Registration process

Steps in a registration process

A registration process will always follow this order:

Extra optional steps are possible between step 3 and 4, in the following order:

1. Language selection

A kiosk process always start with choosing a language.

If you click the home button during the registration process, you are redirected to this page.

Note: A translation/language flag is only displayed if translations are completed in the kiosk configuration (Welcome text)

2. Profile selection

After language selection, all profiles associated to kiosk will be shown as available profiles for registration. By limiting the available profiles, you can enforce your visitors to enter your site using a specific entrance.

Different kiosks can be used for different registration process. Above we see a kiosk where you can have 4 different profiles registration (Contractor, Visitor, Parcel services and Unload), e-ticket registration (QR-code) and also check-out procedure.

Tip: Make sure you provide sufficient signage and clear directions. You want to avoid visitors to end up in the wrong place, since this will cause frustration.

Profile redirection

If profile redirection is enabled on kiosk configuration, Peripass will automatically redirect visitor to the correct profile if a wrong has been selected during registration.

E.g.: A visitor selects the profile Outbound but provides an Inbound visitor reference. Peripass will redirect registration as an Inbound registration.

E-ticket

E-ticket is reserved for all profiles that use an E-ticket. For these profiles it is not necessary to select the correct profile. Al subsequent steps (4 > 6) will be executed for the identified visitor and profile. More information on E-tickets: E-ticket

3. Visitor identification and approval

Before granting access to a visitor that arrives at your gates, you want to verify the registration. There are a couple ways to achieve this verification.

Pre-registered visitors → Automatic approval	Ad hoc visitor → Manual approval
Visitors that register with a pre-registered E-ticket or reference are approved automatically. During registration known data can be pre-filled to speed up the registration. When the reference is not recognised found in the system, there are 2 options: Deny registration Fallback to ad hoc visitor flow	Visitors that register ad hoc should still be approved manually after registration.

Tip: Doubting which flow is best for you? Read more here: Advantages & disadvantages of pre-registration

Tip: check these extra features to increase registration success: 3 features to simplify registration with references

Reference not recognised

If automatic approval is enabled for a profile, visitor will be notified if he enters an invalid/unknown reference.

Deny registration → show error	Fallback to ad hoc visitor flow → show warning
If Manual approval fallback is not enabled, visitors without reference are not allowed.	If Manual approval fallback is enabled, visitors without reference are allowed

E-ticket

The E-ticket is another way of working with E-ticket flows.

Manual Approval

Visitors that are put in status “Waiting for Approval”, needs to be authorised/approved by user so access can be granted.

Note: find more out how to configure this, including some extra options on this page: Kiosk Approval flow

4. Custom field data collection

Next up, the visitor will be required to provide the information that is tailored to your profile, using the linked fields.

It possible to:

• Only ask for some fields to be completed by the visitor

• Have certain fields optional and other mandatory.

All of this can be configured when linking fields to profile.

The order in which input is required from visitors is determined by the order of the linked fields on a profile.

Learn more about the abilities and best practices when using certain custom fields: Visitor custom fields

5. Welcome/Final Message

After registration is completed, a final message will be displayed in the screen. This message is configurable per profile.

Self-Service Kiosk - Other type of communication

Depending on the Triggers & Actions configured, Peripass can communicate with the visitor in different ways:

• Printing a ticket/label

• Sending a SMS

• Sending an e-mail

5. Perform a status change

After registration, the visitor is transitioned, based on the approval flow:

Not supported (yet)

• Automatic approval ‘before profile selection’, as a way to determine the profile + visitor in one step

• Decision trees in the Custom field data collection step, allowing you to skip steps based on previous answers. The product team is actively gathering concerning this topic. So please feel free to reach out to productops@peripass.com if you would need this.

How to set up

1. Choose your approval mechanism: Configuration > Profiles > Edit > Basic Information

2. Add fields you want to ask on Configuration > Profiles > Edit > Linked fields

   1. Be sure to enable “Ask in question list on Self-Service Kiosk”

   2. The order in which fields are being displayed in this list, determine the order in which they appear on the kiosk

3. Then create a kiosk configuration: Configuration > Self-service kiosk > Create:

   1. Choose whether the kiosk should be used as a physical kiosk or a mobile driver portal (more about this: Self-Service & driver communication).

   2. Add your profiles under Configuration > Self-Service Kiosk > Edit > Available profiles for check-in and add translations

4. Test your kiosk by browsing to the url displayed in the list of kiosks under Configuration > Self-Service Kiosks.

Note: you can only test the physical kiosk in your browser, not on your mobile phone.

Set up E-ticket

Instructions to set up E-tickets on a kiosk can be found here: E-ticket.