Please note: Enabling the integration of a workflow with the check-in event may prevent visitors from accessing your site. We recommend providing sufficient time for existing affected visitor types (such as contractors) to complete relevant workflows (and for these to be approved) prior to activating the Integration.
Once you've set up your workflow and linked it to the relevant sites (help on that here), toggle to the Core Dashboard via the app switcher found in the bottom left-hand corner of the Dashboard.
Click "Locations" from the left menu bar
Click on the site you want to integrate the workflow to
Locate the 'Integrations' menu option
Under 'Current Integrations', locate the name of the workflow you wish to integrate and click on it.
Note: If your workflow doesn't appear in this list, return to the Workflow setup and ensure you've selected the desired site(s) for the workflow to apply. Help here.
Step 1:
Select visitor type(s) for this workflow to apply to. Leave this blank for Triggering Workflows/Permits via Check-in Form questions.
Step 2:
Specify at what phase of the check-in the workflow should validate:
Check-in Request: During check-in, Sine will check for a valid (approved) workflow matching the mobile and/or email address entered by the visitor/contractor. If no approved Workflow exists, they will be rejected from checking in to the site and sent a link via SMS and/or email to complete the workflow.
Check-in Success: After successful check-in, Sine will email (not SMS) a link to complete the workflow to the visitor/contractor via email. This does not prevent check-in or check-out.
Check-out Success: After successful check-out, Sine will email (not SMS) a link to complete the workflow to the visitor/contractor via email. This does not prevent check-in or check-out.
*Note: Check-in and check-out Success is ideal to turn on during the implementation and change management phase.
Step 3:
On the Integration settings page, create a custom Rejection Message. This will be seen by visitors who have not completed a required workflow when attempting to access the site.
Step 4:
Add the email(s) of personnel who may need to be notified if users are rejected at check-in due to non-compliance.
Step 5:
Once you've customized the integration to your desired settings, click 'Save' and a window will prompt you if you would like to enable the integration or cancel for now.
For further assistance with workflow integrations, click on the chat icon for live chat in the bottom right of this screen. Our team will be happy to help.
In addition, below is a sample message for you to introduce and onboard Sine to new contractors, typically for mobile check-in:
Subject: New Contractor Check-In Process with Sine Pro App
Hi All,
We're excited to announce that [Company / Site Name] is moving to a digital contractor check-in system using the Sine Pro app. This app is available for both iPhone and Android smartphones.
Here's what you need to do:
Download the Sine Pro app on your smartphone.Create your free profile in the app.Complete the required Contractor Inductions and Permits
With Sine, you can check in easily using Location Services or by scanning QR codes posted at various check-in points on site.
To make your check-in experience as smooth as possible, please complete the following digital forms before your next visit:
[INSERT WORKFLOW/INDUCTION LINK HERE]
For more information, check out the links below:
Thank you for your co-operation.