Manage Check-In/Out Questions

1Breadcrumb allows you to add customisable questions that appear each time someone checks in and/or out. The following guide will instruct you on how to manage these questions to gather data that fits your business needs.

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Table of Contents 💡

• Requirements
• Web Portal Steps
  • Manage Site Specific Check-In/Out Questions
  • Manage Companywide Check-In/Out Questions

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Requirements

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Web Portal Steps 💻

Manage Site Specific Check-In/Out Questions

Step 1

Navigate to the Sites page using the modules toolbar on the left side of your screen.



Step 2

Search for the specific site you want to add, remove or modify the checking-in/out questions sets. You can do this by scrolling through the list of sites or by using the search bar.

Step 3

Once you've identified the site, click the orange "Manage Sites" button.

Step 4

In the new window, select either the Check-In Questions or Check-Out Questions tab from the Site Settings dropdown menu, depending on which one you want to modify.

To Add New Questions

Step 1

Select the button.

Step 2

From the pop-up window, find and select the specific questions you want the individuals to answer upon checking in/out.

💡You can do this by scrolling through the list of questions or by using the search bar.

When located the question you wish to add, select the button next to it.




If your question has not been created in the master Questions Repository, you can create a new question by selecting the  button located in the upper right corner of the pop-up window. If you want to incorporate Triggers, Automations and/or Display Conditions into your new question, please access the master Questions Repository through the 'Editor' tool to personalise and adjust the question settings. 

To Remove Check-In/Out Questions 

Step 1

Locate the question you want to delete from the 'Check-In Questions' or 'Check-Out Questions' tab and Select the  icon next to it. 

Step 2

Limit the audience the question appears for based on specific check-in types

From the 'Check-In Questions' or 'Check-Out Questions' tab, locate the question and click the ‘Ask based on visitor types’ toggle under the question. Specify who this question applies to by selecting from options like Visitor, Subcontractor, and Employee. Note: this list may be customised depending on your organisation's configuration settings. 

Step 3

Change the order of check-in/out questions, drag the questions as needed.

Step 4

After making all the necessary changes, click the green Submit Changes button in the top right-hand corner of this settings page.

🎉 Congratulations! This Question Set will now be presented to the specific site audience during the check-in/out process in accordance with the settings you've chosen 🎉

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Web Portal Steps 💻

Manage Companywide Check-In/Out Questions 🌏

1. Navigate to the 'Editor' tool located on the left-hand toolbar of your 1Breadcrumb portal. Select ‘Questions’ from the dropdown menu. A list of previously created question sets will appear. 
   
   
   
   
2. Look for the specific question you want to edit. You can do this by scrolling through the list of questions or by using the search bar.
   
   
   
   
3. Once you've identified the question you wish to modify, click on the yellow "Add to All Sites" button or red "Remove from All Sites" button.
   
   
   
   
4. In the pop-up window, decide if you want to add/remove the question when:
   1. Checking-In
   2. Checking-Out
   3. Both.
      
      

🎉 Congratulations! This Question Set will now be presented to the all active sites during the check-in/out process in accordance with the settings you've chosen 🎉

Back to Table of Contents ↑

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