Staff Tracking
Learn how to enable and manage Staff Traveler functionality
District and Building Admins can manage Staff and Substitute traveler functionality for staff that regularly travel to other buildings to use as a part of the Self-Serve kiosk check-out process. To access the Staff Tracking page and set the needed settings, follow the below steps:
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Staff Tracking tab
Staff/Substitute Travelers
By default the Staff/Substitute Travelers functionality is disabled. Users can follow the below steps to enable this functionality.
- Enable the Staff/Substitute Travelers option
- Select which enablement is needed for Staff/Substitutes
- All Staff/Substitutes - If All Staff/Substitutes is set, then all staff and substitutes will be set as travelers.
- Individual Staff/Substitutes - If Individual Staff/Substitutes is selected, users will be able to set staff and substitutes as a Traveler on their Staff Profile.
- Click on Save and Apply to All Schools
Prevent School Overrides
If all schools will have the same Staff/Substitute Traveler functionality set up, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Staff/Substitute Traveler functionality set up, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set the preferred options for their school, including both Staff/Substitute Traveler functionality set up and Traveler Reasons.
Traveler Reasons
Once the Staff/Substitute Travelers functionality is enabled, users are able to manage the needed Travel Reasons for staff set as Travelers to select from when they check out on the Self-Serve kiosk. Please note that "Traveling to Another Building" and "Check Out for the Day" are mandatory options and cannot be unchecked. Please see below to learn how users can add, edit, delete or disable a Traveler reason.
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Add a Traveler Reason:
- Click on the + Add Custom option to add a new Reason
- District Admin - User can add a custom Reason to display in all buildings in the district
- Building Admin - User can add a custom Reason to display in their building only
- Enter the needed Reason and click Add
- Click on the + Add Custom option to add a new Reason
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Edit a Traveler Reason:
- Hover over an existing Reason and click on the Pencil icon
- Make the needed edits
- Note: Editing a Reason that has already been used will edit all past events where it was used
- Click Edit to save changes
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Delete a Traveler Reason:
- Hover over an existing Reason and click on the Trash icon
- Note: Reasons that have been deleted will still show on reports for when they were used prior to deletion
- Click Yes to confirm the deletion
- Hover over an existing Reason and click on the Trash icon
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Disable a Traveler Reason:
- Uncheck the box next to a Reason to disable
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Enable a Traveler Reason:
- Check the box next to a Reason to enable
Prevent School Overrides
If all schools will have the same Staff/Substitute Traveler functionality set up, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Staff/Substitute Traveler functionality set up, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set the preferred options for their school, including both Staff/Substitute Traveler functionality set up and Traveler Reasons.