Check In (Planning Document Event)
- psmith
- Devraj Handge
Each planning document event will have ability to allow for members and candidates alike to “Check In” to the event.
2 places where we can find the ability to Check In.
Check in Via Important Links “CheckIn URL”
Log in as administrator, click on the “Intake Season” Dashboard button. Then click on the “Important Links” link to expand. Click on the “Check In Link” URL.
Check in Via Planning Document “Check In” button
When it is within the time frame of a Planning Document Event the “Check In” column will have a time clock icon button. Click the time clock to view the “Check In” screen.
Check In For Candidate
For the candidate check in click on the check in “important link” or click on the “Check In” button.
User will be redirected to check in screen.
Click on “I AM NOT A MEMBER” button.
Click on NEXT button.
Answer all the questions and click on next button.
Enter candidate email address and password and click on “CHECK IN” button.
The Candidate will be checked in.
Check In For Member
For the candidate check in click on the check in “important link” or click on the “Check In” button.
User will be redirected to check in screen.
Enter Membership number and click on next button.
Answer all the questions and click on next button.
Enter member email address and password and click on “CHECK IN” button.
Member will be checked in.
You can see check in history via 2 ways:
From set planning document.
Go to set planning document and click on report button.
2. Select a chapter, scroll down and expand the check in section.