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Most global settings act as defaults. (A default is an option that selected before the user starts to use a program. In Checkpoint, you can select and manage many defaults to suit your organization's needs.)

 In general, global settings do not change templates and sessions that have already been added; they only affect newly-created ones. However, there are some global settings that override all sessions and templates. Global settings: 

  • Apply to assisted and self-check-in.
  • Are automatically applied to all templates and sessions.
  • Cannot be changed for specific sessions or templates.

Overview of Global Settings

Global settings are helpful when you're setting up Checkpoint for the first time. Consider what settings you want all of your sessions and templates to have in common, and then manage your global settings accordingly. This way, you don't have to change the settings of each session and template repeatedly. You can also use global settings to give other users the permissions to add new templates and sessions, while still controlling the settings for them. This keeps your templates and sessions professional, consistent, and under your control, while still allowing you to delegate the task of creating templates and sessions. To change Checkpoint global settings, you must have user rights to Add/Edit Checkpoint Defaults; see Checkpoint User Permissions.


Managing Global Settings

Global settings are built into Checkpoint to help you with attendance, profiles, and to make check-in more efficient. These defaults are global settings and are overridden by settings in templates. These defaults do not change currently existing templates; they only affect newly-created ones. 

Set the Check-in Grace Period

Improve the accuracy of your attendance records by setting the check-in grace period This establishes how much time between check-in and check-out must exist for a person to be counted as present.

 To set the check-in grace period

For Example

If a mother checks her child in at 9:51 am, and checks the child out at 10:00 am when he becomes ill, if your check-in grace period is set at 10 minutes, the mother and child are not recorded as present on that day.

  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Check In/Out Defaults.
  4. Under Check In Grace Period, select a time frame in the drop-down list.
  5. Click Apply to save your changes.

Set the Session Statistics Auto Refresh Time

Let multiple check-in stations know when a session is full, or if a teacher calls in sick by setting the Session Statistics Refresh Time.  This is very helpful when you have several stations simultaneously checking people in. 


 To set the session statistics auto refresh time

Unposted Attendance & Saving a Session

If you have any unposted attendance markings for a session, you'll be prompted to clear the unposted markings when saving the session changes.
Click No if you want to post the attendance markings, and return to editing the session.

  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Checkpoint Defaults.
  4. Under Session Statistics Refresh Time, select the time frame in which you want the sessions statistics window to refresh automatically. Select O if you want to refresh it manually.
  5. Click Apply, then OK.

Manage the Default Information of New People

When you add new people to ACS as they check-in, you choose the default information you'll want to set. For example, when adding new people through Checkpoint, if you want them to receive a newsletter by e-mail, you would select Default Newsletter as either Individual or Family and Default Deliver By as E-mail.

Changing these defaults, doesn't alter any people records, or any new records added through Checkpoint. The settings can be the same as or different than the defaults in People. However, if you assign Record Types to Member Statuses in People setup, these are used when adding new people through Checkpoint.


 To manage the default information of new people
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Add People Defaults.
  4. Under People Defaults, select the default information of new people added through Checkpoint.
  5. Click Apply to save your changes.

Display Other Relationship Types During Check-in

By default, Checkpoint displays the head, spouse, and children of a family when any member of a family is checking in. In ACS People, you can record the relationships individuals have with people outside of their family. With check-in, the relationship would typically be an "Authorized Pickup Adult" or an "Authorized Pickup Child." These relationship types indicate that parents have authorized someone else to check their child out. To make check-in quicker, you can display these other relationships with a family during check-in. 


 To display other relationship types during check-in
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Checkpoint Defaults.
  4. Under Other Relationships, click Select Relationships.
  5. In the window, select the relationship types you want to include, then click OK.
  6. Click Apply to save your changes.

Display Names: Custom, Formal, or Informal?

You can use formal or informal label names from ACS or create a custom display name. The Checkpoint display name controls how names display in Checkpoint windows and reports. Display name options do not affect how you use names to locate information at check-in.


 To customize names for Checkpoint
  1. Under Advanced Tools, select the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left navigation pane of the Setup window, click Name Options.
  4. In the drop-down list, select Custom Label Name.
  5. Select the segments of people's names that you want to display.
  6. Click Apply to save your changes.
 To display names formally in Checkpoint

Tip

Formal names display as title, first name, last name, suffix. For example, Dr. James Aaron, Sr.

  1. Under Advanced Tools, select the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Name Options.
  4. In the drop-down list, select Formal Label Name.
  5. Click Apply to save your changes.
 To display names informally in Checkpoint

Tip

Informal names display with the Goes By name or first name, if no Goes By exists, then last name and suffix. For example, Jim Aaron, Sr.

  1. Under Advanced Tools, select the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Name Options.
  4. In the drop-down list, select Informal Label Name.
  5. Click Apply to save your changes.

Allow Automatic Badge Printing

Allow automatic badge printing so that members and staff don't have to manually print badges each time they check-in. Once selected, staff can choose what type of badges to print automatically when they prepare each check-in station. 


 To allow automatic badge printing
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Check In/Out Defaults.
  4. Under Check In/Out Options, select Allow Automatic Badge Printing.
  5. Click Apply, then OK.

Set or Clear the Check-in Menu Password

 To set the check-in password

Passwords for Touchscreens

If you're using touchscreen computers for any of your check-in stations, you must select a password without numbers. The on-screen keyboard includes only lower and uppercase letters, a period, a comma, a hyphen, and an apostrophe. The password can consist of only these characters.

  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Check In/Out Defaults.
  4. Under Check In/Out Password, enter the new password and click Apply.
  5. Enter the password again to confirm it, then click OK.
  6. Click Apply again to save the new password.
 To clear the check-in password

Not Recommended

We do not recommend clearing the CheckIn/Out Password. Clearing the check-in password makes your check-in computers vulnerable to unauthorized users accessing your ACS data.

  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go
  3. In the left pane, click Check In/Out Defaults.
  4. Under Check In/Out Password, delete the old password and click Apply.
  5. Enter the previous password, then click OK.
  6. Click Apply.

Set the Check-in Screen Clear Times

The clear time affects how long people have to read the check-in confirmation message, and how much time is required between when one person checks in and when the next person can start checking in. See Figures 1 and 2 for images of the screen clearing.



Figure 1 – Self check-in screen clearing


Figure 2 – Assisted check-in screen clearing

The standard screen clear time is 5 seconds. This is usually enough time for users to read the confirmation message and not so much time that it delays the stream of people checking in. You can decrease the time if you want to speed up check-in time. Or, you can increase it if you think it is not enough to read the confirmation message. You can set the time to a maximum of 30 seconds.


 To set the check-in screen clear time
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Check In/Out Defaults.
  4. Under Check In/Out Complete Screen Clear Time, enter the number of seconds.
  5. Click Apply to save your changes.

Manage the "Locate By" Defaults

Use Locate By defaults to control what information is used to locate people records during check-in. You can locate records by variations of individuals' names, the last four digits of phone numbers, by bar codes, or by pager numbers.


 To manage the Locate By defaults

Security Considerations

For security reasons, individuals must provide Locate By information to check-in. Depending on your organization's security needs, you may want to provide more Locate By options, including people's names and phone numbers, or you may want to tighten security by only allowing pager numbers or bar codes.

  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go
  3. In the left pane, click Check In/Out Defaults.
  4. Manage the Check In/Out Locate Options to your preference.
  5. Click Apply to save your changes.