Once you have created your required documents, you can begin submitting documents can be via the Dashboard or the kiosk user can submit their documents at sign in.
Submitting Documents During Sign in on the Kiosk
If your kiosk is enabled with the Covid-19 Vaccination question, your kiosk will capture both a Covid-19 test or proof of vaccination for any person who has is not in compliance with your Covid-19 documentation policy.
If the visitor, vendor or staff member is signing in via the kiosk, they will be prompted to take a picture of their Covid-19 Vaccine card or Covid-19 test based on their response to the Covid-19 Vaccination question. If the kiosk user answers "Yes" to having gone through the full vaccination schedule, the kiosk will prompt them to capture their Covid-19 Vaccine Card at the end of the health screening process. If the kiosk user selects any other response, they will be prompted to capture an image of a negative Covid-19 test at the end of the health screening process. In the example below, the kiosk user has selected "Yes" to having received the full vaccination schedule:
First, the kiosk will ask if the individual has their vaccine card, or proof of test with them. If they say "Yes", they will be asked to choose the vaccine and date the dose was recieved.
Next, the kiosk user will be prompted to select the date of their test, or first and second dose of the vaccine. Once complete, they'll select next and will then be asked to take a screenshot of their proof of vaccination or test.
Should the kiosk user not have their proof of Covid-19 Vaccination on hand, a warning will be triggered. A staff member can override capturing the image should you be using Document Management alerts. If your organization is using the Document Management alerts, a text and/or email notification will be triggered. Please see the "Customized Alerts for Document Management" section below for more information on the types of alerts you can create for the Document Management feature.
Submit Required Documents Behalf of Staff, Vendors, Volunteers and Guests
A Dashboard Admin user can upload the required documents on a person's behalf through the Document Management Tab. To upload documents on someone's behalf, select "Submit Documents". Then, select the Visitor type you are submitting on behalf of, enter their name or phone number and click "Search".
Once you find the user you are submitting documents on behalf of, click the radio button to the left of their name. This will then prompt you to select the document you are submitting for the user. After you select the document to submit, fill out the required information (date, vaccine or test type when applicable, and approval status). When submitting documents via the Dashboard, it is not required to upload the document under review. Should you have a family member, guest, staff member or vendor who is exempt from either a Covid-19 Vaccination or Covid-19 test, you are able to exempt them from a specific requirement under the "Submit Documents" tab in Document Management.
If you select "Exemption Approved" under Status, the individual will no longer be asked to provide their Covid-19 test or vaccine when answering that they've not been vaccinated. They will continue to answer the vaccination question, however.
Now that you're collecting documents, it's time to review and verify the documents that have been uploaded via the Kiosk or the Dashboard.
Thanks for your interest in Document Management!
- To sign up, or for additional information, please email us at firstname.lastname@example.org
- For support and feedback on this feature, contact us at email@example.com