Verifying Your Required Documents
When a community required document has been submitted, you will want to review and verify the documents depending on your approval type.
First, you will want to hover over the Documents tab in the dashboard & click Verify from the dropdown.
On this page, there are two ways to verify your required documents.
First option is through a quick approval process using the "thumbs up" or "thumbs down" icons.
If you need to view the document before using quick approval, simply click on the submitter's name or choose the download option for the document.
Once ready to approve or reject the submitted document, click on the appropriate icon.
When selecting thumbs up or down, an icon will appear at the top of the screen asking if you are sure you want to quickly approve or reject. Select "Yes" to proceed. You can always go back and accept or reject the documents at any time.
Additionally, if you want to perform a quick mass approval or rejection, you can check off the box next to several submitter's names and choose one of the Quick Actions at the top of the screen. You will only be able to check the box next to submitter's who's document has not received either a rejection or approval already.
The second way to approve a document is by clicking the "View Full Details" icon next to a submission. Once you select that icon, document details will appear on the next page. From this page, you can view and download the document (if one was uploaded.) You can also see the details they provided when submitting their document.
Once you've reviewed the document, select the appropriate status. If needed, enter a comment about the submission. To finish the approval process, click "Save".
Now that you've learned how to approve or deny a submitted document, let's take a look at what happens on the kiosk and mobile app when documents are outstanding.
Kiosk and Mobile Behavior
When using document management, the kiosk and mobile app will stop kiosk or mobile users from signing in if they have either not submitted the required documents within the grace period, or if the submitted documents do not meet your community's requirements.
On the kiosk, once the user goes through the health screening questionnaire and temperature capture, if they answer no to having their required documents, they will get an error message pointing them towards work with a staff member to resolve this issue.
On the mobile app, once the user selects Sign In, if their required documents are outstanding, they will get an error message explaining they need to supply the listed documents before being able to sign in.
Once you are collecting and verifying community required documents, you can utilize the reports feature to view the status of a specific kiosk user's documents, a specific document or documents by visitor type, for example. You also have access to custom Document Management alerts in order to be notified the moment someone does not meet your Covid-19 policy.
Thanks for your interest in Document Management!
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