Visitor Check In - Unscheduled Visitor & Sign Document

[dayamar12]

I am new to Appsheet. I am trying to create a visitor check in app. I copied the Visitor Check-ins template from Appsheet. There are two major changes I want to make:

1. Unscheduled/Walk In Visits: Currently, you schedule a visitor and when they arrive, they tap Check In. I want to allow walk ins or unscheduled visitors. After the unscheduled visitor enters their information, reason for the visit, etc., I want them to be able to tap Check In from the same screen instead of going to a different view and not require them to put in the scheduled date and scheduled time.

2. Read and Sign/Acknowledge Policy: I think the easiest way would be when the visitor taps Check In, the form appears and they acknowledge or sign it. I figured out the signature part but not how the document can be viewed. It would be great if the signed document would be saved in a folder but it doesn't have to be. It would be nice if a scheduled visit could have the option to email the person to sign, but I don't know how it would be returned to us. Another feature that would be nice is if the person only had to sign the document if they haven't signed it yet this year or ever. 

Thank you!

[AleksiAlkio]

#1 - I assume your "Check In" column (DateTime) is in the same table. Maybe you could have one Enum field (with buttons Scheduled and Unscheduled) so the app would know which one this is. If it's Unscheduled, it will write the datetime with the initial value (formula NOW()). in this way it happens automatically.

#2 - It sounds your policy document is longer than just few lines. I believe the easiest solution is to send the policy advanced with an email when the scheduled visitor event is created. They read it before they came and when Check-In, they sign it. If you need, you can then create the signed PDF with the Automation bot which saves the document into your specified folder for example in Google Drive. You can send that signed PDF to your visitor as well with the Automation Bot.

#2 - For your Unscheduled visitor.. You could have the Policy document and its content in the app with the Show column type on the form vew so they can read it from the tablet.. and then sign it.