Navigate the Check-in Manager

As noted above, you can click the ti ti-baseline-density-medium icon at the top-left of the page to expand the Check-in Manger’s navigation menu. From here you can search for individuals, view check-in metrics, change Check-in Types or navigate back to the Room Manager described above in the prior section.

Searching for Individuals

As pictured above, you can search for individuals and then select them from the list. In this example we searched for 'Decker', and we were provided with two of the four Decker family members. The adults don't have any check-in data for today so won’t appear in this list even though they're still part of the Decker family.

Clicking on any person’s row within the search results will bring you to that person’s Check-in Manager person profile.

Tip

Searching by Code
You can also search for a person by the check-in code assigned to them by the check-in system. To ensure this option is available, check that it's enabled in the Search block's settings. You can then conduct the search in the same way as detailed above, entering the check-in code in the search field rather than the person's name. Remember, check-in codes are only used once per day.

Note

Person Attribute Settings
Be sure to check out the Person Profile block settings to set the Child Attribute and the Adult Attribute categories to view on each person's check-in profile page. This may be helpful if you offer a snack during class and need to see which type of allergy a child may have. You can link the child attribute category directly with the childhood information on their main profile page.

Live Metrics

The Live Metrics page shows you a lot about who is checked in, where and when they checked in. Let’s take a look at what can be seen here.

At the highest level, pictured below, you can see each of the check-in areas and how many people have checked in to all those areas.

Clicking on any area will show you the groups, and then rooms, under that area. At each stage, the metrics pictured above will change to reflect your selection. In the screenshot above, you can see '3' people are in the test area we’re using. If there was a capacity set for this room, it would appear as it does for the Nursery/Preschool Area and High School Area.

Note

Filled Spots and Shared Locations
The totals in the screenshot above are the rolled-up values from the areas and groups beneath. Depending on how your locations are shared across areas, these numbers may be confusing as you drill down, because the numbers of checked-in people may not appear to roll-up. That's because some people will be in the same location, but from a different area.

Let’s take a close look below at the page after we’ve navigated all the way down from the areas to the individual room level.

  1. Check-in Graph - The graph at the top of the page shows you when people have checked in for the area, group or room being viewed. In this case we’re looking at the Bobcats room, so the graph shows when this set of people checked in.
  2. Check-in Counts - Here you can see counts of how many people are Checked-In, Present or Checked-Out. Like the graph, these numbers will change if you are looking at a different room or check-in area.
  3. Location Selection - The example pictured above shows us information for the Bobcats room. You can click here to navigate up in your check-in structure, to see metrics for a different room, or an entire group or area.
  4. Person Listing - At the room level we can see individual people with check-ins for that room. Clicking on any of the rows will bring you to that person’s profile.

Room List

The Room List is a great resource for seeing all of your rooms and their statuses at a glance. From here you can see the counts of how many people are checked in/present/checked out for each room. Clicking on any room will bring you to the roster for that room.

En Route

The En Route page shows a list of people who are Checked In but not yet marked as Present. There are a few things to see and do on this page, as described below.

  1. Filters - You can filter the list of people by groups, schedules or names. Options for these filters can be found in the block's settings.
  2. En Route List - By default, this will be the list of people who have checked in and are not Present. This block can also be used to show people who are Present or Checked Out by changing the block's settings.
  3. Move Person - Clicking this button opens a modal that allows you to change the check-in for the person to another schedule, location or group. If the person is checked in to multiple services, you'll select which one to move.

Settings

Lastly, you can select a different Check-in Configuration to view from the Settings menu. So far, in the screenshots above, we’ve just been working with the default 'Weekly Service Check-in' configuration.