If an iPad is not available or ideal for your location, you can use the web administration portal on a computer with a built-in or attached webcam to manage visitors, volunteers, and students for visitor management.
You can also use a handheld 2D barcode scanner to scan government-issued IDs. For more information on compatible 2D barcode scanners, see the Web-Based Kiosk articles.
Note: Your Visitor Aware settings configuration affect the sections, dropdown menus, etc., that appear in the check-in kiosk.
Steps
- From the web administration portal, click the Check-In Kiosk button from the top-right of the screen.
Note: Alternately, you can click the Activities dropdown menu and select From the web administration portal, and click the Check-In Kiosk button from the top-right of the screen. - In the Select Kiosk Type dialog box, you have two options:
- Click the Staff Assisted button to manually check-in the volunteer
- Click the Secure Kiosk Mode button to allow the volunteer to self-manage the check-in
For Staff-Assisted Sign in
- Under Volunteer Photo, from the Select a Camera dropdown menu, select a camera if you use more than one camera (optional)
- Click the Take Photo button to capture the volunteer's photo.
- In the Destination field, select the volunteering opportunity for the volunteer.
- If enabled, in the Search Staff to Notify field, the visitor can start to type the name of the person to notify, and select the correct name.
Note: Whether first and last name, date of birth, address, date of birth and/or sex fields appear depends on matching an existing volunteer profile. A handheld ID scanner from the recommended hardware page can be used to scan the volunteer's ID automatically filling these form fields.
- In the First Name and Last Name fields, type the volunteer's First and Last name.
- In the Address field, begin typing their address, and then select it.
- In the Date of Birth field, type their date of birth.
- In the Sex dropdown menu, select their sex.
- In the Search Staff to Notify dropdown menu, begin typing a name to select from the options (optional).
- In the Mobile Phone Number (optional) field enter the volunteer's mobile phone number.
Note: The following fields will display if a phone number is entered if settings are configured to show them:
- Click the Auto-generate, and send a QR Code ID? checkbox to send this volunteer their profile-specific QR Code ID via SMS to the phone number listed (optional)
- Click the Sign up for location-specific alerts while checked in to send notifications via SMS related to events at this location while checked in (optional - InformaCast integration required)
- For Skip Badge Printing? if you do not want to print a badge, check the box.
- Select a printer from the Printer dropdown menu.
- Click the Sign In button to check in the volunteer.
Note: Whether first and last name, date of birth, address, date of birth and/or sex fields appear depends on matching an existing volunteer profile.
- Under the Sign In section, click the QR Code Sign In link to sign in a volunteer using their QR code ID.
- Click the Employee Check-In link to check them in using their employee ID. This option will only appear if this feature is enabled.
For Kiosk Mode Sign in (Volunteer self-service)
- Under Volunteer Photo, from the Select a Camera dropdown menu, select a camera if you use more than one camera (optional).
- Click the Take Photo button to capture the volunteer's photo.
- In the Destination field, select the volunteering opportunity.
- If enabled, in the Search Staff to Notify field, the volunteer can start to type the name of the person to notify, and select the correct name.
Note: Whether first and last name, date of birth, address, date of birth and/or sex fields appear depends on matching an existing volunteer profile. The volunteer can use a handheld ID scanner from the recommended hardware page to scan their ID automatically filling these form fields.
- In the First Name and Last Name fields, the volunteer will type their First and Last name.
- In the Address field, the volunteer can begin typing their address, and then select it.
- In the Date of Birth field, the volunteer will type their date of birth.
- In the Sex dropdown menu, the volunteer will select their sex.
- In the Search Staff to Notify dropdown menu, the volunteer can begin typing a name and select from the available options (optional).
- In the Mobile Phone Number (optional) field the volunteer will enter their mobile phone number.
Note: The following fields will display if the volunteer enters a phone number and if settings are configured to show them:
- Click the Send a Checkout code to? checkbox to receive a checkout QR Code via SMS to the phone number listed (optional). This QR code can expedite the checkout process. This setting appears by default
- Click the Auto-generate, and send a QR Code ID? checkbox to receive their profile-specific QR Code ID via SMS to the phone number listed (optional). If this setting is enabled, it will replace the default option listed above
- Click the Sign up for location-specific alerts while checked in to send notifications via SMS related to events at this location while checked in (optional - InformaCast integration required)
- Click the Sign In button to check in as a volunteer.
Note: Whether first and last name, date of birth, address, date of birth and/or sex fields appear depends on matching an existing volunteer profile when facial recognition is enabled. When facial recognition is disabled, all form fields display by default.
- Under the Sign In section, click the QR Code Sign In link to sign into a volunteering opportunity using their QR code ID.
- Click the Employee Check-In link to check in using their employee ID. This option appears if this feature is enabled.
View Volunteers in the Current Visitors table
Note: In the table, the Role column identifies the type of visitor, such as Volunteer.
- The Current Visitors table displays the following information, and you can click the column headers to sort the information:
- Photo
- Visitor
- Role
- Destination
- Entered
- Click the Print Badge icon to print a badge for the visitor or volunteer.
- Click the Check Out button to check out the visitor or volunteer.