RecoveryLink Kiosk V2

• Description
• Enable/Disable Kiosk module
  • Enterprise configuration
  • Enable Kiosk for an Organization
• Management interface (Staff application)
  • Kiosk management: Organization
  • Form Customization
    • Creating a new form:
  • First Time Visitor (FTV)
  • Activity Check-in
  • Kiosk Assessments
  • Participant Management
  • Clone customization:
• Kiosk user interface
  • Landing page
  • Location page
  • Main page
  • First Time Visitor
  • Assessments
  • Activity Check In
• Kiosk dashboard (Staff application)

Description

The Kiosk service enables organizations to offer a user-friendly interface for participants to check in to activities or create new profiles via an intake at registered locations.

Enterprise administrators can manage their Kiosk configuration through the staff application via the enterprise library. Forms primarily utilize Enterprise Library Templates, with some configurable overrides available via the Kiosk management interface.

Eligibile enterprises can make the Kiosk add-on service an option for all of their Organizations, then each Organization may elect the add-on service if it fits their service model.

The Kiosk system consists of:

1.     Dedicated user interface,

2.     Dedicated web service

3.     Staff client management interfaces

Enable/Disable Kiosk module

Kiosk add-on service must first be made an allowed option by the Enterprise. Then each Organization may enable the service as needed.

Enterprise configuration

To make Kiosk add-on service available to Organizations, log in to the staff application as an enterprise administrator or a higher-level user, and follow these steps:

1.     Navigate to: Enterprise Library → Enterprise Profile.

2.     Click "Next" in the profile form to move from the Enterprise Account Information page to the Enterprise Microservice page.

3.     Select or deselect the Kiosk service option by checking or unchecking its checkbox.

4.     Click the “Save” button on the Enterprise Microservices page to submit the changes.

5.     Click “Ready to Submit” to send the changes to the server.

Note: Clicking this button before saving the Enterprise Microservices changes will not submit your updates.

Enable Kiosk for an Organization

You need to allow the Kiosk add-on within the Enterprise before proceeding with these steps. If you have not done so, the Kiosk add-on will not be shown as an option for the organization for which you want to use Kiosk.

To enable or disable the Kiosk model for an organization, log in to the staff application as an enterprise administrator or a higher-level user, and follow these steps:

1.     Navigate to the Manage Organizations interface

2.     Find the Organization and click on the Edit button

3.     Click "Save" in the profile form to mark the Organization Account Information page as saved.

4.     Click on the Organization Microservices page in the navigation bar

5.     Enable or disable the Kiosk service option by checking or unchecking its checkbox.

6.     Click the “Save” button on the Organization Microservices page to submit the changes.

7.     Click “Ready to Submit” to send the changes to the server.

Note: Clicking this button before saving the Organization Microservices changes will not submit your updates.

Management interface (Staff application)

The management interface enables enterprise administrators to create check-in options and forms for the Kiosk from the staff application.

The interface operates on a per-organization basis. Users can select the relevant organization at the top of the page. The dropdown component includes an indicator to show whether Kiosk is enabled for that organization.

This interface includes the following functionalities:

1.     Organization: Manage the main organization profile.

2.     Form customization: Create and edit forms for First Time Visitor options.

3.     First Time Visitor: Manage options displayed to users selecting the First Time Visitor option in the Kiosk.

4.     Activity Check-in: Manage options shown to users during Kiosk check-ins.

5.     Kiosk Assessments: Link assessment profiles requested from users after form submissions or activity check-ins.

Note: Requires the Assessments add-on for custom assessments; the Recovery Capital Assessment is available to all by default.

6.     Participant Management: Set sign-in notes for participants or lock them out of the Kiosk (e.g. they will not be able to sign in).

7.     Clone customization: A button at the top of the screen that allows users to copy configurations between organizations.

All panel headers include

icons that will show a tooltip explaining the use of the tab.

Kiosk management: Organization

This interface includes a combination of read-only and editable controls. Users must click Save to submit changes to the server which will take effect immediately.

1.     Organization name and unlock code

The name is for display only and can be managed on the Organization profile page. The unlock code is auto-generated by the system when the organization is first enabled. To request an alternate code, organizations must contact support.

2.     Unlock expiry

This setting determines how long a Kiosk remains unlocked before it automatically locks again. The default duration is 24 hours.

3.     Organization logo size

If the organization has a logo uploaded, it will appear on the Kiosk user interface. Users can adjust the size of their logo using this control. Note the logo itself is managed in the Organization Profile by navigating to Organization → Manage Organization.

4.     Anonymous activity login

If an organization permits participants to check in without account validation, this setting should be enabled. It allows participants to check-in to activities in with 0000 to remain anonymous.

5.     Sandbox mode

This feature allows organizations to prevent Kiosks from submitting data to the live environment while testing functionality and changes. Once enabled, Kiosks will display a notification bar at the top of the screen (below the main bar) explaining that Sandbox mode is active and its implications.

Note: Once you submit changes, open Kiosks will receive notifications, and updates should go live immediately.

Form Customization

The Form customization interface allows users to manage forms used for First Time Visitors in the Kiosk system. Forms are driven by specific eligible Templates. Currently, these templates are limited to Intake Session and Volunteer Sign-Up

When Kiosk is enabled on an organization for the first time, two forms will be created by default:

1.     Participant intake: Linked to the intake session template

2.     Participant volunteer sign up: linked to the Volunteer Sign-Up template

Marking a Form as Inactive will keep the profile in the list, but not use it in the Kiosk interface. Deleting the form will remove the profile completely, which cannot be recovered.

Creating a new form:

When creating a new form, users are presented with a Form wizard with three steps:

1.     Create form

This page allows users to set up their profile. Currently, two templates are enabled for Kiosk use: Volunteer Sign-up and Intake Session.

When selecting Intake Session, users must specify whether the form submission will create a new participant with a “Full service participant” service episode status, or a “Kiosk member” profile which is for those participant's who are not to be assigned a peer and will be in a kiosk only service episode after intake, which requires additional setup after the Kiosk submission.

Once the profile is populated, clicking the Next button will advance the wizard to the Customization page.

2.     Customization

The Customization page displays fields that participants can interact with while completing the form. Users can override the Required and Show configurations for template fields, except for “System required” fields.

The interface includes quick action buttons to apply functions across all fields (from left to right):

1.     Make all fields required

2.     Make all non-system required fields optional

3.     Show all fields

4.     Hide all non-system required fields

Clicking on the “Next” button will advance the wizard to the Post Submit actions page.

3.     Post Submit

The Post Submit Actions page allows users to specify notifications sent upon successful form submissions. These notifications can be via email or in-app notifications.

When building the message body, users can inject form fields and additional values using the “+ Insert special fields” link.

Clicking the link opens a pop-up with a list of available fields for insertion. The values follow the format: {{blockName.FieldName}}. If users alter this tag, it may not be recognized when generating the message, and the tag will appear in the message body unchanged.

In-application notifications can be enabled for organization administrators and will follow the same logic for the message body as emails.

First Time Visitor (FTV)

The First Time Visitor interface allows users to manage options for participants using the organization’s services for the first time.

FTV options link to the available and active Kiosk Forms, with multiple options allowed for the same form. When Kiosk is enabled for an organization, two default options are created:

1.     Peer support for myself: linked to the Participant intake form

2.     Community Service/Volunteering: linked to the Participant volunteer sign up form

Clicking the Add Option button or the edit button for an option will display a management form for user input.

The Form control lists available forms and includes an option called “New Form” at the end. This quick access option opens the Form Customization wizard, allowing users to create a new form for selection.

Activity Check-in

The activity Check-in interface allows users to manage Activity check-in options.

When Kiosk is enabled for the first time in an organization, the following options will be created as defaults:

1.     Family Activity

2.     Meet with Peer Specialist: Note that this option only allows active participants to check in.

3.     Organization Activity/ Meeting

4.     Recovery / Mutual Aid Meeting

5.     Other

Clicking on the Add Option button, or the edit button of an option, will open the option management form for the user to populate:

Options are allowed to be nested up to three levels deep. Users can specify participant statuses that are eligible to use. Success and Failure messages will be shown when the user submits a check-in with that option selected.

Kiosk Assessments

The Kiosk Assessments interface allows users to link Assessments to Kiosk and trigger them for completion on the completion of specified Kiosk Forms or when participants check in for activities.

Users will have access to system assessments, currently limited to Recovery Capital Assessment. If organizations want to make use of custom assessments, they will need the Assessments+ add-on activated.

When clicking on “New Kiosk Assessment” or the edit button of a specific assessment profile, users will be presented with the Assessment configuration form.

The “Assessment profile” dropdown will show all available assessments that can be linked.

The “Perform At” dropdown will list all non-volunteer type First Time Visitor options that should include the Assessment after a successful form submission.

Enabling the “Activity Check in” option will show the Assessment whenever a participant checks in for that option.

Participant Management

The Participant Management interface allows users to lock a participant profile, preventing them from logging into a Kiosk.

When users click the Lock icon for a participant, they will see the Lock setting form. Here, users can specify a Lock Expiry date if the lock is not permanent and add a Locked Message that will display when a locked participant attempts to log in to the Kiosk.

Users can specify a sign-in note through this interface by clicking the Note icon for a participant. These notes will appear when the participant next logs onto a kiosk.

Clone customization:

Users are able to copy configurations between organizations via the Clone Customization form.

Selecting the From enterprise organization option will specify the source organization. The To target organization control will allow the user to select one or multiple organizations to copy configurations to. The Options control will allow users to select options that should be copied to the target organizations.

Kiosk user interface

The Kiosk user interface will show participants an easy-to-use interface to interact with the organization that makes the Kiosk available to them.

Landing page

The Kiosk landing page accepts an unlock code, which will unlock the Kiosk for a specific Organization configuration.

This is shown by default, but if an organization has previously unlocked a Kiosk on a device, local caches are used to automatically unlock the Kiosk for that organization as long as the unlock session has not expired and the Kiosk has not been disabled for the organization.

Location page

The location page appears when an organization has multiple locations, requiring the unlocking user to select the specific location for the Kiosk. This information is used in form and activity submissions.

If the organization has only one location, that location is selected by default, and the page does not display.

The page is also skipped if no locations are available.

The location selection will remain if the Kiosk auto logs in using the local cache.

Main page

The main page will be displayed when the Kiosk is waiting for a new interaction with a participant.

This page consists of the following components:

First Time Visitor

The First Time Visitor (FTV) page will show all of the available FTV options available to the participant. Clicking on an option will load the FTV form interface.

When a participant selects an FTV option, the form will be rendered and allow participants to complete it. Once completed, there is a Submit button at the end of the form, which will validate the form and submit it if all required fields have been supplied.

Assessments

If an assessment is linked to a First Time Visitor option, or is active for Check-in options, the assessment listing form will be displayed:

On this interface, users can complete or decline assessments listed in the form. When completing assessments, the Assessment form will be shown with the assessment questions for completion by the participant.

If users decline the Assessment, they can close the interface without completing it.

Activity Check In

The Activity check-in process starts with a participant login screen.

If an organization has enabled anonymous check-ins, the participant will be shown that, by using 0000 as the login ID, they will be able to check in anonymously.

Upon successful check-in, the user will be shown the available activities that they can check in for.

Any activities the participant does not qualify for, due to their profile status or an anonymous check-in, will be disabled with a “Not eligible” tag.

The participant can select the options that are relevant and click on Check in to proceed. If the submission was successful, the participant will be shown a confirmation message, and the Kiosk will return to the main page.

Kiosk dashboard (Staff application)

The Kiosk dashboard is available via the Analytic Dashboard option under the Organization heading of the left-hand navigation bar. This page has a “Kiosk Dashboard” button to navigate to the interface.

The dashboard will show activity on the Kiosk over a period of time based on the filters selected by the user accessing the dashboard.