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accucampus:administrator:quickstart:center-visits [2020/12/02 17:12] – jorge | accucampus:administrator:quickstart:center-visits [2021/12/30 15:17] (current) – jorge | ||
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+ | Previous: [[accucampus: | ||
+ | ---- | ||
+ | Summary: On this page, we learn about center visits. Sign-in Stations and how to build their configuration. We also show the import process, how to learn each different item CSV file formatting. | ||
+ | |||
====== Tracking Center Visits ====== | ====== Tracking Center Visits ====== | ||
These next items go through the process necessary to start tracking your center' | These next items go through the process necessary to start tracking your center' | ||
- | ===== Customizing Recorded Information through your Sign-In Computer Setup ===== | + | ===== Customizing Recorded Information through your "Sign-In" |
- | Click the **Sign-in Stations** | + | Click the **Sign-in Stations** |
- | {{: | + | {{: |
- | From the Sign-in Station screen click the Create New button to setup a Sign-in Station for one or multiple locations and to configure | + | From the "Sign-in Station" |
- | {{: | + | {{: |
- | Continue setting up each section that follows to specify exactly how you want the Sign-in | + | Continue setting up each section that follows to specify exactly how you want the Sign-in |
==== General Options ==== | ==== General Options ==== | ||
- | {{: | + | {{: |
- | The **General Options** section | + | Use the **General Options** section to name the "Sign-in Station", define the operating modes, and set a quick access password(this is optional). |
**General Options** | **General Options** | ||
- | * **Station Name**: | + | * **Station Name**: |
- | * **Instructions**: | + | * **Instructions**: |
- | * **Tracking Mode**: | + | * **Tracking Mode**: |
- | * **Sign-In/ | + | * **Sign-In/ |
* **Manually Selected**: | * **Manually Selected**: | ||
* **Single-Step Kiosk**: | * **Single-Step Kiosk**: | ||
- | * **Multi-Step Kiosk**: | + | * **Multi-Step Kiosk**: |
- | * **Show visitor names**: | + | * **Show visitor names**: |
- | * **Show visitor photos**: | + | * **Show visitor photos**: |
- | * **Admin Passcode**: | + | * **Admin Passcode**: |
==== Location Selection ==== | ==== Location Selection ==== | ||
- | {{: | + | {{: |
Simply search in the textbox for the **Location** you want to assign for this **Sign-in Station**. | Simply search in the textbox for the **Location** you want to assign for this **Sign-in Station**. | ||
- | < | + | < |
==== Service Selection ==== | ==== Service Selection ==== | ||
You must click the "Edit Setting" | You must click the "Edit Setting" | ||
- | {{: | + | {{: |
**Service Selection** | **Service Selection** | ||
* **Selection**: | * **Selection**: | ||
* **Auto**: | * **Auto**: | ||
- | * **Disabled**: | + | * **Disabled**: |
* **Allow selecting none**: | * **Allow selecting none**: | ||
* ** Allow selecting multiple services**: | * ** Allow selecting multiple services**: | ||
==== Course Selection ==== | ==== Course Selection ==== | ||
- | {{: | + | {{: |
**Course Selection** | **Course Selection** | ||
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\\ | \\ | ||
==== Staff Selection ==== | ==== Staff Selection ==== | ||
- | {{: | + | {{: |
**Staff Selection** | **Staff Selection** | ||
* **Selection**: | * **Selection**: | ||
Line 70: | Line 75: | ||
==== Save & Set Options ==== | ==== Save & Set Options ==== | ||
{{: | {{: | ||
- | * **Save and Install Here**: | + | * **Save and Install Here**: |
- | * **Save without Installing**: | + | * **Save without Installing**: |
* **Cancel**: | * **Cancel**: | ||
<note important> | <note important> | ||
Line 80: | Line 85: | ||
<note warning> | <note warning> | ||
===== Generating Reports ===== | ===== Generating Reports ===== | ||
+ | //**How to Access: General > Reports**// | ||
+ | {{: | ||
+ | |||
+ | %%AccuCampus%% offers over 40 reports as well as ad-hoc queries and ad-hoc reports to ensure that you can access the information you need. All reports can be filtered and most can be memorized, scheduled, and downloaded as **CSV**, **MS Excel**, or **PDF** files. From the individual report, you may also be able to create a **User Group** or **assign/ | ||
+ | |||
+ | Reports usually can have multiple output formats such as CSV, XLS, and PDF, each report has a number of filters that let you fine-tune the data to be shown. | ||
===== Importing Student Data ===== | ===== Importing Student Data ===== | ||
+ | |||
+ | //**How to Access: Advanced> | ||
+ | |||
+ | {{: | ||
+ | |||
+ | On this page, you can click on "View Documentation" | ||
+ | <note tip>The process is similar for all users on any role</ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | See a screenshot from a CSV file containing information for Students.\\ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===Beacons=== | ||
+ | |||
+ | **How to Access: Advanced Options > Settings > Beacons** | ||
+ | |||
+ | **Purpose: | ||
+ | Beacons are especially ideal for situations where there isn’t the ability to set up a traditional sign-in station, such as multi-entry locations, a small or usually-congested area or similar. \\ | ||
+ | |||
+ | ====Beacon Profiles Page Options==== | ||
+ | The first step in using beacons is to set up a Beacon Profile. The Beacon Profile sets some basic information about the use of the device and defines the broadcast settings .\\ | ||
+ | {{: | ||
+ | |||
+ | * **Create Beacon Profile** - Click this button to create a Beacon Profile, it tells you what the beacon will do, and defines the broadcast settings for the beacon. | ||
+ | |||
+ | * **Manage Beacon Region** - Click this button to manage Beacon Regions. | ||
+ | |||
+ | * **Enable/ | ||
+ | |||
+ | ====Beacon Profile List Options==== | ||
+ | Notice that on the right-hand side of each row(restriction) there is a button: | ||
+ | |||
+ | * **Delete** - Please click this button to erase this current **Beacon** Profile. | ||
+ | < | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ====Create new Beacon Profile==== | ||
+ | This is the new/edit **Beacon Profile** screen, please check thoroughly all options and click SAVE. | ||
+ | The first step in utilizing beacons is to set up a Beacon Profile. The Beacon Profile tells you what the beacon will do, and defines the broadcast settings for the beacon. | ||
+ | |||
+ | |||
+ | Enter all data as needed: **Name**, | ||
+ | |||
+ | < | ||
+ | \\ | ||
+ | \\ | ||
+ | ====Manage Beacons Region==== | ||
+ | |||
+ | From the main Beacons page in Advanced Options, you can set the beacon range for all beacons used for sign-in stations by clicking on " | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | \\ | ||
+ | ====Disable Beacon Support==== | ||
+ | |||
+ | From the main Beacons page in Advanced Options, you can disable beacon support completely. This means that beacons will not be able to be used on your AccuCampus account. | ||
+ | |||
+ | {{: | ||
+ | {{: | ||
+ | |||
+ | |||
+ | ====Assigning the beacon to a Sign-in Station==== | ||
+ | |||
+ | Once the Beacon Profile is set up, you will need to assign it to an already created sign-in station. | ||
+ | |||
+ | From the Main Sidebar, hover over Center Visits and click on Sign-in Stations: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Click the Sign-in Station that you want to assign the beacon to edit it. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In the Sign-in Station data go to the Beacon Integration section and enable it, now select the beacon profile from the list and save all changes. | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | \\ | ||
+ | ====Assigning the beacon profile to the beacon using the AccuCampus App==== | ||
+ | \\ | ||
+ | The last step in setting up beacons is to assign the beacon profile to the beacon using the mobile app. | ||
+ | |||
+ | First, open the AccuCampus app from your smartphone device and log in as an administrator. (Note: Make sure Bluetooth is turned on on your phone.) | ||
+ | From the app home screen, tap on the tri-bar to expand the side menu. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Scroll down to " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | Tap on the gear icon on the upper right side. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Tap Assign Beacon Profile. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Select the beacon or beacons you wish to use and tap Done. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Select the beacon profile you wish to assign. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Enter the beacon password and tap continue. A message will appear at the top confirming that the beacon was properly set. If this is a brand new beacon, the password will be minew123. If the beacon has been used for another sign-in station, and that sign-in station beacon profile had a password, you will need to enter that password instead. Once a password is assigned to a beacon via a beacon profile that becomes the new password for the beacon going forward. | ||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | Try it several times to see/make sure it works properly. | ||
+ | |||
+ | |||
+ | ===More documentation=== | ||
+ | |||
+ | | ||
---- | ---- | ||
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