Document Compliance checking requires the Document Module which is a Premium Feature, only available on Premium plans or added to your existing plan.
Note: When using local document compliance check, third party contractor modules such as LinkSafe and Maintenance connection cannot be used at the same time for the particular sign-in flow.
Introduction
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)
Click on Workflows
Select Add Screen
Add the Express Check-in screen
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, Teamgo will validate using the relevant module.Click checkbox to enable Ask for documents if check failed if required
Click Save
Reload Teamgo iPad app to see the changes.
Enforcing User Document Requirement
By default, Teamgo 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.
Click on your Workspace
Click on Users
Select a User
Click on Documents
Select the documents that need to be required before sign-in
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, Teamgo 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.
Click on your Workspace
Click on Suppliers
Select a Supplier
Click on Employees
Select the Employee
Select the documents that need to be required before sign-in
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.
