How do I scan documents via Self-Service Scanning?

After completing all the required configurations, the feature solution is set up and will be available only for use on the dedicated scan station device. The users will have to go through the following steps to scan a document.

The customer may walk-in to the office or space where the dedicated device for self-service-scanning is available.

Customer information

Select the form from the home screen on the device.

Scan your customer's QR code using the customer QR code plugin. (Optional). If the QR code is valid the registered customer's details will be retrieved and it will populate the relevant fields. Or it the customer does not a QR code they can manually enter the basic details as shown on the screen. Then click next.

Web service reference

If applicable, the customer may need to enter some sort of reference information so the back office team can allocate the documents to the correct request or application, for example, council tax number, benefits number, etc. If there is a web service reference plugin on the form, the system will validate the reference value and allow the customer to continue. If the value is not valid and the field is mandatory then the customer will need to confirm this information with a floorwalker. 

Documentation

On the evidence page, the user can select the document type and scan the image to upload against their details.

If any Document Type requires human verification then it will prompt the user to contact a floor walker to validate the document. Once the floorwalker verifies the document, then they must scan their QR code and then as per the access rights the platform will allow the customer to proceed. If the QR code is not matched with the correct access then it will not allow the user to proceed any further.

The details of the floorwalker who verified the document can be seen on the Image Gallery of the submitted Service request on the administration portal (Verified by user Name).

Multiple documentation – If the same user wants to upload multiple documents, then the platform will allow the customer to upload another document.

The customer can add, reorder and delete scanned images as required with ease.

After the customer has submitted their documents the platform will ask the customer if they wish to submit another document. The customer can select "Yes" to submit another request using the same customer details provided initially.

This will take the customer to the homepage again without having to scan the QR code or enter their customer details again.

Next customer

Once the documents are submitted the device is cleared down completely ready for a new transaction. After each session, all items relevant to the previous customer is completely cleared from the device.