Person History (1:53)
KeepnTrack records history whenever a person signs in to or out of a Kiosk. Depending on security settings, administrators or other users with the appropriate security level can edit and create history records manually. This is useful when a person performs an activity when there is no kiosk available, or when they forget to sign in or out.
History records created by signing in to or out of a kiosk
An Administrator can modify the Duration of the activity, and even leave notes describing the reason for the modification. Transaction Date is editable. Duration is what actually counts toward both current and lifetime hours so even if a person forgets to sign in or sign out, the Administrator can modify their duration thereby assuring the time spent in the activity is accurate.
Manually created history records
With the right Security Group permissions, an Administrator can manually create a history record in People > Actions menu > Add Person History, or a user can add one to their account in Person Status > History.
Activity Start Date/Time
This is basically a list that contains the names of your users, their classification, activity type and activity start date; used for browsing person history records and other related tools. Select an item in this field to view or edit its history record on the right.
View a list of activities for:
- Facility Most Recent
- Facility Most Recent-Volunteers
- Facility Most Recent-Students
Select an entry from the Activity Start Date/Time list will show the corresponding record in the History Record tab.
Enter all or part of a first name.
Enter all or part of a last name.
Choose which facility to search. If nothing is selected, it will default to Any.
Drop down that will shows Staff, Student, Vendor, Visitor or Volunteer. If nothing is selected, it will default to Any.
Enter all or part of an Activity.
Transaction Start From
This search parameter cannot be left blank. If no selection is made, it will default to 30 days prior to today.
Transaction Start Through
This search parameter cannot be left blank. If no selection is made, it will default to the current day and time.
Search by Duration. These fields accept numeric values only, between 0 and 1440.
Search for a Badge # or Job #.
Search by Student ID, Family ID, Person ID, Staff ID, Bus Number, Grade, Homeroom, Staff Type, Teacher, or Volunteer Type.
Choose to search for a specific record type: Manually Entered History Record, Manually Modified History Record, or Standard History Record. If no selection is made, this field defaults to Any.
The Current Record pane is on the right. It provides access to the information stored in the history record selected from the Activity Start Date/Time on the left.
Clickto unlock the record for editing.
This non-editable field displays the first and last name of the currently selected person.
If this person has multiple classification types (e.g. Staff and Volunteer) designated in Personal Info, use this drop-down menu to select which classification type to apply to the history record.
Next, select the facility for which the new history allegedly took place. Once this selection is made, the rest of the Edit History dialog becomes available, allowing you to provide more information for the new history record. Facilities are created and maintained in the Facility Information preferences.
Activities are the traceable events that happen in or around your facility. The activities that appear in this drop-down menu are created and stored in Tools > Activities > Details.
A destination is a sub-category of the main activity type. For example, if you have an activity named “Classroom”, a possible destination could be “Mr. Johnston”—the teacher in charge of the class. Destinations are optional and are created and stored per activity in Tools > Activities > Destinations.
This is a non-editable field that displays either Timed or Untimed.
This is editable field displays the YYYY-MM-DD date and time the person checked in to an activity using the Kiosk. For example, 2018-09-24 11:45 AM.
This editable field displays the YYYY-MM-DD date and time the person checked out of an activity using the Kiosk. For example, 2018-09-24 12:15 PM.
After supplying the Activity Start Time/Date and Activity End Time/Date, this non-editable field tallies the total time spent at the activity in minutes.
When a person signs in to an activity, KeepnTrack generates a one-time use barcode for use with our self-adhesive badges. This barcode, or “badge number”, can later be used to sign out of the activity using the Kiosk. Since these badge numbers are unique, they can be referenced again in the future. This non-editable Badge Number field displays this Kiosk-generated barcode number.
Please keep in mind, however, that a badge number isn't generated for manually created history records and will appear blank.
Use this field to assign an optional job number to this person for an activity—primarily for Staff and Vendor to enter either government—required ticket or invoice numbers corresponding with their visit (e.g. the district Staff repair person working at your facility may have been assigned a job number).
This field is a display for notes made at the kiosk during check in.
This is an editable field that the operator can use to add note regarding changes made to the record.
This tab contains a log for each time the selected History Record was modified.