How to create check in schedules for specific travellers on the platform
The check in monitoring tool allows administrators to create tailored check in schedules for individual travellers. App notifications prompt users when their check-in window opens, while the system clearly flags completed or missed check ins to the administrator. This allows administrators to maintain oversight of a traveller's safety and location.
The check in monitoring function is an add-on subscription to the platform. Please speak with your account manager if you would like to know more.
How to create a Watch List
The administrator must be on the desktop map view to create a Watch List.
Step 1: Select Check In Monitoring from the desktop map interface
Step 2: Click New Watch List and enter a name for your list
Step 3: Click the banner to open the drop down menu and select Travellers, then search for the users you want to monitor
Step 4: Select Create Schedule
- Enter the start date
- Choose one or more check in times (NB: You can adjust the time zone to match the traveller's location)
- Define the Allowance window - the time before or after the scheduled time in which a user can check in
- Set the Repeat Frequency - how often the check in schedule should repeat
- Set End Date or Indefinite Repeat - depending on when you'd like the check in schedule to stop
- Once the above fields have been filled, click Save
Step 5: Check the Notification Settings
- Customise the app notification message that will be sent to travellers
- Enable the notifications you want travellers to receive by selecting Enabled next to each one
- Turn on missed check in alerts for viewers to notify watch list viewers if a user misses their check in
Step 6: Add Watch List Viewers
- Click Viewers and invite users to monitor the list
NB: Viewer access is filtered by user group and role.
Watchlist Goes Live
- An app notification and email will be sent to the traveller
Check In Window/Allowance is Open
- The traveller will receive an app notification prompting them to check in, and the administrator can see that the check in window is open
Check In Has Been Conducted
Check In Has Been Missed
- Click Notify Travellers and enter a message to prompt the traveller to complete their check in