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Visual Guide for Kiosk Workflows

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  2. Visual Guide for Kiosk Workflows

Use this webpage as an orientation tool when setting up your kiosk’s interface and workflows. It is intended to introduce you to Zamok’s configuration capabilities so that you can maximize the value of your kiosk solution.

Update everything right from your desktop!

  • Simply point, click and follow easy directions to customize your kiosk’s interface.
  • Updates are made instantly from your PC straight to your kiosk’s screen.
  • Utilize helpful reports delievered straight to your inbox to optimize your kiosks’ workflows and raise the bar for customer experience.
Getting Started

GETTING STARTED WITH USER DASHBOARD

Learn more about the Zamok user dashboard and how to customize your kiosk’s interface

Document Scanning

WORKFLOW: DOCUMENT SCANNING

See the process behind configuring a document scanning workflow in the Zamok dashboard

Web View Navigation

WORKFLOW: WEBVIEW NAVIGATION

See the process behind configuring buttons on your kiosk’s interface to visit specified websites securely

VoIP Calling

WORKFLOW: VOIP CALLING

See the process behind configuring buttons on your kiosk interface to make phone calls to specified contacts

Getting Started with the User Dashboard

1. Using a Google Chrome browser, visit kioskdashboard.com and log in to your Zamok account.

Login Credentials

You will receive your initial login credentials from your designated Onboarding Specialist after the creation of your Zamok account. It is required that you update your password after your first login.

Sign In from Anywhere

You can access your account and manage your kiosk(s) from any Google Chrome browser on any computer in the world!

Hover over an icon to learn more

2. Locate and select the 'Kiosks' tab from the sidebar menu to view information and control your kiosk(s). Here, you can remotely shut off, restart or refresh the kiosk, monitor statuses and capture screen shots of what is currently being displayed on the monitor.

Kiosks Tab

The 'Kiosks' tab lists all kiosks associated with your account. Use it to monitor kiosk health and statuses from one convenient location. You can access your account and manage your kiosk(s) from any Google Chrome browser on any computer in the world!

Actions

In the 'Actions' column, you can remotely restart, refresh or capture screen shots of the kiosk at any time.

Edit Kiosks

You can easily rename your kiosk(s) or update their location for streamlined management.

Screen Shot

Click this button to capture a live screen shot of what is currently being displayed on the kiosk

Restart

Click this button to restart the kiosk

Refresh

Click this button to refresh the kiosk without a full restart

Hover over an icon to learn more

3. Locate and select the 'Homepage' tab from the sidebar menu. This will take you to the Homepage editor, where you can configure workflows and stylize your kiosk's user interface.

Homepage Tab

The 'Homepage' tab opens a live preview of the kiosk's interface along with a sidebar editor where you can customize nearly all aspects of the configuration.

Hover over an icon to learn more

4. Point and click on on an element within the homepage preview window to select it. Notice that options within the sidebar menu will change depending on which element is selected.

Sidebar Editor: Configurable Elements

In this section, you can cycle through all configurable elements within the interface

Sidebar Editor: Control Panel

Use this sidebar control panel to restore to past versions, save new versions and make the changes active on the interface. Notice that the configuration options will change depending on which element is selected.

Interface Background

Click and choose a new background color or upload a custom image. Compatible file types: JPEG, PNG or GIF

Logo

Click and upload your business's logo or choose an existing image file from your library. Compatible file types: JPEG, PNG or GIF

Welcome

Click and edit welcome text to provide a greeting or instructional message

Translation

Offer interface translation capabilities featuring hundreds of languages via a convenient dropdown menu

Location Info

Click and enter your zip code for local time or weather display

Buttons

Program up to 12 buttons with full control over their actions and appearances. You can change their color, update their text, and add icons for full customization

Slideshow

Upload images for display in this rotating slideshow window. This tool could offer helpful instructions, post important business information or even just be decorative to add visual interest

Hover over an icon to learn more

WORKFLOW: Document Scanning

Choose the SCAN DOCUMENT Workflow to configure a scan routine consisting of helpful text and imagery to guide the end-user throughout the process. Configure questions and answers to determine the path of document delivery, provide printed or emailed time-stamped receipts, enable notifications and alerts for staff & more.

Visitor Management Kiosk Interface

Step 1:

User taps scan button

Visitor Management Kiosk Interface

Step 2:

User reads directions, operating the scanner while referencing the image

Visitor Management Kiosk Interface

Step 3:

Scan in progress

Visitor Management Kiosk Interface

Step 4:

User reviews scan result

Visitor Management Kiosk Interface

Step 5:

User enters email address for receipt

Visitor Management Kiosk Interface

Step 6:

User selects contacts for scan delivery

Visitor Management Kiosk Interface

Step 7:

User receives confirmation

How to Configure Your Scanning Workflow

Reference these screen shots to see how the scan workflow example above was configured

1. Select a Button

In the Homepage editor, select the button you'd like to configure. Click the 'Workflows' tab in the sidebar menu.

View Details

2. Choose 'Scan Document Workflow'

Choose 'Scan Document Workflow' and click the 'Save Changes' button.

View Details

3. Choose 'Document Popup'

Choose the 'Settings' tab in the left sidebar menu. Click to expand the 'Document Popup' card that appears in the main content window.

View Details

4. Operating the Scanner

Use this introductory portion to set a helpful tone with instructional messaging for your end-user. You can enter a title for the workflow, instructions and an accompanying image for scanner operation. You may also leave it as the default option if sufficient as is.

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5. Questions & Answers

Questions act as prompts within the scanning process. Next steps and eventual file delivery are determined by the user's responses.

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6. Email Receipt

In this step of the configuration, the scan workflow is initiated and the user enters the email address where they want the receipt to be sent.

 

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7. Selecting Contacts

In this step of configuration, you will be selecting which contacts within your account will be available to receive scanned documents. This will require at least one contact in your directory. To learn more about adding contacts, see the VOIP Workflow option above.

 

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8. Confirmation

Give the user peace of mind with a confirmation that their scan was successfully delivered and provide a helpful reminder to retrieve their originial documents.

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WORKFLOW: Webview Navigation

Use the NAVIGATION Workflow to link a button in your kiosk’s interface to any website of your choosing.

Visitor Management Kiosk Interface

Step 1:

User taps Website button

Visitor Management Kiosk Interface

Step 2:

User is brought to any website of your choosing with limited web browsing ability and touch-screen-friendly navigation controls

How to Configure Your Navigation Workflow

Reference these screen shots while configuring your navigation workflow

1. Choose a button

In the interface preview window, select the button you would like to progam. Once the button is selected, a tab labeled Workflows will appear in the Homepage edtior sidebar menu.

 

View Details

2. Choose 'Navigation Workflow'

Click the Workflows tab in the sidebar editor menu. Notice that several new buttons will appear below. Click the Navigation Workflow button.

 

View Details

3. Enter URL

In the empty text field titled Navigation URL that appears below, enter the address of the webpage that you would like the button to link to.

 

 

View Details

4. Enable Navbar

In the sidebar editor, locate and click the Webview tab and ensure the checkbbox titled 'Show Webview Navbar' is clicked. This will enable the touchscreen-specific web browser controls. Lastly, don't forget to click the Save Changes button!

 

Button

WORKFLOW: VOIP Calling

Use the VOIP CALL Workflow to program a button in your kiosk’s interface to place a call to any contact of your choosing within your directory.

Visitor Management Kiosk Interface

Step 1:

User taps Call for Assistance button

Visitor Management Kiosk Interface

Step 2:

Using the contact picker, the user chooses a Group containing their potential point of contact.

Visitor Management Kiosk Interface

Step 3:

Using the contact picker, the user chooses the Contact they want to call.

Visitor Management Kiosk Interface

Step 4:

An active call window appears, showing the contact name, call duration and call controls.

How to Configure Your VOIP Calling Workflow

Reference these screen shots to see how the VOIP calling workflow example above was configured

1. Create Groups

In the Zamok dashboard, click the Account tab. Locate the Contact Groups card. Click the + Add New button. Choose 'Group' or 'Subgroup' from the dropdown field. Type in the name of your new group or subgroup and choose parent group if applicable. Click the Save button.

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2. Add Contacts

While still in the Account dashboard tab, locate the Contacts card. Complete the text fields with the contact information and click the Save New button. You can always edit, delete or reassign a contact to a new group by returning to the Contacts card and clicking the View Contacts button.

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3. Assign Contacts

Once your contact directory is populated, navigate to the Settings tab in the sidebar menu and open the VOIP Modal Settings card. There you will find all of the contacts you just added in the previous step. Click each contact that you would like to add to the call directory. Click the Save button.

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4. Program a Button

Once your contact directory is populated, you are ready to program a button on your interface to make calls. Navigate to the Homepage tab in the dashboard and select the button you want to configure.

 

View Details

5. Assign VOIP Call Workflow

With the button selected, navigate to the Workflows tab in the sidebar menu and select VOIP Call Workflow. Click Save Changes. Your VOIP Calling Workflow is now ready for use.

View Details

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