located under the Discovered Beacons section.
    ops3.jpg
  2. Tap Add Beacons in the bottom right corner of the screen.

  3. If you have access to more than one org, you will see the Select Org screen. Tap the dropdown arrow and select an org.
    ops4.jpg
  4. Tap Next. The Select Location screen will display.

  5. With the Existing Location tab selected, tap the dropdown arrow and select an existing location to add the Beacons to.

  6. Tap Add Beacons. A pop-up message will display.
    ops5.jpg
  7. Tap Confirm to add Beacons to the existing location selected. The Beacon(s) that were selected will now show under the Devices tab in the Location Summary for the location within ADM.

 

Add Beacon(s) to New Location

  1. Select the checkbox for the Beacon(s) you want to provision. Beacons that are available for provisioning are located under the Discovered Beacons section.
    ops3.jpg
  2. Tap Add Beacons in the bottom right corner of the screen.

  3. If you have access to more than one org, you will see the Select Org screen. Tap the dropdown arrow and select an org.
    ops4.jpg
  4. Tap Next. The Select Location screen will display.

  5. Select the New Location tab and enter the new location name in the Location Name field.
    ops6.jpg
  6. Tap Next. The Copy a Location screen will display.

  7. Tap the dropdown arrow and select an existing location to copy.

  8. Tap Next. The Edit Location Info screen will display and show details from the existing location that was copied.
    ops7.jpg
  9. Verify and adjust information in the fields provided as necessary.

  10. Tap Next. The Confirm New Location screen will display.

  11. Review all details for the new location and tap Finish to create the new location.
    ops8.jpg
  12. At this point, the new location has been created and a pop-up message will display. Tap Confirm to add Beacons to the newly created location. The Beacon(s) that were selected will now show under the Devices tab in the Location Summary for the location within ADM.

 

Self-Provisioning Video

 

Relocating a Previously Provisioned Beacon

Relocate Beacon to an Existing Location

  1. You must be within range of the Beacon. Within the app, tap the blue arrow of the Beacon you want to relocate from under the Provisioned Beacons section. The Beacon Details screen will display.

  2. Tap Relocate.
    • If you don't have permission to relocate the Beacon, a pop-up message will display. Please follow the instructions given on the pop-up (see screenshot below).
      ops9.jpg
    • If you do have permission to relocate the Beacon, you will see either the Select Org screen or the Select Location screen.
  3. If you have access to more than one org, you will see the Select Org screen. Tap the dropdown arrow and select an org.

  4. Tap Next. The Select Location screen will display.

  5. Tap the dropdown arrow and select an existing location to add the Beacon to.

  6. Tap Add Beacons. A pop-up message will display.

  7. Tap Confirm to add Beacons to the existing location selected. The Beacon(s) that were selected will now show under the Devices tab in the Location Summary for the location within ADM.

 

Relocate Beacon to a New Location

  1. You must be within range of the Beacon. Within the app, tap the blue arrow of the Beacon you want to relocate from under the Provisioned Beacons section. The Beacon Details screen will display."
  2. Tap Relocate.
    • If you don't have permission to relocate the Beacon, a pop-up message will display. Please follow the instructions given on the pop-up (see screenshot below).
      ops9.jpg
    • If you do have permission to relocate the Beacon, you will see either the Select Org screen or the Select Location screen. 

  3. If you have access to more than one org, you will see the Select Org screen. Tap the dropdown arrow and select an org.

  4. Tap Next. The Select Location screen will display.

  5. Select the New Location tab and enter the new location name in the Location Name field.

  6. Tap Next. The Copy a Location screen will display.

  7. Tap the dropdown arrow and select an existing location to copy.

  8. Tap Next. The Edit Location Info screen will display and show details from the existing location that was copied.

  9. Verify and adjust information in the fields provided as necessary.

  10. Tap Next. The Confirm New Location screen will display.

  11. Review all details for the new location and tap Finish to create the new location.

  12. At this point, the new location has been created, and a pop-up message will display. Tap Confirm to add Beacons to the newly created location. The Beacon(s) that were selected will now show under the Devices tab in the Location Summary for the location within ADM.