> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oloid-demo.com/llms.txt
> Use this file to discover all available pages before exploring further.

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

> This document provides step-by-step instructions to customize the Multi Button screen in the Oloid Connect Application in Tenant Admin Portal.

## 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.

## Steps to configure intent screen

1. Log in to Tenant Admin Portal.
2. Go to **Application** > **Configure** tab > **Configure Intent Screen**.

   > [!NOTE]
   >
   > **Note:** You must configure the application with which your endpoint is paired.

   ![How to configure Intent screen in... - screenshot 1](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-977bb5ba.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=8183af3724bdd559541abf3a634b4b06)
3. Turn on **Show Intent Screen** toggle.

   ![How to configure Intent screen in... - screenshot 2](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-13abca35.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=d443685cfe36e2400f934bc06d4e3470)
4. Configure one of the following:
   1. [Job-Code](#configuring-job-code)
      OR
   2. [Multi button](#configuring-multi-button)
      The Intent screen is configured.

### 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](https://oloid.help/en/articles/11948333-oloid-connect-how-to-prepare-job-and-charge-code-template)

### Configuring Job Code

Select **Job Code** to allow users to enter the job code.

![How to configure Intent screen in... - screenshot 3](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/948e3c74-c98c-4ebe-8147-2ec8bb7765d6-e91f4e43.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=97203a260a53288ac12834dba10666f3)

The intent screen is configured and displays the Job Code in the preview screen.

### Sample intent screen for Job Code

1. ![How to configure Intent screen in... - screenshot 4](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-6d9e8032.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=21edd31f6b336c84bd12bcdb9890a7fb)

   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.

![How to configure Intent screen in... - screenshot 5](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/1564806a-167a-4008-a364-33ff1fbc4dd7-aea934d4.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=e6a88e5f2ba8ea3dfeeb42c94ecc0b6f)

**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](https://oloid.help/en/articles/11948333-how-to-prepare-job-and-charge-code-template)

### Upload Job Code File

1. In the **Job Codes** section, click or drag your file to the upload area.

   > [!NOTE]
   >
   > **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]
     >
     > **Note:** Fill out the template with valid job codes before uploading.

     ![How to configure Intent screen in... - screenshot 6](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-4f758a5f.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=e355e02a71554e3336c6053ccbe4e449)

     The Job Code file is uploaded successfully.

### Upload Charge Code file

1. In the **Charge Codes** section, click or drag your file to the upload area.

   > [!NOTE]
   >
   > **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]
>
> **Note:** Fill out the template with valid Charge codes before uploading.

![How to configure Intent screen in... - screenshot 7](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-43b93a82.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=25642962ad370ec7296b6a204a6fe96f)

The Job Code file is uploaded successfully.

### Sample intent screen for Job-code selector

![How to configure Intent screen in... - screenshot 8](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-f1eeb917.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=5698bee4d0ad76fa6904fa9e66c96faa)

### Configuring Multi-Button

Configure multi-button intent screen based on your requirement

> [!NOTE]
>
> **Note:** Once enabled you must add the required fields else blank intent screen will be displayed.

### Multi-Button Intent Screen Configuration

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

   ![How to configure Intent screen in... - screenshot 9](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/8e216907-bad1-4257-8e97-b3f31098be3c-e693c03c.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=27f8c5c8c55abbe9c880bbf161d6ac90)

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.

### 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.

![How to configure Intent screen in... - screenshot 10](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-256f89bd.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=a825984e13486223acb7fca43fc5ae3d)

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

**Sample intent screen heading and description for reference**

![How to configure Intent screen in... - screenshot 11](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-b18e0233.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=5eb38c69740ef0f0138f669d4e013bc7)

1. Configure the following as per your requirement:
   1. [Configure Intent Screen Buttons](#configure-intent-screen)
   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.

      ![How to configure Intent screen in... - screenshot 12](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/8a8f0eee-459a-4140-9948-28866079c734-87e9f3da.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=46cbfa45018b463dee05080a430cf980)

   2. Select **Button Type** from the Button Type dropdown menu.

   3. Enter **Button Label** for different user intents.

      > [!NOTE]
      >
      > **Note:** The label is displayed on the intent screen. (See [Sample intent screen](#sample-intent-screen-for-job-code))

   4. Click **Save** to apply your changes.

![How to configure Intent screen in... - screenshot 13](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/3045bced-2385-4625-aa1b-7fa1af99092a-4622684b.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=23d54f0050d2717b9473d5bead415d70)

**Sample intent screen for reference**

![How to configure Intent screen in... - screenshot 14](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-2f52c044.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=a046cb7c9fb06de7fc846f20d725cbfd)

**Design Minimum Lunch Break Config**

You can configure the minimum lunch break requirements for the user.

> [!NOTE]
>
> **Note:** You must add Start Lunch and End Lunch button type in your intent screen before you configure minimum lunch break.

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.

![How to configure Intent screen in... - screenshot 15](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/b7f5341b-c33e-440c-ac28-a4991a588c9d-41a5f42b.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=39f4356833d0489daf0f127b82ae7fa6)

**Sample lunch break screen for reference**

![How to configure Intent screen in... - screenshot 16](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/7b61c9ad-e6f1-4ca3-83a8-bb849b95bb43-a0a389e8.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=42b6ff19a5d88d59865d8afb56eb9f54)

**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.

![How to configure Intent screen in... - screenshot 17](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/c822ca37-0ec5-4867-b5da-490ffecd4c12-fe9f17cd.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=f71de7d96218b8ed59de8b4d9ab9c4f1)

**Sample survey form for reference**

![How to configure Intent screen in... - screenshot 18](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/84fea87b-1e3b-4670-b487-bed1c3b593b0-deaefeaa.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=4ce350df78b7d9b3b13595b8b0936bdc)

**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.

![How to configure Intent screen in... - screenshot 19](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/ce4e29fb-5eaf-4c03-a70b-8419536961a7-287e8e69.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=ef1964c3c31c4ddb577de92c73e4cf4b)

The department detail section is displayed.

![How to configure Intent screen in... - screenshot 20](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/c218ffda-6490-493c-a0c4-dc07c5642ce4-23e88448.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=26eae1aad17a59537087094cc3e74af5)

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.

> [!NOTE]
>
> **Note:** Repeat steps 1–2 for each department you want to add.

**Sample Select Department screen for reference**

![How to configure Intent screen in... - screenshot 21](https://mintcdn.com/oloid-999c42b2/Fw9bluqdxTw7da-n/images/intercom/9937044/image-968d15c4.png?fit=max\&auto=format\&n=Fw9bluqdxTw7da-n\&q=85\&s=fdb0fe4e3a9ef62e95f0404d29a3c235)