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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.

โ“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)

Graphical user interface, applicationDescription automatically generated

 

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.

Graphical user interface, text, application, emailDescription automatically generated

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.
Graphical user interface, text, application, chat or text messageDescription automatically generated

Preview your question (field)

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