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Document Compliance checking requires the Document Module which is a Premium Feature, only available on certain plans or added to your existing plan.

The document compliance check will ensure anyone attempting to sign-in has completed and submitted a required document to continue. If a required document has not been submitted and approved, the sign-in will be halted and a message sent to your default compliance location contact person.

Document Check Setup with the Kiosk Designer

Go to your sign-in points kiosk editor and edit your kiosk (or create a new one)

In the options go to the Compliances section

Select checkbox Local Compliance Check to activate. ​Note: If this option is not ticked and LinkSafe or Maintenance Connection module is enabled, the VMS will validate using the relevant module.

Click checkbox to enable Ask for documents if check failed if required

Reload kiosk iPad app to see the changes. 

1. Click on Workflows
2. Select Add Screen
3. Add the Express Check-in screen
4. In the options go to the Compliances section
5. Select checkbox Local Compliance Check to activate. ​Note: If this option is not ticked and LinkSafe or Maintenance Connection module is enabled, the VMS will validate using the relevant module. 
6. Click checkbox to enable Ask for documents if check failed if required
7. Click Save
8. Reload kiosk iPad app to see the changes.

Enforcing User Document Requirement

By default, the system does not perform document compliance check on the all users. If you require a User to have a document submitted before they can sign-in you need to make the document mandatory.

Select the documents that need to be required before sign-in

1. Click on your Workspace
2. Click on Users
3. Select a User
4. Click on Documents
5. Select the documents that need to be required before sign-in
6. Click the Mark as Required button

These documents will now need to be submitted by the user and/or approved before they can sign in on a kiosk.

Enforcing Supplier Document Requirement

By default, the VMS does not perform document compliance check on the all suppliers. If you require a Supplier to have a document submitted before they can sign-in you need to make the document mandatory.

1. Click on your Workspace
2. Click on Suppliers
3. Select a Supplier
4. Click on Employees
5. Select the Employee
6. Select the documents that need to be required before sign-in
7. Click the Mark as Required button

How to setup document compliance checks for employees and contractors