In The Kiosk
- Enter the Kiosk Settings
- Go to Visitor Management->Questions
- To allow a visitor to sign in, a question profile must be created so that at least a name can be taken from the visitor to identify them in the system. To create a question profile, go to the “Questions” tab and select “New” at the top right. Then name and save the question profile.
- After creating a question profile, several default questions are available. The one question “Enter Your Name” is the only question which cannot be disabled as a name is required to identify users. Selecting “Edit” will allow for changes to specific questions. For most questions which require simple text input,the editor will allow selection of the field which is populated by their answer, the wording of the question, the default value, the text alignment, and choose whether it is shown, required, skipped if there is a known response, and auto populated with known response.
- For some questions such as questions which ask the visitor to watch a quick safety video or read and sign an agreement, there is an additional field which will usually require a source and give some options that can be set if a visitor has already seen the video. These will be in a second tab when editing the question.
- Finally, to move the position of a question to be asked sooner or later, highlight the question with a click and then use the up and down buttons.
- Additional Profiles
- When setting up kiosks, separate question profiles can be created which ask distinct questions. This is especially useful if more than one kiosk will be used at different locations for slightly different purposes. For example, if one kiosk is being used to check in contractors who must watch a safety video while another is signing in guests who are going on a tour and must sign a document, these profiles can be set up with the distinct questions to get the information needed by each distinct party.
- When finished, set the desired Question Profile for staff and Visitors
If you're kiosks are on version 10.3.0 or above(which you can either see in the Kiosk Settings, or in the loading logo when opening the Kiosk), then you can also edit the Question Profile in the Web View. This allows for custom pathing and branching, as well as easier editing of the questions. This feature is not backward compatible with Kiosk versions prior to v10.3.0. Prior to editing any profile currently in use by a Kiosk, please upgrade the Kiosk to v10.3.0 or later.
- Go to https://www.eioboard.com/EIOBoard/Administration/QuestionManager.aspx (or [YourServerNameOrIP]/Administration/QuestionManager.aspx)
- You can navigate here by logging into the Web with an admin account, then going to "Question Manager" under the general section of the Admin Page.
- Here you can make and switch between editing Question profiles. You can zoom the Manager view without zooming in the browser by using the draggable bar at the top, or Shift+Scroll
3. You can edit a question by going to the box for it. You can change it's order in the profile by moving the connections to and from it, edit the text of the question itself
4.You can also edit the settings of the questions by expanding the two options, and choosing which Field the question fills out(for reporting and column headers)
Options when Editing a Question
- Text: You can edit the text of the question, then save after changes by clicking the Save Icon to the bottom right of text box.
- Field: Here you can either select any already created field of the matching type to the question, or create a new custom field by pressing the + button
- Enabled: Whether the question shows up or not. Before disabling a question make sure no other questions are pathing to it.
- Required: Whether the question is required to be answered or they can complete the question profile without filling it out.
- Auto Populate on Repeat Visit: If a visitor or staff has already completed this question profile and this option is on, their previous answer will be saved so they can just correct it or hit next
- Skip if previously answered: If a visitor or staff has already completed this question profile and this option is on, this question will be completely skipped and it will go straight to the next question on their answers path
- Start on 2nd visit: If this option is turned on, skipping if previously answered won't take affect on the first non-preregistered visit of an user
- Hide on preregistration: If using a Preregistration QR Code or link, this question won't asked during it, so the they have to answer it on their actual check-in.
- Require on preregistration: If using a Preregistration QR Code or link, this question will be required in order to preregister.
- Kiosk Settings
- Auto Proceed when option selected: Whether the question auto-proceeds when a value is filled out for this question. Otherwise the User will have to click Next even after selecting their option
- Text Alignment: The Alignment for the text on the Kiosk. Useful if the Text is intersecting with a logo or design element on the page.
- Translations: If setting up multiple languages on your kiosk, here is where you can put in the alternate translations for the question
Adding New Questions
1. To make a new question, click the white + on any circle of a path leading to the confirmation page
2. This will bring up the new question options, where you can choose what question type you want it to be.
3. Then you can enter the question text, and either create a field for it by clicking the + button, or select an already existing field to finish creating the question.
4. Once you've entered the Question text and field, you can reorder or change the settings for the question.
Disabling and Enabling Questions
If you want to remove questions without actually deleting them, so you can re-enable them later without recreating them entirely, it's just two simple steps. Then you can just reverse the steps to re-add the question to the profile in the future.
- Move the incoming path connection to the next question so that the path goes around the question.
- Open the settings of the question and uncheck the Enabled field
- Open the settings of the question and check the Enabled field
- Move the path connection back to the question so that the path once again includes it.
Other References and Guides
Adding the video to video question types: https://support.savance.com/Knowledgebase/Article/View/570/0/kiosk-video-question-type
Creating a custom field: https://support.savance.com/Knowledgebase/Article/View/717/0/how-do-we-add-a-custom-field-when-adding-a-new-question
How to set the question profiles in the kiosk: https://support.savance.com/Knowledgebase/Article/View/734/0/how-to-set-staff-and-visitor-question-profiles-in-kiosk
How to edit the list of people selectable in the Here To See question type: https://support.savance.com/Knowledgebase/Article/View/746/0/how-do-you-edit-the-hosts-profile-of-the-here-to-see-question
Kiosk Document Question Type: https://support.savance.com/Knowledgebase/Article/View/765/0/kiosk-document-question-type