Page 2 - Table of Contents; CHILD CHECK IN OVERVIEW
Table of Contents CHILD CHECK IN OVERVIEW Check In / Out Process .................................................................................................................5 Check In Methods ..........................................................................................................
Page 5 - Check In / Out Process; Key Tags
CHILD CHECK IN OVERVIEW Check In / Out Process The child check in system in Roll Call allows you to check students into their classes, record attendance and print name tags and security labels. This system can be used to check people into any groups/classes or worship service that is defined in Roll...
Page 6 - Bar Code Badge; well as a manned station.; Finger Print Scan; an un-manned station or a manned station.
Bar Code Badge Another option for using a bar code scan to check students in, is to print a bar code badge from Roll Call. These badges are printed on an 8 ½ x 11 sheet of paper or on Avery business card stock. Once you have the badges printed, you can laminate them and issue to the families. Badges...
Page 7 - Name Tags and Security Tags; and parent tags can be printed.; Mobile Device; brother wireless printer
Name Tags and Security Tags Once the student checking in has been identified and checked into their class, name tags and parent tags can be printed. The Roll Call system requires a Dymo Labelwriter 450 or 450 Turbo to print the labels. We support two different size labels. The first is a smaller lab...
Page 8 - Check Out
Parent tag only has security number on it. Check Out To check a child out using the Roll Call system, you will need to once again identify that child. The station operator will see that the child is checked in, they can click the button to check them out of that class. If there are any custody comme...
Page 9 - INSTALLING ROLL CALL FOR CHILD CHECK-IN; Hardware/Software Requirements
INSTALLING ROLL CALL FOR CHILD CHECK-IN Hardware/Software Requirements Roll Call workstations To use a single check-in station, you’ll want to install Roll Call Standalone. If you will be using multiple check in station, each “kiosk” needs to have a computer with Roll Call Client installed. All the ...
Page 10 - Network Version; Check in Station Hardware Installation; Bar Code Scanner
Network Version A network installation of Roll Call allows multiple people to access the data. If you have a multi-user license, multiple users can access the data simultaneously. For example, if you want to have 3 check in stations, you will need to use the network version of Roll Call, so all 3 st...
Page 11 - computer, but make sure to give them unique names.
If you are a portable church, or are plugging the Labelwriters in each Sunday, please note, on some Windows machines, a new printer definition is created each time you plug in the printer. Make sure you only have ONE Labelwriter printer definition and that it is online. Brother Wireless Label Printe...
Page 12 - User Security and Check In Users.; Activate Roll Call Security
CONFIGURING CHECK-IN To begin configuring Roll Call for child check in, expand the Check In/Out menu. Click on the Setup menu item. Begin entering the information and click NEXT through each page. As you complete a section, a green check mark will be displayed on the related icon at the top. When al...
Page 13 - Check In User - Types; these parameters for each check in user.
Enter a username and password for this user. Make sure to choose a check in “type” user. You are now taken to the window to select the properties for this specific check in user. Check In User - Types There are several parameters for the check in user type. You can select one or more of these parame...
Page 14 - Check In User - Defaults; Search by
Add Visitor – if the “Add Visitor” option is checked for this user, the Add Visitor button will be displayed. This will allow the user to enter visitor information and then check them into a class. Dashboard – if the “dashboard” option is checked for this user, the dashboard tab will be displayed on...
Page 15 - Check In User - Screen Appearance
List Only Children – if the “list only children” option is checked for this user, only people in your database with a family position of “child” will be displayed in your selection lists. Default Campus - if system preferences are set to allow multiple campuses, each check in user can have a default...
Page 16 - press the SAVE button.; Name Tags & Parent Tags; Customizing
Once you have selected all the information necessary for your check in user, make sure to press the SAVE button. Name Tags & Parent Tags Use the “tags” section to set your preferences for printing name tags and parent tags. Once you hit next from the check in user screen, you will be asked if yo...
Page 18 - Check In Preferences; no longer allow anyone to check into that class.; Groups; see the
Check In Preferences The check in preferences allow you to set the “check in time frame”. You can set the number of minutes before a class, event, worship service starts you’d like to begin the check in process. You can also set the number of minutes before a class ends that you will no longer allow...
Page 19 - People; details on entering people, see the
Enter the group name header infor- mation. Click the plus sign to add sessions (day and time). To change the time, click in the start time. The row will be highlighted. Click again to change. To add people, click on the plus sign in the lower left. 19 People You will also need to have your children ...
Page 20 - Key tags; will assign the new number to this person.
Place the cursor in the bar code field. Scan the key tag you wish to assign to this person. 20 Enter the contact infor- mation for this person. Click SAVE & CLOSE to save and leave. Key tags If you will be ordering key tags for use with the Roll Call child check in system, click NEXT from the Pe...
Page 21 - CUSTOMIZING CHECK-IN LABELS; Set the Label Size
21 CUSTOMIZING CHECK-IN LABELS If you would like to use a label size other than the 30256 or the 30334, you will need to create a custom label. If you’d like additional information on the name tags that is not included on the standard 30256 or 30334 labels, you’ll need to create a custom label. If y...
Page 22 - Define the Canvas; Set the page size; placed outside of that quadrant, multiple labels will be printed.; All three of these markers need to; If these markers
22 Define the Canvas Before you begin dragging and dropping fields onto your canvas, you’ll want to: 1. Set the page size 2. Place your markers 3. Outline the upper left quadrant with a box. This makes it easy to see the area you have to work in. Click on the page size icon. This will allow you to s...
Page 23 - quadrant that represents the area that you can place fields.; Place Objects; the right to modify the size and font of the text.; use the property box to change size and font.
23 You may wish to draw a box around the area on the canvas where you can place fields. This makes it much easier to see the area that you’ll be using. Click on the box icon on the left side of the canvas. Place your cursor in the upper left of the label area and drag it to the lower right area of t...
Page 24 - Save Parent Tag Definition
24 To align fields on the canvas, use the alignment tool on top of the canvas to center, align left or align right. Fields that would make sense to include on the parent tag would be Current Date, Family Number , or Security Code . A full list and descriptions of the fields available in the Object L...
Page 25 - Test the Parent Tag; Customize the Child Name Tag
25 Test the Parent Tag After saving your definition, you’ll want to test it. Close the canvas window. Click PRINT TEST LABEL. If everything prints okay, click NEXT to move on to the customization of the child tag. If the parent tag did not print properly, click CUSTOMIZE again to make necessary corr...
Page 26 - fields below these lines.; that represents the area that you can place fields.
26 Click on page set up icon. Select your Dymo Printer and Label Size. The canvas area that represents the label is the upper left quadrant. If any objects are placed outside of that quadrant, multiple labels will be printed. Next you’ll need to place your markers at the appropriate height. The mark...
Page 28 - the property box to change size and font.; Save Child Tag Definition; Test the Child Tag; CUSTOMIZE again to make necessary corrections.
28 Highlight all the fields on the canvas. Use the alignment tool to align left, right, center. To place data or system information, drag the applicable field from the object library onto the canvas. To change the size or font of the data, select the field on the canvas, then use the property box to...
Page 29 - Customize the Adult/Youth Name Tag
This is a bit of a trial and error process. Once everything is working, you will want to delete the box outline around the objects on the canvas. Highlight the box and click the delete key on your keyboard. Make sure only the outline is highlighted, not all the objects within the box. Customize the ...
Page 32 - Save Adult Tag Definition; Test the Adult/Youth Tag
Save Adult Tag Definition Once you’ve created your adult tag, click the SAVE icon to save your customizations. Test the Adult/Youth Tag After saving your definition, you’ll want to test it. Close the canvas window. Click PRINT TEST LABEL. If everything prints okay, you are done with customizing the ...
Page 33 - CREATING GROUPS; Group Hierarchy; Enter general information
CREATING GROUPS Group Hierarchy Groups are defined by the following classifications: 1. Campus. If your church has multiple campuses or locations with different groups and classes at each site, you may want to define your groups at the campus level. The campus indicates which site or location the gr...
Page 34 - Day of Week
Add Members To enroll people into the group, press the Members tab. From within the members tab: 1. Click the plus sign in the lower left of the window. A new window will be displayed for you to enter the Last Name and First Name (or portion of the last name) of the person you want to enroll. 2. Sel...
Page 35 - Preferences; Mass Enrollment
Preferences Use the preferences tab in the group screen to: 1. Tell Roll Call how many labels you wanted printed upon check in into this group. 2. Tell Roll Call which fields to print on the Attendance Roster. 3. Set age ranges for graduation. 35 Enter roster prefer- ences. Enter age ranges if you w...
Page 37 - ADDING PEOPLE INFORMATION; Import People Information
ADDING PEOPLE INFORMATION Import People Information When you begin using Roll Call, you may wish to import your existing contacts into the database. Roll Call allows you to import people contact information and some custom fields from a tab delimited text file. If you have the information in Excel, ...
Page 38 - Import Process; Association
One Row per Family (custom) This format allows you to import the same information, names, children, address, city state, zip, gender and birth dates, but the order does not have to be exact. For example if you don’t have a second home phone, you don’t need to leave a blank column for that field. You...
Page 40 - Enter a new Family; Head of Family
Enter a new Family To enter people information into Roll Call using the Add Person screen you can do either of the following: 1. From the Search Profiles (under People), click on the plus (+) sign in the lower left. 2. OR, Open up the People menu (left sidebar) and click Add a Family. Click Add Fam-...
Page 42 - Pictures; Phones
5. Family Email – an email address that can be used to send emails to the entire family. 6. Bad Address – if you’ve had mail returned, so you know it is an invalid mailing address, you can mark the box for “bad address”. 7. Do not send mail – if someone has requested that you not send them mail, mar...
Page 44 - USING BAR CODES; Bar Code Font; into your system font folder.; Windows; Bar Code Options; information and the parent’s names.
USING BAR CODES Bar Code Font To print the bar code font on badges or sign in rosters, you’ll need to move the font file into your system font folder. Windows If you are using a windows standalone installation, you’ll want to copy the font file (IDAutomation) from C:\BytheBook\RollCall\BarCode to yo...
Page 45 - students name on the roster and scan it.
Key Tag Another option is to have key chain tags printed with a bar code to identify the student. Bar Code Roster Another possible method for checking students in is by bar code roster. Instead of swiping a badge or entering a name, the person manning the check in station can find the students name ...
Page 47 - Order tags; Bar Code Roster
Key tags Order tags You may order tags from us or from a different printer. If you order the tags from us you’ll need to download the key tag template. We have several shapes and sizes available. Open that template in your graphics program and place your logo on top of the template. If you wish to h...
Page 49 - USING FINGERPRINTS; Fingerprint Technology Configuration
USING FINGERPRINTS Fingerprint Technology Configuration To identify and check children in using finger prints, you will need to install the M2SYS Server and Client software on Windows machines ( 2003 Server, Windows XP, Vista, or Windows 7). The installation instructions for this software can be fou...
Page 50 - Call. If you are using a single check in station, the; Connect a Fingerprint with a Person in Roll Call
From the Interface tab, you’ll need to indicate this is a Keyboard Interface. Click Interface tab. Select Keyboard interface. From the Destination Windows tab, you’ll need to indicate that you are connecting to Roll Call. If you are using a single check in station, the Window Title is “Roll Call”. I...
Page 51 - REGISTER A NEW PRINT button.
Note the ID for this person. Click on FINGER- PRINT ADMIN to record Roll Call ID and scan finger print. From the Fingerprint Admin window, enter the person’s ID number, then click on the REGISTER A NEW PRINT button. Enter the ID from the Roll Call checkin screen. 51
Page 53 - OPERATING THE CHECK IN STATIONS; Log into the Check In Station; Configuring Roll Call for Check In/Out; login as a check in user.; more in the chapter on “
OPERATING THE CHECK IN STATIONS Log into the Check In Station To use the check in functionality of Roll Call, you need to log on with a user name that is a “check in” type user. To start Roll Call, double click on the Roll Call icon. The Login window is displayed. If you do not get the Login screen,...
Page 55 - Check In Using a Last Name
Check In Using a Last Name To check a student in, based on their last name, type the last name. You can also type the first few characters of the last name. Press the enter key or press the SEARCH button. This can be done with a keyboard or with the virtual keyboard on a touch screen monitor. If ret...
Page 57 - Check In Using a Phone Number; that have a home, cell or work number that end in those 4 digits.
To enter one time instructions or allergy information, press the ALLERGY/NOTES button. A window will be displayed to enter this information. The allergy information will be stored in the person’s record. The notes are not stored. They are meant for one- time instructions. Both pieces of information ...
Page 58 - CHECK-IN to complete the check in process.
List of individu- als associated with that phone number. The next window is the Confirmation screen. This window will display the individual’s picture if available. It will also display the groups, classes, events that they are enrolled in that are available for check in. Highlight the class they ar...
Page 59 - Check In Using a Family Number; top menu) and choosing “return by individual”.; only children. Press the NEXT button to check them in.
Check In Using a Family Number To check a student in based on the family number, enter that number using the keyboard or numeric keypad on the touch screen. Press the enter key or press the SEARCH button. If you are checking in based on family number, “return by individual” should be selected. It do...
Page 60 - Check in Using a Bar Code; displayed, “return by family” is selected.
Highlight class and click CHECK-IN to complete the check in. To enter one time instructions or allergy information, press the ALLERGY/NOTES button. A window will be displayed to enter this information. The allergy information will be stored in the person’s record. The notes are not stored. They are ...
Page 62 - Check In with Rapid Check In; Configuring Roll Call for; Check In Using a Touch Screen; Configuring Roll Call for Check In; Check In Using a Finger Print
Check In with Rapid Check In To use the “rapid check in” feature, the check in user must have “rapid check in” marked as an option. For more information on setting up users, see the “ Configuring Roll Call for Check In ” chapter of this manual. The rapid check in feature will automatically check a s...
Page 64 - Check into Multiple Classes; school and Children’s Church.; Check in a New Person into an Existing Family; Search by name or phone number to find the appropriate family.
Enter allergy or note infor- mation. Check into Multiple Classes You can certainly check an individual into multiple classes at once. For example, if you had Sunday school at 9:30 and then Children’s Church at 11:00. When the child arrives at 9:20 and they’ll be going to both classes, you can check ...
Page 66 - Check in Visitors; VISITOR. Click OK to save this information.
Click on ADD VISI- TOR to ADD VISI- TORs. Enter address in- formation if you’d like. Enter mom and dads info, if you’d like. At a minimum, enter all the children’s names. Highlight the children present to be checked in. Click NEXT. 66 Check in Visitors To check visitors into a class or group, click ...
Page 67 - Check into Services
Click WHAT’S MEETING. Highlight the appropri- ate class for this child, then press CHECK-IN At the Confirmation screen you will need to click on WHAT’S MEETING button. This will display all classes that are available for check in. Highlight the class you’d like to check this visitor into. Click on A...
Page 68 - using any of the methods listed above.; Determine Headcounts
Check into the service, the same manner you would check into a class. Once you have the services set up for check in, you can check people into those services using any of the methods listed above. Determine Headcounts To determine how many children are checked into each class, use the dashboard tab...
Page 69 - Compare tags; can release the child.; Using Roll Call; To log a student out:
I f there are custody comments they will be displayed upon check out. Check Out Compare tags One method of checking the students out is to compare the security number on the child’s name tag with the security number on the parent tag. If the numbers match the teacher can release the child. Using thi...
Page 70 - Check in Roster; note information, security number and birthday.
70 Check in Roster You can print a check in roster from the check in screen. The check in roster is a report for each class. It lists all the students that are checked in, their parents name, allergy and note information, security number and birthday. You must be logged in as a check in user that is...
Page 71 - USING MOBILE CHECKIN; Getting Started; Mobile CheckIn Trial; Logging in with your Mobile Device; Roll Call Configuration
USING MOBILE CHECKIN Roll Call Mobile CheckIn is an add-on component to the Roll Call software package. It allows you to check in students or adults using an iPad, iPod touch, tablet or a smart phone that has access to the Internet or wireless connection to your local area network. When you use a mo...
Page 73 - To log in, open your browser and enter
Enter the name you’d like to use for the web app icon. Login Screen You are now at the log in screen for the Mobile Check In system. Select the appropriate user name. Make sure that each device logs in with a different user name . Enter the password. Click LOGIN.. Mobile Device on Different Network ...
Page 74 - Checking in Using Last Name or Phone Number; is present to check in.
Checking in Using Last Name or Phone Number Once you’ve logged in, you’ll see two tabs: dashboard and check in. Click on the Check In tab. Next, select by Name or by Phone. To check someone in: 1. Touch the field to get the keypad. 2. Enter the last name or last 4 digits of the phone number of the f...
Page 75 - Mark the class or classes they are checking into, click CHECKIN.; Checking in by Group or Service; In tab. Next, make sure to select “by Group” from the drop down.
Select the chil- dren that will be checking in. Click CHECKIN Select the class this student will be attending. 9. Now you are at the confirmation screen for the first family member checking in. 10. Mark the class or classes they are checking into, click CHECKIN. 11. The confirmation screen for the n...
Page 76 - Checking in by Keyword; In tab. Next, make sure to select “by Keyword” from the drop down.
Select “by Group” from the drop down, then tap the group you’ll be recording attendance for. Tap one or more students then click CHECKIN. Click CHECKIN. Checking in by Keyword Checking in by Keyword is a great way to handle check in for a Bus Ministry. You can create a keyword for each Bus Route, an...
Page 78 - OK to save this information.
Check in Visitors To check visitors into a class or group, click on the ADD VISITOR button. Select an association of Visitor. Next enter the address and phone information if you’d like. Next enter the Mom and Dad’s information if you’d like to capture that. In the lower section enter the children’s ...
Page 79 - Printing Name Tags and Parent Tags on a Dymo; many of these print queue stations logged in as you’d like.; Printing Tags on a Brother Wireless Printer; specific Mobile check in user.
Printing Name Tags and Parent Tags on a Dymo Once a family has checked into their classes, the name tags will be printed at the computer where you have logged onto Roll Call as the print queue user. You can have as many of these print queue stations logged in as you’d like. When you log in as the pr...
Page 80 - Using the Dashboard
Click on Dash- board tab to see head count information for each class. Tap on the class name in the dash- board to see a list of students checked into that class. Using the Dashboard When you click on the Dashboard tab, you will see a list of all the classes that someone has checked into today. The ...
Page 81 - ATTENDANCE REPORTS; Attendance Summary; time frame, it will display the head count.
ATTENDANCE REPORTS Attendance Summary The attendance summary report gives head count information for service and group attendance information. The Attendance Summary by Day lists the group or service, the meeting date, the number of people enrolled if the attendance is for a group, the number of vis...
Page 82 - To run the Attendance Summary report by week, month or year:
Note the daily to- tals for each class. Note the com- bined totals for all Children’s classes. Since we selected all, the small group and wor- ship services are included also. To run the Attendance Summary report by week, month or year: 1. Expand the Attendance menu. 2. Click on Reports. 3. Highligh...
Page 83 - Attendance by Person; To run the attendance by person report by day:
Note each of the classes I chose is listed. The head count for the entire week is listed. Click graph to create a graphical representation of this data. Click EMAIL to send this report to someone via Email. Graph of above attendance data. Note weeks along bottom. Attendance by Person The attendance ...
Page 84 - groups you’d like included in the report.
Highlight At- tendance by Person. Enter date range and select “by day” to get the detail attendance infor- mation. Click on the Who tab. And choose which people you want included in the report. In this example I choose groups, and picked several Sun- day School classes. Click to only show active gro...
Page 87 - Attendance by Type; Saturday nights service.
Double click on a field from the left side column to move it to the Selected column. The report lists how many times a person came each month. The dash means there was no attendance for that month. The number of months attended and # months missing are also included. Note all the actions that can be...
Page 88 - Attendance by Session; session or a specific service time on a specific day.
Highlight Atten- dance by Type. Select which type of atten- dance you are interested in. Select group, service or all. Select the specific values based on the type of atten- dance you chose. Click on the Columns tab to select addi- tional data to be included on the report. Double click or drag a fie...
Page 89 - Absent Present Report; or who have attended so many times in a certain time frame.
4. Enter the date range for the attendance data you are interested in. 5. Choose which attendance you want to run this for. You may select All and it will list all worship service attendance as well as all group attendance for the date range you entered. You may select Service, and then choose which...
Page 91 - Visitor Report; To create the Visitor report, do the following:
Visitor Report The Visitor report will list all your first time, second time, third time visitors, based on the association of visitor and the attendance data you wish to evaluate. To create the Visitor report, do the following: 1. Expand the Attendance menu. 2. Click on Reports. 3. Highlight Visito...
Page 92 - Index
A Allergy Info entering at check in 57 Association 40 Attendance record 5 B Bar Code badge 6, 43 printing 44 checking in with 59 font 43 key tag 44 roster 44 printing 46 Bar Code Scanner installation 10 Birthday 40 C Campus default for check in 14 Check In 5 into worship service 66 multiple classes ...