Configure ID scanning and validation

You can turn on ID scanning and validation to verify the identities of visitors when they sign in at your site.

About ID scanning and validation

ID scanning and ID Validation work together as part of the same visitor sign-in process. ID scanning captures information from a visitor's ID. When ID Validation is enabled, the same scan is also analyzed for potential security concerns. The results can then be used with watchlists to identify visitors who are allowed or denied entry to your site.

How ID scanning and validation work

1. During sign-in, a visitor whose visitor type requires ID scanning is prompted to scan their physical ID using the onsite iPad.
2. Information captured from the ID is automatically entered into the corresponding sign-in fields. If configured, a photo of the ID is also saved with the visitor's record.
3. If ID Validation is enabled, the scanned document is analyzed for potential security concerns. Depending on the results, the scan can return one or more of the following findings:
   • Authenticity Concern: The document is checked for physical security markers that help verify its authenticity. For information about the checks that may be performed, see Identity document authenticity checks - Image Patterns and Liveness.
   • Information mismatch: The information on the ID does not match when checked against other information on the document.
   • Expired ID: The expiry date printed on the ID has passed.
   • Possible copy of ID: The ID may be a copy, printout, or image displayed on a screen instead of the original physical document.
   • Valid ID: No concerns were identified with the ID.

4. The validation result is compared against your watchlist to determine whether the visitor is allowed or denied entry.

   Note:

   If you have the Visitor Approval add-on, you can change the approval or denial of a visitor.

Configure ID scanning and validation

1. From the left sidebar in VisitorOS, click the Settings icon, then select Sites.
   
2. Select the site where you want to configure ID scanning.
3. Select the Features tab.
4. Turn on ID Scanning and Validation. If it is already on, click Configure to open the settings panel.
   
5. To require visitors to scan an ID before continuing their sign-in, turn on ID Scanning is Mandatory.
6. Under Scanning Options, choose how information is captured from an ID:
   • Barcode and Text: Capture information from both the barcode and the printed text.
   • Barcode Only: Capture information from the barcode only. The information available in a barcode varies by region and ID type.
7. To check scanned IDs for potential concerns with a watchlist, turn on ID Validation.
8. (Optional) After turning on ID Validation, turn on Enhanced ID Authentication to check for physical security features on the ID.
9. (Optional) If you turned on Barcode and Text, turn on Save a Photo of the ID to save an image of the scanned ID with the visitor record.

10. Under Capture Information from the ID, turn on the fields you want to capture from the ID and fill in automatically during sign-in. If you want additional fields to be captured, contact FacilityOS Support.

    • First Name and Last Name
    • Date of Birth
    • Country

    Important:

    For any field you turn on, make sure that field is enabled as a data field. For more information, see Manage data fields.

11. (Optional) If you selected any fields under Capture Information from the ID, you can decide whether visitors can edit the captured information by selecting Allow Visitor to Edit under the desired field.
    
12. Under Limit to Specific Visitor Types, select which visitor types will be asked to scan their IDs
13. Click Save.

Next steps

If you turned on ID Validation, create a watchlist and select ID Validation as its Watchlist Source. Then select the Matching Rules to check IDs against. For more information, see Create a watchlist.

Troubleshoot an ID that cannot be scanned

If the iPad cannot read an ID or stops responding during the scanning process, try the following troubleshooting steps:

• Make sure the ID is free of dirt, smudges, and scratches.
• Turn the iPad off and then turn it back on. For instructions, see Turn iPad on or off.
• Check the iPad's internet connection. For more information, see Troubleshoot internet connection issues on your iPad.