If you have both the optional Visitor Timelines and Assets modules on your VisitorBook system, you can tie in timelines with asset loans.
The first step is to link an asset to a specific timeline step. To do this:
- Go to User Settings > Timelines.
- Find the timeline you wish to link with assets.
- Click the View Steps button to open up the detailed steps for that timeline.
- On the relevant step, in the Loan Trigger column, select an asset type from the dropdown list.
The second step is to assign a specific asset of that same type to a visitor. This is managed via the VisitorBook app on a staff terminal, using the QR codes printed for both visitors and assets. Once you’ve loaned the asset, this automatically updates the timeline step for the visitor.
In the example shown in the images below, Maya signs in as a visitor to attend an event. One timeline step for that event is a factory tour, for which visitors are loaned safety vests and googles. In the Admin Portal, safety vests and assets are added as loan triggers for the Factory Tour step. When the tour begins, a staff member loans a safety vest to Maya via the VisitorBook app on a staff terminal. This automatically updates the timeline shown for Maya in the Admin Portal.
Important:
- Loan triggers are only available if the optional Assets module is activated on your system.
- Loan triggers relate to asset types, not specific assets grouped within that asset type.
Note: You can add more than one asset as a loan trigger for a particular step. However, the timeline is updated when only one of those assets is loaned.
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