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.

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 In

You can sign in service providers manually or by scanning a token.

Sign in manually

  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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Sign in by scanning

To scan service providers in you need to have an external scanner connected to the Sign In/Out Manager's computer and the service provider needs to have an active token in their profile.

When scanning in a Service Provider, you will see a summary of their details and status on-screen. This will show whether they are allowed on-site or if access has been denied due to a system default setting, including:

  • Permitted on-site dates not valid
  • Induction expired (from the option in the course settings, not triggers)
  • Non-active status, e.g. banned
Please Note: Triggers that deny access will not show in the popup, but they will still deny access when the person is signed in.

Access granted

  1. Scan the Service Provider’s token.
  2. If they belong to more than one organization, select the organization they are signing in with.

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  3. Click Sign In.

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If any further information is required, the popup will be replaced with a screen to enter these details and complete the sign in process.

If their access is then denied due to a trigger setup, the trigger will activate, and further details will be displayed.

Access denied

  1. Scan the Service Provider’s token.

    The authorization status will be Denied and the reason listed below.
  2. Click Log Access Attempt.

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This will notify anyone set up to be informed about a denied Service Provider trying to sign in and a log will be made in the reporting.

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

Sign out by scanning

  1. Scan the Service Provider’s token.

    This will display a popup with a summary of their information.
  2. Click Sign Out.

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