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SentrySync Implementation Guide

Plan your rollout by defining teams, shifts, sites, check-in intervals, escalation rules, supervisor roles, and reporting , before the first device goes live.

A Better Launch Starts With the Workflow

SentrySync works best when the safety workflow is defined before the technology is deployed. This guide walks through the key decisions , teams, sites, check-in intervals, escalation paths, supervisor roles, device setup, training, and reporting , so your rollout fits the way your teams actually work.

Implementation Steps

Work through each step to build a safety workflow that matches your operations.

1

Define the Teams

Questions to Answer

  • Which teams or departments will use SentrySync first?
  • How many workers are on each team?
  • Are workers full-time, part-time, or contracted?
  • Do teams share workers across sites or shifts?

Recommended Approach

Start with the team that has the highest lone-worker exposure , typically overnight security, after-hours janitorial, or remote field crews. Define team rosters, identify who works alone most often, and document any shared staffing across locations.

2

Map Worksites and Shift Patterns

Questions to Answer

  • How many worksites will be covered?
  • What are the shift start and end times?
  • Are there overnight, weekend, or holiday shifts?
  • Do workers move between sites during a single shift?

Recommended Approach

Create a site-by-shift matrix. List every location, the shifts that cover it, and the number of workers assigned. Flag sites where workers are most isolated , large campuses, multi-building properties, remote locations, or after-hours facilities.

3

Set Check-In Rules

Questions to Answer

  • How often should workers check in during a shift?
  • Should check-in intervals vary by site, role, or risk level?
  • What counts as a missed check-in?
  • How much grace time is appropriate before escalation?

Recommended Approach

Set intervals based on risk, not convenience. Higher-risk environments (overnight, isolated, hazardous) may need 15–30 minute intervals. Lower-risk roles may use 60–90 minute intervals. Define the grace period clearly so supervisors know when to act.

4

Build the Escalation Plan

Questions to Answer

  • Who gets notified first when a check-in is missed?
  • What is the second-tier escalation if the first contact does not respond?
  • At what point should emergency services be contacted?
  • Are escalation paths different for different sites or shifts?

Recommended Approach

Document a clear escalation chain for every team: first responder (usually the on-duty supervisor), second contact (operations manager or backup), and emergency protocol. Make sure every link in the chain knows their role and response time expectations.

5

Assign Supervisor Roles

Questions to Answer

  • Who will monitor the SentrySync dashboard during each shift?
  • Do supervisors cover multiple sites or teams?
  • Who is the backup supervisor when the primary is unavailable?
  • What level of dashboard access does each supervisor need?

Recommended Approach

Assign a named supervisor to every active shift. Avoid "shared" responsibility without a clear primary owner. Define backup coverage for vacations, sick days, and shift transitions. Match dashboard permissions to each supervisor's scope.

6

Configure Devices and Access

Questions to Answer

  • Will workers use company-issued devices or personal phones?
  • Do all sites have adequate cellular or Wi-Fi coverage?
  • How will devices be distributed, charged, and maintained?
  • Who manages device provisioning and account setup?

Recommended Approach

Test connectivity at every site before go-live. Establish a device management process , who issues devices, who collects them, and how replacements are handled. Create user accounts in advance and verify login access before the first shift.

7

Train Workers and Supervisors

Questions to Answer

  • Do workers understand why check-ins matter?
  • Can every worker perform a check-in, send an alert, and end a shift?
  • Do supervisors know how to read the dashboard, respond to alerts, and follow the escalation plan?
  • Is there a plan for training new hires?

Recommended Approach

Run hands-on training sessions , not just slide decks. Have workers practice check-ins and alerts on real devices. Walk supervisors through the dashboard with realistic scenarios. Document the training so it can be repeated for new team members.

8

Review Reporting and Activity History

Questions to Answer

  • Who needs access to shift activity reports?
  • How often will reports be reviewed , daily, weekly, or per incident?
  • What data points matter most: check-in compliance, missed contacts, alert frequency, response times?
  • Are there regulatory or client reporting requirements?

Recommended Approach

Define your reporting cadence before launch. Identify the key metrics that matter to your operations , check-in completion rates, missed check-in trends, alert response times, and shift coverage gaps. Assign someone to review reports regularly and flag patterns.

9

Pilot, Review, Adjust

Questions to Answer

  • Which team or site will pilot SentrySync first?
  • How long should the pilot run before expanding?
  • What feedback channels will you use to capture worker and supervisor input?
  • What criteria will determine whether the pilot is successful?

Recommended Approach

Start with one team or site for 2–4 weeks. Collect feedback from both workers and supervisors. Review check-in compliance, escalation effectiveness, and any friction points. Adjust intervals, escalation paths, or training before rolling out to additional teams.

Implementation Checklist

Confirm each item before your first live shift.

Teams and rosters defined
Worksites and shifts mapped
Check-in intervals and grace periods set
Escalation plan documented
Supervisor roles and backups assigned
Devices configured and connectivity tested
Workers and supervisors trained
Reporting cadence and metrics defined
Pilot site selected and timeline set
Feedback process in place for review

Implementation Should Fit the Work

Every team operates differently. The best SentrySync rollout is one that reflects your actual shift patterns, site layouts, risk levels, and supervisor capacity , not a one-size-fits-all template. Use this guide as a starting point, then adapt it to the way your people actually work in the field.

Ready to Plan Your SentrySync Rollout?

Walk through your teams, sites, shifts, and safety workflows with a SentrySync specialist. We'll help you build an implementation plan that fits your operations.

Review a Site Accountability Workflow