Setting up a Meeting for workers to sign via Sign-In App

The HammerTech Sign-In App can be set up to not only allow workers to sign-in on site, but also sign in to meetings they are registered to attend at that site also. This makes it easier to manage the sign in attendance to meetings as you can capture the sign in at the point a worker signs in to the site.

Please read through the below steps that will guide you through setting up and configuring this feature.

 

CONFIGURE A MEETING TYPE:
Firstly you need to configure a Meeting Type with setting ticked: 'Allow option for Signatures Through Sign-In App'. This tick box is what will allow you to use this feature when creating that type of meeting. You may wish to activate this for all meeting types, or just some - remember, you will still be given an option to activate this or not at the point of creating a meeting.

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Note: Select Create when the Meeting is ready to appear through the HT Sign In App. Do Not select Create and Complete, as this will mark the Meeting as Completed and won't appear in the Sign In App.

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CREATE THE MEETING:
If the above-mentioned setting is ticked, when creating a new Meeting of that particular type you will see this checkbox in the Attendees section. Tick this if you want workers to be able to sign in to the meeting via the sign in app.

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SIGNING IN TO THE MEETING AS A WORKER VIA THE SITES SIGN-IN DEVICE OR QR CODE:

When a worker signs in via the Sign In App they have the option to select the checkbox for any meetings they are registered to attend, and download a copy of the Meeting PDF.

If they do, they will be added as Attendee and their signature will be used for Sign in Book and that specific Meeting Attendee list.

NOTE: If a worker is using the site's sign in device to sign in instead of scanning a QR Code with their personal device, they will still be able to sign in to the Meeting, but they won't see the Download option (as not their personal device).

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