Check-in processes

Introducing check-in processes

Use check-in processes to collect extra information from your visitors or create a more complex check-in process.

• Create extra fields and screens to capture the data you need, either on or before arrival. 
• Processes can be different for different types of visitor (eg staff, contractor, walk-in).
• Apply processes organisation-wide or just to specific sites or zones.
• Remember a visitors’ check-in details for a specified period of time (eg once they have completed a site induction, it remains valid for 12 months). See Certificates.

Check-in processes is an add-on feature, charged per site. View pricing.

Create a check-in process from an existing template 

Go to Overview > Processes and forms >Check-in processes

The easiest way to get started is to make a copy of (or edit directly) one of our pre-loaded templates.

❓Can't see any templates? Contact us and we can load them for you.

Review and edit the template you have selected

Expand to review arrival screen details. From here you can:

• Edit individual questions
• Add new questions (fields)
• Edit the screen
• Add content (text)

You can also add a new arrival screen

 Edit screen allows you to

• Change the name (eg Contractor induction) 
• Select the visitor type(s) who should see this screen (or leave blank if it’s relevant to all visitor types)

Adding/editing fields within a custom process

Fields are the questions asked of a visitor when they check in.

You can edit the field to suit, with introductory text, a field type and label.

Field types

Available field types you can include in your check-in process are:

• text - short/multi-line field
• date
• time
• number
• email 
• checkbox
• radio buttons
• dropdown
• file upload (incl photo)
• signature
• NZ Vaccine Pass

Field options

Optionally, select field options:

• Pre-fill - field will be pre-filled next time the contractor checks in
• Staff to complete – use this if your staff need to verify something about the contractor in person, eg they have approved PPE
• Required 

Note: you can also use a certificate to remember Contractor check-in details

Check-in rules

Specify check-in rules – what will happen to the check-in status depending on the answer to the question. In this example, if the Site Safety passport number is not provided, the check-in status will be Amber.

Preview your question (field)

Close the Edit field dialog and you’ll see your new arrival screen with the question you’ve created.