Verifying Your Required Documents
When required documents have been submitted, you will want to review and verify the documents depending on your approval type. There are two ways to verify your required documents.
1. First, 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 "Link to 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 "Ok" to proceed. You can always go back and accept or reject the documents at any time.
2. The second way to approve a document is by clicking the "Edit" icon under the "View Full Details" column. Once you select the edit icon, document details will appear on the next page. From this page, you can view the document if one was uploaded. Once you've reviewed the document, select the appropriate status.
Now that you've learned how to approve or deny a submitted document, let's take a look at what happens on the kiosk when documents are outstanding.
When using document management, the kiosk will stop 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 requirements.
On the kiosk, once the user goes through the health screening questionnaire and temperature capture, if their required documents are outstanding, they will get an error message explaining that they are missing required documents, what those documents are, and that they need to supply the listed documents before being able to sign in.
Once you are collecting and verifying 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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