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Getting Started with the Safeguard Integration

The Safeguard Integration is the link between your Safeguard account and your Pruvan account.  With this integration we have utilized Safeguard's open API to link our systems.  With this integration you can import your orders from Safeguard and your photos will relay back as if taken by the Photo Direct app.  If you need to use INSPI we do not currently support that work flow.

Safeguard's integration supports importing work orders, photo relay, default work type, default assign to, auto admin, and the push key.

Importing Projects

Works orders are imported to Pruvan by clicking the Refresh button in the Configure Integrations page of Pruvan Online.  See these articles to get set up and import your orders:

 

Surveys and Tasks

Surveys can be added to all Safeguard work orders on import.  When surveys are published the resulting PDF is sent to your active Downloader(s).  Tasks, photo or survey, can be added to your projects manually in Pruvan Online or by applying a Work Type.

Photo Relay

Photos relay back to Safeguard and are visible in Vendor Web after processing.  The photos will be visible under Order Images in the Current Order view and the Image Gallery view.

Closing Projects

Projects can be closed in the Projects page of Pruvan Online when work on them has been completed.  As your crews complete projects in the field, the status in Pruvan Online will change to Complete.  QA your photos and set the status of the project to Closed in Pruvan.  This will remove the project from your crew's mobile device.  If you need to re-open it later, simply click the Show Closed Projects button and change the status to Rework so that it will show back up on mobile.  After a project has been closed for 60 consecutive days it will automatically be deleted.  Don't worry, as long as the work order is open in Vendor Web, you can always Import Orders to re-create the project in Pruvan.

Pruvan Push Key

The Push Key can be used to refresh your SFG integration directly from a web browser bookmark.

Default Work Type

Default Work Type is a Work Type that will be applied to all of your incoming SFG projects.

Auto Admin

Auto Admin is used to change what fields the integration updates once the order is already in Pruvan.

Default Assign To

Default Assign To lets you assign all incoming BLM orders to a specific user on your account.

Questions?

See our Safeguard Integration FAQ

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