How to conduct screenings without needing to scan QR codes

Organizations can use CrowdBlink's self-reporting feature without having to scan at the door.

CrowdBlink Protect gives you the option to store every individual’s self-assessment results and refer to a report at the point of entry — without needing a screener to individually scan each self-assessor's QR codes.

This feature may be used in scenarios where an individual needs to be assessed before they enter the location, but are unable to bring the device that did the assessment with them. Example: a parent using their phone to assess their child before school, but without physically dropping the child off.

Here’s how organizations can enable and use this method:

  1. Log in to the CrowdBlink Protect Administrative console, and go to the Locations menu.
  2. From here, choose the location where you wish to enable this setting, and click "Edit."

    01 Self-assessment reporting without screening editing location
  3. Inside the pop-up menu, under "Self-assessment reporting", make sure that both of the settings are toggled OFF, and read:
    1. Show all passed self-assessments in reports;
    2. Show all failed self-assessments in reports.

      02 Self-assessment reporting settings toggle
  4. Toggling both of these settings off means that every self-assessor's questionnaire results will show up in reports even if they do not get scanned in by a screener.
  5. Next, go to the Self-Assessors menu, and download all of the self-assessors from the specified location. You will use the data from this sheet to cross-reference who has completed a self-assessment and who has not. You only need to do this once, after all of the individuals have set themselves up on the CrowdBlink Protect app.

    03-Self-assessment-download-self-assessors
  6. Next, go to the Reports, make sure you have the correct location selected, and click Configure Report for the "Assessment Overview Report."

    04-Self-assessment-current-report
  7. Make sure that you have the current date selected (or yesterday's date if you are allowing individuals to assess the night before), and click "Generate Report."

    05-Self-assessor-report-date-and-generate-report
  8. This will give you an assessment overview for all of the individual assessments for that day.

Comparing and cross-referencing the reports

The Self-Assesors report you downloaded earlier will give you the name (Column E) and email contact information of every individual who is registered to do assessments for that location. If you have parents doing assessments for children, the children's profiles will appear in a separate column (Column G).

Self-Assessors Report

07 Self-assessors report CSV

The Assessment Overview Report will give you all of the Individual names (Column G), and Overall assessment results (Column J) — passes and fails — for the specified date range (Column N). It will also indicate which location the assessment was for (Column D), as well as the recorded temperature if it is enabled in the self-assessment and not being obfuscated (Column K).

Assessment Overview Report for a Specific Date Range

06 Assessment Overview Report CSV - Closeup

Comparing the two reports, we can quickly see who has completed self-assessments and who has not.

Example: We can see that Frank Desjardins is missing from the Assessment Overview Report for this day, even though he is registered to be a self-assessor for that location. If he shows up at the location, a screener should screen him in at the door. Likewise, we can see that Matt Crowe conducted an assessment for one of his children, Bobby Crowe, but not for Sally Crowe, who is missing from the daily overview.

How to use the reports daily

Remember, in order to track self-assessments without having to scan QR codes, an individual from your organization will need to pull the report from the Protect Administrative Console as a .CSV file. In this scenario, the screener would not be scanning using a phone (Centralized Screening), but rather checking whether the people arriving appear on the Overview Report.

It is important to remember to also set up your Result Retention Policies correctly, and only pull Overview reports for the relevant date range.