Building Check-In Process¶

This type of Check-In was created to be used in an activities building / gym where you want to monitor and control who comes into the building. Each church sets the parameters that fit their needs. Example: Members, or anyone enrolled in a Life Group, who is 14 yrs old or older. By using an age requirement, the child must be with an adult. This can use a saved search (Status Flag) created with your criteria. So, you can also create an Extra Value and include it in your search to allow certain people access when they do not fit the normal criteria.

The designed setup uses dual monitors - one for the person checking in (which displays the keypad), and the other for an attendant behind the desk. The attendant screen displays a picture and any notes about that person.

Building Check-In allows for members to bring guests, if you want. You can place a limit on the number of guests one person can bring into the building.

Unlike normal Check-In, Building Check-In does not use organizations and meetings. It uses a set of Activities that each church creates in Special Content. When a person checks in, TouchPoint captures the date and time along with the Activities selected. The system also records if the person brought any guests.

The Check-In Activity Log gives you all of that information. It is a great way to help you evaluate how your building is being used.

Like normal Check-In, this type uses a phone number for the person to check-in. So, it is very quick and easy. A new record can be added at the kiosk if the member brings a guest who is not in the database. Also, you can edit an existing record and take a photo, if you have a camera attached.

Create the Saved Search¶

This search will be used in the text file and will determine who can check into the building as a ‘member’. You will save the search as a Status Flag.

Step 1

Create a new search, adding the conditions you want as qualifiers for someone to check into the building.

The screenshot above is an example of a saved search. It requires everyone to be at least 14 yrs. old and match any one of the following criteria:

- Member of the church

- Enrolled in a Main Fellowship class

- Enrolled in an organization in the Program Recreation and the Division Recreation

- Have the Extra Value Building Access set to True

Note

This search is using a Standard Extra Value named Building Access. See Extra Value for more details in using this.

Step 2

Save your search using this naming convention in order to save it as a Status Flag The name first contains the letter F followed by 2 digits from 01 to 99, then followed by a colon and then the display name of the status flag.

Example: F30:BuildingAccess

The only part of the Status Flag name that will be entered in the Text File (see below), is the letter F and the 2 digits - F30.

Setup Building Check-In Profile¶

Under Administration > Check-In > Profiles you will create a Building Profile. Click the green Add box and add the following information:

Step 1

Enter the Profile Name

Step 2

Under the General tab and Mode field, select Building Mode

Step 3

Under the Building tab you can choose to use a Print Name Tag, select the Limit to Status Flag, and add the Activities. For the Activities make sure to enter them by their name and with a comma then space after any other added activity.

Step 4

Enter the information you would like under the Design tab and Add Family tab and when finished building this profile click Save.

Attendant Dashboard¶

The Attendant Dashboard can be accessed on the attendant’s screen by going under Administration > Check-In > Attendant Dashboard.

How it Works for the Attendant¶

When someone enters their phone number, the Attendant will see the individual’s photo on the right side of the Attendant Console. They will also see any notes under their picture.

Because matching a person with their photo is an important feature of Building Check-In, the Attendant will want to take a photo if there is not one on the person’s record.

On the left side of the screen is a running history of that day’s check-in activity. If someone cannot check in, they will see a message giving the reason.

If the Attendant needs to add a note he can do so on the Attendant Console.

Step 1

Click the line of history (on the left side of the screen) that relates to the person about whom you need to add a note.

Step 2

Place your cursor in the notes field and enter the text.

Step 3

Press Save.

How It Works for the Person Checking In¶

Step 1

A member enters his phone number and presses green search button.

Step 2

The name associated with that number is displayed.

He then presses the checkmark beside the Activity and the green Check In box to check in.

Note

If a person is not on the Status Flag tied to this Check-in Profile, they will not be found. If they have a family member that is on the Status Flag but they themselves are not, you can check-in them/family members not showing by using the Admin Code and searching for that family.

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