Using Checkie: iPad quick start!

Follow these steps if you want Checkie up and running on an iPad (iOS 15+) in less than 5 minutes!

1. Grab your iPad and open the 'Settings' app
2. Tap Accessibility > Guided Access, toggle it 'On' at the top and then change the 'Display Auto-Lock' setting to 'Never'
3. Open the 'Camera' app and scan the below QR code (or open the 'App Store' app and search for Checkie Sign-in)
   
4. Install the Checkie App and then open it and tap 'Checkie Mode'
5. On a different device (not your iPad) login to the Checkie Admin Dashboard with your email or organisation ID and your secret key
6. Click the 'Checkie Mode' button on the top-left and then 'iPad/iPhone' to display your access key/QR code
7. Back on your iPad, either enter the access key visible on your other device, or scan the QR Code
8. Triple press the physical iPad home button to enable Guided Access mode
9. Done!

For more detailed instructions on setting up your iPad, including screenshots, please see our guide 'Setting up Checkie with an iPad'

Using Checkie: Android quick start!

Follow these steps if you want Checkie up and running on an Android 12+ device in less than 5 minutes!

1. Open the 'Settings' app
2. Tap 'Security' or 'Security and location' and then 'Advanced' or 'More Settings' and then 'App pinning'
3. Turn on 'App pinning'
4. Open the 'Camera' app and scan the below QR code (or open the 'Play Store' app and search for Checkie Sign-in)

5. Install the Checkie App and then open it and tap 'Checkie Mode'
6. On a different device (not your Android device) login to the Checkie Admin Dashboard with your email or organisation ID and your secret key
7. Click the 'Checkie Mode' button on the top-left and then 'Android Tablet/Phone' to display your access key/QR code
8. Back on your Android device, tap the Checkie logo on the top left and then either enter the access key visible on your other device, or scan the QR Code
9. Press the button on the bottom-right to open the app 'wheel' or swipe up from the bottom of the screen to enter multi-task view
10. Tap the icon at the top and then tap 'Pin App'
11. Done!

Using Checkie: General advice

To allow your visitors and staff to sign in and out, log in using the login button on the top-right of the homepage.

After logging in, enable 'Checkie Mode' by tapping the icon on the top-left of the Checkie Admin Dashboard, then tap the relevant icon for the device that you would like to use. Follow the on-screen instructions and you will be up and running in less than a few minutes!

Please note that by default you can only have a maximum of 4 devices running 'Checkie Mode' at any one time. Additional licenses are required to operate 'Checkie Mode' on more than four devices. You can still access the Checkie Admin Dashboard and Fire Report Dashboard from as many devices as you need.

If you see a red icon on the bottom-right of the 'Checkie Mode' home screen, Checkie has lost connection to the Checkie server. Please ensure that your 'Checkie Mode' device has a functioning internet connection, and that the below URLs are accessible:

1. checkie.org
2. *.checkie.org

When visitors check-in and out, they can optionally choose to have Checkie remember their details. To disable this function for your Checkie system, login to the Checkie Admin Dashboard and uncheck the 'Remember Visitors' checkbox. Visitor details will then be remembered by Checkie for next time to speed up check-in.

Checkie also supports QR codes! You can enable this functionality from the Checkie Admin Dashboard, with the 'Secure QR Code Check-in/out' checkbox on the 'Settings' tab. You will then see a QR code appear on the Checkie home screen. When the QR code is scanned - the user will be taken to a 'check-in/check-out' page where they can complete the check-in/out process from the comfort of their own device. You can also print out QR codes if you'd like to allow check-in/out from other areas of your building without worrying about adding additional 'Checkie Mode' devices.

If you have staff ID badges (they don't have to be 'Checkie' specific ones) Checkie can also scan these if they have a barcode or QR code on them. You can enable this functionality from the Checkie Admin Dashboard, with the 'QR/Barcode Scanning' checkbox on the 'Settings' tab. Please note that you cannot enable this setting if you have already enabled 'Secure QR Code Check-in/out'.

If a visitor or staff member forgets to check-out when leaving, Checkie will automatically check them out overnight. You can disable this for individual staff members by un-checking the 'Auto Depart' setting when editing them from the 'Staff' tab of the Checkie Admin Dashboard, useful for any overnight workers that you may employ. You can also disable it for all of your visitors by disabling the 'Auto-depart Visitors' setting in your 'Settings' tab.

Checkie is flexible! If you want to remove your disclaimer page for visitors at sign-in, simply uncheck the 'Disclaimer Text' check box in your Checkie Admin Dashboard settings. If you don't require Staff sign-in, just make sure you have no staff members added on the 'Staff' tab. If you'd like your own custom background colours or image or video, or you want to change your logo or the colour or style of the font, you can do all of this from the 'Settings' tab.

You can also customise the visitor sign-in experience by enabling or disabling the various custom questions that can be prompted for during check-in, again, all via the 'Settings' tab of the Checkie Admin Dashboard.

If you've recently made any changes to settings or added some staff and do not yet see these changes reflected in 'Checkie Mode', you can force a refresh of your 'Checkie Mode' device by tapping the screen fifteen times in quick succession.

If you're having issues with your Checkie Mode device, you can review it's 'Device Log' by tapping the footer text at the bottom of the screen ten times in quick succession.

If you want to disable Checkie mode on a device, login to the Checkie Admin Dashboard, then tap the 'Checkie Mode' button on the top-left and choose 'Manage Devices' from the bottom-left. You can then find your device on the list and click 'Revoke' to disable Checkie Mode access. This is also where you can name your devices.

If you need to update your payment details or you would like to cancel Checkie, please click the 'Manage Billing' button under the 'Settings' tab in the Checkie Admin Dashboard. If you don't have this button, you may have purchased Checkie via a reseller, please contact the reseller directly if you have decided not to renew or have any other billing related query.

You can clear your data from our servers at any time. Just click the 'Clear All Data' button from the 'Account' area of the 'Settings' tab in the Checkie Admin Dashboard. You can also choose how long we store your data for with the 'Data Retention' menu.

Setting up Checkie with a Windows tablet

Grab your Windows device, open the 'Microsoft Store' and search for and install 'Checkie Sign-in' (or you can follow this link).

You can then open the 'Checkie Sign-in' app from your Start Menu. To get back to the desktop again, press 'ALT-F4' on your keyboard, or, if you have a touchscreen device, just swipe your finger in from the left hand side of the screen (starting with your finger off the screen), this should then minimize Checkie and allow you to close it.

To enable the App for Checkie Mode use, select the 'Checkie Mode' option from the menu and then enter your access key or scan the QR code which are both visible from the 'Windows Device' section of the 'Checkie Mode' menu accessible from the top-left of the Checkie Admin Dashboard.

Setting up Checkie with an iPad - Page 1 of 5

Your iPad must be capable of operating on at least iOS 15 or higher. Ideally, you should have the very latest version of iOS installed.

Checkie recommends an official Apple 30W power adapter for use with an always on iPad. With the standard 5W adapter, some iPad's will draw too much power with the display left on, even whilst plugged in, which will eventually drain the battery flat.

When using Checkie with an iPad, you will need to make a few Settings changes on the device to allow Checkie to function normally.

First, open up the 'App Store' app and search for 'Checkie Sign-in'

Tap the 'Get' button. After confirming, you will then have a Checkie icon on your home screen with which you can launch Checkie.

Setting up Checkie with an iPad - Page 2 of 5

Tap the iPad 'Settings' icon and then go to 'General' and 'Keyboard'.

Make sure your settings look exactly like the below.

Setting up Checkie with an iPad - Page 3 of 5

Tap the iPad 'Settings' icon and then go to 'Accessibility' and then 'Guided Access'.

Enable 'Guided Access' mode so that you can lock the screen when using the Checkie system.

Make sure to change the 'Display Auto-lock' setting to 'Never' so that the iPad screen does not go to sleep.

Setting up Checkie with an iPad - Page 4 of 5

Head to your home screen and locate your Checkie launch icon, added earlier. Tap the icon to open Checkie.

Setting up Checkie with an iPad - Page 5 of 5

On a different device (not your iPad) login to the Checkie Admin Dashboard with your email or organisation ID and your secret key.

Click the 'Checkie Mode' button on the top-left and then 'iPad/iPhone' to display your access key/QR code.

Back on your iPad, either enter the access key visible on your other device, or scan the QR Code. You will then be almost ready to check-in and out!

Picture Taking

If you have 'Visitor Pictures' or 'Staff Pictures' checked in the Checkie Admin Dashboard Settings tab, you can snap a picture of your visitor or staff member at check-in! Checkie will not be able to take pictures if the camera permission on the iPad is denied.

Immediately after opening the Checkie App you will be prompted to 'Allow' or 'Deny' the camera permission. It's important that you always choose 'Allow' and not 'Deny' so that Checkie can access your camera and take Visitor and Staff pictures.

Enable Guided Access

With the Checkie home screen in view, press the iPad 'Home' button 3 times in quick succession.

This will enable 'Guided Access' mode and allow you to set a PIN to protect the iPad and prevent users from navigating away from Checkie.

Before you tap 'Start' on the top-right, tap 'Options' on the bottom-left, and make sure that only 'Keyboards' and 'Touch' are selected. De-select all other options.

Congrats! Your iPad is all setup and Checkie is now ready to be used for sign-in!

Accessing the Fire Report

Please note that for security reasons, the Fire Report access key changes every 24 hours.

You can easily take Fire Reports from as many devices as you need, simultaneously.

Before an evacuation event occurs, set up as many mobile devices as you need with access to the Checkie Fire Report by following the below steps.

1. Login to the Checkie Admin Dashboard on any device (doesn't have to be the fire reporting device).
2. Select the 'Settings' tab to bring your Fire Report access key and QR code into view.
3. On your chosen Fire Reporting device, download the Checkie Sign-in App from the App Store (iOS) or Play Store (Android), or browse to checkie.org/firereport in the browser
4. Tap 'Fire Report' if you're using the App and then enter the Access Key as it appears on your Checkie Admin Dashboard, or, tap the 'QR' button to quickly scan the QR code
5. Done!

You can then tap the QR code button on the top-left of the screen (on your Fire Reporting device) to enable access for other Fire Reporting devices.

Your Fire Reporting devices will stay logged in for up to 6 months.

If you ever need to revoke access for a Fire Reporting device, you can do so from the 'Manage Sessions' button, accessible from the 'Logout' button on the top-right of the screen in your Checkie Admin Dashboard.

You can also allow your staff to 'self-account' by either printing out the 'Assembly Point Check-in' QR code or designating a Net2 door fob reader as an Assembly Point Check-in device. No authentication is required for this - staff simply scan the QR code or use their fob at the designated reader to mark themselves as 'accounted for' during an evacuation event.

Setting up Paxton Net2 integration using the Checkie local server application

You must have 'System Engineer' level access to your Net2 server application and the version must be 6.6.12017 or newer. MFA is not supported – use a dedicated Net2 account for Checkie with no MFA enabled.

Integration with Checkie is available with both Net2 "Lite" and Net2 "Pro".

To enable Net2 integration with Checkie and allow your staff, visitors and students to check-in and out automatically when they use their fob, you will first need to download and install the 'Checkie Local Server' application to a Windows machine that is connected to the same network as your Net2 server application. The application can be downloaded from the 'Settings' tab of the Checkie Admin Dashboard.

Double-click the application installer and follow the instructions to complete setup.

During the Checkie Local Server setup, supply the correct IP address, System engineer username and password for your Net2 server application. Please be aware that the Net2 username is case-sensitive, integration will fail if the username is not exactly as displayed in Net2 (e.g. capital 'S' for 'System engineer').

Browse to the install folder for the Checkie Local Server (C:\Program Files (x86)\Checkie). Then navigate to the 'Net2' folder. Copy the file found inside this folder to the device running your Net2 server application. The path to copy the file to on that device is: C:\Program Files (x86)\Paxton Access\Access Control\ApiLicences

Open the 'Net2 Server Configuration Utility' on the device running the Net2 server application. Click the 'Security' tab and double-check that the 'Disable LocalAPI' checkbox is NOT checked (or if you're using the latest version of Net2, ensure that the 'Enable LocalAPI checkbox IS checked').

You must restart all Net2 services running on the device after completing the above. Just to be certain, we recommend quickly restarting the machine itself.

After running through the above, information about door fob use will now be sent to the Checkie servers and processed according to the token numbers added to staff, visitors and/or students via the Checkie Admin Dashboard.

Click the 'Staff', 'Visitors' and/or 'Students' tab in the Checkie Admin Dashboard and then the 'Edit' button next to any staff member, visitor or student. Under the 'Fob Token ID' field add the desired token number(s) and click 'Edit' to save.

These tokens can also be synchronised automatically from Net2 if you enable the 'Net2 Token Synchronisation' setting under 'Integration' in the Checkie Admin Dashboard 'Settings' tab. Tokens will update for any matching names, first against your staff, then against your visitors and then (if applicable) your students.

If you want to synchronise the Net2 users themselves (along with their tokens), you can instead enable the 'Net2 User Synchronisation' setting in the same location. This functionality can only synchronise Net2 users with your Checkie staff list (not visitors or students).

Under the settings tab of the Checkie Admin Dashboard click the green 'Net2 Check-in' and blue 'Net2 Check-out' buttons to specify the names of the door fob readers you would like to use to check everybody in and out with. If you do not specify any doors, no automatic check-in or check-out events will be recorded.

You can find the names of your door fob readers by opening your Net2 Access Control software, selecting the relevant door and finding the name(s) displayed on the Reader 1 and Reader 2 tabs. Click here to see the relevant guidance from Paxton

Setting up Push Notifications for arrivals and departures

You can receive notifications to your device whenever a staff member or visitor checks-in or out.

Head to the Notifications Dashboard on your desired device and login using the access key displayed in the settings tab of the Checkie Admin Dashboard.

Click the 'Subscribe' button to register the device for push notifications.

You may be prompted by your device to grant permission for notifications to be sent. Please find some instructions linked below for common devices and browsers.

• iPhones / iPads (make sure you 'Add to Home Screen' before logging in to the Notifications Dashboard)
• Android / Google Chrome
• Microsoft Edge
• Mozilla Firefox

After granting permission for notifications you can then go to the 'Staff' or 'Visitors' tab to enable or disable notifications specific to individuals.

The Notifications Dashboard can then be closed and you will receive notifications on the device dependent upon your settings.

Setting up badge printing using the Checkie local server application

If you've enabled 'Badge Printing' from the Checkie Admin Dashboard, you will need to download and install the 'Checkie Local Server' application to a Windows machine hosting your designated badge printing device(s). Checkie Local Server can be downloaded from the 'Settings' tab of the Checkie Admin Dashboard.

Sign in to your Checkie Admin Dashboard and make sure that both 'Visitor Pictures' and 'Badge Printing' are checked on the 'Settings' tab.

Double-click the Checkie Local Server installer and follow the instructions to complete setup.

Checkie has been tested thoroughly with the Brother QL-810W printer using either a DK-22251 Black/Red badge reel or a DK-22205 Black on white badge reel. To successfully print you must ensure that the 'Paper Size' is set to 62mm and the correct 'Paper Type' has been selected (e.g. 'Black/Red' if you have a DK-22251 reel or 'Monochrome' if you have a DK-22205 reel).

Please study the below image to identify the key settings you should apply when configuring your Brother printer print preferences. These settings should be set in both the 'Printing Preferences' and the 'Default' preferences accessible under the 'Advanced' tab of the Printer device properties. 'Monochrome' is selected for the paper type below because the badge reel used in this example is a DK-22205 Black on white badge reel - if it was a DK-22251 Black/Red badge reel, the paper type would be 'Black/Red'.

Please be aware that, regardless of the printer you are using, Checkie is unable to detect any fault or 'paper out' situation and will continue to send print jobs to your printer(s) whenever there are any to send.

To avoid printing a 'backlog' of unprinted visitor badges, it is strongly advised to check and/or clear the printer queue for the printer in the Windows print settings prior to installing a new badge reel.

After configuring the Checkie Local Server application and your chosen printer(s), go back to the 'Settings' tab of the Checkie Admin Dashboard and click the 'Manage Printers' button to add your printer names against your current Checkie Mode devices. Please ensure that the printer name(s) match exactly with what is displayed in the Windows Printers & scanners menu accessible from Windows Settings. In the example pictured below, your printer name will be 'Brother QL-810W'.

Warning: If badge print jobs take longer than expected, check whether your antivirus software is scanning the Checkie Local Server installation folder. Adding the Checkie Local Server program files folder (for example C:\Program Files (x86)\Checkie) to your antivirus exclusions list may help prevent slowdowns while printing.

Enabling staff automatic check-in and out using mobile device WiFi

You will need to download and install the 'Checkie Local Server' application to a Windows machine which is connected to the same network as both your Checkie visitor device and the mobile devices that are carried by your staff. The Checkie Local Server can be downloaded from the 'Settings' tab of the Checkie Admin Dashboard.

During this installation you will be prompted to specify the IP range that DHCP gives out addresses for, e.g. 192.168.1.10-192.168.200

Click the 'Staff' tab in the Checkie Admin Dashboard and then the 'Edit' button next to any staff or contractor. Under the 'MAC address' field add the MAC address for that staff members mobile device and click 'Edit' to save. You must make sure that this mobile device is set to connect to the same network as the one your Checkie local server is connected to.

How do I find the MAC address of an iPhone?

How do I find the MAC address of an Android phone?

The Checkie local server application will then monitor your network for these staff devices, and use this information to automatically check each member of staff in and out.

When a staff device is detected on your network for the first time that day, the associated staff member will be automatically checked in.

During staff auto departure, Checkie will look to see when each staff members device was last detected, and use this approximate time as that staff members time of departure.

If a staff member does not have an associated device, and has also forgotten to manually check-out- they will be automatically departed at the hour defined in your settings (default is midnight).

Please note that some modern smart phones now randomise their MAC address, so you may need to disable this feature first before the device can be used with automatic check-in.

Setting up location-based check-in and out for staff

If you want to allow your staff to check-in and out with the tap of a button from their own mobile device, follow these steps.

Access the 'Settings' tab of the Checkie Admin Dashboard and locate the 'Checkie Auto' section.

Click the 'Set Location' button and then locate your check-in site on the map. You can zoom in and out on the map with the + and - keys on your keyboard, by clicking the + and - buttons visible on the map, or by scrolling the mouse-wheel. To pan around the map, click and 'drag' any point of the map, or use the cursor keys on your keyboard.

When you've found your site location, single-click the area and then use the 'Location radius' slider beneath the map to set the coverage area for your staff check-ins. The purple circle is the area in which your staff will be automatically checked in if they are physically present there when they open their 'Checkie Auto' shortcut. If they open their shortcut outside of the purple circle, they will automatically be checked-out.

Ask your staff to visit checkie.org/auto on their mobile devices using their device internet browser. Depending on the type of mobile device, it should be possible to 'Add to Homescreen' or add the address as a shortcut, please refer to the documentation for the device for help with this.

After adding a shortcut, your staff can add permanent 'Checkie Auto' access by providing the 'Checkie Auto' access key, which is visible from the 'Checkie Auto' section under the 'Settings' tab of the Checkie Admin Dashboard. After entering the access key, your staff can select their name from the dropdown list. They will then be prompted to allow 'Location Access'. If this permission is denied, 'Checkie Auto' will not function correctly.

From now on, if the staff member is physically present within your site location, they will be automatically checked-in when viewing checkie.org/auto. After they leave the site location (move outside of the purple circle), they will automatically be checked-out when viewing checkie.org/auto.

'Checkie Auto' does not save or store any location information, nor does it check the location of the device in the background. Checkie can only determine their location when the staff member views checkie.org/auto.

If for any reason a staff member needs their access revoking, this can be accomplished from the 'Manage Sessions' area in the Checkie Admin Dashboard. Click the 'Logout' button on the top-right of the screen to see this area. You will then be able to view all currently logged in sessions and revoke any that are no longer required.

Enabling third-party access for staff & student synchronisation

Login to the Checkie Admin Dashboard, then click the 'Staff' tab.

Click the MIS Sync button at the top, select your preferred MIS from the list and then follow the steps on screen.

If you would like to stop synchronising, open the same dialog, select your chosen MIS again and then click 'Stop Sync'. Checkie will then stop synchronising with your MIS. Any previously synchronised staff and students will remain.