Setup Attendance Tracking

This guide takes you through the process of setting up Attendance Tracking for a project in the Core.

setup-flowchart-attendance-_tracking.png

1) Create Your Project

  1. Contact your Entegy Distributor

2) Confirm Profile Requirements

3) Confirm Scan Method

4) Setup Schedule

5) Setup Sessions in Track

  1. Generate session codes

6) Setup Session Access Rules (Optional)

You can create session rules to restrict attendee access to particular sessions based on attendee data.

  1. Restrict session entry

7) Load Attendee Profiles

  1. Confirm badge requirements
  2. Upload your attendee profile data to the Core  

8) Setup Tracking Session Groups (Optional)

Automated scanning stations can be set up on a tablet device to enable attendees to scan themselves with the Track app. This avoids the need to have staff scanning attendees.

  1. Set up tracking session groups for automated scanning stations

9) Who is Scanning?

There are several options for scanning attendees into sessions

  1. Confirm how attendees will be scanned

Staff (or automated scanning stations) to Scan

  1. Export session codes to send to staff
  2. Staff to download the Track app

Attendees to Scan

  1. Create QR codes
  2. Print QR codes or upload image into presentation slides for scanning

10) Communication

  1. Staff to scan - Communicate to staff how to use the Track app
  2. Attendee to scan - Communicate to attendees how to scan

10) Setup Complete - Test

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