Sign In/Out Manager is used to sign people in and out of your location. There are settings that are unique to your location and are used through the Sign In/Out Manager which you can configure in your location setup.
To access the Sign In/Out Manager settings:
- Go to Locations, then select the location from the drop-down list.
- Select Sign In/Out Manager.
You can then navigate between the settings through the tabs at the top of the page.
Settings tab
Choose how to sign in visitors, employees, or contractors using Sign In/Out Manager. It can be set up to skip all questions or to present a profile summary of the person and all questions. You can also auto-complete visitors who have visited before and choose if Sign In/Out Managers have access to the Reporting menu.
Employee and contractor settings
There are two sign in/out methods that you can customize behavior for:
- Token scan – scanning a person’s token or ID card.
- Manual – clicking the Sign In/Out button next to their name in the list of people in Sign In/Out Manager.
The three behaviors you can set are:
- Quick sign in/out – skips sign in/out questions and summary screen.
- Present basic & custom questions.
- Present status summary – includes sign in/out questions.
Status summary
The status summary is 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 (Contractor only)
- Induction expired (from the option in the course settings, not triggers)
- Non-active status (Contractor only)
- Location access not permitted.
Visitor settings
You can customize the behavior for:
- Scanning a person’s token or ID card
- Visitor manual sign in/out
- Set the returning visitor auto-complete option
Token Scan Mode
The three behaviors you can set are:
- Quick sign in/out – skips sign in/out questions and summary screen
- Present basic & custom questions
- Present status summary – includes sign in/out questions
Manual Sign In/Out Mode
Refers to clicking the Sign In/Out button next to the visitor in the list of people in Sign In/Out Manager.
The three behaviors you can set are:
- Quick sign in/out – skips sign in/out questions unless they are required. Then this setting will still present basic & custom questions.
- Present basic & custom questions.
- Present status summary – popup with a summary of the visitor’s details and asks any sign in/out questions enabled.
Returning visitor auto-complete
The returning visitor auto-complete sets the length of time 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.
The organization question must be enabled in Sign In/Out Questions to use this feature. If an organization is not entered, they cannot be remembered.
If you don’t want to remember visitor information set this to disable.
Reporting
Choose if employees with the Sign In/Out Manager role can access the People Presence report from the Reporting menu.
If Yes is selected, these users will no longer see Sign In/Out Manager Reports in the Tools menu. They'll need to access the People Presence report from the Reporting menu. If they only have the Sign In/Out Manager role, this is the only report they'll be able to access.
Panic Alarm tab
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.
Learn more about enabling Panic Alarm for Sign In/Out Managers
Deliveries tab
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.
When the multi-language add-on is enabled, you can add/edit translations for the delivery types.
Learn more about using Sign In/Out Manager to track deliveries.
Multi-Tenant tab
The Multi-Tenant feature allows you to coordinate 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.
Learn more about using Multi-Tenant Sign In/Out Manager.
OnScan tab
This tab only appears if you have the OnScan integration enabled for this location. It allows you to manage the devices using ID scanning with OnScan that are connected to your location. The maximum number of devices allowed to connect to a location is set by the Account Owner.
Fields include:
- Last User – The last Sign In/Out Manager that used the device to link to their OnLocation profile.
- Device ID – The unique ID of the device created by OnLocation. This is found in the Help menu in OnScan.
- First Connected – When the device was first connected to an OnLocation account.
- Last Scanned – The last time the device was used to scan an ID and send the details to OnLocation.
- To disconnect a device, click Disconnect next to the device and click Confirm on the pop-up. You can now connect a new device to that location.
Learn more about ID scanning with OnScan.
