Staff Training Checklist

Use this checklist to confirm that administrators and scanning staff understand how to use the system before go-live.

Staff member

Name: _______________________________________

Role: _______________________________________

Branch: _____________________________________

Training date: ______________________________

Account access

Staff invitation accepted
Staff can sign in
Staff can select the correct school, if prompted
Staff can access only the menu items needed for their role
Staff understands they must not share passwords or accounts

Scanning workflow

Staff can open the scanner
Staff can select the correct branch
Staff can select the correct check occasion
Staff can scan a QR code
Staff can review visitor name, role, and student names
Staff understands when to confirm a scan
Staff understands when not to confirm a scan

Pickup confirmation

Staff understands when parent confirmation may be required
Staff knows how to identify pending confirmation
Staff knows not to release a student until confirmation is complete, where required

Exceptions

Staff knows what to do if a QR code does not scan
Staff knows when manual check-in is allowed
Staff knows who to contact for unusual situations
Staff knows how to complete the exception log
Staff understands that the system supports, but does not replace, School safety procedures

Communication and records

Staff knows where check events are reviewed, if their role allows it
Staff knows how to report inaccurate information
Staff knows who to contact for system issues

Trainer sign-off

Trainer name: _______________________________

Trainer signature: ___________________________

Date: _______________________________________

Staff acknowledgement

I understand the training items above and agree to follow the School's procedures when using the system.

Staff signature: _____________________________