{"id":2375,"date":"2020-09-14T09:41:16","date_gmt":"2020-09-14T08:41:16","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=2375"},"modified":"2023-11-07T10:05:10","modified_gmt":"2023-11-07T10:05:10","slug":"visitor-check-in-tool-guide","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/visitor-check-in-tool-guide\/","title":{"rendered":"Visitor Check-In Tool guide"},"content":{"rendered":"\n<p>This product is no longer available for new registrations. This guide is for customers who have previously downloaded this product.<\/p>\n\n\n\n<p>Welcome your visitors and keep track of their details easily to support contact tracing, such as the NHS Test and Trace service, during the pandemic.<\/p>\n\n\n\n<p>To help businesses and organisations operate smoothly during coronavirus restrictions, we\u2019ve created a <strong>Visitor Check-In Tool<\/strong> that will help you capture and store the data of anyone who enters your premises. You are able to take their details upon arrival to support contact tracing during the pandemic.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step by step guide<\/h2>\n\n\n\n<p>This guide will take you through the steps for the Visitor Check-In Tool:<\/p>\n\n\n\n<p><a href=\"#post-2375-_Step_2:_Use\">Step 1: Building the Visitor Check-In Tool <\/a><\/p>\n\n\n\n<p><a href=\"#post-2375-_Step_3:_Share_1\">Step 2: Share the Visitor Check-In Tool using the link or the QR code<\/a><\/p>\n\n\n\n<p><a href=\"#post-2375-_Step_4:_Ask\">Step 3: Ask people who come to your premises to complete the Visitor Check-In Tool <\/a><\/p>\n\n\n\n<p><a href=\"#post-2375-_Step_5:_Use\">Step 4: Use your data to support contact tracing and data protection<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2375-_Step_2:_Fill\"><\/a><a id=\"post-2375-_Step_2:_Use\"><\/a>Step 1: Building the Visitor Check-In Tool<\/h2>\n\n\n\n<p>After logging in to Snap XMP Online you are ready to build the Visitor Check-In Tool <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   The first page in <strong>Snap XMP Online<\/strong> shows a summary of <strong>Your Work<\/strong>. The <strong>Visitor Check-In Tool Template <\/strong>is available here. Templates are shown with the icon   <img decoding=\"async\" width=\"27\" height=\"23\" class=\"wp-image-3095\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/templateicon-png.png\" alt=\"templateIcon.png\"> . Click the icon or template name to show the template <strong>Summary<\/strong>. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"260\" height=\"117\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/YourWork.png\" alt=\"\" class=\"wp-image-6248\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>In the <strong>Summary,<\/strong> click <strong>New Survey<\/strong>. You can also access the survey help, and the terms and conditions here.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"479\" height=\"523\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/TemplateSummary.png\" alt=\"\" class=\"wp-image-6249\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/TemplateSummary.png 479w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/TemplateSummary-275x300.png 275w\" sizes=\"(max-width: 479px) 100vw, 479px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click <strong>Create survey<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"605\" height=\"247\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/newsurvey-png.png\" alt=\"Enter the Visitor Check-in survey details\" class=\"wp-image-2410\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>This shows the <strong>Visitor Check-In Tool<\/strong>. Follow the on screen instructions to build your Visitor Check-In Tool. There are some questions that are always included in the Visitor Check-In Tool. Details are given in the on screen instructions. There are a number of optional features including changing the default title; entering your organisation\u2019s name and logo; and adding a departure time question.<\/li>\n\n\n\n<li>Select the options you require. When you have completed the questions, click <strong>Build Tool<\/strong> to build the Visitor Check-In Tool.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-2375-_Step_3:_Share\"><\/a>Making changes to your Visitor Check-In Tool<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Visitor Check-In Tool, if it is not already selected. In the <strong>Summary<\/strong> tab, click the <strong>Build<\/strong> link.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"461\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Build.png\" alt=\"\" class=\"wp-image-6250\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Build.png 558w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Build-300x248.png 300w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>This displays the read-only view of your <strong>Visitor Check-In Tool<\/strong>. There are three options available:\n<ul class=\"wp-block-list\">\n<li><strong>View <\/strong>shows the read-only version of your Visitor Check-In Tool<\/li>\n\n\n\n<li><strong>Edit <\/strong>lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.<\/li>\n\n\n\n<li><strong>Rebuild <\/strong>runs the <strong>Visitor Check-In Tool <\/strong>again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses. <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"927\" height=\"413\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/BuildToolNewWords.png\" alt=\"\" class=\"wp-image-6251\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/BuildToolNewWords.png 927w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/BuildToolNewWords-300x134.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/BuildToolNewWords-768x342.png 768w\" sizes=\"(max-width: 927px) 100vw, 927px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Click <strong>Save<\/strong> to save any changes you have made. Click <strong>Cancel<\/strong> to cancel any changes and return to the original version. The read-only version is shown.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2375-_Step_3:_Share_1\"><\/a>Step 2: Share the Visitor Check-In Tool using the link or the QR code<\/h2>\n\n\n\n<p>The next step is to test and share the Visitor Check-In Tool with your visitors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Viewing the interview settings<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Visitor Check-In Tool, if it is not already selected.<\/li>\n\n\n\n<li>In the <strong>Summary<\/strong> tab, click the <strong>Collect<\/strong> link. The <strong>Interview URL link<\/strong> and the <strong>QR code<\/strong> are available here.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"557\" height=\"461\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Collect.png\" alt=\"\" class=\"wp-image-6252\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Collect.png 557w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Collect-300x248.png 300w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Testing the Visitor Check-In Tool<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Launch Preview<\/strong>. This opens a test version of the Visitor Check-In Tool.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"473\" height=\"44\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/webinterviews3-png.png\" alt=\"Launch the questionnaire preview\" class=\"wp-image-2417\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Test the Visitor Check-In Tool by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.<\/li>\n\n\n\n<li>When you are happy with it you can start collecting your visitors\u2019 responses.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Start Interviewing<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Start Interviewing<\/strong> and click <strong>Start<\/strong> when you are asked to confirm.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"724\" height=\"223\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/startinterviewing-png.png\" alt=\"Start interviewing\" class=\"wp-image-2418\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Now you can send the <strong>Interview URL link<\/strong> and\/or <strong>QR code<\/strong> to anyone who pre-books an appointment or you can give them to people on arrival at your premises.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Making the Interview URL available<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Copy URL to clipboard<\/strong> to copy the <strong>Interview URL link<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"491\" height=\"86\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/copytoclipboard-png.png\" alt=\"Copy the Interview URL to the clipboard\" class=\"wp-image-2419\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Visitor Check-In Tool.<\/li>\n\n\n\n<li>Alternatively, open your email application and paste the link into an email to send to your visitor.<\/li>\n\n\n\n<li>If you wish to include the <strong>Interview URL <\/strong>link in a printed sign for your visitors, paste it into a document and print.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Making the QR code available<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>QR code<\/strong> image to download the QR code to your device.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"543\" height=\"128\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/downloadqrcode1-png.png\" alt=\"Interview QR code\" class=\"wp-image-2420\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>The web browser shows a notification when the file has downloaded. Click on the notification to open and\/or save the QR code.<\/li>\n\n\n\n<li>The QR code can be used in a printed sign for visitors to use or attached to an email sent to your visitor. The minimum size for a printed QR code is 2cm by 2cm.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2375-_Step_4:_Ask\"><\/a>Step 3: Ask people who come to your premises to complete the Visitor Check-In Tool<\/h2>\n\n\n\n<p>When someone arrives at your premises ask them to use the link or QR code to fill in the check in form.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Starting the Visitor Check-In Tool using the QR code<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Using the QR code can quickly open the Visitor Check-In Tool on your visitor\u2019s smartphone. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.<\/li>\n\n\n\n<li>Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.<\/li>\n\n\n\n<li>Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Starting the Visitor Check-In Tool using the Interview URL link<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>If your visitor has an email with the <strong>Interview URL <\/strong>link, ask them to click this link to open the Visitor Check-In Tool.<\/li>\n\n\n\n<li>Alternatively, open a web browser app and enter the <strong>Interview URL <\/strong>in the search bar of the browser. Press Enter to open the Visitor Check-In Tool.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Completing the Visitor Check-In Tool<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ask your visitor to answer the questions and click <strong>Submit<\/strong>.<\/li>\n\n\n\n<li>They will receive a notification to confirm that their response has been submitted.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2375-_Step_5:_Use\"><\/a>Step 4: Use your data to support contact tracing and data protection<\/h2>\n\n\n\n<p>A Visitor Check-In Tool Report and an Information sheet are available to help manage the response data and help fulfil your responsibilities for both contact tracing, such as NHS Test and Trace, and data protection legislation, such as GDPR.<\/p>\n\n\n\n<p>You may want to access the data for two reasons:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\">\n<li>When there is concern that a visitor has COVID-19 or shows signs of COVID-19, you will need to access the data to give to the contact tracing authorities, as required.<\/li>\n\n\n\n<li>When data protection legislation requires you to securely dispose or delete visitor data after a specified length of time.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Managing your visitor data<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Visitor Check-In Tool, if it is not already selected.<\/li>\n\n\n\n<li>In the <strong>Summary<\/strong> tab, click the <strong>Analyze<\/strong> link. The Visitor Check-In Tool Report and Information sheet are available.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"553\" height=\"461\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Analyze.png\" alt=\"\" class=\"wp-image-6253\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Analyze.png 553w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/VCheckInSurvey-Analyze-300x250.png 300w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>We recommend reading the<strong> Information<\/strong> <strong>sheet<\/strong> first which explains how to erase data or filter data required by the contact tracing authorities. To print the Information Sheet, click on the <strong>Information Sheet<\/strong> link then click <strong>Print <\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"27\" class=\"wp-image-2422\" alt=\"PrintInfoSheet.PNG\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/printinfosheet-png.png\"> .<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1027\" height=\"292\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/09\/printinfosheet2-png.png\" alt=\"Visitor Check-in Tool Information Sheet\" class=\"wp-image-2423\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>To view your visitor data click on the Visitor Check-In Tool Report. Click <strong>Update<\/strong> to get the latest data.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1019\" height=\"484\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/AnalyzeData.png\" alt=\"\" class=\"wp-image-6254\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/AnalyzeData.png 1019w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/AnalyzeData-300x142.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/07\/AnalyzeData-768x365.png 768w\" sizes=\"(max-width: 1019px) 100vw, 1019px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>Click <strong>Download<\/strong> to create a PDF version of the report.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>This product is no longer available for new registrations. This guide is for customers who have previously downloaded this product. Welcome your visitors and keep track of their details easily to support contact tracing, such as the NHS Test and Trace service, during the pandemic. To help businesses and organisations operate smoothly during coronavirus restrictions, [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[185],"epkb_post_type_1_tag":[],"class_list":["post-2375","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-pre-built-surveys"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Visitor Check-In Tool guide | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/visitor-check-in-tool-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Visitor Check-In Tool guide | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"This product is no longer available for new registrations. 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