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accucampus:administrator:quickstart:center-visits [2020/12/02 17:12] jorgeaccucampus:administrator:quickstart:center-visits [2021/12/30 15:17] (current) jorge
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 +{{:accucampus:accucampus-logo.png?nolink&300|}}\\
 +Previous: [[accucampus:administrator:quickstart:components|Creating Campus Components]] | [[accucampus:administrator:quickstart|Back to Guide]] | Next: [[accucampus:administrator:quickstart:demographics|Analyzing Demographics Data]]
 +----
 +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's visits. These next items go through the process necessary to start tracking your center's visits.
  
-===== Customizing Recorded Information through your Sign-In Computer Setup =====+===== Customizing Recorded Information through your "Sign-InComputer Setup =====
  
-Click the **Sign-in Stations** button in the **Center Attendance** section from the **Home** screen in %%AccuCampus%%. \\+Click the **Sign-in Stations** option, in the **Center Attendance** sectionfrom the **Home** screen in %%AccuCampus%%. \\
  
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-001.jpg?250|}}+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-001.jpg|}}
  
-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 what services/options to have Students select.\\+From the "Sign-in Stationscreenclick the "Create Newbutton to set up "Sign-in Station"; for one or multiple locations and to configure the selection wizard (services/options) that will be used by students.\\
  
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-002.jpg?550|}}+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-002.jpg|}}
  
-Continue setting up each section that follows to specify exactly how you want the Sign-in Process to work.  //**Note:** You can setup a different Sign-in Station for each computer for any Locations within your %%AccuCampus%% account.//+Continue setting up each section that follows to specify exactly how you want the Sign-in process to work.  //**Note:** You can set up a different "Sign-in Stationfor each computer for any **Locations** within your %%AccuCampus%% account.//
  
 ==== General Options ==== ==== General Options ====
  
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-003.jpg?550|}}+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-003.jpg|}}
  
-The **General Options** section allows you to name the Sign-in Station, define the operating modes, and set a quick access password.+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**:  Simply give the **Sign-in Station** a relevant name to the Location or tracking situation+  * **Station Name**: Give the **Sign-in Station** a name, you could use the actual **Location** name where the station will be set
-  * **Instructions**:  Additional text to display to students on this **Sign-in Station** screen +  * **Instructions**: Provide additional information that will be displayed to students on this **Sign-in Station** screen. 
-  * **Tracking Mode**:  Either choose that you are tracking attendance for **Center Attendance** or "Class Attendance" //**Note:** If you choose **Class Attendance** you will not get any other options other than choosing the **Location**'s schedule or **Instructor**'s schedule to follow.// +  * **Tracking Mode**: Choose between **Center Attendance** or "Class Attendance" depending on the case.  //**Note:** If you choose **Class Attendance** you will the options to choose will the **Location**'s schedule or **Instructor**'s schedule to follow.// 
-  * **Sign-In/Out Mode**:  Choose either to have a **Manually Selected**, **Single-Step Kiosk**, or **Multi-Step Kiosk** mode. //**Note:** If you choose **Manually Selected** or **Single-Step Kiosk** you will not get any other options other than choosing the **Location**.//+  * **Sign-In/Out Mode**:  Choose either to have a **Manually Selected** (user decides whether this is a Sign-in/Out swipe), **Single-Step Kiosk** (Only to Sign-in or Sign-Out), or **Multi-Step Kiosk** mode(Used for both Sign-in/Out). //**Note:** If you choose **Manually Selected** or **Single-Step Kiosk** you will not get any other options other than choosing the **Location**.//
     * **Manually Selected**:  This option does a simple sign-in/sign-out recording nothing but in and out time-stamps for a Location.  The Student has to choose whether it is a sign-in or sign-out though by clicking the Sign-in/Sign-out tabs.     * **Manually Selected**:  This option does a simple sign-in/sign-out recording nothing but in and out time-stamps for a Location.  The Student has to choose whether it is a sign-in or sign-out though by clicking the Sign-in/Sign-out tabs.
     * **Single-Step Kiosk**:  This option does a simple sign-in/sign-out recording nothing but in and out time-stamps for a Location.  This mode checks to see if the student is already signed in to determine if the swipe is a sign-in or sign-out automatically.     * **Single-Step Kiosk**:  This option does a simple sign-in/sign-out recording nothing but in and out time-stamps for a Location.  This mode checks to see if the student is already signed in to determine if the swipe is a sign-in or sign-out automatically.
-    * **Multi-Step Kiosk**:  This option allows you to do a more complex sign-in/sign-out recording the in and out time-stamps for a Location as well as Services, Tutors, Courses they are getting helped in.  This mode checks to see if the student is already signed in to determine if the swipe is a sign-in or sign-out automatically+    * **Multi-Step Kiosk**:  Use this option to do a more complex sign-in/sign-out recording of the in and out time-stamps for a **Location** as well as **Services****Tutors****Courses**.  This mode automatically checks to see if the student is already signed in to determine if the swipe is a sign-in or sign-out. 
-  * **Show visitor names**:  Select this option if you want to show the Student Names+  * **Show visitor names**:  Select this option if you want to show user names on the screen or not
-  * **Show visitor photos**:  Select this option if you want to show the Student Photos+  * **Show visitor photos**:  Select this option if you want to show the user photos
-  * **Admin Passcode**:  Set a quick access password for someone to possibly change the class students are signing-in to at this time or add a student quickly.+  * **Admin Passcode**:  Set a quick access password, so Staff can make quick changes to the Sign-in Station using such password. (the password should be short yet complex enough so only authorized staff know it and can use it).
  
 ==== Location Selection ==== ==== Location Selection ====
  
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-004.jpg?450|}}\\+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-004.jpg|}}\\
  
 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**.
-<note>**Locations** must exist in order to assign a **Sign-in Station** to one.  [[accucampus:administrator:quickstart:components#locations-and-services|Click here]] to learn more about how to create **Locations**.</note>+<note>**Locations** must exist previously in the system in order to assign a **Sign-in Station** to one.  [[accucampus:administrator:quickstart:components#locations-and-services|Click here]] to learn more about how to create **Locations**.</note>
 ==== Service Selection ==== ==== Service Selection ====
 You must click the "Edit Setting" option in the location you selected in the previous step.\\ You must click the "Edit Setting" option in the location you selected in the previous step.\\
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-005.jpg?450|}}+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-005.jpg|}}
  
 **Service Selection** **Service Selection**
   * **Selection**: Set this option to Auto or Disabled.   * **Selection**: Set this option to Auto or Disabled.
     * **Auto**:  This option means it will auto-populate the options based on the **Services** available in the **Location** selected from above.  Also if there is only one **Service** available it will automatically select that **Service** and bypass this screen.     * **Auto**:  This option means it will auto-populate the options based on the **Services** available in the **Location** selected from above.  Also if there is only one **Service** available it will automatically select that **Service** and bypass this screen.
-    * **Disabled**:  This option means you do not wish to collect this information from the **Student**.+    * **Disabled**:  This option means you do not wish to collect this information from the **Student** so no Service list will be shown for selection.
   * **Allow selecting none**:  This will give the Student the option to select "None" instead of the other **Services** offered.   * **Allow selecting none**:  This will give the Student the option to select "None" instead of the other **Services** offered.
   * ** Allow selecting multiple services**:  This will allow the student to sign-in for multiple Services at once.  //**Note:** If you enable this option the reports may seem off on the time spent in Services as one visit will count the same time spent on the visit for both services.  **Example:**  I sign in for Tutoring and Required Lab hours for an hour.  Then when you pull the report I show up for an hour in Tutoring and an hour in Required Lab hours.//   * ** Allow selecting multiple services**:  This will allow the student to sign-in for multiple Services at once.  //**Note:** If you enable this option the reports may seem off on the time spent in Services as one visit will count the same time spent on the visit for both services.  **Example:**  I sign in for Tutoring and Required Lab hours for an hour.  Then when you pull the report I show up for an hour in Tutoring and an hour in Required Lab hours.//
  
 ==== Course Selection ==== ==== Course Selection ====
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-006.jpg?450|}}+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-006.jpg|}}
  
 **Course Selection** **Course Selection**
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 \\ \\
 ==== Staff Selection ==== ==== Staff Selection ====
-{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-007.jpg?550|}}\\+{{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-007.jpg|}}\\
 **Staff Selection** **Staff Selection**
   * **Selection**: Set this option to Auto or Disabled.   * **Selection**: Set this option to Auto or Disabled.
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 ==== Save & Set Options ==== ==== Save & Set Options ====
 {{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-008.jpg|}}\\ {{:accucampus:administrator:quickstart:accucampus-settingupsign-instationsettings-008.jpg|}}\\
-  * **Save and Install Here**:  Select this option if you want save the settings and to Install the **Sign-in Station** on this computer. +  * **Save and Install Here**:  Select this option if you want to save the settings and to Install the **Sign-in Station** on this computer. 
-  * **Save without Installing**:  Select this option if you simply want save the settings for the **Sign-in Station** but do not need to install it anywhere yet.  //**Note**:  Typically most people will configure the settings for each type of **Sign-in Station** that will be used in the **Center** and later login to those specific computers and make them **Sign-in Stations** for the **Center**.//+  * **Save without Installing**:  Select this option if you simply want to save the settings for the **Sign-in Station** but do not need to install it anywhere yet.  //**Note**:  Typically most people will configure the settings for each type of **Sign-in Station** that will be used in the **Center** and later login to those specific computers and make them **Sign-in Stations** for the **Center**.//
   * **Cancel**:  This will exit from the process of creating a **Sign-in Station** and return you back to the list of the **Sign-in Stations**.   * **Cancel**:  This will exit from the process of creating a **Sign-in Station** and return you back to the list of the **Sign-in Stations**.
 <note important>Be careful not to rush through and accidentally click this **Cancel** option as you will lose any changes made on this screen.</note> <note important>Be careful not to rush through and accidentally click this **Cancel** option as you will lose any changes made on this screen.</note>
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 <note warning>Be sure that this **Sign-in Station** is not in use before utilizing this option.  Typically this option is just used to cleanup the **Sign-in Stations** appearing in the list or remove unnecessary or duplicated **Sign-in Stations**.</note> <note warning>Be sure that this **Sign-in Station** is not in use before utilizing this option.  Typically this option is just used to cleanup the **Sign-in Stations** appearing in the list or remove unnecessary or duplicated **Sign-in Stations**.</note>
 ===== Generating Reports ===== ===== Generating Reports =====
 +//**How to Access: General > Reports**//
  
 +{{:accucampus:administrator:quickstart:accucampus-general-reports-link.jpg|}}
 +
 +%%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/unassign tags** to users. Your ability to access reports, ad-hoc queries, and ad-hoc reports depends on your permissions given in %%AccuCampus%%.
 +
 +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> Imports**//
 +
 +{{:accucampus:administrator:quickstart:accucampus-advanced-import-link.jpg|}}\\
 +
 +On this page, you can click on "View Documentation" firstly to learn all the details about the process, in order to import you would need to have all information needed in CSV files, learn about the formatting using the examples,  then you can click on the drop-down list "Select Import Type" to select "Users for the role Student" and search in your computer the CSV containing the data:\\
 +<note tip>The process is similar for all users on any role</note>
 +
 +{{:accucampus:administrator:quickstart:accucampus-import-students.jpg|}}
 +
 +See a screenshot from a CSV file containing information for Students.\\
 +
 +{{:accucampus:administrator:quickstart:accucampus-import-students-example.jpg|}}
 +
 +===Beacons===
 +
 +**How to Access: Advanced Options > Settings > Beacons**
 +
 +**Purpose:** One of the sign-in options within %%AccuCampus%% is the use of Beacons. Beacons allow students to sign-in via the mobile app and can be used for centers, classrooms, or events. 
 +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 .\\
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-profile-list.jpg?nolink&600|}}
 +
 +  * **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/Disable Beacon Support** - Use this option to enable/disable Beacon Support.
 +
 +====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.
 +<note>After clicking the "Delete Button" a new screen confirming such action will appear, if you are sure you want to delete click OK, otherwise click cancel to go back.</note> 
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-delete-conf.jpg?nolink&400|}}
 +
 +====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**,  **Description**, **Usage**, **Active**, **Region ID**, **Major #**, **Minor #**, **Password**, **Transmission power**, **Broadcasting interval**.
 +
 +<note>Check all information before saving.</note> 
 +\\
 +\\
 +====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 "Manage Beacons Region"
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-region.jpg|}}
 +\\
 +\\
 +====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.
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-disable.jpg?nolink&600|}}\\
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-disabled.jpg?nolink&600|}}
 +
 +
 +====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:
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in1.jpg?nolink&250|}}
 +
 +Click the Sign-in Station that you want to assign the beacon to edit it.
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:clipboard02.jpg?nolink&500|}}
 +
 +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.
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in3.jpg?nolink&400|}}
 +\\
 +\\
 +====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.   
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in4.jpg?nolink&300|}}
 +
 +Scroll down to "Sign-in Station". Choose "Beacons Setup.
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in5.jpg?nolink&300|}}
 +
 +<note>Once Beacon setup has been accessed a list of nearby beacons will appear. Note: If no beacons appear, open the back of the beacon and make sure it is turned on – the blue light should be sustained and not blinking when you press the button.</note>
 +
 +Tap on the gear icon on the upper right side. 
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in6.jpg?nolink&300|}}
 +
 +Tap Assign Beacon Profile.
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in9.jpg?nolink&300|}}
 +
 +Select the beacon or beacons you wish to use and tap Done. 
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in10.jpg?nolink&300|}}
 +
 +Select the beacon profile you wish to assign.
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in11.jpg?nolink&300|}}
 +
 +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.
 +
 +
 +{{:accucampus:administrator:manual:advanced-options:account-settings:accucampus-administration-beacon-sign-in12.jpg?nolink&300|}}
 +
 +Try it several times to see/make sure it works properly.
 +
 +
 +===More documentation===
 +
 + https://desk.zoho.com/portal/engineerica/en/kb/articles/accucampus-how-to-notify-when-an-import-job-fails-succeeds-using-rules
  
  
 ---- ----
 Previous: [[accucampus:administrator:quickstart:components|Creating Campus Components]] | [[accucampus:administrator:quickstart|Back to Guide]] | Next: [[accucampus:administrator:quickstart:demographics|Analyzing Demographics Data]] Previous: [[accucampus:administrator:quickstart:components|Creating Campus Components]] | [[accucampus:administrator:quickstart|Back to Guide]] | Next: [[accucampus:administrator:quickstart:demographics|Analyzing Demographics Data]]