HelpCenter

Explore
365Beacon - Self-Provisioning Guide [Future Release]
Updated

Purpose

This article walks through how to self-provision and relocate beacons in the 365Ops app.
 

Future Release Notice

Overview

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 [Future Release] for information on how to determine whether a beacon is legacy or new.

NOTE

Beacons will show up as devices in the Device tab in the Location Summary within ADM. This means each beacon will 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 [Future Release].

Prior to setup, be sure to have set up the banking information in ADM. These steps can be viewed in the article: 365Pay - Setup Banking Information in ADM.

 

Process

Self-Provisioning One or More Beacon Devices

Add Beacon(s) to Existing Location
  1. In the navigation bar at the bottom, tap the 3 horizontal dots, then select Other tools.

  2. Tap Beacon Provisioning to reach the beacon provisioning page.
    365Ops - Other tools.png
  3. Make sure bluetooth is turned on and the beacon is plugged into a nearby outlet.
    365Ops - Beacon Provisioning landing page - bluetooth not turned on.png
  4. Beacons that are available for provisioning are located under the Discovered Beacons section. Select the checkbox for the beacon(s) that are to be provisioned, then tap Add beacons to continue.

  5. If there is access to more than one org, the Select Org screen will display. Tap the dropdown arrow and select an org, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Org.png
  6. The Select Location screen will display. Select an existing location from the dropdown, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Location or create new location.png
  7. The final review screen will display. Review the information and make sure everything looks correct, then tap Provision.
    365Ops - Beacon Self-Provisioning - final review page.png
  8. A confirmation screen will display with a success message, confirming successful provisioning of the beacon(s). The beacon(s) will now show under the Devices tab in the Location Summary for the location within ADM.
    365Ops - Beacon Self-Provisioning - Beacon Provisioned Confirmation.png
Add Beacon(s) to New Location
  1. In the navigation bar at the bottom, tap the 3 horizontal dots, then select Other tools.

  2. Tap Beacon Provisioning to reach the beacon provisioning page.
    365Ops - Other tools.png
  3. Make sure bluetooth is turned on and the beacon is plugged into a nearby outlet.
    365Ops - Beacon Provisioning landing page - bluetooth not turned on.png
  4. Beacons that are available for provisioning are located under the Discovered Beacons section. Select the checkbox for the beacon(s) that are to be provisioned, then tap Add beacons to continue.

  5. If there is access to more than one org, the Org Selection screen will display. Tap the dropdown arrow and select an org, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Org.png
  6. The Select Location screen will display. Enter a name for the new location under New location name, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Location or create new location.png
  7. The Copy Location screen will display. Select an existing location from the dropdown to copy from, then tap Next.
    365Ops - Beacon Self-Provisioning - Select a location to copy.png
  8. The Edit Location screen will display. Fill in the information fields for the new location, then tap Next.

  9. The Final Review screen will display. Review the information and make sure everything looks correct, then tap Provision.
    365Ops - Beacon Self-Provisioning - final review page.png
  10. A confirmation screen will display with a success message, confirming successful provisioning of the beacon(s). The beacon(s) will now show under the Devices tab in the Location Summary for the location within ADM.
    365Ops - Beacon Self-Provisioning - Beacon Provisioned Confirmation.png

 

Relocating a Previously-Provisioned Beacon

Relocate Beacon to an Existing Location
  1. In the navigation bar at the bottom, tap the 3 horizontal dots, then select Other tools.

  2. Tap Beacon Provisioning to reach the beacon provisioning page.
    365Ops - Other tools.png
  3. Make sure bluetooth is turned on and the beacon is plugged into a nearby outlet.
    365Ops - Beacon Provisioning landing page - bluetooth not turned on.png
  4. Select a beacon to relocate under Provisioned beacons. 
    365Ops - Beacon Self-Provisioning - Discovered Beacons unchecked.png 
  5. The Beacon Details page will display. Tap Relocate to continue.
    365Ops - Beacon Self-Provisioning - Beacon Details page.png
    1. If the account does not have permission to relocate beacons, a pop-up message will display. Please follow the instructions given on the popup (screenshot below).
      365Ops - Beacon Self-Provisioning - Beacon Details page - error screen.png
    2. If the account does have permission, it will proceed to the next screen.
       
  6. If there is access to more than one org, the Select Org screen will display. Tap the dropdown arrow and select an org, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Org.png
  7. The Select Location screen will display. Select an existing location from the dropdown, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Location or create new location.png
  8. The final review screen will display. Review the information and make sure everything looks correct, then tap Provision.
    365Ops - Beacon Self-Provisioning - final review page.png
  9. A confirmation screen will display with a success message, confirming successful provisioning of the beacon(s). The beacon(s) will now show under the Devices tab in the Location Summary for the location within ADM.
    365Ops - Beacon Self-Provisioning - Beacon Provisioned Confirmation.png
Relocate Beacon to a New Location
  1. In the navigation bar at the bottom, tap the 3 horizontal dots, then select Other tools.

  2. Tap Beacon Provisioning to reach the beacon provisioning page.
    365Ops - Other tools.png
  3. Make sure bluetooth is turned on and the beacon is plugged into a nearby outlet.
    365Ops - Beacon Provisioning landing page - bluetooth not turned on.png
  4. Select a beacon to relocate under Provisioned beacons. 
    365Ops - Beacon Self-Provisioning - Discovered Beacons unchecked.png
  5. The Beacon Details page will display. Tap Relocate to continue.
    365Ops - Beacon Self-Provisioning - Beacon Details page.png
    1. If the account does not have permission to relocate beacons, a pop-up message will display. Please follow the instructions given on the popup (screenshot below).
      365Ops - Beacon Self-Provisioning - Beacon Details page - error screen.png
    2. If the account does have permission, it will proceed to the next screen.
       
  6. If there is access to more than one org, the Org Selection screen will display. Tap the dropdown arrow and select an org, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Org.png
  7. The Select Location screen will display. Enter a name for the new location under New location name, then tap Next.
    365Ops - Beacon Self-Provisioning - Select Location or create new location.png
  8. The Copy Location screen will display. Select an existing location from the dropdown to copy from, then tap Next.
    365Ops - Beacon Self-Provisioning - Select a location to copy.png
  9. The Edit Location screen will display. Fill in the information fields for the new location, then tap Next.

  10. The Final Review screen will display. Review the information and make sure everything looks correct, then tap Provision.
    365Ops - Beacon Self-Provisioning - final review page.png
  11. A confirmation screen will display with a success message, confirming successful provisioning of the beacon(s). The beacon(s) will now show under the Devices tab in the Location Summary for the location within ADM.
    365Ops - Beacon Self-Provisioning - Beacon Provisioned Confirmation.png