Sign-Ins by Workflow

Sign-Ins by Workflow

Sign-Ins by Workflow allows you to view reports through VR Portal of everyone who signed in and out on your VisitorRego appliance.
Reports can be created for a specific date range and filtered to only show specific information using the search function. Once a report is created, the information can be exported in a number of ways.



Access Sign-Ins by Workflow


1. Hover over Register   in the navigation menu on the left.
2. Click on Sign-Ins by Workflow in the Register menu.

If your VR portal login has access to more than one site you will be able to toggle between sites using the site selector drop-down field.
To switch sites, click on the Sites drop-down field at the top left of the page, then select which site you wish to view.

Viewing a registration profile


The details of people who registered can be viewed directly on the Sign-Ins by Workflow page.
to drill down on a specific person to see all information relating to their registration, simply click on their name to bring up their profile window and the information will be displayed.



To close the profile window, click the X at the top right of the window or click anywhere on the page outside of the window.

Search by specific person or organisation


To view a report for a specific person or organisation, enter some or all of the persons name or organisation into the search field at the top right of the page.
The report will change based off what you are entering as you actively type.



Filter by a specific date range


To view sign-in's that occurred within a certain time frame, use the date range pickers which are found near the top of the page above the column headers.



To set your date range, start by clicking on the from date picker button, then select the from date.
Once your from date is set, click the to date picker button, then select the to date.

Sign-in's that occurred within the selected period will be displayed on the page.

Sort information in a specific order


Information can be sorted by clicking the header of a column.
Clicking a column header once will sort the rows in ascending order. Clicking again will sort the rows in descending order.

Exporting a report


To export all information currently displayed on the page, click the Export drop-down field found at the top right of the page.



There are several ways the information can be exported.

Copy - The information is copied to clipboard, allowing you to paste it into another application.
CSV - The information is exported to a CSV file which can be accessed using Excel.
PDF - The information is exported to a PDF file.
Print - The information is printed out.

Click on your desired exporting option to export the report.

Understanding the Sign-Ins by Workflow columns


Name - Name of the individual signed-in.
Organization - Organisation or company the individual is a member of.
Fit - Indicates if the individual has an authorisation and if the authorisation is current or expired.
Phone - Phone number of the individual.
In - The time and date that the individual signed in.
Out - The time the individual signed out.
 - The duration the individual was onsite.
Meeting With - The staff member the individual met with.
Department - Department of the person met with.
°C - The temperature recorded by the integrated temperature thermometer.
Workflow - The health and safety workflow the individual selected (e.g. visitor or contractor).
Note - Note generated by the sign-in process (e.g. when the individual has been denied access).
In At - The appliance or the individual signed in at.
    Fields 1-3 - These fields are available for any other data you want to capture during sign-in.

Show/Hide columns


Columns can be hidden from view by clicking on the Show/hide columns drop-down field.
To hide a column, click on the column name. The text will change from black to grey to indicate that it will not be displayed.
To show a column, click on the column name. The text will change from grey to black to indicate that it will be displayed.

To restore visibility of all columns, click on Restore visibility.

The amount of sign-in records that are shown per page can be changed by clicking on the Show 100 rows drop-down field, then by clicking on the number of records you would like to be shown.

Note: your desired column view and records per page will be saved in your browser. The same view will be displayed the next time you view Sign-Ins by Workflow.


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