Document Compliance checking requires the Document Module, which is a Premium Feature, only available on certain plans or added to your existing plan.
Introduction
The document compliance check ensures that anyone attempting to sign in has completed and submitted the required documents to continue. If a required document has not been submitted and approved, the sign-in will be halted, and a message will be sent to your default compliance location contact person.
Document Check Setup with the Kiosk Designer
1. Access the Sign-In Point Designer
From your Teamgo dashboard, navigate to Sign-in Dashboard > Sign-in Points
Select an existing iPad sign-in point or create a new one
2. Add a Compliance Workflow
Click on the interactive element within your sign-in flow
Select Configure Workflow
Click the plus (+) icon to add a new step
Choose Express Check-in as the workflow type
3. Activate Compliance Checks
Scroll to the Compliances section
Enable the option for Local Compliance Check
4. Optional: Allow On-the-Spot Document Submission
Enable the "Ask for documents if check failed" option if you'd like users to upload missing documentation during the sign-in process
5. Save and Apply
Click Save to confirm your changes
Refresh the Teamgo Kiosk iPad App to apply the updated settings
Enforcing User Document Requirements
By default, the system does not perform a document compliance check on all users. If you require a User to have submitted a document before they can sign in, you need to make the document mandatory.
Click on the People icon
Search for the User of interest
Select a User and go into their profile
Click on Documents
For the documents that are required before signing in, put a tick on Required
These documents will now need to be submitted by the user and/or approved before they can sign in on a kiosk.
Enforcing Contractor Company Document Requirements
If you want to require a contractor company to submit company documents before their workers (inductees) can sign in, you need to make the document mandatory.
Click on the Manage Contractors icon
Select the contractor company of interest
Under the documents tab, click the three dots next to the document of interest and choose to set it as required/not required.
Enforcing Inductee Document Requirements
If you want to require a contractor company's workers to submit a document before their workers (inductees) can sign in, you need to make the document mandatory.
Click on the Manage Contractors icon
Select the contractor company of interest
Under the inductees tab, click the name of a worker
Click the three dots next to a document and set it as required or not required
