To access the Site Settings hover on the three dots in the top-right corner and then click on Site Settings which will take you to the settings menu.
From here, you will be able to manage the following sections:
- Site Details
- Mobile Check In
- Visitor Types & Requirements
To manage the site details, this is found under the Account tab, and in this section, you can update the site name, and description and also delete the site. Ensure you click the "Save" button to carry any changes made.
To delete a site, this is done by clicking the Delete Site button at the bottom of this section; however, it is best to use caution as this will permanently delete the site along with all the check-in records.*
*We advise that you export all check-in records before deleting a site. To learn more on how to do this, please click here.
You can customise the check in page appearance for each check in site. To personalise your check in screen, this is found under the Appearance tab. From there, you will be able to pick your Colour Scheme, upload a Welcome Image background and add a Welcome Message
A site can have multiple Kiosk locations, which are each site entrance point where you would like the users to check in. Once a Kiosk has been set up, it will supply you with a location code, and from there, you can link this to your kiosk tablet so that the location is accurately recorded.
To set up a kiosk, head to the Kiosks tab, click on the Register Kiosk button, add the Kiosk name, and follow the prompts on how to link the kiosk. To learn more on how to link a kiosk, please click here.
Mobile Check In
Turn on the ability to generate a QR code for your site to allow check-in via mobile or use the site URL. Display your site URL or QR code to allow your workers to access the site check-in by entering the URL into a browser or scanning the QR code with their mobile device.
To enable this function, it is located under Mobile Check-In from there you will activate the QR code by ensuring the "On" button is selected.* Once you have done this, you can download the QR Code and have it located at your check-in site.
On the user's end, they will scan the QR code on their mobile device, which will redirect them to the check-in page as per the below example.
*Please note that the default function will be switched to "On" If you do not wish to utilise this feature you will need to manually change this to "Off".
Visitor Types & Requirements
Each visitor that checks into the Check-In system can be assigned to a specific visitor type, and each type can have its own requirements assigned to them. To create your visitor type, this is found under the Visitor Types & Requirements tab, then click on the + Visitor Type button, enter the name of the site visitor type, assign the corresponding program for this visitor type, review the details and confirm. You may add multiple visitor types and assign multiple programs to one type.
All items within a program will need to be set to "required" in order to assign them to a visitor type; if you have any tasks within the program listed as "optional", you will not be able to assign them to the visitor type.
You can assign administrators to each individual site. To create invite admins to this site, this is found under the Administrators tab, then click on the + Administrators button, enter the details of the admin and click save. You may add multiple administrators to the one site.
The Preferences tab will allow you to adjust and manage site preferences such as Conditional Check-In, Terms & Conditions and Check-In time.
Allows you to set whether you allow a user to check in regardless of whether they have met
all requirements for that site. Clicking yes, will disallow the user the ability to check
in until they have passed all the requirements for their visitor type.
Terms & Conditions:
By turning this on you a terms and conditions page will appear when the user attempts to
check in which they will have to agree to before being able to proceed.
Set the maximum hours for the system to auto check out a user if they have not done so
manually, by setting this number as 0 it means that the user will never have a check out
time against their record unless they do check out manually.
The Notifications tab allows you to set whether the admins linked to the specific site will receive notification emails each time a user checks in to the system and/or fails to pass the site requirements.