About contractor sign in/out
Signing contractors in/out is only available if your Account Owner has enabled the Contractor Management add-on.
To change what shows on the page, click View Columns and select or clear the column options.
To change the Location or Access Point, use the drop-down at the top of the page.
Sign in
You can sign in contractors manually or by scanning a token.
Sign in manually
- Go to Tools > Sign In/Out Manager.
- 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.
- Click Sign In next to a contractor's name.
- Answer the required questions, click Next to move through each tab.
- 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
- Scan the contractor's token.
- If they belong to more than one organization, select the organization they are signing in with.
- Click Sign In.
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 denied due to a trigger setup, the trigger will activate, and further details will be displayed.
Access denied
- Scan the contractor's token or click the contractor's name.
- The authorization status will be denied, and the reason is listed below. Click Log Access Attempt.
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
- Go to Tools > Sign In/Out Manager.
- Click the Sign Out button.
- Select the Contractors tab.
- Click Sign Out next to a contractor.
- Find specific contractors in a big list using Keyword Search.
Scanning
- Scan the contractor's token. This will display a popup with a summary of their information.
- Click Sign Out.