Status Scanner Setup
Published May 10, 2024
Overview
Readers can be used for event access control, recording attendance by location, profile updates and confirmation, and more. This is accomplished by scanning QR or bar codes and paired NFC/RFID tags. The status scanner is a primary type of reader that serves multiple purposes. Readers can be used for event access control, recording attendance by location, profile updates, and confirmation
Reader Setup Options
When configuring a reader, there are several options to choose from. Certain options may be contingent upon the type of reader selected or other choices made during setup.
| Status Reader Options | Description |
| ENABLE READER | Makes reader available for use |
| USE NFC INSTEAD OF BARCODE | Used when attendees will scan a NFC tag via a NFC reader |
| AUTO TRIGGER NFC READER AFTER SCAN | Ensures the tag is read and pushed through automatically without having to hit enter |
| TEST MODE | Enable to test readers to ensure the reader is working as expected without writing data to the event |
| ENABLE SUPER VIEW | Allows you to pull up all the pages of a certain location at once to monitor the scans |
| ENABLE ATTENDANCE TRACKING | Track who has scanned into that reader |
| ENABLE LIVE ATTENDANCE | Breaks group into entrance and exit scans |
| ATTENDANCE GROUP IDS (PIPE DELIMITED) | For targeting specific groups. Groups are separated by the vertical bar/pipe key. |
| ENABLE CAPACITY COUNTER | Give the total granted access in the top menu |
| REQUIRE SIGNATURE | Typically used for group distribution of badges |
| ALLOW CASE-BY-CASE APPROVAL | Used when an attendee is denied, but is granted special access |
| ENABLE NOTES | Used to take notes for the attendee |
| SHOW LAST SCAN ONLY | Shows only the last scan |
| SINGLE SCAN MODE | Can only scan as approved once |
| SCAN TIMEOUT | How long the reader will be open with no scan activity, typically left to zero |
| ENABLE HELP BUTTON | Used to connect the reader to a project Slack channel |
| ENABLE CUSTOM SECONDARY DISPLAY | Connect a secondary display |
Setting up a Reader in Dashboard
Status Scanner with Attendee Status ChangeExample
There are multiple configuration options for reader setup. If you are scanning for a particular location or limiting the scans for a specific group, it is recommended to create the group and location before making the reader. For this example, we will set up a simple Status Scanner type that will change a custom field to yes to indicate attendance in a session.
1. From the "Onsite Menu, click "Scanning", and then "Reader Setup"
2. Click "+ Add Reader"
3. Add your "Reader Name" and select "Status Scanner" from the "Reader Type" and then select your "Location."
4. Click "Save Reader"
5. After saving, you will be returned to the reader list page. Select the edit icon to open your reader options.
6. Click the "Reader Lookup Type" and select "Event Attendee Field." Next select the "Event Attendee Lookup Column Name." The "Event Employee ID" is most common choice.
7. Click "Enable Reader" to make the reader active.
8. To prevent permanently writing data to the event, click the "Test Mode" field. This is not required, but highly recommended. It should be toggled off before live scanning begins.
9. In this example event, we have made a custom attendee filed to record session attendance once scanned. We will use the "Attendee Status Change" function to update the record.
10. Our "attended session one" field is a checkbox. Once an attendee is scanned, the checkbox should be checked. To do this, set the "Col Value" to "True"
11. Click "Save Reader"
As a final step, grab a snack and give that reader a good test! Remember to toggle off “Test Scanning” before you go live.