How Do I Create An In-Person Briefing In The App?

An in-person briefings purpose is to deliver a briefing to individuals in person, this is done on the app and can be signed by each contact or user at the delivery of the briefing. It is important to note that an in-person briefing cannot be conducted through the portal.

Remote briefings can be distributed from the portal to a user / contacts email address. To learn more about remote briefings, click here

To create an  in-briefing, select the site location you're wanting to do it against, swipe to the right on the options until you get to briefings. Click the Create Briefing Button.

Give your briefing a category (these can be edited/created by a Wallet Admin in your wallet settings). Next give your briefing a title. Then you will select which type of In Person Briefing you would like to create.

The Published Content type gives you the ability to pick a remote content briefing that has already been published (You can find more information about making remote briefings here.) Simply select the published briefing you require and click next. If you select Adhoc Summary you need to add a brief summary of what was/will be covered in your briefing.

Whichever type of in person briefing you select, you will then have the option of adding supporting photos. Next give your briefing an importance level and then click view briefing.

Once you have created your briefing, select the publish button in the bottom right of the screen.

Once you have published your briefing, select the attendee list to add users, you can search for users or scan their contact QR code to add them to the attendee list.

Then when they are ready to sign select the green signature button on the right side of their name, they will then need to tick for confirmation and sign off on the briefing.