Queueing
The Queueing section contains the pages used to configure the local queueing systems, and replicate configurations.
Management
Every location that is created in the Essentials > Resources > Locations page that has the ‘Set this Master as Virtual’ option enabled will be listed in this page, allowing you to configure the location’s queueing system and its devices.
To access the Management page, go to Queueing > Management.
Locations’ queueing systems and devices can be configured by clicking on the ‘Edit’ button of the desired location. Once inside, you will find a menu: Dashboard, Reports, Management (Services, Counters, and Devices), Notifications Settings, Pages, System (Message Centre, Settings, Translations, and Integrations), and About pages.
The available locations and pages and actions inside each location depend on the roles assigned to the user.
Dashboard
The Dashboard provides the current day’s overview of the location’s queueing system status. It contains information divided into two tabs:
- System – includes the online/offline status of the devices assigned to the location;
- Queue Management – includes information about the current day’s tickets statuses within the location; a comparison per service between the average waiting time and service time and the defined KPIs; and a list of today’s confirmed and checked-in appointments for that location.
Reports
Reports are PDF or CSV files with information available in the Statistics and Lists views of the system that can be downloaded or sent by email to specific staff users at specific times.
Refer to the subchapter ‘Reports’ within the chapter ‘Data’ to know how to manage reports (create, edit, download, delete, and activate/deactivate).
Management > Services
The services created on the Essentials > Resources > Services page and assigned to the location will be listed in this page. In the ‘Show synchronization options’ it is possible to set if the services’ names, tags, and/or order should comply with the ones set on the Essentials > Resources > Services page.
It is also possible to add new services within the location, that will be labelled as ‘local services’. The local services can only be managed on this page and have no link to the services created and managed on the Essentials > Resources > Services page.
For any type of service, it is possible to:
- Edit the service’s configuration, by clicking on the ‘Edit’ button.
- Activate/Deactivate the service by clicking on the ‘On/Off’ button.
- Delete the service, by clicking on the ‘Delete’ button.
Services with origin in the Essentials > Resources > Services page will not be deleted from the system, only unassigned from the location.
Bulk actions are also available to edit or delete several services at a time.
EDIT SERVICE > IDENTIFICATION:
Services are identified by a colour, one or two letters tag, and a name. The colour can be used as the default one in the devices, the tag will be associated to the ticket number when a ticket is generated, and the name is the main identifier of the service for the visitors.
To organize your services, you can assign them to services groups. These groups can be used to filter the services in some pages, as well as to set menus of services in the ticket kiosks (refer to the subchapter ‘Services’ within the chapter ‘Essentials’ to know how to manage services groups).
It is also possible to set a description for the service that can later be shown in the ticket kiosks and help visitors to have a better understanding of the service itself. This field supports HTML, enabling more layout options when using the service info page in the ticket dispensers (like bullet and tables).
The identification fields will be available for edition depending on the synchronization options set on the previous page.
The ‘service code’ field is only available for server services and cannot be edited in this page.
EDIT SERVICE > CONFIGURATIONS:
Single-queue feature integration: when enabled, this option allows to generate and call a sequential ticket when there are no waiting tickets for this service – it automatically generates and calls a ticket when the user calls the next ticket.
Priority tickets: when enabled, this option allows the generation of priority tickets. Those tickets will always have priority over regular tickets, which can be useful when your visitors include older people, people with disabilities, pregnant women, among others.
Number of printed tickets: this option determines the number of paper tickets that the ticket dispensers will print when a ticket for this service is generated.
EDIT SERVICE > TICKET RESTRICTIONS:
You can set a limit on the number of tickets that may be generated for your service in a given time frame:
- Click on the ‘Add restriction’ button, and a new ticket limit rule box will be added.
- Configure the ticket limit rule by selecting a day of the week in the dropdown with the same name, typing the period of time the rule will apply to in the ‘From’ and ‘To’ fields, and typing the maximum number of tickets imposed by the rule in the ‘Tickets restriction’ field.
- Save changes.
To delete a ticket limit rule box, click on its the ‘Delete’ button.
EDIT SERVICE > TICKETS RANGE:
For each service, it is possible to set a tickets range. The first ticket will be generated with an ‘initial value’ and every following ticket will have a number that is incremented by one unit from the previous ticket. Once a ‘maximum value’ is reached, the next generated ticket will have the initial value again.
The amount of tickets included in the range you defined is displayed at the ‘Total tickets’ field.
KEY PERFORMANCE INDICATORS:
You can measure the performance of your service comparing it with predefined goals, the key performance indicators (KPI’s). To set KPI’s, type the desired values in the ‘Waiting time KPI’, ‘Service time KPI’ and ‘Number of waiting tickets KPI’ fields, and save changes. Based on the KPI’s you defined, you can set notifications to warn users every time a KPI is exceeded. These KPI’s will also be used for comparison in the data module.
EDIT SERVICE > SERVICE TIME:
If a ticket is left open in QM-PAD after serving it, the service time will be affected and the statistical data results will not represent the reality. To prevent forgotten tickets in QM-PAD, when enabled, this option provides a mechanism to warn QM-PAD users when the service time reaches a specific limit and waits for their feedback.
To set these warnings in QM-PAD, enable the option ‘Notify QM-PAD users when the service time exceeds its maximum’ and then:
- Set the time limit to trigger the first warning in the ‘Trigger 1st notification when service time reaches’ fields.
- If you wish to send multiple warnings, define the amount in the ‘Maximum number of notifications’ field, and the time period between warnings in the ‘Time-gap between notifications’ fields.
- Set the time limit the QM-PAD user will have to answer the warning in the ‘Time to reply before the service is automatically ended’ fields.
- Save changes.
When the service time reaches the defined maximum value, a pop-up will appear asking the QM-PAD user if the ticket is still being handled and if the user:
- clicks/presses the ‘Yes, continue’ button, the warning disappears and the QM-PAD returns to the ticket;
- clicks/presses the ‘No, end service’ button, the ticket will be automatically ended;
- does not click/press any of the options, the ticket will be automatically ended once the defined reply time is exceeded.
If you have multiple warnings, the pop-up will continue to appear, with the defined time gap, if the user keeps replying ‘Yes, continue’.
EDIT SERVICE > ASSIGNED FORM:
Bloom provides forms to collect information from visitors and staff users. For each service it is possible to assign a form (refer to the subchapter ‘Forms’ within the chapter ‘Essentials’ to know how to manage forms):
- Select the desired form amongst the available ones in the ‘Form’ dropdown.
- Enable the ‘Do not show this form to priority tickets’ option if you do not want to show the form if the visitor chooses to generate a priority ticket.
- Save changes.
The collected answers can be later analysed in the data module.
You can also set the service form in the Essentials > Assignments page. If you wish to change the assigned form, click on the ‘Edit form’ button and you will be redirected to the form edition page.
EDIT SERVICE > ASSIGNED COUNTERS:
This section informs which counters from that location are assigned to the service.
EDIT SERVICE > assigned schedule:
In order to set the time period when the service is open and allow visitors to generate tickets, you must define a schedule for the service:
- Select the desired schedule amongst the available ones in the ‘Schedule’ dropdown.
- Save changes.
Outside the working hours, a service will be listed as “Closed” in the displays (although you can still call outstanding tickets).
You can also set the service schedule in the Essentials > Assignments page. If you wish to change the assigned schedule, click on the ‘Edit schedule’ button and you will be redirected to the schedule edition page.
Management > Counters
Counters are the workspaces where users handle the generated tickets. Each counter requires a logged-in user that calls tickets from the services available on that counter. Counters can have different assigned services and calling priorities.
Counters are identified by a one or two numbers tag, and a name. Both can be used to identify the counter to where the visitor must go to once called.
The available actions in this page include:
- Add/Delete a counter.
- Assign/Desassign services to the counter.
- Assign priority level to each service within each counter.
- Activate/Deactivate the counter by clicking on the ‘On/Off’ button.
Bulk actions are also available to edit or delete several counters at a time.
Adding a counter:
- Click on the ‘Add counter’ button, and a new item will appear.
- Type the counter’s name in the ‘Name’ field - a default value will appear as “Counter N”.
- Type the counter’s number in the ‘Tag’ field (you can choose numbers between 1 and 99)
- Edit the services assigned to the counter, by clicking on ‘Assign services’ button – a pop-up will open, where you need to select the services to be assigned to the counter, and click on the ‘Confirm’ button.
- Save changes.
It is possible to have counters with the same tag.
Set priorities between services, in the same counter:
By default, or services are assigned the ‘normal’ priority level (yellow colour), but you can set different service priorities in a counter. This means you will have services whose tickets will be called first or last according to the assigned priority.
To assign services priorities in a counter:
- Find the counter where you wish to change the service priority.
- Click on the service’s box for which you want to set a different priority level.
- Select one of the five levels of priorities: very high (red), high (orange), normal (yellow), low (green), or very low (blue).
- Save changes.
Example
For a better understanding of how it works, consider the following example:
- 3 services assigned to Counter 1
- with the following priorities: Service A – very high, Service B – normal, and Service C – very low
- ‘Enable balancing priorities by waiting time’ option disabled
- The tickets will be called by order of priority (highest to lowest) and by order of arrival:
- The user of Counter 1 calls the tickets from service A.
- When there are no more tickets from service A, the user of Counter 1 will call tickets from service B.
- When there are no more tickets from service A and B, the user of Counter 1 will call the tickets from service C.
Priorities balancing:
Activate the ‘Balance priorities by waiting time’ option if you wish to call tickets from lower priority services as well. This way, you will ensure that tickets from services with lower priority levels will also be called, without waiting indefinitely.
Temporarily deactivating a counter:
To disable a counter without deleting it click on the desired counter ‘On/Off’ button. The button colour will change from green to red. A deactivated counter will not be available to log in, in QM-PAD and Concierge applications. Save changes.
VIEWS:
You can display the counters in a grid view (click on the ‘Grid view’ button) or list view (click on the ‘List view’ button).
Management > Devices
Bloom devices are hard or soft appliances designed to facilitate the interaction between the system and human entities - users and visitors.
The available actions in this page include:
- Edit and configure a device.
- Delete a device.
- Activate/Deactivate the device by clicking on the ‘On/Off’ button.
Whenever you save a change made in the device’s configuration page, it will reboot.
ADDING DEVICES:
To add players, ticket dispensers, and/or tablet applications (Tablet Kiosk, Concierge, or Extender) you will need the following information:
- Server address– this is the URL (or IP) address of your Bloom Enterprise system.
- Server port – by default the server’s port is 80, but please check your network configurations before adding devices.
- Location key – the location key is available at Essentials > Resources > Location within the specific location’s page in the ‘Location Key’ section.
To add web application Concierge, click on the ‘Add device’ button and then the ‘Add virtual Concierge’ option.
To add an Epson TM-T20III network printer, click on the ‘Add device’ button and then the ‘Add custom network printer’ option.
To add the E-Ticket feature, activate the option in the Essentials > Assignments > Location page.
If you wish to rename a device, type the new name in the ‘Name’ field, and save changes.
Refer to the devices installation guides for more information.
PLAYER CONFIGURATION:
Players are devices designed to manage the information and contents that are displayed to visitors through displays.
To configure a player, click on the respective ‘Edit’ button, and you will be redirected to the player configuration page:
Modules
In the ‘Select the modules to be displayed’ section it is possible to set which modules the player should display. In the header it is possible to display an image (usually a logo), the date, and the time. The body in composed at least by one queueing module (Queueing 1), but can also incorporate a multimedia module, a second queueing module, or the location’s e-ticket QR code. The footer is used to display text or RSS feeds.
In the preview, it is possible to visualize the active modules and their positions. If the body contains two modules (queueing 1 and multimedia, or queueing 1 and queueing 2, or queueing 1 and e-ticket), it is possible to set the position of each module in the ‘Queueing 1 module position’ option.
Selecting a module to be shown will also enable access to its configuration tab, in the ‘Modules configuration’ section.
Theme
Set a background image or colour in the ‘Select a background’ section, and the modules dimensions and ratio in the ‘Set dimensions’ section.
For a faster theme configuration there are three available templates to choose from at the ‘Select a template’ dropdown.
Queueing modules configuration
In the ‘Tickets’ section, choose if you wish to display the tickets by service (one row per service), by counter (one row per counter), or a defined quantity of last called tickets.
In the ‘Select counters/services to display in this player’ section, you can filter which services or counters will be displayed.
In the ‘Select elements to display’ section, select the information you wish to display: service/counter name, service tag, ticket letters, ticket number, visitor identification, and counter number. After choosing the information to display, define the respective column titles in the ‘Column titles’ section.
In the ‘Customization’ section, you can customise the theme of the module itself: corners radius; borders and splitters thickness and colour; background colour for each displayed element; text colour for each displayed element; and, if you are displaying the tickets by service, the message and text and background colours for the inactive services’ message.
In the ‘Translations’ section, you can activate the multilanguage option to display contents in more than one language, and set if they should be displayed simultaneously or display each language alternately. The available languages are the ones listed in the Translations page.
In the ‘Priority tickets’ section, choose if priority tickets should be highlighted as such in the display, and set the background and text colours and if priority icons should be also displayed for a clearer identification.
In the ‘Appointments’ section, choose if appointments tickets should be visually differentiated from walk-in tickets, and set the background and text colours.
To display the visitor identification element, you need to collect this information through a form while generating the tickets (default system question ‘name’). If the visitor does not fill the question, this field will be left blank in the display.
Multimedia module configuration
In the ‘Select a playlist’ section, select the playlist you wish to display in the multimedia module. In the ‘Background colour’ section, choose to have no background or select the ‘Use solid colour’ option and configure the ‘Opacity’ and the ‘Colour’ fields to set a background colour for this module.
In the ‘Border’ section, choose to have no outline or select the ‘Show border’ option and configure the ‘Thickness’, the ‘Corner radius’ and the ‘Colour’ fields to set an outline for this module.
Logo module configuration
To set the image to be used in the logo module, it is possible to upload it from your hard disk (by clicking on the ‘Image from hard disk’ button) or to select it from the system’s gallery (by clicking on the ‘Image from gallery’ button).
Date and time modules configuration
Set the format and the colour in which the date and/or the time should be displayed.
Ticker module configuration
In the ‘Selected feeds’ dropdown, select and order the feeds you wish to display. And set the text colour (by clicking on the ‘Colour’ picker) and the speed (by increasing/decreasing it on the arrows buttons) of the ticker module.
CONCIERGE CONFIGURATION:
Concierge adds a personal touch to the visitor service by habilitating users to approach visitors, listen to what they came to do and help them enter the queueing process. This application can serve different scenarios, from saving time to visitors to boost queues on the busiest time of day.
Content > Modules
In the ‘Modules’ section, set which actions the user should be able to perform within the application: generate tickets, call and manage tickets, schedule appointments, and appointments check-in.
Content > Settings
Set notifications for Concierge users by selecting the warning you wish to activate and configure any additional information. The available options are to notify users when: number of tickets waiting is higher than ‘N’ tickets, a new ticket is issued for services without waiting tickets, and the service time reached ‘N’ minutes.
Limit the ticket management actions Concierge users can perform, by not allowing them to: pause tickets, call tickets, cancel tickets, transfer tickets, or cancel a ticket after the service time reaches ‘N’ minutes.
Content > Services
Set the services for which the Concierge users can generate a ticket.
This setting will be merged with the services assigned to the counter where the user is logged in.
Skin
You can customize the look of the Concierge application. For the menu (section at the left side of the interface), the services buttons, and the navigation buttons you can set the background and text colours.
ticket kiosks configuration
Ticket kiosks are hard (ticket dispensers) or soft (tablet kiosk) devices designed to generate tickets.
Content > Modules
In the ‘Actions’ dropdown, select whether the main page will display a list of services (‘Services selection’ option) or a menu with the available actions (‘Options selection menu’ option). If you chose the ‘Options selection menu’ it is possible to enable and order the options ‘Service selection’ and ‘Appointments check-in’, and also to enable the e-ticket QR code to be scanned by the visitor.
Select the ‘Enable language selection’ option if you wish to activate the multi-language feature in the ticket kiosk.
Select the ‘Show thank you message’ option if you wish to display a message at the end of any ticket kiosk interaction.
Set the time the ticket kiosk will wait for the visitor action before returning to the default first page.
Selecting a module to be shown will also enable access to its configuration tab, in the ‘Modules configuration’ section.
Content > Footer
Set a text to be displayed above the footer buttons.
Content > Options menu module
Add a message to your Options menu page by typing the text in the ‘Welcome message’ field. This text, having a 250 characters limit, will be displayed at the top of the action buttons list.
Content > Language module
By enabling the ‘Show first a page with language selection menu’ option, visitors will have a chance to select a language before interacting with the ticket kiosk. Whether you choose to set or not to set a language selection page as the main page, language selection will always be available through buttons located in the footer.
By enabling the ‘Show first a page with language selection menu’ option, visitors will have a chance to select a language before interacting with the ticket kiosk.
A small note can be added before the languages list in the ‘Note to visitors’ field.
The available languages are the ones listed in the Translations page. Select the ones you desire and order them as you wish.
Content > Buttons module (service list)
By enabling the ‘Show service selection as first page’ option, visitors will be prompt to choose the service, and secondary actions will be available in the footer (like appointment check-in and language selection).
If this option is enabled while the ‘Options selection menu’ is selected in the ‘Action’ dropdown of the ‘Modules’ section, the E-Ticket QR code cannot be displayed.
A small note can be added before the services list in the ‘Note to visitors’ field.
By default, Bloom creates one button per each service, without the possibility of editing the buttons. This will happen if either the ‘Enable automatic button creation (one for each existing service, grouped by services groups if applicable)’ option or the ‘Enable automatic button creation without grouping services’ option are enabled. In either case, it will be possible to set if a ‘Service information page’ should be displayed after a service is selected and if instead of showing the priority buttons in each service button there will be a ‘Global priority ticket button’ shown in the footer for visitors that would like to generate a priority button.
If you wish to manage the buttons by yourself, select the ‘Enable the buttons display settings’ option. Then, the following actions will be available:
- Adding new buttons by clicking on the ‘Add’ button – a newly expanded button box will appear on the bottom of the buttons list;
- Editing buttons by clicking on the button’s ‘Edit’ button to expand it and gain access to the detailed configurations;
- Deleting buttons by clicking on the button’s ‘Delete’ button;
- Setting the buttons’ order in the services list by using the drag and drop tool.
In the “manual” mode, for each button you can set its type: ‘Service’ (it will be a service button corresponding to the service chosen in the dropdown to the right of the ‘Button type’ dropdown), or ‘Menu’ (it will allow you to create a set of buttons within that menu). It will be possible to set if a ‘Service information page’ should be displayed after a service is selected, and if the service description should be synchronized with the one available at the service’s page.
You can also set if additional information should be displayed in each service button, like queueing information (number of waiting tickets and/or average waiting time), or a short-description.
Content > Thank you message module
Type the text you wish to show in the Thank you message page, in the ‘Message’ field. This text, having a 110 characters limit, will be displayed in the centre of the page.
In addition to the message, you can also choose to display the ticket number, by selecting the ‘Display ticket details’ option – this feature is particularly useful for tablet kiosks (which do not generate paper tickets).
Content > Ticket
In addition to the ticket service tag and name, you can set which other details will be printed in the paper tickets:
- Extra text to be printed before the footer and aligned to the left;
- Footer text to be printed centred at the bottom of the ticket;
- Location’s name;
- Service’s name;
- Estimated waiting time;
- Number of tickets ahead (in the queue);
- Arrival date and time;
- Logo.
By enabling the ‘Print multiple tickets’ option, the ticket dispenser will print the number of copies set in the selected service’s page.
Skin > Template
For a faster theme configuration there are three available templates to choose from at the ‘Select a template’ dropdown.
Skin > Buttons layout
There are two display options for the services selection and languages pages: buttons can be displayed in a single column or in two columns. The two columns option is only available for 15” ticket dispensers and tablet kiosks, and it is a good solution when you have a huge amount of items in the services and languages lists.
Skin > Background
Set a background image or colour as the ticket kiosk’s background.
Skin > Header
To add an image (usually a logo) to the ticket kiosk’s header, make sure the ‘Disable header’ option is disabled and then choose to either add an image from your hard disk or from the system’s gallery.
Skin > Footer
For the note to visitors, you can set the text size and colour. Footer buttons are a quick way to access the different ticket kiosk interaction pages. For these buttons, you can set background colour and opacity, text size and colour, border thickness and colour, and corner radius.
Skin > Virtual keyboard
Whenever visitors need to insert information in the ticket kiosks, the device will display a virtual keyboard. For this resource, you can set background and text colours for the keys, background colour and opacity for the answers fields, text size and colour of the buttons, border thickness and colour of the buttons, and corner radius of the buttons.
Skin > Navigation buttons
Navigation buttons are used in ticket kiosks to jump between pages. For these buttons you can set format (icon + action description, or only action description), background colour and opacity, text size and colour, border thickness and colour, and corner radius.
Skin > Welcome page
If the ‘Options selection menu’ option is selected in the ‘Content > Modules’ section, you can set the buttons’ background colour, text size and colour, border thickness and colour, and corner radius; and the welcome message text size and colour.
Skin > Language
The languages page can display the language buttons in different formats: language flag and name (‘Flag + Language’ option) or just the language name (‘Language’ option). For the buttons, you can set background colour, text size and colour, border thickness and colour, and corner radius. For the note to visitors message, you can set text size and colour.
Skin > Buttons
The service buttons can have different formats: service tag followed by service name (‘Service Letter(s) + Name’ option), service name only (‘Service name’ option), or service name followed by service tag (‘Service name + Letter(s)’ option).
Select the ‘Enable automatic button colour (same as service colour)’ option if you wish to match the buttons’ colours with the services colours set in the services’ page.
For the note to visitors message, you can set text size and colour.
By setting a number in the ‘Grid lines per page’ field, the system will automatically calculate the height of the buttons and respective text. If you do not want several service pages, enable the ‘Fit all buttons to one-page’ option.
For the service buttons, you can set background colour and opacity, text size and colour, border thickness and colour, and corner radius.
In case the services you selected for the ticket kiosk allow priority tickets generation, a priority ticket button will be included next to the service button. For the priority ticket buttons, you can set background colour and opacity, icon colour, types of icons, and button position. You can also add a text to the priority tickets button: type the message in the ‘Button text description’ field – this message has a characters limit of 20 and it will appear below the priority icons.
Skin > Forms
If the ticket kiosk is displaying services with assigned forms, the available questions will be shown in the ticket kiosk when the visitors try to generate tickets. For the questions and the errors, you can set text size and colour. For the single and multiple answers, you can set option’s background colour, selection’s background colour, option’s text colour, and selection’s text colour.