Using the Mobile ID Document Scanner

Prerequisites for Mobile ID Scanning

Mobile ID Scanner Operation Prerequisites

1. You must be signed into OPERA Cloud from a workstation where the scanner is connected and the drivers for the hardware are installed.

2. You must be signed in at the property level. ID Document Scanning functionality is not available when signed in at the Hub level.

3. ID Document Scanning is available for Guest and Contact profile types only.

4. Identifications is set to appear as Custom Check In Step.

5. Open OPERA Controls and configure Custom Check In Steps (Administration > Enterprise > OPERA Controls > Front Desk Group > Settings > Custom Check In Steps > click Pencil Icon > Add Identifications to Selected Items > Save).

   
   
   

Scanning Mobile ID Documents During Check In

1. From the OPERA Cloud menu, select Front Desk, and select Arrivals.

2. Search for the reservation.

3. Select a reservation for check in.

4. Click Check In at the bottom of the screen.

5. In the Check In screen, click the Identifications link in the status bar.

   
   
   

6. Click the Scan ID Document button in the Identification panel.

   
   
   

7. In the ID Document Scanning screen, click the Choose Image button to display the device camera options.

   
   
   

8. Select Choose Image (Note: this can vary based on used device). Follow the listed tips for taking a good document photo when capturing the image.

9. The captured image appears in the ID Document Scanning screen. Review the image to confirm it meets the good document photo criteria.

10. To retake the image, click Choose Image again. The new captured image replaces the existing image in the screen.

11. When satisfied with the captured image, click Process. The encrypted image is sent to the vendor for processing, and scan results return the guest data into the profile comparison screen.

    
    
    

12. The Comparison screen displays two sections: Existing Profile Details and Compare and Edit Scan Results sections.

    
    
    

13. The Existing Profile Details section on the left side displays the existing details for the profile. This section is read only.

14. The Compare and Edit Scan Results section on the right side displays the details retrieved from the scanned document. You can compare the details and edit scan results if needed.

15. Values in unchecked fields are saved to the profile details.

    1. If the scanned value is the same as the existing profile value, the check box is unchecked by default.

    2. If the scanned value is blank for the field that is populated in the existing profile value, the check box is unchecked by default. If you manually select this check box, then the blank value is saved, which means the originally existing value is removed.

    3. If the scanned value is populated with a different value than the existing profile detail, which is checked by default, you can manually uncheck to keep the existing value.

16. Click save to update values in the checked fields in the profile details.

    1. If the scanned value is different than the existing profile value, the check box is checked by default. To draw attention to this value point, a warning icon appears. If you do not want to override the existing value for the specific field, you can manually uncheck the check box next to the field.

    2. If the scanned value is populated, but the same field in the profile is blank, the check box is checked by default and the scanned value will be saved. A warning icon appears.

    3. You can also manually check the check box and update the value in the field, and the update is saved to the profile details.

       
       
       

17. The Address section in the existing Details has a drop-down menu that enables you to select any address type and address existing on the current profile.

    1. The Address Type LOV field is populated with the profile primary address by default. You can update the Address Type by selecting a different value from the list.

    2. The Add as New switch allows you to add the scanned address to the existing list of addresses on the profile. When this toggle is active, the address from the scan does not replace the address displayed in the Existing Profile. Instead, the address is added into the profile as new.

    3. To update the existing address with new details, switch off (default) the Add as New toggle.

    4. The Make Primary switch sets the address from the scanned details as primary for the profile (it does not matter if this is a new address or an address that will override an existing address showing in the profile). This toggle is off by default.

18. Review and click Save.

19. Checked fields update in the profile with new details.

20. The scanned image is saved into profile attachments based on the Stored ID Document Image Type setting.

Scanning Mobile ID Documents from the Identification Panel

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and the select Manage Profile.

2. Search for the desired Guest or Contact type profile and click the Profile name hyperlink

3. In the Profile details section, click the Identifications hyperlink or panel.

   
   
   

4. Click Scan ID Document in the Identification panel or popup.

   
   
   

5. In the ID Document Scanning screen, click Choose Image to display the device camera options.

   
   
   

6. Select Choose Image (Note: the name of this button can vary based on used device). Follow the listed tips for taking a good document photo when capturing the image.

7. The captured image appears in the ID Document Scanning screen. Review the image if it meets the good document photo criteria.

   
   
   

8. To retake the image, click Choose Image again to take new photo of the ID document. The new captured image replaces the existing image in the screen.

9. When you are satisfied with the captured image click the Process button. The encrypted image is sent to the vendor for processing, and scan results return the guest data into the profile comparison screen.