District Admins, Building Admins and Staff Users can interact with the Visitors page to view All Visitors, Scheduled Visits. Frequent Visitors, Blocklisted Visitors and Visit History. To access the Visitors page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Visitors Page by clicking the person icon on the side navigation menu

District Admins, Building Admins and Staff Users can interact with the Students page to view All Students, Scheduled check-ins/check-outs, as well as Check-in & Check-out History. To access the Students page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Students Page by clicking the academic hat icon on the side navigation menu

All Students

On this tab, users can see and use the below functionality:

1. View all students that were passed from the SIS as part of the SIS sync
2. Search for students by name or student ID number
3. Filter the list of students by grade level
4. Set up Barcode/RFID for students - click here for more details on this functionality
5. Check in students, individually or in bulk - click here for more details on the Student Late Check-in Process
6. Check out students, individually or in bulk - click here for more details on the Student Early Check-out Process

Scheduled

On this tab, users can see and use the below functionality:

1. View student check-in and check-out events that were scheduled by a parent/guardian via the mobile app
2. Search for students by name or student ID number
3. Approve or delete upcoming check-in or check-out events 

Check-in & Check-out History

On this tab, users can see and use the below functionality:

1. View the check-in and check-out history for all students
2. Search for students by name or student ID number
3. Set a Start Date and End Date to view a specific date range of check-in and check-out events
4. Filter the list of events by type:
   1. Late Check-in
   2. Early Check-out
5. Filter the list of events by grade level
6. Click on the ellipsis in the Actions column for any student to:
   1. Edit Event
   2. Reprint Badge - only available for events from the current day
   3. Delete Event

District Admins, Building Admins and Staff Users can interact with the Staff page to view All Staff, View Visit History and Scheduled Substitute Visits. To access the Staff page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Staff Page by clicking the case icon on the side navigation menu

Export List

District Admins, Building Admins and Staff Users can export a list of all staff from the current building by clicking on the Export List button on the top of the page.

1. Export a list (XLXS format) of all staff members, including substitutes, in the current building with the below information
   1. Staff Name
   2. Staff Type
   3. Job Title
   4. Staff ID
   5. Last Visit
   6. Status

Volunteers

District Admins, Building Admins and Staff Users can interact with the Volunteers page to view Approved, Pending, Rejected and Blocklisted Volunteers. To access the Volunteers page, follow the below steps:

1. Log into Visitor Management as a District Admin, Building Admin or Staff User
2. Navigate to the Volunteers Page by clicking the hands icon on the side navigation menu
3. From all tabs, users can:
   1. Add a Volunteer → Add Individual Manually
      1. Users can manually add a volunteer by entering the needed Personal and Volunteer Information:
         1. Personal Information
            1. Identifying Information
            2. Demographic Information
            3. Contact Information
         2. Volunteer Information
            1. Preferred Volunteer roles
            2. Preferred School(s) to Volunteer
      2. Users can click on Approve and Submit to add the volunteer
   2. Add a Volunteer → Bulk Import CSV
      1. On the Bulk Upload modal - click Download Template
      2. Open the Template (CSV)
      3. Enter the below information for each Volunteer:
         1. First Name
         2. Middle Name
         3. Last Name
         4. Date of Birth
         5. Sex
         6. Address
         7. Address Line 2
         8. City 
         9. State
         10. Zip Code
         11. Phone Number
         12. Email
      4. Save the template in your desired location and close
      5. On the Bulk Upload modal - click Upload Completed CSV
      6. Select the template from the stored location and click Open
      7. On the Bulk Upload modal - click Import & Save

         Note: Volunteers that are added manually, either individually or via bulk upload, will not go through a background check process

4. By default, users will land on the Approved tab. On this tab, users can:
   1. Search for Volunteers by name
   2. Filter displayed Volunteers by Role - by default, All Roles are displayed
   3. Toggle between a Card view or Table view of Volunteers
   4. Card View
      1. Users can check in a volunteer
      2. Users can click the ellipsis to 
         1. View the Volunteer Profile 
         2. Add the Volunteer to the Blocklist
   5. Table View
      1. Users can see:
         1. Name
         2. Last Check-in
         3. Actions - check in a volunteer
      2. Users can click the ellipsis to 
         1. View the Volunteer Profile 
         2. Add the Volunteer to the Blocklist
5. Users can navigate to the Pending tab. On this tab, users can:
   1. Search for Volunteers by name
   2. View the list of Volunteers with pending application status with the below details:
      1. Name
      2. Date Submitted 
      3. Criminal History
   3. Click the ellipsis for any of the listed pending volunteers to:
      1. View Application
      2. Approve Application
      3. Reject Application
   4. Check at least 2 checkboxes to enable to the Bulk Actions functionality to:
      1. Approve all selected volunteers
      2. Reject all selected volunteers
      3. Export all selected volunteers as an XLXS
6. Users can navigate to the Rejected tab. On this tab, users can:
   1. Search for Volunteers by name
   2. View the list of Volunteers with pending application status with the below details:
      1. Name
      2. Date Submitted 
      3. Rejected by
      4. Criminal History
   3. Click the ellipsis for any of the listed rejected volunteers to:
      1. View Application
7. Users can navigate to the Blocklisted tab. On this tab, users can:
   1. Search for Volunteers by name
   2. View the list of Volunteers with pending application status with the below details:
      1. Name
      2. Blocklisting Date
      3. Reason
      4. Criminal History
   3. Click the ellipsis for any of the listed rejected volunteers to:
      1. View Application
      2. Remove from Blocklist

Visitor Management allows users to set the default scanning method they would like to use when scanning a visitor's ID during the Staff-Assisted check-in process. Please follow the below steps to learn how to access the ID Scanning Method page and set the default scanning option for Staff-Assisted check-ins:

1. Log into Visitor Management
2. Navigate to the Device Settings page by clicking the gear icon on the side navigation menu
3. Select the ID Scanning Method tab

ID Scanning Method

Users can select 1 of the 3 options listed below to set the default scanning method when checking in visitors on the Staff-Assisted station:

1. Camera
   1. This option allows users to scan multiple ID types using an external webcam
      1. U.S. Driver's Licenses
      2. Government Issued U.S. ID Cards
      3. U.S. Passports
      4. U.S. Passport Cards
   2. This option does not require any additional configuration on this page, however users should specify their default camera on the Camera Setup page
      1. For more information on the Camera Setup page, click here
2. 2D Scanner
   1. This option allows users to scan barcodes on the back of U.S. Driver's Licenses using a 2D barcode scanner, and take a photo of the visitor using an external webcam
      1. U.S. Driver's Licenses only
   2. This option does not require any additional configuration on this page, however users should specify their default camera on the Camera Setup page
      1. For more information on the Camera Setup page, click here
3. ID Scanner

   Note: This scanning option requires 3rd party software in order to connect to Visitor Management. This 3rd party software is only available for Windows devices.

    
   1. This option allows users to scan U.S. Driver's Licenses by inserting the ID into an ID Card Scanner, such as the ID-150
      1. U.S. Driver's Licenses only
   2. Users can add a scanner by filling out the below fields and then clicking Add Scanner:
      1. Scanner Name - Users can enter any name that they prefer 
      2. Scanner ID - Users will need to enter the Serial Number listed on the bottom of the scanner
         1. Note: If a letter is capitalized in the Serial Number of the scanner, it should be capitalized here as well
   3. This option also requires the below software to be installed on the computer, in order for the ID data to be sent to Visitor Management:
      1. AssureID Sentinel
      2. ID-AIDD
      3. Navigate360 ID Scanner app
      4. For more information on how to set up an ID Scanner and install the required software, click here
   4. Users can locate their Building ID and District ID, needed for the Navigate360 ID Scanner app, inside the information box located under line 3 of the installation instructions listed on the page