REFERENCES

Scenario

Visit scenarios are predefined in the system. A scenario is used as a basis for creating a visit schedule. Visit scenario defines the visitor and appointment information collected during the booking or registration. Additionally, it can have scenario specific configurations. NCheck visitor management has 10 default scenarios. Each scenario addresses different applications.

1. Personal

   To meet person in the organization.

2. Place

   To visit a place like museum, art gallery, church, temple, Government office.

3. Banking

   To visit financial institution like bank, finance company, etc.

4. Events

   To attends events such as seminar, classes, exhibitions.

5. Hotel

   Visitor access of rooms, restaurants in hotels, restaurants, clubs in a hotel

6. Consultancy

   To meet consultant like a lawyer, doctor, teacher, government officials.

7. Smart access

   Access offices, building by Visitors with electronic ID cards or passports.

8. Simple biometrics

   Allow access to any visitor with a printed/electronic token or biometric.

9. Payment

   Pay bills, advances etc.

10. Travel and entertainments

    Visit cinema, drama, lectures, seminar, games.

If an existing scenario is not available for a customer scenario, custom visit scenario can be requested. Custom scenario is required if any of the predefined scenario does not fulfil the customer requirement. In such cases, customers can request a custom scenario for their requirement. Custom scenario is provided as an extension to the server with extension installation guidelines. Refer Use extension section for more details about installing extension.

Schedule

Schedule quick view

Schedule quick view shows the overview of the schedule.

Figure 340 Schedule quick view for single appointment schedule

1. Schedule thumbnail

2. Schedule name

3. Schedule location

4. Schedule start and end date time

   If the schedule is single appointment schedule, it will show appointment start and end date time. If the schedule is session schedule, t shows period starts and end date.

Filter schedules

Filter schedules simplify appointment creations from online or walk-in kiosks when there are large number of schedules available. Filter schedule view is shown in below. This page can be accessed from the following URL. {server}:{port}/web/public/template/schedule_selection_public/html/{customer Code}

1. Server

   Server name

2. Port

   Service port configured on the server.

3. Customer code

   A unique id receive after successful signup for the cloud.

   

   Figure 341 NCheck visitor management online filter schedules page

4. Filter view

5. Schedule list view

Filter view

Figure 342 Filter view of online booking page

1. Schedule

   Filter by schedule name

2. From

   Schedules start date

3. To

   Schedules end date

4. Search button

   Search schedules according to the selected filters.

Schedule list view

Figure 343 Schedule list view

1. Schedule view

2. Schedules paging view

Schedule view

1. Schedules detail view

2. Schedule date view

Schedule date view

Appointments date view shows the dates allows to book appointments. If the schedule is a single appointment schedule, this allows to select appointment date. If schedule Is a session appointment schedule, this allows to select the period appointments should be created.

Figure 344 Schedule date view for single appointment schedule

Figure 345 Schedule date view for session appointment schedule

Appointment date view is shown in below.

1. Select schedule date/period start date.

2. Schedule date quick view

   Schedule date quick view is showing first 2 appointment dates/period start date of the schedule. To browse all appointment dates/periods select More button.

3. More button

   More button allows to select appointment date/period from available as shown in Figure 346 and Figure 347 .

   

   Figure 346 Available period list view

   

   Figure 347 Calendar view to select appointment date

Schedules detail view

Schedule detail view shows the details about selected schedule date to book appointment.

Figure 348 Schedule detail view

1. Schedule quick view

2. Select button

   Select schedule date and proceed to appointment booking.

3. Number of booked/available appointments

   If the Slot occupancy is equal to 0, this view is showing number of booked appointments for selected schedule date. If the Slot occupancy is greater than 0, this view is showing number of available appointments to book for selected schedule date.

Time slots

When the Slot time is greater than 0 when creating schedules as mentioned in Add/edit/clone schedule section, the time slots are available to select when creating appointment as below.

Figure 349 Time slot selection view

1. Unavailable time slot

   The time slot is considered as unavailable if,

   1. Slot end time has passed

      Visitors are not allowed to book appointments for the slots already ended.

   2. Time slot is fully booked

      This applies if the Slot occupancy is greater than 0. Slot is unavailable if the number of appointments for the slot is equals to Slot occupancy

   3. Time slots start and end time fully overlap with break time

      when the schedule has break time, which start and end time overlap with the slot start and end time, visitors not allowed to book appointment for the time slot.

2. Selected time slot

3. Time slot view

   Time slot view has shown in Figure 350 .

   1. Break time indicator

      If the time slot starts and end time is overlap with break start and end time break time indicator will appear. Break time indicator is showing when admin/visitor admin booking appointments as mentioned in New appointment section.

   2. Time slots start and end time

   3. Number of booked/available appointments

      If the Slot occupancy is 0, then the number of booked appointments is showing. If the Slot occupancy is greater than 0, number of available appointments are showing.

Figure 350 Time slot view

Seat selection

Seat selection is mandatory when booking appointment if the schedule created from travel and entertainment scenario. Seats can be configured for schedule as mentioned in Seating configuration section . Once configured seat selection view will appear when booking appointment as below.

Figure 351 Seat selection view

1. Seat legend

   Following types are available in the seat legend.

   1. Seat categories

      All seatings groups are showing in specific color with the group name as configured in the Seating configuration section .

   2. Occupied seats

      The seats already booked.

   3. Reserved seats

      The seats reserved by someone. Once a seat is reserved, it is not allowed select to book. Reserved seats are showing in the Add/edit appointment detail section.

   4. Selected seats

      Selected seats for the appointment.

2. Seat direction

3. Seat selection view

4. Selected seat details

   All selected seats are appeared in this section including number of seats, pricing for each group.

Note

Seat configuration can be customized as the customer requirement. Refer Use extension section for more details.

Visitor form

Visitor form is used to take the visitor details when booking appointments. Visitor form can be built as mentioned in Visitor form builder section.

Note

The custom form fields can be delivered to the system as an extension based on customer request. Refer Use extension section for more detail.

Break time list view

Break time can be added to the schedule as mentioned in Add/edit/clone schedule section. Available break times for the schedule are shown in the online, kiosk and appointments booking pages as shown in below.

Figure 352 Break times view list view

1. Beak time list view

   Break time list view contains break time views. Refer Break time view section for more details.

Break time view

Break time view shows the following information.

Figure 353 Break time view

1. Break name

2. Break start and end time.

Appointment completion

Once created the appointment from online and registration device, the appointment completion section will be shown.

1. Schedule quick view

2. Appointment starts and end time.

3. Appointment completion status

   There are 3 appointment completion statuses available.

   1. Pending approval

      If Automatic approval of visit requests setting in the schedule is disabled, appointments created by visitors will be shown as pending approval. The administrator should approve the appointment to complete the appointment.

   2. Pending payment

      When schedule has a payment configured with payment gateway, payment pending completion page is showing to complete the payment. Once payment completed the successful completion will be shown

   3. Successful

      The appointment is successfully created.

   4. Fail

      Fail to create appointment. This can happen when fail to complete the payment through the payment gateway.

4. Visitor details

5. Pricing details

6. Ticket view

7. Action button

   Action button appears depending on the appointment completion status. Following action buttons available by default.

   1. Pay now button

      Proceed to the payment gateway if configured.

   2. Download ticket button

      Download ticket button appears in the online page to download the ticket if Allow visitors to download pass setting is disabled in the schedule.

   3. External executable trigger button

      External executable trigger button is available in the Registration device if external executable has configured for the schedule as mentioned in External executable section.

   4. Book again button

      Redirect to book new appointment again.

Note

Appointment completion page can be configured as per customer requirement.

Ticket view

Reference to the appointment when the appointment is successful or sent for approval. Ticket is not showing in the completion page for Registration device .

Figure 354 Ticket view

1. Appointment date

2. Schedule name

3. Schedule location

4. Visitor pass code

   Visitor pass code either generated by the system or given by the visitor on appointment creation according to the Visitor pass generation method of Additional settings section .