WEB CONTROL PANEL¶
NCheck visitor management administration and configuration application is NCheck visitor management control panel application. This is a web-based application can be accessed using popular web browsers using following URL.
Start web Control panel¶
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NCheck visitor management control panel launcher application with extended data capture capabilities is available with the NCheck visitor management Server and NCheck visitor management client installations. This application can be launched from
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Figure 57 NCheck visitor management Windows Standard client main menu¶
Figure 58 NCheck visitor management Android Standard client main menu¶
Note
NCheck visitor management server interface will work with recent versions of Mozilla Firefox, Google Chrome, Microsoft Edge, Opera and most common web browsers. It does not work with Internet Explorer browser.
Sign into web Control Panel¶
Once the NCheck visitor management control panel sign in is triggered in on-premises mode, you may see browser warning as shown in Figure 59 because it fails to validate the SSL certificate with trusted certificate authority. To prevent this warning
Figure 59 Browser warning without SSL certificate¶
You may use browser option to skip and proceed to the site.
You may use valid SSL certificate as mentioned in the On-premises server configuration section.
You may add your server to trusted server list.
Once the warning has resolved as mentioned above, user will be asked to login to NCheck visitor management control panel as shown in Figure 60
Username
Figure 60 on NCheck visitor management control panel LOG IN¶
Password.
Remember me
Login button
After successful login in, you will be landed in the NCheck visitor management Control Panel Dashboard.
Signup link
This is available only on NCheck visitor management Cloud. It loads the signup page for subscribing to NCheck visitor management Cloud. Forgot password
Forget password link
The forgot password view appears as shown in Figure 61
Email address
Continue button
Password reset email will be sent to the email address if that is specified to a user in NCheck visitor management. In on-premises mode Administrator allows to reset user password as mentioned in Change password section.
Documentation
NCheck visitor management documentation.
Support
NCheck visitor management support details.
Terms and conditions
Privacy policy
Figure 61 Password reset form¶
Note
For NCheck visitor management on-premises server, the default admin username and password are “admin”
After signing in, those who have administrator privileges will be landed in the NCheck visitor management Control Panel Dashboard. If the initial required data is not set up, it will be notified to perform the initial setting up. Once the initial setting up has done, users will be able to access the NCheck visitor management control panel as assigned roles mentioned in Web Control Panel Roles section.
Web Control Panel Roles¶
Current role of the control panel logged in user is shown in the login options. It can be
Customer administrator
Account administrator is the owner of the account. He has full authority and can perform all administrative operations.
Administrator
System users can also be assigned administrative privileges. These administrators can do all the admin operations except subscription management and account detail editing.
Admin auditor
Admin auditor can access all control panel data like administrator. But cannot change and save them.
Visitor administrator
Visitor amin can manage visitors and visitor appointments
Visitor admin auditor
Visitor admin auditor is also can access all the data which can accessed by a visitor administrator. But cannot change and save.
Web Control Panel View¶
NCheck visitor management Control Panel has following components
Notifications Launcher control
NCheck visitor management Help launcher control
Language
Content area
Main menu
Neurotechnology company logo and copy right
Product name and version
Support email
Product Terms and conditions
Product privacy policy
Figure 62 NCheck visitor management control panel¶
Attendance system name and logo¶
Figure 63 NCheck visitor management control panel name and logo¶
Company Logo
Administrator can change this by changing account settings.
Company name
Sign in user account options¶
Figure 64 , NCheck visitor management log in user account view¶
Profile picture of the account
Sign in username
Current role
One user can have different roles. Roles can be changed from th. Depend on the current role, NCheck visitor management Control panel operations can be changed.
Signed in email
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Button to view/edit your company details
Login options
Sign out
My Account¶
My Account can be used to edit your account details. Depend on the current role, this view is different.
Figure 65 Edit account detail¶
For normal users, it will show his/her details. If you are an account administrator, you will get the account details. For other administrators cannot access account details.
Profile picture
Browse button
Select the profile picture from the local file system.
Reset to default profile picture
Rest the profile picture to the NCheck visitor management default profile picture as shown in Figure 66 .
Admin name
Company name
Comment
If any
Email
The email address of the owner
Address line 1
Address line 2
City
Country
State
Zip code
Mobile
Telephone
Update button
Close button
Figure 66 Default profile picture¶
Login options¶
Login options window allows doing the following operations.
Close button
Figure 67 Login options¶
Role management¶
Figure 68 Role management view¶
Available roles for the user
Selected role
Hint for switch account
Switch button
Select the role and select switch button. The following error messages could be appeared when switch role.
Change customer password¶
Figure 70 Change customer password¶
Customer account details
Password requirements note
Password must contain at least 8 characters including one upper case letter, lower case letter and special character.
Password
The password must have at least 6 characters with one digit
Confirm password
Password strength indicator
Update button
Control panel notifications¶
Figure 72 Notifications view¶
New notifications
Old Notification messages
Delete notification
Date and time of notification
Web Control Panel Menu¶
NCheck visitor management web Control Panel Menu is used to access main functions of control panel. Control panel provides following functions through the menu
Figure 73 Web control panel menu¶
Date and time
Dashboard
Appointments
Schedule and locations
Event log
Devices
Visitor passes
Visitors
Employees
Employee groups
Reports
Settings
Admin tasks
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Event log |
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Devices |
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Visitor passes |
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Visitors |
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Employees |
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Dashboard¶
The dashboard provides a graphical summary of the customer account activities of the NCheck visitor management account. Customer account administrator and users marked as administrators can access the Dashboard. summary includes
Figure 74 NCheck visitor management web control panel dashboard¶
Quick access¶
Figure 75 Quick access view of the dashboard¶
Welcome message for the logged in user
Create appointments
Invoke new appointment dialog in the visit management to create new appointment
View events
Open event logs to manage visitor events
Assign passes
Today appointments¶
Today appointment graph is showing the overview of all appointments on the current date.
Number of total number of appointments on current date
Figure 76 Today appointments view of the dashboard¶
In progress appointments
The appointments that visitors have already been recorded as in progress appointments
Pending appointments
The appointments that visitors have not been recorded/
Completed appointments
The appointments set as completed appointments
Cancelled appointments
The appointments set a cancelled
Not attended
The appointments are considered as not attended, if the visitor has not been recorded for the appointment before finished
Subscription summery panel¶
Figure 77 Subscription summery of the on-premises server dashboard¶
Figure 78 Subscription summery of the cloud server dashboard¶
Number of appointments supported by the current license
According to the activated license in NCheck visitor management on premises server, has number of maximum appointments per day. For more details On-premises server and client license refer section.
License usage
Percentage of the number of used appointments from the maximum number of appointments.
Number of used appointment and remaining appointments
Visual representation of the used appointments from the maximum number of appointments.
Figure 79 License usage of the subscription summery¶
Cloud subscription
NCheck visitor management cloud subscription plan selected. Refer Cloud plans section for more details about available plans.
Recent visitor activity¶
Recent visitor activity is showing last event recorded by the visitor in descending order with respect to the event time.
Figure 80 Recent visitor activity view of the dashboard¶
Visitor code
Name
Name of the visitor
Last event
Last recorded event type.
Time
Event time
Time Zone
Time zone of the location where the event is recorded
Table menu
Table paging options
Today schedules overview¶
Today schedule overview is showing overview of the schedule on current date including schedule start and end time, location and number of appointments.
Figure 81 Today schedules overview view of the dashboard¶
Current date
Schedule overview list for the current date
Schedule name
Schedule description
Location where the schedule has scheduled
Schedule start time
Schedule end time
Number of appointments for the schedule on current date
Figure 82 Schedule overview view of the today schedules overview¶
Dashboard refresh interval¶
Countdown that dashboard is refreshing.
Schedules and locations management¶
Schedule and locations management have two sections.
Locations¶
Visit location is the place where the visitor visits for the purpose of visit. By default, NCheck visitor management has default location.
Note
The default location is system generated location. It is not allowed to change or delete,
Figure 83 Locations of the schedules and locations¶
Add button
Add new location. Refer Add/edit location section for more details.
Location table
Refer Location table section for more details
Location detail view
Refer Location detail’s view section for more details
Add/edit location¶
Figure 84 Add/edit location view¶
Name
Name of the location
Description
Description for the location
Time zone
Time zone of the location. Default time zone is browser time zone.
Set GPS coordinates
Select this option if the location have longitude and latitudes. After enable the view will be extended as shown in Figure 85 .
Latitude
Longitude
Select the location from the map
Select this option to enable map view to select GPS coordinates form the map as showing in Figure 86 . NCheck visitor management is allowing to use Google map or Baidu map.
Map view
Map marker
Selected location will be pointed with this marker
Figure 85 Set GPS coordinates view¶
Figure 86 Map view to select location¶
Location table¶
Figure 87 Locations table in the location view¶
Code
A unique identification for the location
Name
Name of the location
Description
Description of the location
Location detail’s view¶
Location detail view has 2 sections
Figure 88 Location detail’s view¶
Location overview¶
Overview of the selected location is showing in this view
Figure 89 Location overview view¶
Location name
Location description
Edit location
Refer Add/edit location section for more detail.
Delete location
Delete the selected location.
Register device
Register device for the location. This will invoke the device registration view for the selected location. Refer Device registration section for more details.
Access locations¶
By default, a visitor is allowed to access the visit location. If visit location is not able to access directly and visitor must pass additional doors or gates, those places also should be allowed to access. Such locations can be added as access locations for the visit location The access location view has shown in below.
Figure 90 Access locations view¶
Location name
Update button
Refer Update access locations section.
Update access locations¶
Figure 91 Select locations dialog for update access locations dialog¶
Add new button
Add new location as mentioned in Add/edit location
Access location table as shown in Figure 92 .
Code
Unique identification number for location
Name
Location name
Description
Location description
Map coordinates
Longitude and latitude of GPS coordinates if available
Selected
Select the check box to select the location as access location.
Table menu
Table paging options
Figure 92 Location table in the update access location dialog¶
Schedules¶
NCheck Visitor Management System can configure with visit schedules. Visit schedules are created from a best matching visit scenario from the list of predefined visit scenarios in the system. Visit schedule mainly defines the time and location of the visit. It also provides additional configurations from which some of configurations are specific for scenarios. Refer Add schedule section for more details about scenario.
Figure 94 Schedule view¶
Add schedule button
Refer Add schedule section for more details.
Advanced button
Schedule date filer
Filter schedules for the selected date.
Import data¶
Figure 95 Import schedule data dialog¶
Select schedules checkbox to import schedules. Once select Start Import button, it will show import data dialog to select import file location as mentioned in Select import location section.
Export data¶
Figure 96 Export schedule data dialog¶
Select schedule to export all schedules. Once select Start Export button, it will show export data dialog to select export location as mentioned in Select export location section.
Add/edit/clone schedule¶
Admin can add new schedule, edit existing schedule, or clone new schedule from existing schedule. A new schedule can be created from a Scenario . When add new schedule scenario can be selected as follows
Figure 97 Select scenario view¶
Default scenario list
Next button
Go to schedule detail view
Close button
Note
Once schedule created the scenario cannot be changed
Once the scenario selected, schedule detail view will be shown as below.
Figure 98 Schedule detail view¶
Schedule image
Schedule name
Schedule description
Location
Select NCheck visitor management location from available. Refer Locations section for more details about To add new location select new location button.This allows to add new location as mentioned in Add/edit location section and set it as location of the schedule.
Back button
Open scenario selection dialog. Not available for Edit schedule.
Add button/Save button
Create schedule
Close button
Time configuration¶
Figure 99 Time configuration view¶
Reset to default button
Refer section Reset to default section for more detail.
Start time¶
Appointments start time. The default start time is 08:00:00.
Duration¶
The duration of the appointment from the appointment start time. The default duration is 9 hours. Max duration is 24 hours.
End time¶
Appointment end time. Appointment end time is calculating adding duration to the start time.
Reset to default¶
Reset appointment Start time , Duration to default values.
Day configuration¶
Figure 100 Days configuration view¶
Starting from¶
Starting date of the schedule.
Default schedule start date can be changed as follows.
Figure 101 Schedule start date¶
Edit button
Select edit button to select schedule start date
Ends on¶
End date of the schedule. By default, schedule has no end date.
End date can be changed as follows
Figure 102 Schedule end date¶
Edit button
Edit schedule end date as shown in Figure 103
Following options available to set schedule end date
Figure 103 Edit schedule end date¶
No end date
Set no end date of for the schedule
End by
Select schedule end date.
Days selection view¶
Select weekdays for the schedule. Also, for each date it allows to specify additional settings such as user/user groups, slot time and slot occupancy.
The day view is showing below.
Figure 104 Day view¶
Checkbox to select/deselect day
Day name
More button
More button is showing additional settings as mentioned in Advanced settings section.
Break time section¶
Figure 107 Break time view¶
Add new break time section
Break time list
Add new break time¶
Figure 108 Add break time view¶
Break header¶
Figure 109 Break header view¶
Break header is collapsible/expand view as shown in below.
Break start and Break end time
Click to collapse button
Click to collapse/expand the break time.
Remove
Remove break time from the Break time list .
Break name¶
Unique name for the break
Break start¶
Start time of the break. By default, this is shift start time
Bookings configuration¶
Figure 111 Booking configuration view¶
Period¶
Normally booking time for an appointment is in a single day. But some tasks like a class, seminar etc. span for several days period they can be defined with no of days, weeks or months.
Period view has shown in below.
Figure 112 Period view¶
Value
Period type
Days
Weeks
Months
Schedule end
Period will end on schedule end date if schedule date has specified.
Booking open¶
Booking start before n days restricts booking appointments before that time.
Booking open configuration view has following options
Figure 113 Booking open configuration view¶
Always
If single appointment, booking opens when schedule start. Otherwise, on period start
Before
If single appointment, booking opens for specified number of days before schedule start. Otherwise, number of specified days before period start.
Booking close¶
Booking close setting allows to book appointments after starting booking period.
Booking close configuration is shown in below.
Figure 114 Booking close configuration view¶
No closing
No closing date. Can be booked booking open date to schedule ends if 1 day period schedule. Otherwise booking open day to period closing date
After
Minus day(s) to specify number of days booking close before schedule start if 1 day schedule. Otherwise, minus and plus day(s) to specify number of days booking close before period start and after period start
Schedule custom data¶
Customer can request custom details to the schedules such as pricing details, queue details. We will provide the requested details as a extension to the system as mentioned in Use extension section.
Schedule table¶
Figure 116 Schedule table¶
Schedule name
Scenario name
Name of the scenario used to create schedule as mentioned in Add/edit/clone schedule section.
Days of week
Days of the week schedule has scheduled
Start
Schedule start time
End
Schedule end time
Selected schedule
Selected schedule¶
Selected schedule detail view will be shown as mentioned in Schedule detail view section. Once schedule created, at least one NCheck visitor management client device should be registered as attendance or registration device to the schedule as mentioned in Schedule overview section to use with appointment creation for visitor. Otherwise, a warning message will be appeared when select schedule as shown in below
Figure 117 Warning to register NCheck visitor management client device to the schedule¶
Schedule detail view¶
Schedule detail view has 2 sections
Schedule quick view¶
Figure 118 Schedule information view¶
Schedule name
Scenario name
Name of the scenario used to create the schedule as mentioned in Add/edit/clone schedule section.
Pricing
As mentioned in Add/edit/clone schedule section, the pricing details added to the schedule is showing here.
Appointment time slot
Visitors allows per time slot
Edit button
Edit schedule as mentioned in Add/edit/clone schedule section.
Clone button
Clone schedule from existing schedule. Refer Add/edit/clone schedule section for more details
Delete button
Delete schedule.
Schedule overview¶
Figure 119 Schedule overview view¶
Schedule thumbnail
Visitor booking type as single or session.
Scheduled date in the week as mentioned in Day configuration section
Scheduled time in the day as mentioned in Time configuration section
Schedule location added when creating schedule as mentioned in Add/edit/clone schedule section
Device registration section
Once created the schedule, a device should be registered to the schedule Otherwise this section is appearing with warning and warning message will appears when select schedule from the Schedule table as mentioned in Selected schedule section. The device can be registered to the schedule as
Public URLs to access schedule
Refer Public URLs section for more details.
Note
To register a device as registration device for a schedule, Book appointments from walk in kiosk setting should be enabled. To open schedule from its public URL, Allows visitors to book online setting should be enabled.
Public URLs Schedules are allowed to access from web browsers using following URLs.
Type |
Description |
URL |
Home page |
The URL to access home page as mentioned in Online appointment boking home page section. |
{server address}:{port}/web/public/template/home/html/{customer code} |
Common booking page |
Home page is listing 6 schedules. To filter and browse all schedules use common booking page. Refer Filter schedules section for more details. |
{server address}:{port}/web/public/template/schedule_selection_public/html/{customer code} |
Online booking page |
Browse schedule booking page. Following parameters can be specified.
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{Server}:{port}/web/public/template/schedule_selection_public/html/{customer code}?schedule={schedule name}&date={date}&redirect={redirection URL} |
The base URL contains following parameters
Server address
Server address of the NCheck visitor management
Port
Service port configured on the server
Customer code
Unique identification number for the customer which is given after successful signup with the NCheck visitor management cloud server. For NCheck visitor management on-premise server, customer code is not required.
Configuration overview¶
Online booking
Either online booking has enabled or not as mentioned in Allows visitors to book online section.
Walk-in kiosk
Either walk-in kiosk has enabled or not as mentioned in Book appointments from walk in kiosk section.
Auto approval
Either auto approval has enabled or not as mentioned in Automatic approval of visit requests section.
Pass generation
Pass generation mode as mentioned in Visitor pass generation section
Biometric collection
Biometric type as mentioned in Biometric collection section.
ID data
ID date type as mentioned in Pass type section.
Daily schedule configuration¶
Figure 120 Daily schedule configuration view¶
Scheduled dates within the week
Selected date
Slot time
Slot time for the selected date of the schedule
Slot occupancy
Slot occupancy for the selected date of the schedule
Schedule notifications¶
NCheck visitor management notifications allow to configure notification for visitors who have appointments for the schedule. The notification can be sent as Either Email or SMS.
Note
Either Email or SMS gateway should be configured before configuring NCheck visitor management notifications.
Schedule notification view has shown in Figure 121 .
Figure 121 Scheduled notification view¶
Configure button
Configure Email or SMS gateway to send notification. Either Email or SMS gateway must configure first to apply NCheck visitor management notifications.
Appointment status messages
Welcome messages
Appointment reminders
Visit notes
Save button
For all type of notification following view is using to trigger the notification on specified event.
Figure 122 SMS and Email configuration view¶
Event to trigger SMS and Email notification
Enable/disable notifications
Additional notifications
Phone numbers separated by semicolons to send SMS notification
Email addresses separated by semicolons to send Email notification
Appointment status message¶
Send notifications for visitors when their appointment status is changed.
Welcome message¶
Send notifications on visitor arrival.
Appointment reminders¶
To send reminder notifications nefore/after appointment start or end time. Appointment reminders can be triggered in following events
Number of minutes before appointment start time
Number of minutes after appointment start time
Number of minutes before appointment end time
Number of minutes after appointment end time
Visit notes¶
Visit notes are using to keep specific detail to the appointment. Notification can be sent when any change to a visit note. Notification can be configured on following events of visit notes.
Added
Send notification when new visitor note added to the appointment
Updated
Send notification when a visitor note updated/changed.
Device management¶
NCheck visitor management client Android and windows client applications can be managed using Device management. Device management view as follows.
Figure 123 Devices management view¶
Search device from devices table
Search device by device description.
Device table¶
Device table is showing all registered devices with NCheck visitor management server as follows.
Figure 124 Device table view¶
Description
Device description
Application
Application type of the registered device. The application type of the registered device to the NCheck visitor management server should be “NCheck visitor management visitor control”.
Last access
Last server access time from the registered device.
Location
The location device registered as mentioned in Device registration section.
Device detail view¶
Device details of the selected device from the Device table .
Figure 125 Device detail view¶
Device overview¶
Figure 126 Device overview¶
Device description
Device information
Device information view has shown in Figure 127 .
Operating system of the client device
Operating system (OS) version of the client device
Device configurations if exist
The device configurations applied as mentioned in section is showing here
Device settings
Device settings applied as mentioned in section is showing here.
License information
License information as shown in Figure 128
Edit button
Refer Edit device section for more details
Reregister button
Re-register the device as mentioned in Device registration section.
Block/unblock button
Once the device is blocked, the device will be failed to record visitor events. Unblock the device to record visitor events again.
Unregister button
Refer Unregister device section for more details.
Location button
Refer Change location section for more details.
Settings button
Refer Device settings section for more details.
Figure 127 Device information view¶
Figure 128 License information view¶
Edit device¶
Figure 129 Edit device view¶
Device code
A unique identification for the registered client device. This is not editable.
Description
Configuration view
Configuration view has shown in Figure 130 .
Reset configuration
Reset configuration to the default values.
Save button
Close button
Figure 130 Configuration view¶
Biometric authentication¶
Authentication mode can be applied to authenticate user to identify or verify user. Available authentication modes are,
Identification
The identification is the default authentication mode. Identification is performed on biometric and user id data as mentioned below. In identification mode if the verify on unknown setting has enabled, the client will be asked to verify user by giving second biometric/user id capture.
Biometric data
User biometric data such as face, fingerprint and iris are comparing against the database with previously collected biometric samples depending on the Recognition threshold setting. If the matching score is greater than the Recognition threshold setting value, user is considered as identified. Therefore, this mode may demand large processing time.
Visitor pass
Visitor pass is a unique identification for the visitor can be used with the appointment. The pass can be used as visitor pass id, barcode and RFID.
Verification
The verification mode can be applied with a user id peripheral and a biometric peripheral to verify the user against the previously collected biometric sample as shown in Figure 131 . To get verified, matching score should be greater than Verification threshold setting. The verification as two options
ID first
This is the default option. When this is enabled, client will ask for the visitor pass first and biometric data second. Once the visitor verified, client will record the event
Biometric first
The client will ask for the biometric data first and User id data second. Once the visitor verified, client will record the event
None
When biometric mode is None, the client will use user id data to record the visitor events.
Figure 131 Device management verification mode combination¶
Events¶
In NCheck visitor management there are 3 types of events
Check-in events
The devices configured to check-in events are used to record visitor arrival to the location.
Check-out events
The devices configured for check-out events are used to record visitor departure from the location.
Access events
The devices registered for Access locations can configured for access events which is used to record visitors when accessing the location.
External executables¶
System can be configured to run external programs (either from external executable or API) during user identification. For an example, an automatic door opening program can be executed upon successful user identification.
Figure 132 External executable view¶
Name
Name of the external executable
Executable path
Path to execute external executable. This can be
URL of an API
Absolute path of the exe file to be executed in Windows machine
NCheck visitor management Windows client only.
The URL of the external application to be executed in Android device
NCheck visitor management Android client only.
Trigger on
Trigger the external executable on following events
Check-in events
Check-out events
Access events
Unidentified events
Parameters
Following parameters with values can be passed.
Time stamp (TIMESTAMP)
Date and time of the event.
Location (LOCATION)
Longitude and latitude of the event geo location. example: {Longitude, latitude}
Address (ADDRESS)
Address of the user.
Peripheral code (PERIPHERAL_CODE)
Unique identified number of the peripheral.
Form data (FORM_DATA)
Visitor details.
Event type (EVENT)
Event type as CHECKIN, CHECKOUT, ACCESS or UNIDENTIFIED.
Custom parameter
If customer request additional parameter(s), that can be given as an extension as mentioned in the Use extension section.
Unregister device¶
Once the client unregistered form the server, it is no longer use with the server. To use with the server, the client must be registered again. Once the select OK button in the confirmation dialog, the device will be unregistered from the server.
Figure 133 Confirmation for unregister device¶
Note
We strongly recommend to deactivating the client license if the client is using an NCheck visitor management serial license from the server as mentioned in On-premises server and client license section. If the client is unregistered without deactivate the NCheck visitor management server serial license, to deactivate the license you must contact support.
Change location¶
Figure 134 Change device location dialog¶
Location
Select the location from the available to register the device
Update button
Update the selected location
Close button
Peripherals overview¶
Figure 137 Peripherals overview¶
Edit button
Edit selected peripheral as mentioned in Edit peripheral section.
Disable button
Enable/disable selected peripheral. Once the peripheral disables for the registered device, the peripheral no longer available to use.
Peripheral table¶
Figure 138 Peripheral table view¶
Name
Peripheral name
Type
Face
Fingerprint
Iris
Visitor id
Barcode
RFID
Status
Enable/disable status of the peripheral.
Connection status
Connected
When the peripheral is available with the device.
Disconnected
When the peripheral is not available with the device.
Edit peripheral¶
Figure 139 Edit peripheral view¶
Peripheral code
System generated unique identification for the peripheral. This cannot be changed,
Name
Name of the peripheral.
Peripheral type
In case of the input type of the input device cannot be identified, the peripheral type can be set manually. Otherwise, this will be not available.
Save button
Close button
Appointments management¶
Visitor appointment is a request from the visitor for the visit with specific date and time as defined for the visit schedule. Appointments management is allowing to manage all visitor appointments,
Figure 140 Appointments view¶
Refresh appointment
Refresh appointments view
Advance button
Import data¶
Figure 141 Import appointments data dialog¶
Select appointments checkbox to import appointments. Once select Start Import button, it will show import data dialog to select import file location as mentioned in Select import location section.
Export data¶
Figure 142 Export appointments data dialog¶
Select appointments to export all appointments. Once select Start Export button, it will show export data dialog to select export location as mentioned in Select export location section.
New appointment¶
To book an appointment,
Select visit schedule¶
Figure 143 Visit schedule date selection dialog¶
Close button
Schedule item filter view¶
Figure 144 Schedule item filter view¶
Schedule
Schedule name
From
Schedule items start date
To
Schedule items end date
Search button
Filter schedule items according to the selected filters
Add/edit appointment detail¶
Figure 146 Appointment detail view¶
Appointment start time
If the Slot time is 0, the default appointment start time is schedule start time. If the Slot time is greater than 0, the default appointment start time is default slot start time. Default appointment start time allows to change between schedule ( Slot time = 0)/slot ( Slot time >0) start time and appointment end time.
Appointment end time
If the Slot time is 0, the default appointment end time is schedule end time. If the Slot time is greater than 0, the default appointment end time is default slot end time. Default appointment start time allow to change between appointment start and schedule ( Slot time = 0)/slot ( Slot time >0) end time.
Break time view
Refer Break time list view section for more details.
Time slot view
Refer Time slots section for more details.
Back button
Open Select visit schedule view. This button is not available when edit appointment.
Create/Save changes button
When add appointment, create the appointment with the selected details. When edit appointment, save changes with the given details.
Close button
Appointment filter view¶
Figure 147 Appointment filter view¶
Visitor name
First and last name of the visitor
Schedule
Name of the schedule
From
Appointments start date
To
Appointment end date
Appointment table¶
Figure 148 Appointment table view¶
Visitor
First name and last name of the visitor
Schedule
Name of the schedule
Appointment start
Date and time of the appointment start
Appointment end
Date and time of the appointment end
Appointment overview¶
Appointment detail view¶
Figure 149 Appointment detail view¶
Schedule name
Schedule thumbnail
Visitor first name and last name
Appointment date
Schedule start and end time
Session details
Visit notes
Edit appointment
Refer Add/edit appointment detail section for more details
Session details
Visit notes¶
Visit notes are customizable templates can be used to keep additional details to the appointment. Visit note may have maximum number of notes for each appointment as configured. By default, all scenarios consist with default visit note template “Comments” with unlimited notes for appointments. As per customer requirement, additional visit note template(s) can be introduced for each Scenario as an extension as mentioned in Use extension section Available templates of the scenario which used to create appointment schedule will be listed for the selected appointment as follows.
Figure 150 Visit notes¶
Visit note templates list
All available visit notes template for the scenario are listed here. A visit note template view is showing in Figure 152 .
Visit note template name
Available visit notes for the templates
The number of maximum visit notes for a visit note template can be defined if required.
Add button
Add new visit notes. Refer section for more details about edit comments visit note
Visit notes list
Visit notes for selected visit note templates if available. Visit note view is shown in Figure 151 .
Add/edit comment note¶
Visit note add/edit view has shown in below.
Figure 153 Add/edit visit note view¶
Name of the comments note
Notes list view
A comment note may have multiple notes as shown in Figure 154 .
Name of the visit note
Close button
Submit button
Notes list view is shown in below.
Figure 154 Notes view of the Comments visit note¶
Add note
Add new note dialog will appear as shown in Figure 156 .
Note view
Note view is shown in Figure 155 .
Note view is shown in below.
Figure 155 Note view¶
Note description
Attachments of the note
Edit button
Edit note dialog will appear to edit the content of the note as shown in Figure 156 .
Remove button
Remove the note from the note list view.
Add/edit note dialog for comment view note is shown in below.
Figure 156 Add/edit note view¶
Note description
Note attachments
Following parameters of the attachment can be configured in the Comments visit note template.
Maximum number of attachments
By default it is allowed to add 5 attachments.
File types
By default allows to attach JPEG, PNG, and PDF files.
Cancel button
Add note button
Add note to the comments.
Delete appointment¶
The appointment will be deleted once select OK button from Delete appointment confirmation message.
Figure 157 Confirmation dialog for delete appointment¶
Ticket¶
Figure 158 Appointment ticket view¶
Ticket
The ticket view can be configured with extension. Refer Use extension section for more details. Default Ticket view contains following information’s
Schedule details
Visitor details
Visitor pass
Download button
Download ticket as PDF
Close button
Session details¶
Session detail view is showing all available appointments for session schedules as shown in below.
Figure 159 Session detail tables¶
Appointment start
Appointment end
Appointment status
Appointment status as mentioned in Appointment completion status section.
Request status
Request status as mentioned in Appointment approval status section.
Visitor details¶
Figure 160 Visitor detail view¶
First and last name of the visitor
Visitor code
A unique identification for the visitor
Visitor profile image
Email
Phone
Edit visitor
Refer add/edit visitor section for more details.
New visitor appointment
Refer Add/edit appointment detail section for more details.
Biometrics
Refer visitor biometric section for more details.
Event-logs management¶
Figure 161 Event logs view¶
Refresh events button
Refresh event-logs view
New event button
Refer Add/edit event section for more details.
New event from unidentified button
Refer New event from unidentified events section for more details.
Event logs filter view¶
Figure 162 Event-logs filter view¶
Show events
Filter by attendance events (check-in and check-out) or attendance events. Refer Events section for more details about event types.
Visitor
Filter by visitor name
Schedule
Filter by schedule name
Add/edit event¶
Figure 163 Add/edit event dialog¶
Event image
Event type
Event type as check-in or check-out or access event. Refer Events section for more details about event types.
Visitor name
Select the visitor from available
Select date
Select event date from the calendar
Appointments
Available appointments for the selected visitor are showing here. Select appointment from available.
Event time and time zone
Location
Longitude and latitude of the event location.
Description
Authentication data
Add/Save changes button
Add event if creating new event. Save changes if editing an existing event
Close button
New event from unidentified events¶
The events unable to record due to the visitor biometric data has not matched with the biometrics in the system are known as unidentified events. Admin allows to record unidentified events for specific visitor.
Figure 164 New event from unidentified events dialog¶
Unidentified events filter view¶
Unidentified events filter view has shown in below.
From
Unidentified events search stat date
To
Unidentified events search end date
Search button
Unidentified events list view¶
Unidentified event view
Unidentified event view has shown in Figure 165 .
Unnotified event image
Event date and time
Event type
Unidentified event list paging
Figure 165 Unidentified event view¶
Selected event-log quick access view¶
Figure 166 Selected event-log overview¶
Event type
Refer Events section for more details about event types.
Visitor first and last name
Event time
Missing checkout
This section allows to fix error events adding the event consecutive check-in or check-out event using Fix event button. It will show the Add/edit event dialog. Refer Error events section for more details about error events.
Edit button
Refer Add/edit event section for more details.
Delete button
Refer Delete event-log section for more details.
Error events¶
In attendance events, all events must be completed with consecutive check-in and check-out events within 24 hours period. If any attendance event missing its consecutive check-in/check-out event, it is called as error events.
Events calendar¶
Events calendar is as follows.
Figure 168 Events calendar view¶
Current date
Selected date
Calendar controls¶
Calendar control view is showing below.
Figure 169 Calendar controls view¶
Selected month
Refresh calendar
Browse previous month
Browse next month
Calendar date status¶
Each calendar date is showing status of all events on the day. If the date has error event(s), it will show number of error events as shown in Figure 171 .If there is no error events, the date is showing in Figure 170 . Refer Error events section for more details about error events.
Figure 170 No error events¶
Figure 171 error event view¶
Calendar date tooltips¶
The tooltip is showing the status of the date when mouse pointer hover on the date. If the tooltips are ok, if the selected date has error events, number of available appointments.
Calendar selected date quick access view¶
Figure 172 Calendar selected date view¶
Date
Day start time
Start time of the day as configured in Day tart time setting.
Select Today button
Select current date from the calendar.
Events list view¶
All events for the selected calendar date are showing in this section. The events have been represented as following.
Events table¶
All events are showing in the events table as following
Figure 173 Events table view¶
ID
Unique identification for the visitor
Name
Visitor first name and last name
Schedule
Name of the schedule used to create appointment
Schedule location
Appointment starts
Appointment start time
Appointment end
Appointment end time
Appointment time zone
Time zone where the appointment has scheduled.
Direction and status.
Event type of the event. Refer Events section for more details about event types. For attendance events, If the event is an error event, it will show which event type is missing. Refer Error events section for more details about error events.
Time
Event time in UTC,
Time zone
Event time zone
Selected event-log
Double clicks on event-lo to edit event. Refer Add/edit event section for more details about edit event.
Events map view¶
Will be included.
Events images¶
Figure 174 Events images view¶
Event view
Event view has shown in Figure 175 .
Event image
Double clicks on event-lo to edit event. Refer Add/edit event section for more details about edit event
Visitor first name and last name
Event type
Event time
Events paging view
Figure 175 Event view¶
Visitor management¶
NCheck visitor management visitor management allows to manage visitor details, biometrics appointments, etc. Visitor management view has shown in below.
Figure 176 Visitor management view¶
New visitor button
Refer section for more details.
Search visitor
Add/edit visitor¶
Figure 177 Visitor form view¶
Profile picture
Visitor profile image view has shown in Figure 178 .
Browse button
Browse profile images from device.
Unidentified image button
Refer Select visitor profile image from unidentified events section for more details.
First name
This is a mandatory field
Last name
This is a mandatory field.
Visitor ID
A unique identification for the visitor. Use generate button to generate a number if id is not available
Email
Barcode
RFID
Address line 1
Address line 2
City
Country
State
Zip code
Telephone
Figure 178 Visitor profile image view¶
Advanced menu¶
Import data¶
Select visitor details option to import visitors
Figure 179 Import visitor data dialog¶
Once select Start Import button, it will show import data dialog to select import file location as mentioned in Select import location section.
Export data¶
Select visitor details to export visitors.
Figure 180 Export visitor data dialog¶
Once select Start Export button, it will show export data dialog to select export location as mentioned in Select export location section.
Visitor table¶
Visitor table represent all available visitors
Figure 181 Visitor table view¶
Visitor name
First and last name of the visitor
Contact no
Contact phone number, if available
Modified time
Visitor last modified time
Visitor code
Unique identification of the visitor
Visitor info¶
Figure 182 Visitor info view¶
Visitor quick access view¶
Figure 183 Visitor detail view¶
Visitor first and last name
Visitor code
Visitor email
Visitor address
Visitor phone number
Edit button
Refer Add/edit visitor section for more details.
Biometric button
This will open biometric data dialog as mentioned in Biometric management section.
Assign visitor pass¶
Visitor pass is a unique identification for visitor when creating an appointment. This pass is using to identify both visitor and appointment information from the organization.
Figure 184 Assign visitor pass dialog¶
Current pass of the visitor if exist
Field to enter pass code
Assign button
Assign pass to the visitor
Scan pass button
This button only appears in client devices when this dialog open. Once select the scan button, client will show the barcode scan view to read visitor pass.
Close button
Visitor appointment view¶
This view is showing all appointments available from the selected visitor.
Figure 187 Visitor recent appointments view¶
New appointment button
Create new appointment for the selected visitor. This will open visit schedule selection view to select schedule and date as mentioned in New appointment section. When create appointment, available visitor details will be filed in the visitor form as mentioned in Add/edit appointment detail section.
Appointment list view
Appointment list view is showing all available visitor appointments. The visitor appointment view has shown in Figure 188 .
Appointment schedule name
Appointment date and time
Appointment button
Show appointment in Appointment table as mentioned in Appointments management .
Event logs button
Show appointment events in Events list view as mentioned in Event-logs management section
Figure 188 Visitor appointment view¶
Employee management¶
Employee management is using to manage employeedetails, biometrics, roll, etc. Employee management view has shown in below.
Figure 189 Employee management view¶
New employee button
Search employee by name
Add/edit employee¶
Figure 190 Employee form view¶
Visitor profile image view has shown in Figure 191 .
Browse button
Browse profile images from device.
Unidentified image button
Refer Select visitor/employee profile image from unidentified events section for more details.
First name
Last name
Employee code
A unique identification for the employee.
Email
Username
The username to allow to login users to the NCheck visitor management control panel. Select “User email address as username” option to use the email address as the username.
Capture barcode
If employee has barcode identification, add here. To scan the barcode, select scan button
Capture RFID
If employee has RFID identification, add here. To scan the RFID, select scan button
Administrator right
Admin right as Employee (Standard user), Admin or Admin auditor as mentioned in Role management section.
Address line 1
Address line 2
City
Country
State
Zip code
Telephone
Primary user group
Select the primary user group user belongs if the user is available in several user groups. Refer Employee groups section for more details.
Add button
The add button will be disabled if the mandatory data fields are empty .
Close button
Figure 191 Change employee profile image¶
Advanced menu¶
Import data¶
Import employee profile information including biometrics.
Figure 192 Import employee data dialog¶
Once select Start Import button, it will show import data dialog to select import location as mentioned in Select import location section.
Export data¶
Export employee information.
Figure 193 Export employee data dialog¶
Once select Start Export button, it will show the export data dialog to select the export location as mentioned in Select export location section.
Create user from deleted users¶
This allows to recover deleted employees previously.
Figure 194 Create user from deleted users dialog¶
Restore button
This will open employee edit dialog with the employee details as mentioned in Add/edit employee section.
Close button
Delete multiple users¶
This option can be used to delete multiple employees at once.
Figure 196 Deleted multiple employee dialog¶
Employee table
Delete button
Delete selected employees
Close button
Employee quick access view¶
Figure 199 Employee detail view¶
Employee first and last name
Address
Email
Phone
Status
Block status of the employee
Biometric button
This will open biometric data dialog as mentioned in Biometric management section.
Edit button
Refer Add/edit employee section for more details.
Export employee
Change password¶
After assigning a username as mentioned in Add/edit employee section, the password can be changed.
Figure 200 Change user password view¶
User name
Email
Password
Select generate button to generate a password.
Show password
Show password text
Password strength view
Password hint
Password must have atleast 8 characters with uppercae letter, lower case letter, number and special character.
Change button
Close button
Employee groups¶
Administrator and user group administrators allow managing employees as employee groups. All user group is the default employee group including all employees and it is accessible for administrator only.
Figure 203 Employee groups view¶
Add button
Search user group by group name
Attached employees for selected employee group
Add/edit employee group¶
This view allows to add a new user group or edit existing user group.
Figure 204 Add/edit user group view¶
Profile picture
User group code
Unique code to identify user group
Description
Add button
Cancel button
Note
All user group could not be edited.
Advanced menu¶
Import data¶
Import user group information including user group memberships and group admins.
Figure 205 Import employee groups dialog¶
Once select Start Import button, it will show import data dialog tom select import location as mentioned in Select import location section.
Export data¶
Export user group details including user group memberships and group admins.
Figure 206 Export employee groups dialog¶
Once select Start Export button, it will show export data dialog to select export location as mentioned in Select export location section.
Employee group table¶
Figure 207 Employee group table view¶
Default employee group
All user group is the default employee group including all the employees.
Selected employee group
Selected user group details are shown in Employee group quick view .
Employee group quick view¶
Figure 208 Employee group overview¶
Employee group name
Employee group code
Number of employees added to the user group
Group admins
Group admin(s) of the employee group. Select remove button to remove group admins.
Group manager
Group manager of the employee group
Edit button
Group admins button
Delete button
Group employee menu¶
Group users¶
This option allows to add/remove employees from the group.
Figure 209 Group employee’s dialog¶
Select All button
Select all employees from the table to be added to the employee group
Employee group membership table
Update employee group button
Cancel button
Delete all employees¶
To remove all employees from the employee group as well as delete from the system. Select OK button from the delete all users confirmation dialog to delete employees.
Figure 211 Confirmation dialog on delete all employees¶
Restore all employees¶
Restore all deleted employees (as mentioned in Delete all employees section) to the system as well as the employee group Select OK button from the Restore all users confirmation dialog shown below.
Figure 212 Confirmation on restore all users¶
Group admins¶
User group admin allows to manage users in the user group according to the assign permission level.
Figure 213 Group admins dialog¶
Close button
Group admin table¶
Figure 214 Group admin table view¶
Employee code
Name
Email
Admin
Select check box to make employee as group admin.
Write permission
Write permission has two options
Read write
Group admins can manage users assigned to group.
Read only
Group admins can review users assigned to particular group.
Manager
Only one group manager can be added to the employee group.
Group specific settings¶
Figure 215 Group settings view¶
Maximum occupancy for group premises
Administrator/employee group administrator allows to limit the number of employees of the employee group in the premises. To limit employees, enable this setting and add the number of allowed users. The employees who are entitle to the employee group as the primary user group will be count when check-in to the premises. If the check-in count is greater than the maximum occupancy for group premises, the check-ins will be restricted. Refer Add/edit employee section to change the primary user group of the users.
Reports¶
Report page provides a set of standard reports of visitors. Report view as follows
Schedule menu
Schedule reports as mentioned in Add/edit Schedule report section.
View schedules button
View schedules as mentioned in View schedules section.
Report area
Reload report
Reload report data.
Report settings¶
Following report settings available depending on the selected report
Date and time¶
Allows selected specific date and time
Show time¶
Allow to select following to show time parameters in the report.
Hours, minutes, and seconds
Hours and minutes
Hours
Sum by¶
Change the calculation based on Daily, Weekly and Monthly basis.
Start date and end date¶
Select report data between two dates as start date and end date.
Report filters¶
Report data can be filtered out as follows
Schedule¶
Filter by schedule name. Selected schedule name from available.
Visitor¶
Filter by visitor first name and last name.
Report types¶
Incoming visitors report¶
Incoming visitor report is showing visitors who have appointments for the selected date. The available details are
Visitor code
Visitor first name
Visitor last name
Scenario name
Schedule name
Schedule location
Appointment start
Appointment end
Appointment time zone
Last checked-out
Last checked-out time zone
Last checked out device
Last checked-out location
Time spent
Email
Phone
Address line 1
Address line 2
City
Country
State
Zip/postal code
Checked-in visitors report¶
Checked-in visitors report is showing visitors who recorded their event in the NCheck visitor management client devices as check-in event. Following details available in the report
Visitor code
Visitor first name
Visitor last name
Scenario name
Schedule name
Schedule location
Appointment start
Appointment end
Appointment time zone
Appointment status
First checked-in
First checked- in time zone
First checked in device
First checked- in location
Email
Phone
Address line 1
Address line 2
City
Country
State
Zip/postal code
Checked-out visitor report¶
Checked-out visitor report is showing visitors who recorded their event in the NCheck visitor management client devices as check-out device. Following details available in the report
Visitor code
Visitor first name
Visitor last name
Scenario name
Schedule name
Schedule location
Appointment start
Appointment end
Appointment time zone
Appointment status
Last checked-out
Last checked- out time zone
Last checked out device
Last checked- out location
Email
Phone
Address line 1
Address line 2
City
Country
State
Zip/postal code
Current visitor list report¶
Current visitor list report is showing visitors who have arrived to the appointment. This report is showing following details.
Visitor code
Visitor first name
Visitor last name
Scenario name
Schedule name
Schedule location
Appointment start
Appointment end
Appointment time zone
Appointment status
First checked-in
First checked- in time zone
First checked in device
First checked- in location
Last checked-out
Last checked- out time zone
Last checked out device
Last checked- out location
Email
Phone
Address line 1
Address line 2
City
Country
State
Zip/postal code
Visitor summery report¶
Visitor summery report is showing an overview of visitor engagement with each schedule for given time period. Visitor summery report contains following details.
From
To
Schedule name
Schedule description
Export menu¶
PDF format¶
Download the selected report in PDF format. When select PDF format, it will ask the font size of the pdf as follows.
Figure 217 Configure PDF font size in the report¶
Report font size
Set the font size of the PDF report between 9 and 15.
Generate button
Generate report
Close button
CSV format¶
Download the selected report in CSV format.
Add/edit Schedule report¶
The report scheduling available for CSV report. Schedule report view has shown in below.
Report Type
Selected report
Send date
Report sending date
Send time
The time (in UTC with time zone) report should send
Frequency
Every day
Send the report on every day at the schedule time
Every week
Send the report once a week in above scheduled date time
Every month
Send the report once per month based on the scheduled date and time
Checking at advanced option allow to configure the period in days to send the report at once.
Schedule end
No end date
Report will send continuously
Have end date
Specify the date to stop receiving the report
Save changes button
Close button
Figure 218 Schedule report dialog¶
Sending options¶
Following sending option(s) can be selected
Email¶
The report will be emailed to the selected recipients
Figure 219 Email configuration of the schedule report view¶
Enter recipients’ email(s) separated by commas
Find recipients from employee using the name
Find recipients using the user group
FTP configuration¶
The report will be saved in the FTP location.
Figure 220 FTP configuration of the schedule report view¶
FTP URL
Check this if the FTP access credentials is required
FTP Username
FTP password
Local folder¶
The report will be downloaded into the given file path in the local file system.
View schedules¶
Close button
Scheduled report quick view¶
Figure 221 Scheduled report quick view¶
Report type
Schedule report type as mentioned in Report types section.
Next report sending date
Edit button
Edit scheduled report as mentioned in Add/edit Schedule report section.
Delete button
Delete selected scheduled report. Selected OK button for confirm deletion confirmation dialog as show in Figure 222 .
Figure 222 Confirm deletion confirmation dialog¶
Settings¶
NCheck visitor management server control panel settings are
General settings¶
Figure 223 General settings¶
Reset to default
Reset the settings to default values
Biometric settings¶
Figure 225 Biometric settings¶
Reset all to default
Reset all settings to default
Notification settings¶
Figure 227 Notification settings¶
Email notifications
Enable setting top configure email notifications
SMS notifications
Enable setting to configure SMS notifications.
Save button
Save changes.
Email notification configuration¶
Email server can be configured with NCheck visitor management server to receive notifications such as appointment status change, welcome messages, reminders and visit note changes. The following settings need be added to enable emails.
Figure 228 Email configuration view¶
Mail service provider
NCheck visitor management support following email server provider
Gmail
Outlook mail
Yahoo mail
Custom SMTP server
Host, port, and encryption for the selected mail provide
Email provider configuration¶
In NCheck visitor management Email provider configuration can be divided as following
Gmail, Outlook, and yahoo mail provider configuration¶
Gmail, Outlook, and yahoo mail providers can be configured as follows.
Figure 229 Gmail, Outlook, and yahoo mail provider configuration¶
Username
Username of the email provider
Password
Password of the email provider
Custom SMTP server configuration¶
Figure 230 Custom mail configuration¶
Host name
SMTP server to manage emails.
Port
SMTP Server port. The default port is 587.
Sender
Sender should be configured to display the sender details of the receiving emails in the email client. There are two formats can be used for sender
Name <Email address>
ex: Kathrine Kathrine@abc.com
Email address <Email address>
Encryption
Enable SSL2 configuration to ensure the safety and security of the emails. Use TLS otherwise.
Authentication
Enable disable authentication for email server
Username
The Username of the host server. This is also the sending email address for all email notifications.
Password
The password of the host server
License¶
NCheck visitor management clients can be activated from on-premises server license. This section explaining on-premises server license management for clients.
Figure 232 License view¶
New license button
Refer Add/edit license. section for more details
License table¶
Figure 233 License table view¶
License description
Enabled
Whether the license is enabled or not
Current activations
Number of clients using the license.
Max activations
Number of clients activate from the license
Expired on
License expiry date
Options
Following options are available.
Show devices button
Refer Assigned devices section for more details about managing client devices activates to a license.
Edit button
Refer Add/edit license. section for more details.
Delete button
Delete currently used license.
Assigned devices¶
This is showing the devices activated using the selected license file as shown in below.
Figure 234 Assigned devices view¶
Close button
Assigned device table¶
Figure 235 Assigned device table view for the license¶
Device description
Application type
Assigned to
Device location
Last updated time
Options
Unregister button
Unregister device, so that the license will be released from the device.
Note
We are strongly recommending deactivating serial license from the client device before unregistering from the server to make sure that the license is available for another client to activate.
Add/edit license.¶
NCheck visitor management server support any license as mentioned in Purchase NCheck visitor management license section
License file
Browse the license file located in the device. License file can not be changed when edit license.
Description
Expiry date
Expiry date of the license.
Max activation count
Number of maximum activations.
Add/update button
Cancel button
Miscellaneous¶
Miscellaneous contains following sections.
Designation¶
This allows to manage employee designations when add/edit employee as mentioned in section. Designation view has shown in below.
Figure 236 Designation view¶
Add new button
Add new designation as mentioned in Add/edit designation section
Designation table¶
Figure 237 Designation table view¶
Designation name
Designation description
Options
Edit button
Refer Add/edit designation section for more details about edit designation.
Delete button
Delete designation. Select OK button from the Delete designation confirmation dialog as shown in Figure 238 .
-
Figure 238 Delete designation confirmation dialog¶
Subscription¶
Note
Subscription is not available on NCheck visitor management On-premises server.
NCheck visitor management subscription allows to manage subscription of the cloud server and client licenses. Subscription view has shown in below.
Figure 240 Subscription main view¶
Plan summery¶
Pan summery allows to change the NCheck visitor management cloud subscription plan. If paid subscription selected, the invoice will be generated for the plan and the outstanding amount should pay before end of the subscription period to use the service without any interupton.
Plan summery
This is showing current plan summery when hover the mouse pointer on the icon.
Figure 241 NCheck visitor management plan summery¶
Quick help tooltip
Change plan button
Change plan and number of client licenses as mentioned in Change subscription section.
Request extension button
This button appears when the date subscription has ended has exceeded. Admin can request extension period for payment from Support.
Plan summery button
Change plan and number of client licenses as mentioned in section.
Plan statistics¶
Figure 242 Plan statistics¶
Total outstanding
Total outstanding amount of the subscription for the selected date
Credit period
Extension period in number of days to make the payment once the plan has expired. The account will be blocked automatically exceed the credit period.
Paid to
The plan has been purchased for this date
Due date
Expiration date of the plan after exceeding the Remaining usage and credit period
Remaining usage
Number of days remaining to use the current plan for the existing balance
Activated plan usage quick view¶
Activated plan usage quick view is giving overview of the plan usage as below
Figure 243 Activated plan usage quick view¶
Appointment usage
Appointments used in current date as a percentage of appointments per day for the activated plan
Rate
Per month price in Euros for the activated plan
Daily appointment limit
Number of appointments per day as the activate plan
Client license usage quick view¶
Client license usage quick view is showing client license summery as below. This view is available when the maximum client license is greater than 0 as mentioned in Change subscription section.
Figure 244 Client license usage quick view¶
Number of currently activated devices and number of remaining remining licenses
Use license as a percentage of all client licenses
License rate
Price in Euros for used licenses
Max license limit
Number of licenses
Change subscription¶
Admin allows to change NCheck visitor management cloud plan from change subscription dialog as below.
Figure 245 Change subscription dialog¶
Customer name
Customer name used to sign up for NCheck visitor management cloud
Subscription view
Client license view
Save button
Save the selected subscription and maximum license count
Close button
Subscription view¶
Subscription view allows to change the plan from available plans as mentioned in Cloud plans section.
Figure 246 Subscription view¶
Currently activated plan
Plan name
Select the plan from available plans
Plan description
Plan code
Unique identification for the plan
Rate
Price in Euros per month
Daily limit
Number of appointment available per day. If day limit exceeds, you will be charged per appointment.
Plan history¶
Plan history shows following details.
Figure 248 Plan History dialog¶
Plan and license history¶
Plan and license history is showing plans and client licenses overview used for the NCheck visitor management cloud account.
Figure 249 Plan and license history view¶
Plan and license view
Showing plan code, max license count, Plan started date and expired dates. Current plan and license view is highlighted in blue color
Block history¶
Cloud account is automatically blocking after exceeding the credit period once the plan has expired. Black history is showing overview of the cloud account blocking up to date, Block history table is showing following information about cloud account blocking.
Figure 250 Block history table¶
Blocked date
Blocked reason
Unblocked date
Unblocked reason
Plan name
Outstanding summery¶
Outstanding summary is a detail view of all available payments up to current date.
Figure 251 Outstanding summery view¶
Outstanding summery title with amount for plans and client license up to date in euros
Current date summery is outstanding summery is showing
Outstanding summery table
Messages
Warning and block messages are showing as below
Warning
When the current subscription in credit period after plan has expired
Black message
When the current subscription has blocked after exceeding the credit period once the plan has expired
View and pay bills button
Refer View and pay bills section for more details.
Payment schedule buttons
Subscribe and schedule button
This button appears if the payment has not already scheduled. Refer Schedule payment section for more details.
Manage payment schedule button
This button appears if the payment has already scheduled. Refer Manage payment schedule section for more details.
Outstanding summery table¶
Outstanding summery table is showing outstanding amounts for the plan and license usage up to current date.
Figure 252 Outstanding summery table¶
License/plans
This is showing the plan and client license (If used) in each subscription up to date from the last billing.
Rate
Rate for client license and plan for each subscription
Start at
Billing start date
Expire at
Expiration date of the plan and license
Usage
Usage of each subscription in days after the start date.
Amount
Amount for the plan and license of each subscription for the usage.
Total amount
Addition of the amount for the plan and license of each subscription for the usage
View and pay bills¶
NCheck visitor management cloud bill is preparing for the next bill date. If the payment receipt has not prepared, the draft is showing as shown in Figure 253 .
Figure 253 Bill draft dialog¶
Export to pdf
Export bill draft as pdf
Billing date
Default billing date is next billing date.
Neurotechnology company logo and contact information
Bill draft view
Bill draft view as mentioned in Bill view section
Proceed button
Select procced button to prepare payment receipt.
Close button
If the admin has already prepared the payment receipt it is considered as the receipt for next billing cycle with reference number for pending payment (status “pending”) and can be paid later selecting view and pay bills button in Outstanding summery section. Once payment receipt has prepared it will show the prepared receipt reference dialog as shown in.
Figure 254 prepared payment receipt reference dialog¶
Reference number for the prepared payment receipt
Export to PDF button
Export receipt as a pdf
Neurotechnology company logo and contact information
Prepared payment receipt
Generated payment receipt as mentioned in Bill view section
Delete button
Delete prepared payment receipt. So that the Bill draft dialog will appears as show in
Procced button
Proceed to payment receipt dialog as mentioned in Payment receipt section.
Bill view¶
Figure 255 Bill draft view¶
Bill generated date
Customer information
Customer information updated as mentioned in My Account section.
Bill details
Item description
NCheck visitor management cloud with client licenses (if used) is called as an item.
From
Billing start date of the item
To
Billing date of the item
Rate
Plan and license rates
Amount
The amount for license and plans for billing period separately for each item
Total
The addition of the amounts for plan and license in the billing period for each item
Payment receipt¶
Once select proceed button as mentioned in View and pay bills section , it will show the payment receipt dialog as shown in Figure 256 . Once select Pay bills button from payment receipt, it will show confirm your payment confirmation dialog as shown in Figure 257 before proceeding to the PayPal for payment. Once the confirmation accepted, you will be redirected to the PayPal for the payment, and it will redirect back to NCheck visitor management cloud after the payment.
Figure 256 Payment receipt dialog¶
Figure 257 Confirm payment confirmation dialog¶
Schedule payment¶
Instead of paying every month as mentioned in Schedule payment section, admin can schedule payment for NCheck visitor management cloud subscription using PayPal account. Once the payment scheduled, NCheck visitor management cloud will be charged from the PayPal account every month on the date payment has expired.
Figure 258 Create a PayPal subscription dialog¶
Current subscription details
Following details of the currently selected plan are showing
Plan code
Price per month in Euros
Number of appointments per day
License rate
Price per license in euros
Number of client license assign for the subscription
Charging details
This view is showing details as following
Monthly subscription amount for the selected plan with tax
Payment schedule date
Initial payment
Initial payment will be charged when scheduling the payment for the current month if not paid.
Next payment
Amount of the next payment and next payment scheduled date
Subscribe and schedules button
Once select subscribe and schedule button, admin will be asked to confirmation message prior to redirect to the PayPal as shown in Figure 259 . Once the confirmation accepted, you will be redirected to the PayPal as shown in Figure 260 to login to the PayPal for schedule payment.
Close button
Figure 259 Confirmation message dialog to schedule payment¶
Figure 260 PayPal redirecting dialog¶
Manage payment schedule¶
If the payment has been already scheduled, payment schedule can be managed as follows.
Figure 261 Manage PayPal subscription status dialog¶
Current subscription details
Following details of the currently selected plan are showing
Plan code
Price per month in Euros
Number of appointments per day
License rate
Price per license in euros
Number of client license assign for the subscription
Warning appears if the payment schedule has created but PayPal account details has not added by logging to the PayPal when creating schedule.
Activate button
Activate PayPal subscription by logging to PayPal. This button only appears if the payment schedule has created but PayPal account details has not added as mentioned in Schedule payment section.
Cancel payment schedule
Cancel current payment schedule. Once admin confirm cancel PayPal subscription confirmation dialog as shown in Figure 262 , the subscription will be removed.
Figure 262 Cancel PayPal subscription confirmation dialog¶
Payment history¶
All pending, completed, failed payments are showing in this view.
Figure 263 Payment history view¶
Payment table¶
Payment table presents all failed, pending and completed payment details as follows.
Figure 264 Payment table¶
Payment date
Billed date
Total amount
Status
Completed
Failed
Pending
Selected payment
Selected payment details as mentioned in Payment history quick view section.
Payment history quick view¶
Figure 265 Payment incomplete quick view¶
Figure 266 Payment completed quick view¶
Payment status
Completed
paid date is appeared
Failed
Pending
Billed date
Bill created date
Received date
Payment received date
Total
Plan usage
Item
Plan name
From
To
Rate
Total
Total plan usage
Show invoice button
Detailed receipt button
Delete button
Delete pending payment
Complete payment button
Open payment receipt view to complete payment as mentioned in Payment receipt section.
Admin tasks¶
Admin tasks will be added in future,
Common functions¶
NCheck visitor management configurations¶
This section explains common configurations used for schedules.
Slot time¶
Slot time divides schedule time into appointment booking time slots and visitor appointments can be booked in a selected time slot. Default slot time is 0 and then it takes the whole schedule period as a single slot.
Slot occupancy¶
Number of appointments per slot. default value is 0 and then it can book any number of appointment per slot.
Automatic approval of visit requests¶
Enable this setting to approve visitor appointments automatically created from online or kiosk pages. Otherwise NCheck visitor management administrator must approve the appointments before visit.
Biometric collection¶
Select biometric modality to collect selected biometric modality from registration Kiosk devices.
Following biometrics type can be configured.
None
No biometric required
Face
Finger
Iris
Pass type¶
Defines the pass type used to read when existing pass is used or issue when generated pass is used from Kiosk or in online appointment booking. RFID passes can be issued only from registration Kiosk devices.
Pass type can be configured as following
ID
A unique identification number
Barcode
RFID
Visitor pass generation¶
When an appointment is booking, it can use an existing or generated pass. Pass generation settings allow to configure it.
Pass generation can be configured as below
Always generated and not re-used
The visitor pass is generated by the NCheck visitor management system
Generate if not available and re-use
Visitor allows to use previous visitor pass. If visitor has no previous pass, NCheck visitor management will generate a new pass.
Printed pass no reusing
NCheck visitor management allows to create appointments using visitor pass newly generated by 3rd party.
Printed pass with re-use
NCheck visitor management allows to create appointments with used visitor pass (3rd party generated) in previous visit.
Custom visitor feedback view¶
Default Feedback view of NCheck visitor management client application when Visitor is identified can be changed with custom visitor feedback view. Custom visitor feedback views can be available for some visit types and can also added to the system as an extension on request.
Online booking¶
Enable or disable online appointment booking for the visit schedule.
By enabling this setting, following settings will be available to configure
Allow visitors to download pass¶
Enable or disable downloading generated pass rom online appointment submission.
Book appointments from walk in kiosk¶
Enable or disable kiosk appointment booking for the visit schedule.
By enabling this setting, following setting will be available to configure.
Allow change appointment time¶
Enable, disable changing appointment start time on visitor appointment booking online or from registration Kiosk devices. Default appointment start time is booking shift/time slot start.
By enabling this setting, Use default appointment end time will be shown.
Use default appointment end time¶
Enable, disable changing appointment end time on visitor appointment booking online or from registration Kiosk devices. Default appointment end time is booking shift/time slot end.
Device registration¶
NCheck visitor management client’s device should be registered with the server before use. Registration device token view as follows.
Note
Device registration token is expired in 24 hours.
Figure 267 Generate new device token dialog¶
Location
Client mode
Generate button
Generate device registration token to register device. Once the token generated, the view will be updated as mentioned in Device registration token .
Link to download NCheck visitor management Android client
Link to download NCheck visitor management Windows client
Attendance mode¶
Once NCheck visitor management clients registered with the token which is generated for attendance mode is knows as Attendance device .
Attendance device¶
Register devices installed NCheck visitor management android/windows client application as attendance devices to record visitor events.
Registration mode¶
Once NCheck visitor management clients registered with the token which is generated for registration mode, the clients can be used show either NCheck visitor management web pages or any 3rd party web page The registration mode has two options.
Internal mode
Internal mode is using to show NCheck visitor management specific web pages in clients. Internal mode configuration has following options as shown in Figure 268 .
Configure button
The selected page should be configured if the page has a configuration. The configuration is depending on the page. Default NCheck visitor management pages such as Schedule booking page and Overhead display should be configured to specific schedule.
External mode
As shown in Figure 269 , external mode is using to show 3rd party web page in the NCheck visitor management clients.
Figure 268 Internal registration mode configuration view¶
Registration device¶
Register devices installed NCheck visitor management android/windows client application as registration devices to work as kiosk to register visitors by creating appointments.
Figure 269 External registration mode configuration view¶
Overhead display device¶
Register devices installed NCheck visitor management android/windows client application as overhead display devices to show visitor appointments detail of specific a schedule
Pages¶
NCheck visitor management clients can be configured to show web pages to perform actions. Following pages currently available.
Common booking page
This page will show all available schedules to book appointments. Refer Common booking page section for more details. Once client device registered with the token for common booking page is known as Device registration .
Schedule booking page
This page will allow to configure specific schedule to be shown in NCheck visitor management clients. Refer Scheduled booking page section for more details. Once client device registered with the token for schedule booking page is known as Device registration .
Overhead display
Overhead display page can be used to show status of specific schedule. For an example to show information as below. Once client device registered with the token for overhead display page is known as Overhead display device . Refer Overhead display section for more details.
current appointment number is progress
Previous appointment numbers
Next appointment numbers
Custom pages
Customer can request custom pages based on the requirements. The pages will be provided as an extension to the server with extension installation guidelines. Refer section for more details about install extension.jar.
External mode¶
External mode configuration has following options.
Device registration token¶
Once the device registration token generated, the UI will be changes as follows.
Figure 270 Generated device registration token view¶
Registration token view
Registration token view has shown in Figure 271 .
Registration token
Copy to clipboard button
Copy token to clipboard
Registration token expiring date and time
Registration token as QR code to scan from NCheck visitor management clients
Remove button
Remove generated registration token.
Email button
Email registration token.
Figure 271 Registration token view¶
Table options¶
The following options are available in tables using over the NCheck visitor management control panel.
Figure 272 Control panel table view¶
Table header¶
Figure 273 Figure . Table header column view¶
Table column
Column sorting order as mentioned in Table 8
Column search
This field is used to filter the column content.
Icon |
Soring order |
None |
No sorting will be applied for the particular column |
|
Columns will be sorted in ascending order |
|
Columns will be sorted in descending order |
Table menu¶
Over the NCheck visitor management control panel, list of data is representing using data tables. Following features are available in the data table.
Figure 274 Figure . Table menu view¶
Save state
Save the applied filters and columns in the browser cache.
Clear all filters
Clear applied filters from the browser cache.
Columns
All table columns.
Visible columns
Hidden columns
Column menu¶
Data table column may have a menu as shown in below.
Sort ascending
Sort column data in ascending order
Sort descending
Sort column data in descending order
Hide column
Hide column from the table. Use visible option in the table menu to show the column as mentioned in Table menu .
Change column name
This will show change column name dialog as shown in Figure 275 .
Column name field
Change button
Change the column name
Close button
Reset column name
Figure 275 Change column name dialog¶
Table paging options¶
Table paging options allowed to prevent retrieving and loading large number of data to the table at once. These options are important to handle large data within the system without affecting the performance of the system.
Figure 276 Figure . Table paging view¶
Go to the first page
Go to the previous page
Current page number
Number of pages
Go to the next page
Go to the last page
Number of items for a page
The available options are 20, 50 100.
Index of the first row in the page
Index of the last item in the page
Number of items in the page
Control panel settings¶
Control panel setting as follows
General settings¶
Day start time¶
Time to start working/office hours. Default is 00.00.00.
Week start date¶
Week start day of the organization. Default is Monday.
Month start date¶
Month start day of the organization. Default is 1st day of the month.
Date format¶
Date format for the control panel and reports. Default is yyyy-MM-dd.
Time format¶
The time format for the Control panel and reports. Default is HH:mm:ss.
Unidentified event log count to keep¶
Number of maximum unidentified event logs to keep in the system. Older event logs will be deleted if the maximum event log count is exceeded. Set -1 to disable this setting.
External resource URL¶
In NCheck visitor management on-premises server, If the email sent to your inbox does not show images properly. You can keep those images in a publicly accessible location and specify URL for those images here. To refer default resource as “https://<server ip>:<port>/resources/ncheck.image?resource_name”.
Client settings¶
Result dialogue timeout¶
Timeout for check-in/checkout result dialogue. The default value is 5 seconds.
Enable licensing¶
In NCheck visitor management server, enable this setting to activate clients with the server license if there are available licenses as mentioned in Licenses section. This setting has been disabled by default.
Allow automatic peripheral enabling of new clients¶
If this setting is enabled, the peripherals in the registered devices will be enabled automatically. This setting has been enabled by default.
Event log image size¶
Size of the biometric image when recording attendance. The biometric image is sending to the NCheck visitor management server for user identification. Time took to record attendance can be depended on the size of the image. According to the selected size, image will be compressed without changing the aspect ratio. Default image size is Medium. The available image sizes are
Small
The images will be compressed to 224*224.
Medium
The images will be compressed to 512*512.
Original
The original image will be uploaded.
Note
The recommended event log image size is Medium.
Automatically synchronize offline data¶
Synchronize the offline data automatically with the NCheck visitor management server when enable offline mode setting is enabled. This setting has been enabled by default.
Allow predefined location¶
This setting is used to configure the location source for the Android clients need to be used when recording events. The available location options are.
Always use GPS
The location coordinate will be retrieved from the GPS facility available with the device.
Prefer GPS over predefined
If the GPS facility available, GPS coordinates will be used. Otherwise, predefined location will be used as mentioned in predefined location preference of Android client.
Always use predefined
The location coordinates will be taken from the predefined location as predefined location preference of Android and Lite client.
Self-enroll templates¶
If this setting is enabled, NCheck visitor management clients will enroll visitor biometric templates if there are no templates enrolled. if the visitor identification fails with biometric data, the client will ask for the visitor pass. Once visitor pass entered, the captured biometric data will be enrolled the visitor. By default, this setting has been enabled.
Hat detection¶
This setting allows to record events if the visitor wears a hat. If the hat detection feature is enabled, events will be recorded when the hat detection score from the client is greater than the Hat detection threshold .
Hat detection threshold¶
This setting is available in NCheck visitor management clients when the hat detection has enabled. Administrator can set the hat detection threshold. event will be recorded if the hat detection score from the NCheck visitor management clients lager than hat detection threshold
KIOSK mode operation (For Microsoft Windows clients)¶
Enable this to open NCheck visitor management clients for Windows in the full-screen mode. This setting has been disabled by default.
Duplicate event timeout¶
The time interval between consecutive attendances record to prevent duplicate record in seconds. Default is 3 seconds.
Hide user list on windows client¶
Enable this setting to hide the Windows user result views from the Windows Standard and Lite clients
Biometric settings¶
Face liveness mode for client application¶
Liveness can be used to differentiate live faces from non-live faces to prevents buddy punching. Face liveness mode is None by default. When this is enable, user will be asked to follow set of instructions. If user follows the instruction correctly, event will be recorded. Available options are
Passive
In this mode, the user should hold his head still for a few seconds.
Figure 277 Android Standard client in passive liveness mode¶
Active
Passive and active
Both passive and active mode above is combined for better face recognition result.
Simple
Custom
None
In this mode, the face liveness check is not performed.
Face liveness threshold for client application¶
The value which controls the requirements for client-side face liveness. The greater this value is the stricter rules are applied when deciding if the face is live. Default face liveness threshold value is 50.
Server-side face liveness checking¶
Enable this setting to differentiate live faces from non-live faces. Unlike client-side face liveness, here the server will detect the liveness of the captured face.
Server face liveness confidence threshold¶
The value which controls the requirements for server-side face liveness. The greater this value is the stricter rules are applied when deciding if the face is live. Default face liveness threshold value is 50.
Recognition threshold¶
Increase the value if same user identified differently time to time during identification. Note that good image quality is required for a higher recognition accuracy during face identification. Default recognition threshold value is 48.
Verification threshold¶
Increase the value if higher verification accuracy is required. Note that good image quality is required for a higher accuracy during face verification. Default verification threshold value is 36.
Enrollment threshold¶
Start with a higher enrollment accuracy if the system is intended to be used with a larger crowd. Default enrollment threshold value is 48.
Face confidence¶
Use higher face confidence for event image if good image quality is available. Default face confidence value is 40.
Face quality¶
Increase the value if the same user identified differently from time to time. By increasing the value, the system is forced to ignore low quality face images. Default face quality value is 40. Face quality will be 0, if the “Mask detection” setting is set to detect or required.
Mask detection¶
This setting can be used to detect user face with a mask. Before enable face mask detection, make sure that you have selected the “Detect face mask” setting under the “Face quality” setting in biometric setting. Once the mask detection is set, NCheck visitor management clients will calculate the mask detection score to perform the operations based on “Mask detection threshold” according to the selected mask detection option as below. The following settings are available for mask detection
Disable
Select this option to identify face without face mask.
Detect
Select this option to identify face with face mask. The detection will be indicated in the clients as follows
Table 9 Indicators for Detect mask detection option¶ Indicator of Windows Standard client
Indicator of Android Standard client
Mask detection score >= Mask detection threshold
Mask detection score < Mask detection threshold
Required
To record the event successfully, user must wear a mask. If the mask detection score is greater than the “Mask detection threshold”, attendance will be recorded successfully. The detection will be indicated in the clients as below
Table 10 Indicators for Required mask detection option¶ Indicator of Windows Standard client
Indicator of Android Standard client
Mask detection score >= Mask detection threshold
Mask detection score < Mask detection threshold
Mask detection threshold¶
Decrease the value, if a user face with a face mask is not identified as mentioned in “Mask detection” settings. Make sure that you have selected the “Detect face mask” setting under the “Face quality” setting in biometric setting
Maximum face yaw¶
The maximum angle of the face needs to be captured by the client. Maximum face yaw can be 0- 90 degrees.
Fingerprint quality¶
Increase the value if the same user identified differently from time to time. By increasing the value, the system is forced to ignore low quality finger scans. Default fingerprint quality value is 40.
Iris quality¶
Increase the value if the same user identified differently from time to time. By increasing the value, the system is forced to ignore low quality iris scans. Default fingerprint quality value is 50.
Face confidence for enrollment¶
Use higher face confidence for enrolling image if good image quality is available. Default face confidence value is 30.
Face quality for Enrollment¶
Increase the value if the enrolling face image duplicates with enrolled face image of another user. By increasing this value, the system is forced to ignore low quality face images. Default value is 48.
Finger quality for Enrollment¶
Increase the value if the enrolling finger image duplicated with enrolled finger image of another user. By increasing the value, the system is forced to ignore low quality finger scans. Default fingerprint quality value is 40.
Iris quality for Enrollment¶
Increase the value if the enrolling itris image duplicates with the iris image of another user. By increasing the value, the system is forced to ignore low quality iris scans. Default fingerprint quality value is 50.
High-speed face detection¶
High speed face detection when the face biometric is used. This setting has been disabled by default.
Disable duplicate checking¶
Enable this setting to enroll same biometric image for different users.
Web interface settings¶
Dashboard refresh interval¶
Dashboard refresh interval can be set in minutes to refresh the Dashboard to display recent attendance overview. The default refreshing interval is 2 minutes.
Show meridian in time¶
Enable the toggle button to show AM/PM with the time. This setting has been disabled by default.
Report export PDF font¶
User must select appropriate font from this setting to export report successfully according the selected control panel language. The available fonts are
Roboto (Latin)
Default font to export pdf report. Select this language to export report in any western European language.
Simsun (Chinese, Latin)
Select this font to export report in Chinese language.
Ek Mukta (Hindi, Latin
Select this font to export report in Hindi language.
Event log location map provider¶
Select map provider to
Check the map representation of visitor event logs as mentioned in Events map view section
Select GPS coordinates when creating NCheck visitor management location as mentioned in Add/edit location section.
Available map providers are
Google maps
Baidu maps
Map API key¶
Add map API key to enable map representation.
Notification send view¶
Notification send view is showing below.
Figure 284 Notification send view¶
Send email
By default this is enabled. To send email add
Email
Email address to send
CC email
CC email address if exist
Send SMS
Add phone number to send the SMS notification.
Sending time
This will appear for notification reminders only. Notification sending date and time can be set from here.
Send button
Close button
Note
To send email, email notification must be configured as mentioned in notification section. To send SMS, SMS notification must be configured as mentioned in notification section
Select visitor/employee profile image from unidentified events¶
This allows to select unidentified image from the unidentified events. Refer New event from unidentified events section for more details about unidentified events.
Figure 285 Choose from unidentified images dialog¶
Import and export data¶
Select import location¶
This view allows to browse files In the local file system for operations in NCheck visitor management system.
Select the import location file
Password protection
Select this check box to enter the password if the file is encrypted.
File password
Enter the encrypted password
Execute button
Execute button will be disabled if the mandatory fields are empty
Close button
Import from local file system¶
Choose the zip/csv file from the local file system
Select export location¶
Note
Encrypted files cannot be open via Microsoft Windows default extractor. You may use any third-party software which support encrypted files extraction.
Export option
File password
The password must have at least 6 character and one digit/
Confirm password
Execute button
Execute button will be disabled if the mandatory fields are empty.
Close button
Download exported files¶
Download file to the local file system.
Save to FTP location¶
This view allows to set FTP location details for file save operations in NCheck visitor management server
Figure 289 FTP server location configuration for save exported files¶
FTP host address
File path in the file system
Check this if the FTP access credentials is required
FTP Username
FTP password
Biometric management¶
Biometric management alows to manage employee/visitor biometrics in the server.
Figure 290 Biometric management view¶
Visitor/employee first name and last name
Enroll biometrics list
Enrolled biometrics images and the type (Face, Finger, or Iris) are available.
Capture menu
This menu will appear when this dialog is open from the NCheck visitor management clients. Refer control panel preference in client section. Client allows to
Capture face
Capture finger
Capture iris
Upload menu
Upload biometric from the device. When uploading images, the enrollment might be failed for large size images due to the network problems. If the uploading image is larger than 2MB, a warning appears as shown in Figure 291 . Following options available to upload biometrics.
Upload face image
Upload finger image
Upload iris image
Delete button
Delete selected biometrics.
Figure 291 Upload image size waring dialog¶
Enroll from history¶
The face, fingerprint, and iris images, unable to identify the user while recording attendances, are kept in NCheck visitor management server. These biometric images can be used to enroll employees/visitors.
Figure 292 Enroll biometric from history dialog¶
Enroll button
Close button
History event image filter view¶
Figure 293 History image filter view¶
From
To
Closely matching biometrics
NCheck visitor management server will filter out the closely matching biometrics for the user from history.
Filter by device
Enable this setting to filter out the biometrics from personal devices
Filter by user group
Enable this setting to filter images from selected user group.
Search button
Note
Filter by device and filter by user group filters are available for employees only.
History event image list view¶
History event image list view
History event image list view contain event image as shown in Figure 294 .
Event image
Delete button
Event date and time
Event detail view button
This will show event detail dialog as mentioned in Event detail view section.
Image paging view
Figure 294 Event image view¶
Report parameters¶
Time spent¶
The time spent for the appointment. This is addition of time difference of consecutive check-in and check-outs.
Appointments¶
Number of appointments booked by visitors
Present¶
Number of visitors who made either access or attendance event for the appointment
Access visitors¶
Number of visitors who made access events for the appointment
Attendance visitors¶
Number of visitors who made attendance(check-in/check-out) events for the appointment
Appointment status¶
Appointment status as mentioned in Appointment completion status section.
Appointment approval status¶
Appointment approval status as mentioned in Appointment approval status section.