Set Up Visit Tracking from QR Codes

This feature is currently in private beta testing. If you are not currently part of our beta testing group, but would like to help us with feedback on new features, please email support@orangeqc.com.

Visit tracking allows teams to print QR codes linked with buildings, areas, or subareas. Teams can scan these codes to save time and increase accountability.

This feature is the foundation of more features coming soon, including service validations and feedback pages. It’s very important for us to hear your feedback on this functionality so that we can get this and other features right for your team. Thank you for participating in our beta testing program!

What Is Visit Tracking?

Visit tracking creates a record of a physical visit to one of your locations. Users check-in via a QR code posted onsite, then go on to inspect as usual. (In the future, you'll also be able to tie tickets, service validations, and other actions to a visit.) When they're done, they check out.

The visit not only organizes the actions the user performed to create a comprehensive record, but also adds timestamps and GPS locations for additional insight into when and where work is being done.

Setting Up Visit Tracking

Creating QR Code Signage

Every area in your account already has a corresponding QR code and unique link built in.

Every area in your account already has this functionality built-in. Unique to OrangeQC, you already have a QR code linked to every area. The system will detect different permissions, which user, etc. to determine next steps.

You can print QR codes from the Setup tab, or from individual areas.

To print from the Setup tab:

1. Log into the OrangeQC web app as an administrator.
2. Click the Setup tab.
3. Choose "QR Codes" from the left-hand sidebar. This will appear if you're a part of our beta test group.
4. Select the areas you want to print QR codes for. First, choose the areas you'd like to generate codes for from the area picker. Then, select from the options to generate QR codes for all areas at and within the selected area, or only the selected areas.
5. Choose your print format. Choose between two formats: 2"x4" (10 QR codes per sheet), which print onto Avery Template 8163 labels; or 1"x1" (48 QR codes per sheet, designed for door jambs), which print onto Avery Presta® 94103 labels.

To print from an individual area:

1. Log into the OrangeQC web app as an administrator.
2. Click on the Setup tab.
3. Navigate to the area you need a QR code for. Click on that area.

4. Click "More" in the right-hand sidebar. This will bring up a drop-down menu with options to move the area or generate a QR code. Click "QR Code."

   

5. Download the image. You can right-click on the QR code that pops up and choose "Save Image As" to save it as a PNG image file, or click the "Download PDF" option to save it as a PDF file.

To create your own custom QR codes:

You can also use your own custom QR codes to directly link to an area. This can be useful for teams who are already using Flowcode or another system that generates QR codes.

Follow the steps 1-4 above for printing a QR code from an individual area. Instead of saving the QR code image, copy the direct link in the text field beneath the image.

Posting QR Codes

Place the codes in discreet locations, such as on a door jamb or near an entrance.

To make it easy to match codes with specific areas, the 2"x4" label PDF includes the name of the area on each individual labels. The smaller 1"x1" labels include the unique area number, and also print with a table that matches each number with its area name.

Enabling User Permissions

Before your team can begin using QR codes, you'll have to enable the feature.

1. Log into the OrangeQC web app as an administrator.
2. Click the People tab. This will bring up a list of all users on your account.
3. Choose the user who needs permission. This will bring up their profile.
4. Scroll down to "Permissions." Visits permissions are at the bottom of this section.
5. Check the box for "Can track visits."
6. Click "Save."

Using Visit Tracking

Click here for a short how-to on using visit tracking in the OrangeQC app.

Once you've enabled visit tracking for your team, you may want to send them the guide above to get them up to speed on using QR codes, checking in, checking out, and linking inspections to visits.

Reviewing Visit Tracking Data

Your new Visit Log view tracks all check-ins and check-outs along with areas, timestamps, GPS locations, and associated inspections.

To access the Visit Log:

1. Log into the OrangeQC web app as an administrator.
2. Click on the Reports tab. This will bring up a list of all the reports you can generate.
3. Click on the Visit Log report option. This is at the bottom of the list or reports.

The Visit Log displays a map of the GPS locations where check-ins occurred, followed by a list of visits. Click "Filters" in the upper right-hand corner for options to filter by date, inspector, or location.

Frequently Asked Questions

What are the benefits of using QR codes?

QR codes serve as shortcuts to the correct area. They save time by taking inspectors straight to the location they're inspecting, with no more searching or navigating through the area hierarchy.

Does a user have to be an inspector for visit tracking to be enabled?

No. You can enable visit tracking for any user on your account. In the future, you’ll also be able to link tickets, service validations, and other validations to a visit to create an audit history and timeline for built-in accountability.

What are your future plans for visit tracking?

QR code shortcuts and visit tracking are the foundations for future features like service validations and feedback pages.

Who can I send a question, suggestion, or other feedback?

Emailing our team at support@orangeqc.com is the best way to get in touch, because it allows our whole team to see your message and reply quickly. We can also set up a call if you'd like to go over things one-on-one.