Oloid Connect - How to configure Intent screen in Tenant Admin Portal

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Introduction

The intent screen is used in Endpoint Kiosk mode, allowing users to define their actions, such as entering a job code or selecting from multiple available authentication options.

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Steps to configure intent screen

1. Log in to Tenant Admin Portal.
2. Go to Application > Configure tab > Configure Intent Screen.
   Note: You must configure the application with which your endpoint is paired.
   
3. Turn on Show Intent Screen toggle.
4. Configure one of the following:
   1. Job-Code OR
   2. Multi button The Intent screen is configured.

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Prerequisite

You must prepare the Job and Charge Code template before configuring the Job and Charge Code. For more, refer to Oloid Connect - How to prepare Job and Charge Code Template

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Configuring Job Code

Select Job Code to allow users to enter the job code. The intent screen is configured and displays the Job Code in the preview screen.

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Sample intent screen for Job Code

1. The user selects Clock Out after completing the assigned work.
2. Configure Job Code and Charge Code:
   1. Go to the Job-Code section.
   2. Select the Show Job-code selector checkbox to enable the fields for uploading Job Codes and Charge Codes.
   3. Click Save to apply the configuration.

Prerequisite You must prepare the Job Code and Charge Code templates before uploading. For more, refer to How to prepare Job and Charge Code Template

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Upload Job Code File

1. In the Job Codes section, click or drag your file to the upload area.
   Note: The file must be in XLSX or CSV format.
2. If needed, download the file template:
   • Click XLSX to download the Excel template.
   • Click CSV to download the CSV template.
     Note: Fill out the template with valid job codes before uploading.
     The Job Code file is uploaded successfully.

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Upload Charge Code file

1. In the Charge Codes section, click or drag your file to the upload area.
   Note: The file must be in XLSX or CSV format.
2. If needed, download the file template:
   • Click XLSX to download the Excel template.
   • Click CSV to download the CSV template.

The Job Code file is uploaded successfully.

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Sample intent screen for Job-code selector

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Configuring Multi-Button

Configure multi-button intent screen based on your requirement

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Multi-Button Intent Screen Configuration

1. Go to the Job-Code section on the configuration screen.
2. Select Multi-Button.

Enable the following options based on your requirements:

1. Choose Departments: Select this option to enable users to select a department. For detailed information, see Configure Departments.
2. Conduct Survey: Select this option to create a survey form after end-of-shift authentication, allowing the user to submit and proceed to the next screen. To create your survey form, see Customize Survey Form.

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Configure Intent Screen

1. Enter a clear title in the Intent Screen Heading field. This title appears at the top of the intent screen.
2. Type a short and clear description in the Intent Screen Description field.

The intent screen heading and description are displayed on the preview screen. Sample intent screen heading and description for reference

1. Configure the following as per your requirement:
   1. Configure Intent Screen Buttons
   2. Design Minimum Lunch Break Config
   3. Customize Survey Form
   4. Configure Departments
2. Click Save to apply your changes.

The intent screen is configured. Configure Intent Screen Buttons You can configure at least one and up to six intent buttons.

1. Do the following:
   1. Click +Add Button to add an intent button. The button section is displayed.
   2. Select Button Type from the Button Type dropdown menu.
   3. Enter Button Label for different user intents.
      Note: The label is displayed on the intent screen. (See Sample intent screen)
   4. Click Save to apply your changes.

Sample intent screen for reference Design Minimum Lunch Break Config You can configure the minimum lunch break requirements for the user.

1. Lunch Break Validation Message: Enter the message that will be displayed if the minimum lunch break requirement is not met. (See Sample Screen below)
2. Minimum Lunch Break: Set the minimum time for a lunch break, specifying hours and minutes. (See Sample Screen below)
3. Click Save to apply your changes.

Sample lunch break screen for reference Customize Survey Form You can configure at least one and up to seven survey question options to present to users after they complete an action.

1. Click +Add Question to add survey questions to the survey form. The enter question text field is displayed.
   1. Enter the survey question in the Question 1: Enter question text field.
   2. Click Save to apply your changes.

Sample survey form for reference Design Configure Departments You can configure a department section for users during the clock-in and clock-out process.

1. Click +Add Department to create a new department.

The department detail section is displayed.

1. Configure the department details:
   1. Department Name: Enter the department name.
   2. Department Code: Enter a department code.
   3. Clock ID: Enter the unique clock ID for the sub-department. (Optional)
   4. Click Save to apply your changes.

Sample Select Department screen for reference