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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Instant Scanner Configuration

  • Updated:

Scanner Requirements

  • Must be able to emulate RS-232 (Serial) ports
  • If a continuous scan is required, the scanner must support a continuous scan
    • Not all scanners that emulate RS232 will support continuous scan

Important Note   

If you do not have instant scan configured, you will need to have a tab open and the cursor in the membership scan box to scan in a member 

 

Setting Up Instant Scan

  1. Install the CivicRec Tray Application
    next
  2. Configure the CivicRec Tray Application (Must configure once per workstation)
    run program as admin
  3. Open the Tray App (if it's not already running) 
    • in your tray app area (the lower right of the screen) click on the up arrow
      up_arrow_tray_app.png
    • find the logo for the tray app 
      tray_app_icon.png
    • Right Click > choose Settings 
      Select_Settings.png
  4. In the settings window:
    instant scan configuration settings
    • Use Barcode Scanner: Set to 1
    • Barcode Scanner COM Port: Enter the COM port, you may have to look in Device Manager to figure this out
    • Multiple Pass Behavior: Select Manual or Automatic
  5. Configure your Scanner
    • Your scanner may or may not be set to continuous scan (this is a feature of the scanner)
    • Your scanner must be set to emulate a bi-directional serial port
      • Note: This will vary scanner-to-scanner, but it may be referred to as RS232
  6. Log in to CivicRec and navigate to Configuration > Organization > Organization Options
    configuration-organization - org options
  7. Make sure the Check-In InstantScan option is set to Yes
    yes check-in
  8. Log in to CivicRec and select the location
    select location
    • Note: This step may already be complete in your case
  9. Select Check-In > Enable Instant Scan
    enable instant scan
    • Note: Any time a new user logs in or the user changes location, they must re-enable Instant Scan.
  10. Once configured, you should see the following notification
    instant scan configuration set to scan

 

Using Instant Scan

Manually Entering a Member Number

  1. Right-click the tray application icon and select Enter Member Number
  2. Enter the user’s member number in the pop-up window and click OK
    member number
  3. Choose the membership to scan in 
    instant scan configuration choose membership
  4. Lastly, you should see a notification stating whether or not the check-in was successful or not

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