REFERENCES

Scenario

Visit scenarios are predefined in the system. A scenario is used as a basis for creating a visit schedule. Visit scenario defines the visitor and appointment information collected during the booking or registration. Additionally, it can have scenario specific configurations. NCheck visitor management has 10 default scenarios. Each scenario address different applications.

  1. Personal

    To meet person in the organization

  2. Place

    To visit a place like museum, art gallery, church, temple, Government office

  3. Banking

    To visit financial institution like bank, finance company, etc.

  4. Events

    To attends events such as seminar, classes, exhibitions

  5. Hotel

    Visitor access of rooms, restaurants in hotels, restaurants, clubs in a hotel

  6. Consultancy

    To meet consultant like a lawyer, doctor, teacher, government officials

  7. Smart access

    Access offices, building by Visitors with electronic ID cards or passports

  8. Simple biometrics

    Allow access to any visitor with a printed/electronic token or biometric

  9. Payment

    Pay bills, advances etc.

  10. Travel and entertainments

    Visit cinema, drama, lectures, seminar, games

If an existing scenario is not available for a customer scenario, custom visit scenario can be requested. Custom scenario is required if any of the predefined scenario does not fulfil the customer requirement. In such cases, customers can request a custom scenario for their requirement. Custom scenario is provided as an extension to the server with extension installation guidelines. Refer Use extension section for more details about installing extension.

Schedule

Schedule quick view

Schedule quick view is showing the overview of the schedule.

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Figure 329 Schedule quick view for single appointment schedule

  1. Schedule thumbnail

  2. Schedule name

  3. Schedule location

  4. Schedule start and end date time

    If the schedule is single appointment schedule, it will show appointment start and end date time. If the schedule is session schedule, t shows period starts and end date

Filter schedules

Filter schedules simplify appointment creations from online or walk-in kiosks when there are large number of schedules available. Filter schedule view has shown in below. This page can be accessed from following URL. {server}:{port}/web/public/template/schedule_selection_public/html/{customer Code}

  1. Server

    Server name

  2. Port

    Service port configured on the server

  3. Customer code

    A unique id receive after successful signup for the cloud.

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    Figure 330 NCheck visitor management online filter schedules page

  4. Filter view

  5. Schedule list view

Filter view

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Figure 331 Filter view of online booking page

  1. Schedule

    Filter by schedule name

  2. From

    Schedules start date

  3. To

    Schedules end date

  4. Search button

    Search schedules according to the selected filters.

Schedule list view

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Figure 332 Schedule list view

  1. Schedule view

  2. Schedules paging view

Schedule view

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  1. Schedules detail view

  2. Schedule date view

Schedule date view

Appointments date view is showing the dates allows to book appointments. If the schedule is a single appointment schedule, this allows to select appointment date. If schedule Is a session appointment schedule, this allows to select the period appointments should be created

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Figure 333 Schedule date view for single appointment schedule

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Figure 334 Schedule date view for session appointment schedule

Appointment date view has shown in below.

  1. Select schedule date/period start date

  2. Schedule date quick view

    Schedule date quick view is showing first 2 appointment dates/period start date of the schedule. To browse all appointment dates/periods select More button.

  3. More button

    More button allows to select appointment date/period from available as shown in Figure 335 and Figure 336 .

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    Figure 335 Available period list view

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    Figure 336 Calendar view to select appointment date

Schedules detail view

Schedule detail view is showing the details about selected schedule date to book appointment.

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Figure 337 Schedule detail view

  1. Schedule quick view

  2. Select button

    Select schedule date and proceed to appointment booking.

  3. Number of booked/available appointments

    If the Slot occupancy is equal to 0, this view is showing number of booked appointments for selected schedule date. If the Slot occupancy is greater than 0, this view is showing number of available appointments to book for selected schedule date.

Time slots

When the Slot time is greater than 0 when creating schedules as mentioned in Add/edit/clone schedule section, the time slots are available to select when creating appointment as below.

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Figure 338 Time slot selection view

  1. Unavailable time slot

    The time slot is considered as unavailable if,

    1. Slot end time has passed

      Visitors are not allowed to book appointments for the slots already ended.

    2. Time slot is fully booked

      This applies if the Slot occupancy is greater than 0. Slot is unavailable if the number of appointments for the slot is equals to Slot occupancy

    3. Time slot start and end time fully overlap with break time

      when the schedule has break time, which start and end time overlap with the slot start and end time, visitors not allowed to book appointment for the time slot.

  2. Selected time slot

  3. Time slot view

    Time slot view has shown in Figure 339 .

    1. Break time indicator

      If the time slot starts and end time is overlap with break start and end time break time indicator will appear. Break time indicator is showing when admin/visitor admin booking appointments as mentioned in New appointment section.

    2. Time slot start and end time

    3. Number of booked/available appointments

      If the Slot occupancy is 0, then the number of booked appointments is showing. If the Slot occupancy is greater than 0, number of available appointments are showing.

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Figure 339 Time slot view

Visitor form

Details of the visitors. If the visitor detail available, the form will be filled with available details. The form can be configured based on the customer requirement. The custom visitor from is delivering as an extension. Refer Use extension section for more details.

Break time list view

Break time can be added to the schedule as mentioned in Add/edit/clone schedule section. Available break times for the schedule is showing in the online, kiosk and appointments booking pages as shown in below.

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Figure 340 Break times view list view

  1. Beak time list view

    Break time list view contains break time views. Refer Break time view section for more details.

Break time view

Break time view is showing following information.

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Figure 341 Break time view

  1. Break name

  2. Break start and end time

Ticket view

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Figure 342 Ticket view

  1. Ticket

    The ticket view can be configured with extension. Refer Use extension section for more details. Default Ticket view contains following information’s

    1. Schedule details

    2. Visitor details

    3. Visitor pass

  2. Download ticket button

    Download ticket as PDF. To disable Download ticket button in online and kiosk booking pages, disable “Allow visitors to download/print pass” sub setting in Allows visitors to book online setting of the Add/edit/clone schedule section.

  3. Close button