Page tree

Sessions designate the Checkpoint settings for all the groups they include. Before you can start checking people in, you must create Checkpoint sessions. Use Checkpoint sessions to check people in and out of events, activities, and classes. A session is usually an Access ACS small group, an activities master group, or an attendance master group coupled with a particular event.You must have sessions entered in Checkpoint to check people in. 

Setting up Checkpoint Sessions is one of the last steps you need to do before using Checkpoint. Before you set up sessions, make sure you have:

    • Designed a Checkpoint check-in system for your organization
    • Entered your current membership, staff, and prospective members into ACS People.
    • Integrated your ACS Groups by entering all of your groups and enrolled everyone attending in the groups.
      Set your Global Settings and Checkpoint defaults.

If you have any unposted attendance markings for a session, you'll be prompted to clear the unposted markings when saving the session changes. 
Click No if you want to post the attendance markings, and return to edit the session.

Manage Sessions

 

 To add a new session
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Sessions and click Go.
  3. In the Sessions window, click Add. The Session Setup window displays.
  4. Enter a Name for the session.
  5. Select the Master Group of the session.
  6. Select the Event for the session.
  7. Select any additional options you want for this session.
  8. To save the session and use it to check in people, click OK.
 To delete a session
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Sessions and click Go.
  3. Select the session and click Delete.
  4. Click OK.
 To edit a session
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Sessions and click Go.
  3. In the Sessions window, select the session.
  4. Click Edit. The Session Setup window displays.
  5. Edit the session to your preference.
  6. Click OK.

Manage Sessions included in Templates

Use templates to control the settings of related Checkpoint sessions. Just like groups are contained within a session; sessions can be contained within a template. Templates designate the default settings for the sessions they include. Templates alone cannot be used for check-in, they must include designated sessions. When you create a new template, the settings default to your current global settings, unless you change them specifically for the template. Template settings override global settings. 

To manage the sessions included in a template, first navigate to the template setup. Once you have navigated to the template, you can manage the sessions included in it. Sessions listed under Selected Sessions are included in the template. You can add or remove sessions from the Selected Sessions list.

 

 To navigate to template setup
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates and click Go.
  3. Select the template and click Edit.
  4. In the left pane, click Sessions.
 To add sessions to the template
  1. Under Available Sessions, select a session you want to include in the template.
  2. Click the right arrow. This adds the session to the Selected Sessions list.
  3. Repeat steps 1-2 for each session you want to add.
  4. Click Apply to save your changes.
 To remove sessions from the template
  1. Under Selected Sessions, select a session you do not want to include in the template.
  2. Click the left arrow. This removes the session from the Selected Sessions list.
  3. Repeat steps 1-2 for each session you want to remove.
  4. Click Apply to save your changes.

Hide Sessions

If you use a template that applies to multiple sessions and you want people to check-in with the template settings you previously selected, you can hide sessions so that only templates display during check-in. You cannot hide templates for check-in station setup, only sessions.

 

 To hide sessions during check-in
  1. Under Advanced Tools, click Settings tab.
  2. In the drop-down list, select Checkpoint and click Go
  3. In the left pane, click Checkpoint Defaults.
  4. Under Template Display Options, select Display Templates Only.
  5. Click Apply, then OK.