Check-In Dashboard

The Check-In Dashboard is an Attendance Report that will assist in monitoring real-time check-in numbers against the Involvement’s set capacity.

Set Up

  • To use this feature, your church must also be using Using Web Check-In.
  • In addition to the standard settings needed for Check-In, you may elect to set a Capacity on the Involvement’s Schedule.
  • You may set or edit a Capacity on the Involvement’s Settings > Attendance tab. The Capacity is set on the individual Schedule. Read more about Involvement Attendance Settings Tab here.

Accessing The Check-In Dashboard

  • Give anyone the CheckIn Role if they will need to use the Check-In Dashboard. Read more about New Users And Roles here.
  • The Check-In Dashboard is found under the Reports Menu > Attendance Summary > Check-In Dashboard. It launches in a new browser tab.

Using The Check-In Dashboard

  • The Check-In Dashboard is designed to give us live reporting for our Check-In Involvements.
  • For a Meeting to appear in this list, the Involvement must have the Box Checked to Allow Check-In; and there either needs to be a Schedule or Meeting for Today.
  • If left unfiltered, you will see all Meetings for Today.
http://i.tpsdb.com/Hayley-CheckInDashboard.png

Layout

  • Filters
    • Program: Filter by Meetings for Involvements belonging to a specific Program.
    • Division: Filtering by Division will display Meetings on Involvements that belong to that specific Division.
    • Campus: Filter by Campus to reveal Meetings that will occur at that specific Campus. This looks at the Campus Setting on the Involvement.
    • Time: Filter by the Schedule set on the Involvement’s Settings > Attendance tab.
  • The Meeting Time comes from the Involvements’ Schedules/Meetings for today.
  • Below that is the Involvement Name and Location. If a Meeting has already been created (either manually or by Attendance being recorded, such as through Check-In), the Involvement Name and Location will be a Link that will take you directly to that specific Meeting. The Location may be set or updated on the Involvement’s Settings > General tab.
  • You see a column indicating how many are Present. This column is pulling information from the Meeting Page. In the screenshot above, 2 people have checked into the 1st Grade Happy Hippos class, and 3 people have checked into the Pre-K class. (Keep reading to learn why the “3” appears highlighted in red.)
  • The Capacity comes from the Involvement’s Schedule. As you are able to establish a Max Capacity per Schedule, this number is letting you know how many people your room can contain. If there is No Capacity, there will be Two Dashes, as you see indicated on several Involvements in the image above.
    • When a Meeting reaches Capacity, the number in the Present column will appear highlighted in red, and the Meeting Status will change form Open to Closed.
  • The Up and Down Arrows on each row Increase or Decrease the Capacity. This does not update the Setting on the Schedule. This simply allows for Reducing the Limit to Close a Meeting if you perhaps didn’t have as many Teachers show up as expected…or it allows you to Increase the Limit and/or Open a Meeting if you are able to accommodate more than originally thought.
    • Increasing or Decreasing a Capacity for a Meeting that is not yet Open will trigger the Meeting to be created. That will then turn the Involvement Name and Location into a Link to the Meeting page.
  • The two Statuses are Open and Closed. The Open/Closed toggle will appear once a Meeting exists. (A Meeting will be created by someone checking in to an Involvement or by a Check-In manager clicking the Up or Down Arrow next to the Capacity.) You may easily switch the Meeting from Open to Closed (preventing anyone else from Checking In). Members and Guests may check into an Involvement as long as it is configured for Check-In and does not have a Status of Closed.

Note

The real-time monitoring will be up-to-date as long as the browser is active. For example, if you are displaying this on your phone’s browser, and you turn your screen off, you will need to refresh the page the next time you view the Check-In Browser to restart the real-time monitoring.

Tip

Scenario: In order to close a meeting, you must create it and then close it. If you don’t want to count against attendance percentages, check the box next to Did Not Meet. Read more about the Did Not Meet feature.