Before you start scanning, you need to create an operation. You do this by creating a scan and setting up an operation. Follow the steps below to get started.
Operation
- Go to 'Dashboard' at the top and click on the correct event.
- In the menu on the left, click 'Scanning' and then 'Scan operation'.
- Then click the pink button 'Create scan operation'.
- Choose a logical name for the scan operation.
- Select the correct event for which you want to create the scan operation.
Tip: Check the EID in the 'Events' field to make sure you have added the correct event.
- Do you already have scan users? Click on the correct one; this will move them from the left field to the right field.
- Do you not have any scan users yet? Skip this step and continue creating the scan operation.
6. Give the session a name. If this is a one-day event with one entrance, enter the event name here. If there are multiple days, entrances or time slots, create separate sessions for each of these.
Note: A ticket can be scanned once per session. If you create multiple sessions and add the ticket to multiple sessions, the ticket can be scanned again in each session.
7. For Entrances and Entrance groups, enter the entrance (choose the venue name or a number here, for example: Entrance 1). If there is no distinction between entrances, give these two fields the same name.
8. When you are done, click the pink button 'Create'.
For more information about entrance groups, see below:
- Entrance groups: Entrance groups overlap the individual entrances that share the same settings. Later, when assigning certain products to entrances, you will see that this is done at the entrance group level.
- An example: Do you want to see how many visitors entered via the north or south entrance, but these visitors have the same ticket? Then use one entrance group (for example 'Regular') and make the distinction between north and south under Entrances.
- If you are selling VIP tickets, you probably do not want these scanned at the regular north and south entrances. In that case, create the entrance group 'VIP' and the entrances 'VIP South' and 'VIP North'.
- It is possible to have multiple entrances in one group, as well as to have multiple entrance groups.
- Entrance groups are created first. Give the groups a clear name. If you do not make a distinction, give the entrance the same name as the entrance group.
- Then place the entrances in the entrance groups. For example: Car and Bus, or North and South. Make sure that the entrances are clear and self-explanatory for everyone, and use the same names that will be used on location.
9. You are now on the next step 'Edit scan operation'. Here, select which user is allowed to scan which entrance. For admin and manage users, this selection is not necessary. They are allowed to scan all entrances and sessions where applicable. Read below for more information.
User access rights: For each created scan user, a scan session can be selected. Example: Scan staff that only scans on Friday only needs access to the Friday session. It is also possible to specify which entrances the specific scan user is allowed to select.
10. Now expand the 'Product configuration' section. Select which product may be scanned at which entrance. If all products can be scanned at all entrances or the only entrance, click 'Select all'. See below for more information about assigning products to entrances.
Product configuration: It is important to keep the following in mind when you start the product configuration.
- Adding a product to a session means that the product may be scanned during that session. For every session again!
- Adding a product to an entrance group means that the product may be scanned at the group with the same settings. The entrance can then be added under user access rights to the correct scan user.
If subproducts have been used, these can be found at the bottom. They can be assigned in the same way as regular products. An entrance or session must be selected.
11. Click 'Save'. Note: After making changes, do not forget to click 'Save' again.
Is the operation complete? Then generate your QR code now (see pink button at the top right). The operation can be loaded by scanning the QR code with the phone. Make sure that the desired user for this specific action is selected and click 'Generate'. This action must be performed for every user who is going to scan.
Users
Do you want to create user(s)? Then under 'Scanning' on the left, go to 'Users'.
- Click 'Create user' at the bottom.
- Fill in all fields and give the users a logical name, including an abbreviation of your organisation name. Example: Paylogic_Admin01 or Paylogic_Scan01.
- Assign the desired role to the user. See below for the different user roles. If new scan users have been created, do not forget to add them to the scan operation. To do this, go back to 'Operations' in the left column, click on the correct operation, and at the top click 'Edit operation'. Next to 'Users', click on the users you want to add; this will move them from the left field to the right field.
In
this article you can read more about the different user roles.
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