Sign contractors in or out using Sign In/Out Manager

Learn how to sign contractors in and out manually using the Sign In/Out Manager. You need the Sign In/Out Manager user role to access these settings. 

The ability to sign contractors in/out is only available if the Contractor Management add-on has been enabled by your Account Owner.

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

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

SIOM-Location.png

Sign in

You can sign in contractors manually or by scanning a token.

Sign in manually

  1. Go to Tools > Sign In/Out Manager.
  2. Select the Contractors tab. You will be presented with the list of contractors that have access to the location and those who are currently on and off-site.
  3. Click Sign In next to a contractor's name.

    SIOM-Contractor-Sign-In.png
  4. Answer the required questions, click Next to move through each tab.
  5. Click Sign In.

    This pop-up will only appear if there are questions for contractors 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.

Sign in by scanning

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

When scanning in a contractor, 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
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 contractor's token.
  2. If they belong to more than one organization, select the organization they are signing in with.
  3. Click Sign In.

    Contractor-Sign-In.png

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 contractor's token. The authorization status will be Denied and the reason is listed below.
  2. Click Log Access Attempt.

    Contractor-Sign-In-Declined.png

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

Sign out

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

Sign out button

  1. Go to Tools > Sign In/Out Manager.
  2. Click the Sign Out button.
  3. Select the Contractors tab.
  4. Click Sign Out next to a contractor.

    SIOM-Contractor-Sign-Out.png
  5. Find specific contractors in a big list using Keyword Search.

Scanning

  1. Scan the contractor's token. This will display a popup with a summary of their information.
  2. Click Sign Out.

    Contractor-Sign-Out.png
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