Sign In/Out Kiosk Question Rules

How set up custom question rules for a Sign In/Out Kiosk. You must have the Administrator user role assigned to access these settings.

This section is used to create rules for which questions should be asked when a person is signing into/out of a location or switching zones in a location.

Question rules are used in a few specific scenarios primarily but can be customized to be used however you need them.

Inter-zone Kiosks – If you are using an Inter-zone Kiosk and want to ask question when someone is switching into or out of a zone or zones, you will need to set up question rules for those movements. If you do not have any question rules created for an Inter-zone Kiosk, no questions will ever be asked.

Custom Questionnaires – To activate your custom questionnaires on a Kiosk, you will need to create question rules. You will need to create one rule for any sign in questionnaires and a second for any sign out questionnaires. Whenever a rule is created, it has the default questions set in the Questionnaire Manager already activated, so all you need to do it activate the custom questionnaires in the Kiosk Custom Questions tab.

Secure Zones/Areas – If you have certain zones in your location that are more secure, hazardous, or require more information from people entering or exiting them; you will want to create rules to add questions for movements into or out of this specific zone.

Question Rules is the sixth possible tab you configure when creating a Kiosk. To access Question Rules for existing Kiosks:

  1. Go to Tools > Locations.
  2. Click View next to your location.
  3. Select Sign In/Out Kiosks from the left-hand menu.
  4. Click View next to your Kiosk.
  5. Select the Question Rules tab.

When you create a rule, you choose which zone or zone group it applies to, then set the questions to be asked. There are specific options available depending on the type of movement the rule applies to.

Adding a Rule

  1. Click Add Rule

    A new rule will appear with the From and To fields set to Select Zone.
    New_rule.png
  2. Click View to open and configure the rule.
  3. Configure the From and To fields.

    See below on how to configure these accurately.
    Select_Zones.png
  4. Enable the questions you want asked for each tab.

    Available questions will be based on the movement type.
    Please Note: There are up to four tabs you can configure, one for each person type and Kiosk Custom Questions.
  5. Click Close when you have finished configuring the rule.
  6. Click Save and Close when you have finished with your rules to save.

Configure From and To Fields

Types of Zone

There are different types of zones that you can set in the From and To fields.

Off-site – Used for signing in or out. Off-site refers to not being signed into the location.

Off-site.png

Any Zone – Used when you are not specifying the zone for the rule. Generally used when you want to use the location defaults and activate custom questions for standard Kiosks, or when you are entering or exiting a specific zone and going into the rest of the location for Inter-zone Kiosks.

any_zone.png

Please Note: Any Zone is also used if no zone has been automatically assigned or selected, or when using the Other Zone free-text option on sign in.

Zone Group – Used when entering/leaving any zone within a zone group. Appears in the list as All {Zone Group Name}.

zone_group.png

Specific Zone – Used when entering/leaving one specific zone. Appears in the list as that zone’s name under its zone group.

Specifc_zone.png

Movement Types

The From and To fields are where you select the type of movement and for which zones the movement applies.

Sign In Movement – Set the From field to Off-site. This means that the person is coming from off-site into whichever zone is set in the To field.

Sign_In_Movement.png

Sign Out Movement – Set the To field to Off-site. This means that the person is going Off-site from whichever zone is set in the From field.

Sign_Out_Movement.png

Switch Zones – Applies to Inter-zone Kiosks only, set the zone the person is entering in the To field and the zone they are leaving in the From field.

Inter-zone_Movement.png

Movement Specific Question Options

The Switch Zone and Sign Out movement types have a limited number of questions available to enable because fewer questions apply to this type of movement, e.g. selecting a host isn’t required when signing out.

The Sign In movement type does have all questions available to enable apart from Area/Zone Selection.

Area/Zone Selection is not an option for any movement type because this is set in the Kiosk Mode. And the Photo Retention Policy is only ever set in the Questionnaire Manager.

Switch Zones

The option to enable Car Parking information does not appear because this would only ever be captured when arriving at a location. The option to Disable Host Remembrance does not appear because this is used for returning visitors signing into the location only. And the option to print a pass with token scanning for service providers is not available because printing is not supported for inter-zone movements.

inter-zone_qs.png

The way that some questions are enforced is different as well, though they can still be enabled for this movement type. Any contact info questions will only appear if this information hasn’t already been captured during the person’s visit, e.g. if you capture their cell phone number on sign in, the question won’t be presented again when switching zones.

If Host Selection is enabled, the visitor or service provider will go through the process of selecting a host when switching zone. If Host Confirmation is enabled, they will be able to confirm their current host with one action or edit and choose a new host. And if neither option is enabled, they will keep the same host.

Sign Out

Sign out movements are very limited in the options available, this is because almost all basic questions are used for information required for the duration of the visit rather than leaving the location.

Sign_Out_Qs.png

The only basic question available is Photo Capture so that you can verify the person leaving matches the person who signed into your location. You can also enable any custom questions that you have set up.

You can manage how tokens are used on sign out, whether a person using a token will still have a photo and/or custom questions, or if it will sign them out immediately.

Kiosk Custom Questions

To activate a Kiosk Custom Questionnaire, create a question rule, select the Kiosk Custom Questions tab, and add questionnaires from the Available pool to the Enabled at this Kiosk pool.

custom_q_drag_n_drop.gif

You can activate or deactivate questionnaires by clicking and dragging a questionnaire from one pool to the other, or by clicking the + icon to activate and the – icon to deactivate.

You can choose the order questionnaires are displayed in by reordering them in the Enabled at this Kiosk pool. The top questionnaire will be asked first, and bottom questionnaire asked last.

Questionnaires are color-coded by person type; visitor questionnaires are green, service provider questionnaires are yellow, and employee questionnaires are blue.

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