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Self-Serve Setup

Learn how to set up the self-serve kiosk for Visitor Management.

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Visitor Management offers a Self-Serve workflow for students, staff, visitors and volunteers to check themselves into the building. Users have the ability to create unique Self-Serve Kiosks to their buildings' needs. See below for details on how to set up all needed Self-Serve kiosks for the building. 

  1. Log into Visitor Management as a District Admin or Building Admin 
  2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
  3. Navigate to the Self Serve Setup tab
  4. Toggle on the Self-Serve Page option
  5. Add a School Logo to display on the Self-Serve page
    1. Note: Supported format JPEG, PNG. Maximum file size 1 MB. Please ensure that the image has the same height and width.

Self-Serve Kiosk Actions

Default Kiosk

The initial kiosk setting will display as “[School Building Name] (default)”. The name and any settings for this kiosk can be edited and saved as needed.

 

Add a New Kiosk

  1. Click on + Add Kiosk
  2. Enter a Kiosk Name
  3. Click the Save button
  4. Toggle on the needed personas - See the Self-Serve Settings tab in this article for more details.
  5. User can set the needed Check-in and Check-out instructions for each kiosk - See the Instructions After Check-in and Instructions After Check-in tabs in this article for more details

Edit a Kiosk Name

  1. Click on the Pencil icon
  2. Enter a new Kiosk Name
  3. Click the Save button

Disable/Enable a Kiosk

  1. Toggle the Enabled/Disabled option
    1. Note: A kiosk's settings will persist if disabled and then enabled.
 
 

Self-Serve Settings 

  1. Toggle on the below personas to allow them to check in or check out via the Self-Serve kiosk:
    1. Student
      1. Barcode/RFID scanning - Users can set this option if students will use school IDs with a barcode or RFID to check in late or check-out early. Click here to learn how to set up Barcode/RFID scanning for students.
      2. Name or ID # - Users can set this option to allow students to use their name or student ID # to search for their profile to check in late or check-out early.
    2.  Staff
      1. Barcode/RFID scanning - Users can set this option if staff will use school IDs with a barcode or RFID to check in and out of the building. Click here to learn how to set up Barcode/RFID scanning for staff.
      2. QR code from mobile app - Users can set this option to allow staff to use the QR code generated from the mobile app to check in and out of the building.
      3. Staff ID # - Users can set this option to allow staff to use their staff ID # to search for their profile to check in and out of the building.
      4. Scan driver's license - Users can set this option to allow staff to use their driver's license to check in and out of the building.
        1. Users can set the default ID scanning method between Camera and 2D Scanner. (Please note that 2D scanners are only compatible with US driver's licenses.)
    3. Visitor
      1. QR code from mobile app - Users can set this option to allow visitors to use the QR code generated from the mobile app to check in for a scheduled visit.
      2. Scan Government-issued ID - Users can set this option to allow for visitors to scan their government issued ID to check in and out for their visit.
        1. Users can set the default ID scanning method between Camera and 2D Scanner (Please note that 2D scanners are only compatible with US driver's licenses.)
      3. First Visit Options - Users can set this option to prevent visitors from checking in on Self-Serve for their first visit to the building. 
        1. First-time visitors will be prompted to see the front desk and continue their check-in on the Staff-Assisted station.
    4. Guardian
      1. QR code from mobile app - Users can set this option to allow guardians to schedule student late check-ins/early check-outs and scan the generated QR code at the Self-Serve kiosk.
      2. Scan Government-issued ID - Users can set this option to allow for guardians to scan their government issued ID to initiate a student late check-in/early check-out.
        1. Users can set the default ID scanning method between Camera and 2D Scanner (Please note that 2D scanners are only compatible with US driver's licenses.)
    5. Volunteer (Note: Can only be toggled on if Volunteer Management has been purchased)
      1. QR code from event registration - Users can set this option to allow volunteers to use the QR code sent in the email for the event they registered for prior to their visit.
      2. Email Address -  Users can set this option to allow volunteers to enter the email address used to sign up as a volunteer to check in for an event in the building.
  2. Click Save to save all persona configurations
  3. Click Open Self-Serve Kiosk Link on the bottom of the page to open the Self-Serve page in another tab in the browser
  4. Click Copy Self-Serve Kiosk Link on the bottom of the page to copy the Self-Serve kiosk link for use in anther computer or browser.  
 
 

Instructions After Check-in

  1. Enter instructions for Visitors after they check in. 
  2. Click Save Instructions 

Google Translate

Visitors whose first language is not English can choose their preferred language using Google Translate on any screen during the check-in process, including the Instructions after Check-in.

 
 
 

Instructions After Check-out

  1. Enter instructions for Visitors after they check out. 
  2. Click Save Instructions 

Google Translate

Visitors whose first language is not English can choose their preferred language using Google Translate on any screen during the check-out process, including the Instructions after Check-out.

 
 
 
self-serve set up vms visitor management admin menu self-serve set up menu kiosk

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