The Sign In/Out Manager is an area of WhosOnLocation used to sign people in and out of your location. There are settings that are unique to your location that are used through the Sign In/Out Manager which you can configure in your location setup.
To get to the Sign In/Out Manager Settings:
- Go to Tools > Locations.
- Click View next to your location.
- Select Sign In/Out Manager from the left-hand menu.
You can then navigate between the settings through the tabs at the top of the page.
There are two settings which can be managed from this tab: Returning Visitor Auto-Complete and Manual Sign In/Out Mode.
Returning Visitor Auto-Complete
The returning visitor auto-complete sets how long a visitor is remembered for when signing in through the Sign In/Out Manager.
If a visitor returns within the set number of days, they will be remembered, and the Sign In/Out Manager will receive a prompt to auto-complete their details. These can then be edited or saved by the person signing them in.
If you don’t want to remember visitor information set this to disable.
Manual Sign In/Out Mode
The manual sign in/out mode sets what happens when an employee or service provider is manually signed in/out by a Sign In/Out Manager.
Manually signing someone in/out refers to clicking the Sign In/Out button next to their name in the list of people in Sign In/Out Manager.
There are two settings:
- Present status summary
- Quick sign in/out
Present status summary
Displays a popup with a summary of the person’s details and status.
Clicking Sign In/Out on the popup will prompt any enabled questions to display. If there are no questions they will just be signed in/out, and a confirmation will appear in the bottom-left corner.
If the person has any default system reason to be denied access, this will show in the popup and you can log their access attempt.
Default system reasons include:
- Permitted on-site dates not valid (Service Provider only)
- Induction expired (from the option in the course settings, not triggers)
- Non-active status (Service Provider only)
- Location access not permitted.
Quick sign in/out
The sign in/out process will start immediately without displaying a popup. If there are any questions to answer, these will be displayed. If not, the person will just be signed in/out, and a confirmation will appear in the bottom-left corner.
The Panic Alarm is used by Sign In/Out Managers to send an email and/or text to specified people if they need assistance, are under duress, or have an emergency situation.
For instructions on how to configure the options for Panic Alarm, please see this Helpdesk article - Enabling Panic Alarm for Sign In/Out Managers
The Deliveries feature is used to record incoming deliveries for employees at your location and notify them that they have received a delivery.
There are options for deliveries to individuals and multiple people and options for text and email notifications.
Click here for instructions on how to configure the options for Deliveries settings.
When the Multi-language add-on is enabled, you can add/edit translations for the delivery types. Click here for more information on Multi-language.
The Multi-Tenant feature allows you to co-ordinate with other accounts to either manage their Sign In/Out Manager function or have them manage yours. This is used for multi-tenanted buildings where the concierge/reception/security are managing visitors for multiple organizations.
Click here for full details and guides on how to set this up and how it works.
This tab only appears if you have the WolScan integration enabled for this location. It allows you to manage the devices using ID scanning with WolScan that are connected to your location. The maximum number of devices allowed to connect to a location are set by the Account Owner.
Last User – The last Sign In/Out Manager that used the device to link to their WhosOnLocation profile.
Device ID – The unique ID of the device created by WhosOnLocation. This is found in the Help menu in WolScan.
First Connected – When the device was first connected to a WhosOnLocation account.
Last Scanned – The last time the device was used to scan an ID and send the details to WhosOnLocation.
To disconnect a device, click the red Disconnect button next to the device and click Confirm on the pop-up. You can now connect a new device to that location.
Click here for full details on ID scanning with WolScan.