Kiosk management for advisors and coaches

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Overview

Kiosk is a check-in system that lets you track and manage students in a variety of settings. You can use two different kiosk types for check-in: Office Kiosk or Activity Kiosk. Two elements of this tool influence what the student sees when checking in/out and how staff manage events or appointments: queues and services.

  • Queues are the groups a student is virtually placed into when they check in or sign in.
  • Services are optional items that students without an appointment or students attending an event can choose from during the check-in process to provide supplemental information to managers and administrators.

The following information is intended for advisors and coaches working in an office that uses Kiosk. Front desk staff should be familiar with this information to assist with day-to-day issues, but it's primarily directed at staff who meet with students and need to move those students through AdRx.

Monitor Kiosk check-ins

When a student checks in for their scheduled appointment with you, a drop-in checks in, or a guest checks in at your kiosk, a visual indicator (Red dot indicating Kiosk activity) appears in the AdRx header next to the appointment icon (AdRx calendar icon with red dot indicating Kiosk activity). This indicator will appear when a student checks in and disappear when the student is claimed.

To view your AdRx "Appointments" page and clear the notification, click the appointment icon:

AdRx header showing appointment icon with red dot

When you are on the "Appointments" page, you will see multiple tabs at the top. The first is your scheduled Appointments tab, followed by tabs each named for the kiosks you are assigned to. The drop-in and guest queues for each are broken into separate lists within each kiosk tab.

Kiosk Appointments, Drop-ins, and Guest tabs

Scheduled appointment student check-in

The Appointments tab displays a count of students who have checked in for their SAS-scheduled appointment with you, as well as any drop-ins or guests you have claimed.

The student card also indicates the time of the check-in and any additional notes the student added during the check-in process.

AdRx Kiosk appointments tab with student card

Drop-in (unscheduled appointment) student check-in

A kiosk's tab will display a count of unclaimed students who checked in as drop-ins.

Claim a drop-in

To indicate that you can meet with a drop-in student:

  1. Click the kiosk name, then select Drop-ins, and then, in the student's appointment card, click Claim.

    Claim a drop-in

  2. The count on your Appointments tab increments to include claimed student(s), and the student's card moves from the queue on the kiosk's Drop-ins list to the queue on your Appointments tab in a section named "Drop-In" under your scheduled appointments.

    Appointments tab showing claimed drop-ins

  3. The cards in each queue are updated automatically as students check in and are claimed or removed. If you are viewing a queue and another advisor claims a student, the card will display a message stating "Student cannot be claimed."

    AdRx Kiosk clear all claimed

    To clear all claimed/removed students and show an updated queue, click Clear all claimed or removed. Alternatively, to update the queue one student at a time and review each claimed/removed student, click Clear within each student card.

  4. The tally on the Appointments, Drop-ins, and Guest tabs is automatically adjusted to reflect new check-ins and when another advisor in your group claims a student. When the drop-in and/or guest queues are empty, the notification dots will clear for all advisors.

Unclaim a drop-in

If you are no longer able to meet with a claimed drop-in, click Unclaim in the student's card to remove them from your queue and place them back into the main queue for someone else to claim.

Student card with unclaim button highlighted

Guest check-in

In a kiosk's Guest list, you will see a count of visitors who have checked in as guests. The guest card includes the student's provided name, check-in time, reason for appointment (if provided), and provided contact information.

Claim a guest

To indicate that you can meet with a guest:

  1. Click the Guest list, and then, in the student's appointment card, click Claim.

    Guest tab with claim button highlighted

  2. The count on your Appointments tab count increments to include the claimed guest, and the student's card moves from the queue on the Guest list to the queue on your Appointments tab.

Unclaim a guest

If you are no longer able to meet with a claimed guest, click Unclaim in their card to remove them from your queue and place them back into the main queue for someone else to claim.

Absent or not seen drop-ins or guests

If a drop-in student or guest checked in was not seen for any reason, to mark their check-in accordingly and remove them from the queue:

  1. Find the card of the drop-in or guest and click Options.

    Student card with options button highlighted

  2. From the drop-down menu that appears, select the appropriate option:
    • Mark as absent and remove from queue
    • Mark as not seen and remove from queue
  3. The student or guest is removed from the queue.

If your office would like to follow up with a student or guest who was marked as absent or not seen, review the "Kiosk Reporting" section of the "Kiosk - Appointment Status Summary" Tableau report at ds.iu.edu.

This is document bgjs in the Knowledge Base.
Last modified on 2022-01-03 13:43:30.