Configuring Reason Codes for Turnstile Check-In

Reason Codes for Check-In

It is now possible to create a set of "reasons" for any Event and to display these after the student or staff member clicks the "Check-In" button for themselves.

When the Check-In is clicked, the reasons are displayed:

Example of the "Select Reason" screen

Configuring Options

Options are configured by creating a new "Generic Codes" table and entering the desired set of options as "codes" in the new Generic Codes table.

At the time you configure the Event to be used with a User-ID, you can select the Generic Codes table to use.

Procedure to Create a New Generic Codes table for Event Reasons

1. Go to the Setup>Codes screen.
   
2. Enter Code and Description info and click "Add Code":
   
3. You'll be brought to the "Modify Code" screen:
   
4. Type in: 
   1. A "Code" for the table. This is the "Code" shown as the left-most column on the List Codes tables screen. It is the 'internal name' that Genesis needs for the new table. Use all capital letters, numbers and underlines, no spaces: e.g. GUIDANCE_CHECKIN
   2. A "Name" for the table that will make sense to the students or staff members who will be checking in: e.g. Guidance Check-In Reasons
   3. A "Sequence" number. This is only used to place the table in the existing list of tables. Be careful to select the sequence number that will place the new table in ALPHABETICAL order with all the existing tables. Look at the list and pick the sequence number that slots the new table in to the correct alphabetical place in the list.
   4. Leave "Has School Year" set to "Yes". This lets you change reasons for new School Years without affecting previous school years.
   5. Ignore the "SIF" question.
   6. Click the "Save Table" button to create the new table.
5. You will then have to click on the "Generic Code Table" tab to return to the list of codes tables and start adding actual codes to the new table.

Procedure to Modify a Codes Table to Add/Remove/Change Codes

1. Go to the Setup>Codes screen.

2. Locate the table you wish to update and click the corresponding (for "Open") button (or click directly on the name.) This brings up the list of codes in the table.
3. If this is a brand new table, there will not be any codes yet:
   

To Create a New Code: Locate the "Add New Code" control at the bottom of the screen:
 

1. Enter a code and a Description for the new reason: 
   1. The "Code" should be all in capitals or numbers with no spaces.
   2. The Description should be a phrase the students or staff members will clearly understand.
2. Enter a Sequence number – this places the new code in the list. Place your "high runner" codes at the top of the list, or place the codes in alphabetical order.
3. Click OK to add the new reason code to the table.

To Update an Existing Code: Locate the code in the list of existing codes and click the edit icon.

This will popup a dialog box where you can alter the Description of the code or the Sequence number (but not the "Code" field): 

1. Update the Description to change what is displayed on the "Reason" button when the students or staff members are checking in.
2. Check the Sequence to move the code in the list of codes.
3. Click Modify to store your changes or Cancel to dismiss the dialog box with no changes.

To Delete a Code from the Table: Locate the code in the list and click the trashcan delete icon for it.

This will permanently remove the selected code from the table. There is no UNDO operation.

To Alphabetize the list by the Descriptions: It is possible to put the list of reasons in alphabetical order by the start of the Description.

To do this, locate the additional options control at the upper left hand corner of the screen:

To renumber the list: If you have many reason codes in the list and the sequence numbers are giving you problems (no numbers available in between, for example), you can renumber the codes.

This does not change the order of the list, it gives the codes new sequence numbers that can be, for example, separated by 10s.

Locate the control at the top left corner of the screen.

1. Choose the starting number. Conventionally this is always "10" – but you can select any number (e.g. 1, 100, etc).
2. Choose the "increment by" amount. Conventionally this is also "10". Selecting '10' starts with the first number and adds 10 for each successive code: 1, 11, 21, 31, … or 10, 20, 30, 40, …. You can, of course, choose any 'increment by' value you wish.
3. Click to update the sequence numbers for the codes. This brings up a confirmation dialog.
4. Click OK to update the numbers: their order will not be changed.
5. Continue to add/modify/delete codes until you are finished. 
6. When you have finished updating the codes, you can simply go to another screen: you do not have to "save" the whole table when you are done. Each change is complete by itself.

Using the Generic Codes Reason Tables with Events

As described above, at the time you setup the 'check-in login' for the Event, use the controls to select the Generic Codes table to use to provide reasons for checking in to the Event.

This is found via Turnstile>Setup>Turnstile Templates.

Select the proper "User" and "Event" and scroll down to the "Message & Post Scan Settings" area. Select the code table in the "Table to populate reason screen" dropdown:

The reasons are then automatically displayed when a student or staff member checks in.