Electronic In Out Board
Getting Started Guide
Savance Electronic In Out Board Setup
If you are implementing a new Savance Electronic In Out Board, this page will help guide you through the process. If your order also include a custom Status Board, see the Status Board Getting Started Guide.
Previous Steps
Order Information
At this point, you should have received an email from your project coordinator containing information on your Savance Workplace order.
Account Setup Information
You should also have received information on setting up your Savance Workplace account (assuming you pre-selected your cloud or on-premise hosting option).
Missing information? Please reach out to your Savance contact!
Next Steps
Hardware Orders
Certain Electronic In Out Board orders may include hardware. If that is the case with yours, you will be asked to confirm your shipping address. Shipping information and tracking updates will be sent via our ticketing system.
Review Action Items
→ Note: If you are doing On Premise Hosting, make sure you have installed and configured the Savance Workplace server, as outlined in the On-Premise Hosting Getting Started Guide.
Action Items
In order to speed up the process, feel free to look over the below areas and take action where possible. If you have questions, talk to your Savance contact.
Download/Access Interface Options
Review the suggested interface options, and download or access the options applicable to your use case. For more information, see a more detailed breakdown of all Savance Workplace interface options and how they are used.
Browser Interface
Accessible from anywhere, Savance Web provides full portal access to the in out board, visitor management, mustering, administration, patient tracking, and the calendar.
Cloud-Based Customers
From any web browser, go to: cloud.savanceworkplace.com
On-Prem Customers
From any web browser, navigate to: https://YourServerNameOrIP
(Configured during the On-Prem Installer IIS prompts)
Mobile Interface
Accessible from anywhere, the Savance Workplace mobile interface is optimized for mobile devices for the in out board and for viewing visitors and staff in real-time.
Cloud-Based Customers
From a mobile device (will automatically redirect):
cloud.savanceworkplace.com
On-Prem Customers
From a mobile device (will automatically redirect):
http://YourServerNameOrIP
From a standard browser (to test it out):
http://YourServerNameOrIP/Mobile
iPhone App
The Savance Workplace iPhone app provides iOS access for in/out board functionality, geofencing, and for viewing visitors and staff in real-time.
Android App
The Savance Workplace Android app provides Android access for in/out board functionality, geofencing, and for viewing visitors and staff in real-time.
Kiosk App
The Savance Workplace Kiosk is used for staff sign-in, visitor self check-in, status board, health screening, and as a meeting room display.
Punch App
The Savance Workplace Punch application is used to check in staff or visitors using only a device and no interactive screen.
Outlook Add-In
The Savance Workplace Microsoft Outlook add-in has the same features as the main Application interface, but is accessible right from within Microsoft Outlook as an integrated movable dashboard.
Compatible with Outlook 2010 and 2016.
Import & Manage Staff/Users
If active directory sync or access control user sync was not used during the server installation, we will need a list of employees that a visitor may list as their host/POC. Alternative options are excel or manual add.
Software Setup
To get started with the software setup process, review the getting started guides linked here. Any and all additional help guides, hardware/accessory guides, and hosting information can be found in our Documentation Portal and/or the Savance Workplace Knowledge Base
Final Steps
Testing & Finalization
Once the above items are completed, and before closing out the project, the Savance team will help you with any potential testing, and walk through everything with you for final approval.
Admin Training
To finalize our project, your dedicated Savance implementation manager will run an hour long training and walk-through with you and anyone on the team that wishes to join. This will be recorded and sent to you for later use in training any new members or existing members of your team.
→ Note: At this point, if your order includes Access Control Integration, please review the Integration Getting Started Guide.
Additional Information
Technical Support
Post-deployment, as a part of your Savance Workplace subscription, you have access to our technical support team at any time.
Contact Savance
Do you have an urgent support request or a question you can’t find the answer to? Contact us via chat, email, support ticket, or phone.