Swiper (Web) - How To - User Guide

A user guide to using the Swiper application, located at https://apps.sa.uwm.edu/swiper/

Introduction

The Swiper application allows entities on campus to check student status based on the UWM Campus ID, a 9 digit number given to each and every UWM student. It also allows for tracking each “swipe” or ID check, for things such as events, ticket distribution, or just for statistical purposes.

The application is available to anyone who has completed the UWM FERPA training and quiz, who also has an ePantherID. If you do not have an ePantherID, visit Identity and Access Management for more information on obtaining an ePantherID.

Accessing Swiper

To access Swiper, you can visit the following URL: https://apps.sa.uwm.edu/swiper/.

You’ll want to login with your ePantherID and password. If you reach a screen that says “You do not have access to this application” - you will need to be granted access. You can get access by emailing it-services@uwm.edu stating your department, and that you’d like access to the Swiper application.

Swipe Page

The Swipe Page is where you’ll use the application the most. This page was designed to give you as much information about the student as possible when you enter their student ID number. Combined with an event, it will let you track information about students coming to your event. Without selecting an event, and turning off logging, it provides a simple interface to check the status of UWM students against the current academic term.

The numbers in red correspond to different areas on this page which will be important to know.

  1. This dropdown is where you will select an event, in the case where you will be tracking each swipe, or check, of a student ID.

  2. The student ID box allows you to type in the 9 digit student ID number, or swipe a student ID card (card swipe hardware required). You can press the “Go” button, or the “Enter” key, to initiate the lookup.

  3. The last student ID that you swiped will be located in this “Last Swipe” box, as well as the icon stating their student status.

  4. This is a legend of the different statuses that can be returned for a student ID:

    • A “Successful” swipe means the student is active in the term specified for your event (see Creating and Managing Events for more information)

    • A “Duplicate” swipe means the student has already been swiped / checked more than the allowed number for the event

    • A “Not Current” swipe means the student is a UWM student, but they are not active in the term specified for the event

    • A “Not Found” swipe means the student ID was not found in the database, and the student is likely not a UWM student

  5. These options let you control some settings for this page:

    • Focus: Allows you to enable and disable the “auto focus” feature, which always returns your cursor to the Student ID text field.

    • Logging: Allows you to enable / disable logging, which will let you check student status against the current term, without creating your own event.

  6. The display what the settings are for the event selected, including whether or not segregated fees are being checked, as well as the term the event is checking against.

  7. Finally, the Swipe History is populated with all instances where a student ID number was checked for the selected event, along with information about the student, and the status of the swipe (the icons seen in the legend). See below for an example of the Swipe History page.

 

Creating and Managing Events

To really utilize Swiper to its full potential, you’ll want to create an event. Events can be created on a per-area basis, to record checks or swipes of student’s ID cards. You can find the Event management page under the “Manage” dropdown on the grey header bar.

You’ll notice a list of events that either you, or someone else in your area(s) have created. Next to each event is a blue edit button, and a red delete button. Note: you cannot delete an event if there are any swipes in the event, but you can make it inactive (see below).

To create a new event, let’s click on the blue “New Event” button.

You’ll be given a dialog box to collect information about your new event, including:

  • Event Name: A friendly name for your event.

  • Event Date: The date of your event, in MM/DD/YYYY format.

  • Area: The area this event is for. If you are a member of multiple areas, you’ll have multiple choices here.

  • Term to Validate: Specify what term you are checking student status for. By default, it will be set to the current term.

  • Segregated Fee: Specify whether or not you want to require that a student has paid student segregated fees (for example, online students do not pay segregated fees).

  • Swipes Allowed: Specify the number of times a student can swipe into this event. For example, if you’re using an “event” to track ticket distribution, you can set this to “3” to allow them to obtain 3 tickets.

Once you have provided all information, click on the “Save” button. If there are any errors with your submission, they will be provided at the top. Otherwise, the dialog will close and your event will be created.

To edit an event, click on the blue “Edit” button next to the event in the main list of events. You will notice that all the fields you can edit will turn a light blue color. You can edit these fields, as well as toggle the event “Active” / “Inactive” or toggle whether or not the segregated fee is required for a successful swipe.

Once you are done making your changes, click on the blue “Save” icon to save your changes.

Event Reporting

After your event is over, you may want to get a report of all of the swipes that you’ve tracked for your event. You can find the Event Reporting page under the “Manage” dropdown on the grey header bar.

You’ll be presented a simple page where you can select an event from the list of events you have access to.

Once you’ve selected an event, the XLS, CSV, and PDF links will become active, letting you choose what type of report you’d like to receive.

  • XLS reports can be opened in Microsoft Excel, and are styled to be easy to read.

  • CSV reports are “Comma Separated Value” reports, which can be imported into Excel and a variety of other programs, as data only.

  • PDF reports are just a simple styled PDF with the reporting data printed on it.

Depending on the number of swipes in your event, it may take up to 1 minute to generate your report and download it to your computer.

Managing Users

If you have been added to an area as a “Manager” by our staff (or another manager in your area), you will be able to grant users access to your area and its events. You can find the User Management page under the “Manage” dropdown on the grey header bar.

You’ll be presented with a page of users and their information, as well as their role and areas they have access to.

Note: At this time, the “search” function is a little wonky. You can search for an ePantherID, but you will need to use the “Previous” and “Next” buttons to find what page they were found on. An improvement is in the works to simplify this process.

To add a new user, click on the blue “New User” button. You’ll be presented with the dialog below, asking for information about the user you’d like to add.

 

You’ll need to provide the user’s first name, last name, and their full UWM email address. Select a role for this user, each of which is detailed below:

  • User: Check student status by swiping or entering in Student ID numbers

  • Manager: All privileges of the User role, with the addition of managing users for your area, running reports, and deleting events and swipes

  • Disabled: Disables this user from logging into the application

Finally, you will want to check the areas that this user should have access to. If you do not select an area, you will not be able to save the new user.

Once all information is filled out, press the blue Save button. If there are any errors, they will appear at the top of this window. Otherwise, the dialog will close and return you to the list of users.

To edit a user, click on the blue Edit button next to the user in the master list.

You’ll notice the areas you can edit are highlighted in light blue. Feel free to change whatever parameters you would like. Once you are done, click on the blue Save button.

Questions?

If our documentation isn’t clear, or is missing something - let us know! You can leave feedback in the UWM KnowledgeBase. In addition, you can click the “Support” link in the grey navigation bar in the Swiper application to access our in-application support feature.

You can leave us support requests, or feature requests for the application. If for some reason this doesn’t work, you can email us at it-services@uwm.edu or call our Help Desk at (414) 229-4606 during our support hours.




Keywords:swiper,event,swipe,check,id,student,status,Saits, sa its, Student Affairs IT Services   Doc ID:57299
Owner:Christopher M.Group:UW-Milwaukee Student Affairs IT
Created:2015-10-13 13:00 CDTUpdated:2018-03-15 14:14 CDT
Sites:UW-Milwaukee Student Affairs IT
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