Client Services

FAQs

Check-In Add-on

How do I add check-in to my site?

The Check-In Module is an add-on feature and therefore has an associated license fee. Please contact our sales team for pricing information or to schedule a demo.

How do I setup our Dymo Printer on a new computer?

For step by step instructions on how to install the necessary software and templates for the Dymo printers, click here. Note that the Dymo Printer software must be added to EACH computer that will be hooked up to a Dymo printer.

How do I add a new check-in visit reason to my site?

To add a new check-in visit reason to your site, head to Tools > Setup > Check-in. Once here, enter the information about your new visit reason. Always select the Reason Type of “Miscellaneous” for visit reasons that your Students will select. The Reason Name is what your Students will see when they check-in. Select an Admin Type if you would like Students to select the Administrator they will be meeting with. The last fields on this screen will be used to populate the Observation Note which is automatically created when the Student checks in. The Observation Note fields are not required but are useful since they will auto populate your Student’s check-in Observation record. After completing the Check-in setup form, click “Add New Reason”.

What is the Admin Type field on the Check-in setup page?

The Admin Type field determines which Administrators your Students will see when they check-in for a specific visit reason. For example, if a Student were to select “Resume Review” for their check-in visit reason, a list of Administrators that meet for resume reviews would populate so that the Student can select which Administrator they plan to meet with. To use the Admin Type feature with your check-in system, you will first need to create the Admin Type codes. To create Admin Type codes, head to Tools>Setup>Codes. Once here, select “Administrator Type” as your Code Type and create new Admin Type codes that fit the needs of your office. Some examples of common Admin Type codes are: Academic Counselors, Career Counselors, Resume Reviewers. After your Admin Type codes have been created, you will need to make sure that the proper Administrators have the proper Admin Type codes selected in their profile. To assign an Admin Type to an Administrator, you will need to open the Administrator’s profile and select the desired Admin Types in the Administrator Type field in the Control Information section of the Administrator’s profile, then select them in both the Visit Reason and in each admin profile.

How do I remove an Administrator from the list a Student sees when checking in?

To remove an Administrator from Students’ check-in screen, go to that Administrator’s profile and deselect ALL options from the Admin Type field. To deselect selections from the Admin Type field, hold down the Control key and click on all highlighted values so that none are highlighted. Click Save to apply your changes.

How do I configure my check-in card reader?

If you are using CSO’s recommended Card Reader (ID Tech) then you can follow the instructions outlined here.

What is the URL for my check-in page?

For the standard check-in page where Students can swipe and select a reason they are visiting your office the URL is: www.myinterfase.com/YOURSITEID/check-in. For checking Students into an event the main URL is: www.myinterfase.com/YOURSITEID/eventcheckin. There are also 4 additional even URLs that can be used for event check-ins. For information on how to set up additional event check-in URLs, click here.

What is the URL for my event check-in page?

The main URL to check-in Students to your event is: www.myinterfase.com/YOURSITEID/eventcheckin. There are four additional URLs that can also be used for event check-ins. The additional event check-in URLs are useful if you ever have multiple events occurring at the same. Each event check-in URL is unique. For information on how to set up additional event check-in pages, click here.

How do I setup the Event Check-In page for my current event?

To setup the event check-in page, login to your Administrator account and head to Tools > Setup > Settings. Find the setting labeled “System – Checkin – Event ID For Quick Checkin” and click [Edit], Enter in the ID number for your event and click [Update]. Next click the Refresh button at the top of the page and you are all set!

Can I have Students check-in for an event where there is no internet access?

Yes! To run an event check-in without internet access, you will need to collect your check-in data into an excel file. To collect check-in data in an excel file, open a blank excel document and click in the first cell of the spreadsheet so that that cell is selected. Next have your Student swipe their ID in the card swiper. The card swiper will automatically populate your selected cell with the Student’s check-in information. Once your Student’s information is collected in the first cell of your file, the next cell in your column will automatically be selected so that it is ready to record the next Student checking into your event. Once all Students have checked into your event, save your excel file- you will use this excel file to perform a check-in upload. For information on how to perform a check-in upload, click here.

How do I do a Check-in Upload?

Instructions on how to run a check-in upload can be found here.

You can also download a sample check-in upload file here.

My Dymo printer is not printing nametags, how can I fix this?

Here are several things to check if your Dymo printer is not working:

  • Is your printer securely plugged into the computer and the wall?
  • Are you using Internet Explorer? This is the only browser that allows for the printing of nametags.
  • Make sure that www.myinterfase.com is added to your trusted sites.
  • Make sure your browser’s pop-up blocker is off.
  • Go back through the setup of your printer to ensure that it is printing test labels correctly.
  • Make sure the lid of the printer is fully closed if you recently installed new labels.

If this does not fix the problem contact the support team for a more in depth look at your printer.

Why isn’t my Dymo printer printing nametags?

Here are several things to check if your Dymo printer is not working:

  • Is your printer securely plugged into the computer and the wall?
  • Are you using Internet Explorer? This is the only browser that allows for the printing of nametags.
  • Make sure that www.myinterfase.com is added to your trusted sites.
  • Make sure your browser’s pop-up blocker is off.
  • Go back through the setup of your printer to ensure that it is printing test labels correctly.
  • Make sure the lid of the printer is fully closed if you recently installed new labels.

If this does not fix the problem contact the support team for a more in depth look at your printer.

When a Student swipes to check-in, the system is not finding their record. Can we fix this?

First, check to make sure that the Student has a profile within your site. If the Student does have a profile, ensure that the ID number listed within their profile is correct. If it is have the Student swipe their card into a word or text file to see what information is coming up and make sure that this matches what is in the Students profile. Once all of this data matches then the Student should be able to check-in without a problem.

A Student is unable to check-in to the site.

First, check to make sure that the Student has a profile within your site. If the Student does have a profile, ensure that the ID number listed within their profile is correct. If it is have the Student swipe their card into a word or text file to see what information is coming up and make sure that this matches what is in the Students profile. Once all of this data matches then the Student should be able to check-in without a problem.

Can a Student check-in if they do not have their ID card?

Yes, Students are able to check-in to your site without an ID card. On your site’s check-in page, you will see a manual check-in link at the bottom of the page. Just have the Student click on the manual check-in link so that they will be prompted to enter their username and password to complete the check-in. Note: You are able to disable to password requirement if you only want to require Students to enter their username.

check-in_screenshot_1_original

check-in_screenshot_2_original

 

Can I have more than one event using check-in at the same time?

Yes, you are able to have more than one event set to use check-in at a time. The system allows you to have up to 5 simultaneous events going at the same time. Each of these check-in pages will have their own unique URL. For more information on event URLs, click here.

check-in_screenshot_3_original

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