Skip to content
English
  • There are no suggestions because the search field is empty.

How to Link Scan Cards to Sites and Areas

This guide explains how to link scan cards to a specific site or to individual areas within a site. 

Linking scan cards correctly ensures scans are recorded against the right location and reporting remains accurate.

Follow the steps below.

  1. From the Homepage, click the gear icon in the navigation bar (top-right corner).

  2. Select Sites from the left-hand menu.

  3. Click on the desired site.

    • You can use the search bar to find a specific site.

    • You can also use the Client and State filters to narrow your results.

  4. On the Edit Site page, click the Scan Cards tab.

Link a Scan Card to a Site

  1. Click Link Card to Site.

  2. Enter the scan card code.

  3. Click Create to link the card to the site.

The scan card is now successfully linked and ready for use at that site.

Link a Scan Card to an Area Within a Site

  1. From the Edit Site page, click the Scan Cards tab.

  2. Click Link Card to Area.

  3. Select the appropriate area from the dropdown menu.

  4. Enter the scan card code.

  5. Click Create to link the card to the selected area.

The scan card is now assigned to that specific area within the site.

Important Notes

  • Ensure the scan card code is entered exactly as provided to avoid errors.

  • If a scan card does not appear to work after linking, confirm it has been linked to the correct site or area.

If you experience issues linking scan cards, please contact your system administrator or support team for assistance.