RaceDay Checkin App: Presets
Once you have opened your race in the Checkin App, your participants will sync. At this time, you can configure your presets to customize the checkin experience.
TABLE OF CONTENTS
What are Presets?
In summary, presets determine what participant information is displayed and what can be changed within the app.
Presets let you change what data is shown, what can be changed, and the required steps to take while checking participants in.
Presets are assigned to Events in a Configuration, so you can use different presets for each event to customize the checkin experience for participants in different events.
For example, you may want to show Group/Team Name and require Group/Team Bib Assignment only for your relay events. To do this, you would create a preset that is customized to your liking, then create a configuration that used that preset for each of your relay events in the race.
Configure the Checkin App
To configure the app, click the gear icon in the top-right to access your presets and configurations.
- Presets: Allow you to customize the Checkin App for a specific event
- Configurations: Are a grouping of presets for each of your events, as well as other customizations for usage
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Adding a Preset
From the Participant Lookup List View, select the gear icon in the top-right corner. Click the plus button in the "Event Presets" row. Then add a Preset Name, explaining what the Preset does. It may be something like "require waiver signing" or "skip bib assignment." This same preset can be used in one of many events.
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Customize Preset: Checkin Steps
Next, look through the settings and see what you would like to change.
Check in steps: when checking in a participant, which steps will be included in the process
- Bib number assignment: require, skip, optional
- Group bib assignment: require, skip, optional
- Waiver signing: will show a step for users to sign any unsigned waivers. Multiple waivers are supported. A PDF of the signature is available on RunSignup
- Checkin related registrations: will add a step at the end of checkin with suggested related registration to checkin after this one. Same transaction, same team, same corporate team, same fundraising team. Can use the "checkin all" button to check in all related registrations.
Customize Preset: Information Displays
Information Displays: This controls what data will show up when looking at a participant in an event that is using this preset
Information changes have two main functions:
- Determines what actions a user can take on participants in events this preset
- Determines which fields will show up in the "Edit Participant Info" screen after looking up a participant in an event that is using this preset, then tapping the "update registrant info" button
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Customize Preset: Advanced Options
- Prevent Duplicate Bibs in Event: Do not allow the app user to assign the same bib number to more than one person within the same event, but allow assigning the same bib to people in two different events.
- Validate Bibs: If bib validation is enabled in RunSignup, do not allow the app user to assign bib numbers number that are outside of the range of valid bibs for the event.
- Use Group Name During Checkin: Show the RunSignup group/team name during checkin.
Customize Preset: Preset Sync
When you save a Preset, you will be asked whether you'd like this Preset to be synced to the cloud.
- Keep Local should be used if you don't want your Preset Customizations to apply to other devices using Configurations that use this Preset.
- Sync should be used if you want your Preset Customizations to apply to other devices using a Configuration that uses this Preset.
When you finish adding a Preset, the app will ask if you'd like to create a new Configuration with this Preset applied to all events in this race.
If you select "Don't Create," you will need to manually add or edit a Configuration and apply this Preset to one event in that Configuration:
If you select "Create Configuration," the app will create a new Configuration that has the same name as your Preset, with that Preset applied to each event within the race.
Tap the Current Config name link, then open up the event presets area to see that your preset has been applied to all events.
From here, you can change the presets for each event, or use the arrow on the right-side of the row to edit this preset.
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If you're interested in learning more, feel free to go through this certification: https://www.youtube.com/watch?v=JcC9Hd0e_64.