[ADD] events: registration desk doc (17)

closes odoo/documentation#10541

X-original-commit: 1dcfe267a3
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
This commit is contained in:
KC (ksc) 2024-05-15 19:39:01 +00:00 committed by Sam Lieber (sali)
parent 77dbda389e
commit a7766aad8c
5 changed files with 83 additions and 0 deletions

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@ -214,3 +214,4 @@ event-creation process.
events/event_templates
events/event_booths
events/event_tracks
events/registration_desk

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=================
Registration Desk
=================
Use the *Registration Desk* feature in Odoo **Events** to grant access to registered event attendees
as they arrive, and store attendee-related data in the reporting metrics.
Registration Desk page
======================
On a mobile device (on the Odoo app or in a browser), open the :menuselection:`Events app`, and
click the :guilabel:`Registration Desk` to view the :guilabel:`Registration Desk` page.
.. image:: registration_desk/registration-desk-page.png
:align: center
:alt: The Registration Desk page in the Odoo Events application.
At the bottom of the :guilabel:`Registration Desk` box, there are options to either :guilabel:`Scan
a badge` or :guilabel:`Select Attendee`.
Scan a badge
============
Scan the codes present on event attendee badges, by navigating to :menuselection:`Events app -->
Registration Desk`, and selecting the :guilabel:`Scan a badge` option.
.. important::
Odoo **must** be granted access to the camera being used for the :guilabel:`Scan a badge` option
to work.
Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up window appears, showing the
camera's point-of-view. There is also a specified view finder box present, whose size can be
manually modified, accordingly, using the :icon:`fa-crop` :guilabel:`(crop)` icon.
.. image:: registration_desk/barcode-scanner-window.png
:align: center
:alt: The Barcode Scanner window of the Registration Desk in the Odoo Events application.
When the badge code is in the middle of the view finder box, the code is scanned, the
:guilabel:`Barcode Scanner` pop-up window disappears, and the attendee is granted access to the
event. Once the code is scanned, their attendance is logged in the Odoo **Events** app.
If the barcode being scanned is invalid, an error pop-up message appears in the upper-right corner.
Select attendee
===============
Manually grant access to event attendees, by navigating to :menuselection:`Events app -->
Registration Desk`, and selecting the :guilabel:`Select Attendee` option.
Odoo reveals an :guilabel:`Attendees` page, with all the attendees for every event in the database,
in a default :icon:`oi-view-kanban` :guilabel:`Kanban` view.
.. image:: registration_desk/attendees-page.png
:align: center
:alt: The Attendees page, via the Registration Desk, located in the Odoo Events application.
On the :guilabel:`Attendees` page, each attendee card displays that person's name, which event they
are registered to attend, their associated company (if applicable), what ticket tier they purchased
(if applicable), along with two buttons: a :icon:`fa-check` :guilabel:`(checkmark)` and
:icon:`fa-undo` :guilabel:`(counter-clockwise arrow)`.
To grant access to a person, marking them as attended, click the :icon:`fa-check`
:guilabel:`(checkmark)` button on that attendee's card.
Click the :icon:`fa-undo` :guilabel:`(counter-clockwise arrow)` button on an attendee's card to undo
the previous action.
.. tip::
It is recommended to use an event-specific filter on the :guilabel:`Attendees` page, via the
search bar drop-down menu.
To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the seach bar to
reveal a drop-down menu with :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
options.
For example, click the :guilabel:`Event` option, in the :guilabel:`Group By` column. Then, click
away to remove the drop-down menu. Odoo reveals the :guilabel:`Attendees` page with
event-specific columns, allowing users to locate specific event attendees.
.. seealso::
:doc:`../../essentials/search`

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