Setup On the Day Registration App

If you installed the Event Management module before 25 April 2020, please follow the below instructions:

1. Navigate to Start > Configuration > Automation > Processes > Web Processes
2. Add a new process:
   1. Name: “Event Management Check In”
   2. Script: “Script Library” -> “Event Management Check In”
   3. Set the parameters:
      1. assign_order_to: Apply the same values as are currently set in Event Management web process – Start > Configuration > Automation > Processes > Web Processes, then select Event Management.  Once there, look on the Parameter Values tab for the assign_order_to values.
      2. assign_person_to: Apply the same value as is currently set in Event Management web process – Start > Configuration > Automation > Processes > Web Processes, then select Event Management.  Once there, look on the Parameter Values tab for the assign_person_to values.
      3. assign_organisation_to: Apply the same value as is currently set in Event Management web process – Start > Configuration > Automation > Processes > Web Processes, then select Event Management.  Once there, look on the Parameter Values tab for the assign_organisation_to values.
      4. company_name: your company name
      5. event_management_process_identifier: event_management
   4. Anonymous access should be unchecked
   5. Run As: Current User
   6. Go to Start > Configuration > Customisation > Record Types > Events
   7. Open the “Fields” tab
   8. Add a new custom field of type “Iframe” with the below details:
      1. Field label: Check In
      2. URL: /process/@db@/event_management_check_in?registertoeventid=@id@&iframe=1
      3. Show as tab: true
      4. Show by default: true

Testing Steps to confirm correct installation

1. Open the Web process in a new browser tab:
   1. Open the web process “Event_Management_Check_In” by navigating to Start > Configuration > Automation > Processes > Web Processes
   2. Click on the button near process URL, as shown below:
      
   3. This should now open a new tab with the Event Management Check in process

2. Open the Web process in an Event Record:
   1. Open any existing Event Record
   2. You will now see a new tab called “Check In” in the open window within the Event Record

Description of the process parameters

• assign_order_to – The queue id for the assignee creating a new order, when we create new registrations using the Check In module
• assign_person_to – The queue id for the assignee creating a new person, when we create new registrations using the Check In module
• assign_ organisation_to – The queue id for the assignee creating a new organisation, when we create new registrations using the Check In module
• company_name – This is only used for the web browser tab title, when using the Check In web process not from within the Event Record, but in a separate browser tab. This parameter is not required. The tab title is being displayed: “(Company name) – Events” (if we have company_name value) or just “Events” if the company_name value is empty.
• event_management_process_identifier – This value is used when generating the URL for Event Management if we want to add a new Attendee on a paid event.