Deliveries via the Sign In/Out Manager

In this article, we show you how to set up and use Deliveries via the Sign In/Out Manager. You must have the Administrator user role to access the settings, and the Sign In/Out Manager user role to use the feature.

Making the process of dropping off deliveries to the right people as efficiently as possible is what this feature is all about. By enabling Deliveries in your Sign In/Out Manager, receptionists, security guards, or any Sign In/Out Manager can automatically send a message to the package's recipient and give some details directly from WhosOnLocation.

The recipient will receive a notification to let them know their delivery has arrived and whether they need to sign for it or not.

How To Set up Deliveries in Sign In/Out Manager

Deliveries needs to be enabled in the Location Settings for each location before it can be used. Sign into WhosOnLocation as an Administrator, then:

1. Go to Tools > Locations

2. Click View next to your location

3. Select Location Settings from the left-hand menu

4. Select the Sign In/Out Manager tab

5. Select the Deliveries sub-tab

6. Select Enable Deliveries

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There are two sections to the Deliveries settings for Sign In/Out Manager:

Delivery Types

There are five options for delivery types: Parcel(s), Mail, Flowers, Food, and Other. A Sign In/Out Manager using Deliveries will choose one of these when entering details about the delivery and this information will be relayed to the recipient.

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You can remove and re-add any of these, but you cannot change the order they appear or add new types.

To remove a Delivery Type click the x in the option box.

To re-add a Delivery Type, click in the box housing the options and select from the dropdown menu that appears.

Notification Recipients

There are two types of notification recipient settings: Mulitple People Delivery and Single Person Delivery.

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Multiple People Delivery

A Sign In/Out Manager will select this option if the delivery is for more than one person, e.g. the Marketing Department, the Company or if the person is unknown.

People set up to receive these notifications will also receive a notification for Single Person Deliveries. This acts as a failsafe in case the selected person does not have the necessary details (email address or mobile number) in WhosOnLocation to receive a notification. The two notifications received will be notably different to avoid any confusion.

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You can choose up to three employees and one non-employee to receive these notifications, and you must set up at least one recipient.

To choose an employee to receive this notification, click on the Search for Employee bar, begin typing the employee's name, and select them from the dropdown menu. Then, select how you want this employee to be notified (Email and/or Text) by ticking the box next to the option.

To set up a non-employee, simply add their email address and/or mobile number into the Send to this non-employee fields.

Single Person Delivery

A Sign In/Out Manager will select this option if the delivery is for one person who is an employee in the system.

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Simply choose the notification types (Email and/or Text) you want the recipient to receive by ticking the box next to the option. As long as the recipient has the necessary information (email address or mobile number) entered into WhosOnLocation they will receive a notification and, as a failsafe, the Multiple People Recipients will also receive a notification about the delivery.

Using Deliveries in Sign In/Out Manager

When a delivery agent arrives at your location, they will approach your Sign In/Out Manager (receptionist, security guard, etc) who can use Deliveries from the Sign In/Out Manager screen to log the delivery. This will automatically send notifications to the appropriate people making receiving deliveries as painless as possible.

Please Note: Deliveries must be enabled for the location before it can be used by the Sign In/Out Manager.

With Deliveries enabled, from the Sign In/Out Manager screen:

1. Click the Actions button

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2. Select Deliveries

A pop-up window will appear to enter the delivery details.

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3. Choose if the package is for a singular person or multiple people

Singular is for one specific person, Multiple is for a group of people.

4. (If Applicable) If Singular is selected, enter the employee the delivery is for

5. Select the Delivery Type

The Sign In/Out Manager can select more than one type if necessary

6. Select whether or not a signature is needed for the release of the delivery

7. Click Next

An alert will appear in the bottom left-hand corner of the Sign In/Out Manager screen and a notification will be sent to the recipient(s) according to the settings and type of delivery.

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Deliveries Notification

An email and/or text will be received by one or more people about the delivery. All people set up as Multiple Person Delivery recipients will receive an email for all deliveries.

By setting up employees with the necessary email address and/or mobile number in WhosOnLocation as recipients, you can ensure that someone will always be notified about deliveries whether or not the intended recipient has information in WhosOnLocation.

Deliveries recipients will receive an email and/or text which says where the delivery agent is at your location, what the delivery is, and if it requires a signature.

If it is an email, the subject line will say who the delivery is for.

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