How To Sign In/Out Service Providers

How to sign service providers in and out manually using the Sign In/Out Manager. User Role required to access these settings: Sign In/Out Manager

The ability to sign service providers in/out is only available if the Service Provider Management Add-on has been enabled by your Account Owner.

Sign In

You can sign in service providers individually using the Sign In/Out Manager.

  1. Go to Tools > Sign In/Out Manager.
  2. Select the Service Providers tab.

    You will be presented with the list of service providers that have access to the location and those who are currently on and off site.
  3. Click Sign In next to a service provider’s name.

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  4. Answer the required questions in all tabs.
  5. Click Save.

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    Please Note: This pop-up will only appear if there are questions for service providers enabled by your Administrators.

If you have printing enabled, you will be prompted to print a badge pass. Click Print Pass to use a printer connected to your computer, or Kiosk Print Pass to use a printer connected to the Kiosk.

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To edit the details are shown in the service provider list, click View Columns and select/deselect options.

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To change the Location or Access Control Point, use the drop downs at the top of the page.

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Sign Out

You can sign service providers out individually or in bulk using the Sign In/Out Manager.

Individually

  1. Go to Tools > Sign In/Out Manager.
  2. Click the Sign Out button.
  3. Select the Service Providers tab.
  4. Click Sign Out next to a service provider.

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Quick Tip! Find specific service providers in a big list using Keyword Search.
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In Bulk via Run Action

  1. Go to Tools > Sign In/Out Manager.
  2. Click the Sign Out button.
  3. Select the Service Providers tab.
  4. Select the service providers using the checkboxes on the right.
  5. Click the Run Action menu.
  6. Select Sign Out.
  7. Click Run Action.

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Quick Tip! Select more service providers by using the # Records button to display more records and the Select All button to select everyone being displayed.2019-02-25_13-28-05.png
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