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[IMP] Frontdesk: updating to new standards
closes odoo/documentation#13029
X-original-commit: 17db6bcf09
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
larm-odoo
@@ -4,27 +4,27 @@
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Frontdesk
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=========
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The Odoo *Frontdesk* application provides a way for visitors to check in to a building or location,
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and alert the person they are meeting about their arrival. Additionally, they can request a
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pre-configured beverage to be brought to them, while they wait.
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The Odoo **Frontdesk** application provides a way for visitors to check in to a building or
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location, and alert the person they are meeting about their arrival. Additionally, they can request
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a preconfigured beverage to be brought to them, while they wait.
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This application is ideal for businesses that do **not** have someone working at a reception desk,
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locations **without** a designated waiting area available to guests and visitors.
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or locations **without** a designated waiting area available to guests and visitors.
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Configuration
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=============
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The first item to configure with the *Frontdesk* application is the station, followed by any drink
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The first item to configure with the **Frontdesk** application is the station, followed by any drink
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selections that might optionally be offered.
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Stations
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--------
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In Odoo's *Frontdesk* application, a *Station* can be thought of as any location where someone can
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In Odoo's **Frontdesk** application, a *Station* can be thought of as any location where someone can
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sign in and wait for an employee. This is typically some form of waiting room, such as a lobby. Each
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station has a kiosk where visitors check in.
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When setting up the *Frontdesk* application, a minimum of one station **must** be configured, but
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When setting up the **Frontdesk** application, a minimum of one station **must** be configured, but
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there is no limit to how many stations can be created and configured.
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To create a station, navigate to :menuselection:`Frontdesk app --> Configuration --> Stations`, and
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@@ -32,15 +32,15 @@ click :guilabel:`New`. When clicked, a blank frontdesk form appears.
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Enter the following information on the form:
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- :guilabel:`Frontdesk Name`: enter a name for the specific frontdesk location. This should be
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short and easily identifiable, such as `Reception Desk` or `Main Lobby`. This field is required in
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order to create a station.
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- :guilabel:`Frontdesk Name`: enter a name for the specific frontdesk location. This should be short
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and identifiable, such as `Reception Desk` or `Main Lobby`. This field is required in order to
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create a station.
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- :guilabel:`Responsibles`: select the person (or persons) who are alerted when a visitor checks in
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using this specific frontdesk. Multiple selections can be entered. This field is required in order
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to create a station.
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- :guilabel:`Kiosk URL`: this field auto-populates once the frontdesk form is saved, with at least
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the :guilabel:`Frontdesk Name` and :guilabel:`Responsibles` fields filled. To save manually, click
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the :guilabel:`(cloud with upward arrow)` icon, located at the top of the form.
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the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon located at the top of the form.
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Once saved, a URL is generated in the :guilabel:`Kiosk URL` field. This URL is one way the
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frontdesk kiosk is accessed.
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@@ -50,10 +50,10 @@ Enter the following information on the form:
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.. tip::
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To add an image/photo to a frontdesk form, hover over the :guilabel:`(camera with a '+' sign)`
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icon in the top-right of the form to reveal a :guilabel:`✏️ (pencil)` icon.
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icon in the top-right of the form to reveal a :icon:`fa-pencil` :guilabel:`(Edit)` icon.
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Click on the :guilabel:`✏️ (pencil)` icon to open a file explorer, navigate to the desired
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image/photo file, then click :guilabel:`Open` to select it.
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Click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon to open a file explorer, navigate to the
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desired image/photo file, then click :guilabel:`Open` to select it.
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The image selected for the station photo appears as the background image for the station kiosk.
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@@ -97,8 +97,8 @@ Options tab
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To change the default email template, click the drop-down menu in the :guilabel:`Email Template`
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field, then select another email template.
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To modify the currently selected template, click the :guilabel:`Internal link (arrow)` icon at the
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end of the line, and make any edits to the template.
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To modify the currently selected template, click the :icon:`oi-arrow-right` :guilabel:`(Internal
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link)` icon at the end of the line, and make any edits to the template.
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- :guilabel:`Notify by SMS`: enable this option to have an SMS (text) message sent to the person the
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guest is visiting upon check in. When enabled, an :guilabel:`SMS Template` field appears beneath,
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with the default :guilabel:`Frontdesk SMS Template` selected.
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@@ -106,14 +106,14 @@ Options tab
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To change the default SMS template, click the drop-down menu in the :guilabel:`SMS Template`
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field, and select another SMS template.
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To modify the currently selected template, click the :guilabel:`Internal link (arrow)` icon at the
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end of the line, and make any desired edits to the content of the template. The SMS message may
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have a maximum of 242 characters, which fits in 4 SMS (UNICODE) messages.
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To modify the currently selected template, click the :icon:`oi-arrow-right` :guilabel:`(Internal
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link)` icon at the end of the line, and make any desired edits to the content of the template. The
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SMS message may have a maximum of 242 characters, which fits in 4 SMS (UNICODE) messages.
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- :guilabel:`Notify by Discuss`: this option is enabled by default when the :guilabel:`Host
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Selection` option is enabled. This option opens a *Discuss* application message window with the
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Selection` option is enabled. This option opens a **Discuss** application message window with the
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person the guest is visiting upon check in.
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When enabled, a default message appears for the person the guest is visiting. The *Discuss*
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When enabled, a default message appears for the person the guest is visiting. The **Discuss**
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application **must** be installed in order for this option to work.
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.. note::
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@@ -125,11 +125,10 @@ Options tab
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The default message format for the :guilabel:`Notify by Discuss` option is: `(Frontdesk Station)
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Check-In: (Guest Name) (Guest Phone Number) (Organization) to meet (Name of employee).`
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An example of how that might appear in a *Discuss* message is: `Main Lobby Check-In: John Doe
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(123-555-1234) (Odoo, Inc.) to meet Marc Demo.`
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An example of how that might appear in a **Discuss** message is: `Main Lobby Check-In: John Doe
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(555-555-5555) (Odoo, Inc.) to meet Marc Demo.`
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.. image:: frontdesk/station-form.png
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:align: center
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:alt: Frontdesk station form with all the information filled out.
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Side Message tab
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@@ -145,8 +144,10 @@ Drinks
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------
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After a station is created, the next step is to configure the drinks to offer visitors, if desired.
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This step is **not** necessary or required for the *Frontdesk* application to work, and only needs
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to be configured if drinks are offered to guests.
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.. note::
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This step is **not** necessary or required for the **Frontdesk** application to work, and only
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needs to be configured if drinks are offered to guests.
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To add a drink option, navigate to :menuselection:`Frontdesk app --> Configuration --> Drinks`, and
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click :guilabel:`New`. Doing so reveals a blank drink form to configure.
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@@ -163,15 +164,14 @@ Enter the following information on the drink form:
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.. tip::
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To add an image/photo to a drink form, hover over the :guilabel:`(camera with a '+' sign)` icon
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in the top-right of the form to reveal a :guilabel:`✏️ (pencil)` icon.
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in the top-right of the form to reveal a :icon:`fa-pencil` :guilabel:`(Edit)` icon.
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Click on the :guilabel:`✏️ (pencil)` icon to open a file explorer, navigate to the desired
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image/photo file, then click :guilabel:`Open` to select it.
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Click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon to open a file explorer, navigate to the
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desired image/photo file, then click :guilabel:`Open` to select it.
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The image selected now appears in the picture field, and is set as the image for the drink.
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.. image:: frontdesk/espresso.png
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:align: center
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:alt: Drink form with the information filled out for an espresso.
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Station dashboard
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@@ -179,10 +179,10 @@ Station dashboard
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.. tip::
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To add an image/photo to a drink form, hover over the :guilabel:`(camera with a '+' sign)` icon
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in the top-right of the form to reveal a :guilabel:`✏️ (pencil)` icon.
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in the top-right of the form to reveal a :icon:`fa-pencil` :guilabel:`(Edit)` icon.
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Click on the :guilabel:`✏️ (pencil)` icon to open a file explorer, navigate to the desired
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image/photo file, then click :guilabel:`Open` to select it.
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Click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon to open a file explorer, navigate to the
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desired image/photo file, then click :guilabel:`Open` to select it.
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The image selected now appears in the picture field, and is set as the image for the drink.
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@@ -196,20 +196,24 @@ dedicated device for each frontdesk kiosk, such as a tablet.
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Navigate to the kiosk in one of two ways:
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- Navigate to the main *Frontdesk* application dashboard, and click the :guilabel:`Open Desk`
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- Navigate to the main **Frontdesk** application dashboard, and click the :guilabel:`Open Desk`
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button on the desired station card. The kiosk loads in a new browser tab.
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- Navigate to :menuselection:`Frontdesk app --> Configuration --> Stations`, and click on the
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desired station. Then, click the :guilabel:`Copy` button at the end of the :guilabel:`Kiosk URL`
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line, and paste the URL into a new browser tab or window.
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.. important::
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It is recommended to log out of the database, and close the tab, after navigating to the kiosk.
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That way, there is no possibility of a visitor accessing the database when checking-in.
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Once a frontdesk kiosk is accessed, either with the :guilabel:`Open Desk` button or the
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:guilabel:`Kiosk URL`, the user is *automatically signed out of the database* on that specific
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device.
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This is a security measure designed to prevent unauthorized access to the database.
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Reporting
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=========
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The *Frontdesk* application has two reports available: :guilabel:`Visitors` and :guilabel:`Drinks`.
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The **Frontdesk** application has two reports available: :guilabel:`Visitors` and
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:guilabel:`Drinks`.
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To access either of these reports, navigate to :menuselection:`Frontdesk app --> Reporting` to
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reveal a drop-down menu containing the options: :guilabel:`Visitors` and :guilabel:`Drinks`.
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