Kiosk Workflow
View Kiosk Workflow
Ensure the kiosk workflow is correct. Each visitor type can have a customized workflow.
Edit Kiosk workflow
Each visitor type can be customized. In total there are 6 steps in the kiosk workflow. The user can choose alternatively how many steps is necessary in each visitor type work flow. Above displays 4 steps allocated the visitor type - Visitor kiosk workflow.
Click save button to confirm changes.
Click on the save button to confirm to the amount of steps in the kiosk workflow.
Visitor Types - Add new visitor Type
To add a new visitor type workflow click on New button.
Enter mandatory fields
Ensure all the mandatory fields are populated with valid data.
Visitor Types - Edit Name
The edit icon allows the user to change the name of the selected visitor type name. once complete click save button to confirm.
Visitor Types - Set Locations
To change the workflow locations click on Locations button.
Add using the locations available (left column):
- Locations can be added by cluster and;
- Location and;
- Building and;
- Collection Point.
Remove locations using the right column.
Once complete click Save button to confirm.
Visitor Types - Delete the selected workflow
A pop-up with a confirmation message will be displayed.
The default workflow cannot be deleted.
Visitor Types - Set Locations
To add the workflow to a certain visit reason click on Visit Reason button.
Add using the visit reasons available on the left column (step 1) and once added the visit reason will be shown on the right column (step 2). To remove just use the remove button available on the right column (step 2).
Once complete click on the Save button to confirm.
Important: If there is no visit reason configured to a certain workflow all the reasons available will be shown. Reasons available can be seen on 'Setting > Reference Data portlet > Visit Reason'.
Workflow Settings- View / edit settings
Ensure the current workflow setting are functioning as it should.
Enter a valid label code
The list of valid label codes can be seen on the label layout portlet.
Important: Click on the save button to confirm changes.
Enable the setting "Print on checkin"
The print_on_checkin configures if a visitor's badge should be printed once the visitor checks in on the kiosk. The options available are 'Yes' - The badge will be printed; 'No' - The badge will not be printed and 'Based on Working hours' - It will depend on the time the visitor is checking-in, if within working hours the badge will be printed otherwise the badge will not be printed. The based on working hours activation, start and end time can be seen on 'Admin > Collection Point portlet > Edit Collection Point'.
Important: Click on save button to confirm changes.
Enable the setting "email_checkin_prompt"
The email_checking_prompt setting determines whether the host is notified via an automated email when their visitor checks in.
Important: Click on save button to confirm changes.
Enable the setting "host_scan_checkout_prompt"
The host_scan_checkout_prompt configures if the host shall be prompted to scan his/her badge once the visitor attempts to check out on the kiosk.
Important: Click on save button to confirm changes.
Enable the setting "video_reference"
The video_reference configures the URL of the video that will be displayed to the visitor when she/he checks in.
Important: Click on save button to confirm changes.
Enable the setting "enable_default_host"
The enable_default_host configures if there is a default host to be used during the check-in workflow. The default host can be seen on 'Admin > Collection Point portlet > Edit Collection Point'.
Important: Click on save button to confirm changes.
Enable the setting "enable_checkout_email"
The enable_checkout_email configures if that specific visitor type will receive an email once she/he checks out on the kiosk.
Important: Click on save button to confirm changes.
Important 2: The visitor will only receive the checkout email if the 'send_visitor_email_on_checkout' setting is also enabled. The system setting mentioned can be seen on 'Setting > System Settings portlet'.
Click on save button to changes made.
Click Yes to confirm the changes or No to go back to editing.
After clicking Yes a confirmation dialog will be displayed.