✏️ Edit Check-in and Onboarding Rules
For example:
You may want Contractors to enter only if they have provided you with a valid driver's license, while Staff and Deliveries sign in with just their faces.
You may want to collect Visitor's names and emails, but also collect phone numbers from Contractors.
You may want to enforce temperature or BAC checks for everyone.
Onboarding rules
Create an onboarding rule for every type of visitor you expect, using labels. First-time visitors will be enrolled and categorised based on the option they select.
For each entry, decide what data to collect: name (or any other identifier), email, phone number or all three. Additionally, define if face collection is required, optional (this will allow people checking in to opt-in to submit a face) or disabled altogether.
Onboarding information will be stored as Identity metadata. Learn more.
Onboarding options appear in Doorkeeper’s standby screen - this is the first screen new visitors will see when they start their enrolment process. If you would like compliance to be checked for an Employee or Contractor, we recommend leaving out these personnel types when creating Onboarding rules.
Template rules were created for you at the time of purchase, but they can all be edited to suit your use case. You can create, edit and delete an onboarding rule in the Aware Web App 🖥️.
❗ Before you start, make sure a label has been created prior to creating the onboarding rule for the label.
Create a new onboarding rule
- On the Aware Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Location (select the desired location from the drop-down) and look for theOnboarding tab
- Click on the Add Option button on the right-hand corner of the screen.
Give the option a name, that'll be visible on Doorkeeper's welcome screen.
Select a label that applies to this option.
Select the information you want to collect: name, phone number, email address, address or a combination of them.
Define if a face is required, optional or disabled.
Click the Create button when you're ready. Your new onboarding rule will appear on the list.
Edit an onboarding rule
On the Aware Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Location (select the desired location from the drop-down) and look for the Onboarding tab.
Click on the Edit button next to the onboarding option you would like to edit.
Make your changes, and click the Create button when you're ready.
Delete an onboarding rule
On the Aware Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Location (select the desired location from the drop-down) and look for the Onboarding tab.
Click on the Edit button next to the onboarding option you would like to delete.
Click on the Delete button on the bottom left of the popup. A prompt will appear asking you to confirm your decision.
Check-in rules
Different labels can have different check-in requirements.
Template rules were created for you at the time of purchase, but they can all be edited to suit your use case.
⚠️ Labels not included in this list will be stopped at Doorkeeper points of entry. Make sure you have at least one rule per label.
While some information needs to be collected on-site (like temperature and BAC checks), documents and surveys can be provided in advance via pre-registration.
You can create, edit and delete Check-in rules on the Aware Web App 🖥️.
Create a Check-in rule
On the Aware Web App 🖥️, navigate to Settings > Locations (select the desired location from the drop-down) and click on for the Check-in rules on the left side of the screen.
To add a new Check-in rule, click on the Add rule button on the right-hand corner of the screen.
Click on the + button and select the Label you would like to use for this rule (you can only select one label).
Under Access, using the drop-down menu, select whether or not to allow access for identities with the selected label from step 2a.
(optional) Tick the Allow breaks to enable breaks for identities with the selected label.
(optional) If you intend to record or use Blood Alcohol Concentration (BAC), then tick the box next to Require BAC. ⚠️ BAC has to be enabled in the General Config tab first.
(optional) Select the form you would like to use to collect these other responses. ⚠️ A form template needs to be created first.
(optional) If you intend to collect documents, select which documents you would like the identities with the selected labels to upload. ⚠️ A document template needs to be created first.
(optional) Select Host Group, if someone is expected to supervise the person on site or is visiting a specific person on site.
(optional) If a course is expected to be completed as part of the entry requirement or prior to arriving on site, select a WFM Course. ⚠️ WFM courses are pulled from Rapid Global Courses.
(optional) If a form is expected to be completed as part of the sign out flow, select an Exit Form. ⚠️ A form template needs to be created first.
Once you are happy with your selections, click Create. A Check-in rule for the selected label will be added to the list, and changes will be automatically applied by Doorkeeper.
Edit a Check-in Rule
On the Aware Web App 🖥️, navigate to Settings > Locations (select the desired location from the drop-down), and click on Check-in rules on the left side of the screen.
To edit a Check-in Rule, click on the Edit button that is located on the right side of the Access Rule you would like to change.
Once you are happy with your changes, click Save.
Delete a Check-in Rule
On the Aware Web App 🖥️, click on your company name on the top right corner and navigate to Settings > Locations (select the desired location from the drop-down), and look for the Check-in rules on the left side of the screen.
To delete a Check-in Rule, click on the Edit button that is located on the right side of the Check-in Rule you would like to delete.
In the prompt, on the bottom left corner, click on the Delete button. A confirmation screen will appear warning you that this action cannot be undone. If sure, click on the red Delete button.
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