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Setup Checklist
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POS Tasks | |
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Ensure Access Locations exist and are active
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Aspenware Arrival Tasks
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Infrastructure Tasks | ||||||
1. Send request to Aspenware to enable or disable Pass Checker
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Aspenware Arrival Tasks |
1. Create “AccessLocations” |
Collection
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2. Create “Pass Checker - Hotlist Reason” |
Collection
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1. Input Default Pass Checker POS Location ID
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2. Create |
“AccessLocations” mapping(s)
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3. Create |
Hotlist mappings
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4. Update Pass Checker Languages Strings
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Prerequisite Tasks
This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.
POS Tasks
Ensure Access Locations exist and are active.
Set up the Access Rule in RTP in Access Rule Product Type with a, 'Lift Access' entry.
Infrastructure Tasks
Submit a request to your Aspenware
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Representative (support@aspenware.com) to enable or disable Pass Checker in Azure.
Aspenware Arrival Tasks - Detailed Setup Guide
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Commerce Tasks
1. Create “AccessLocations” Collection
Go to the Collections tab.
Create a Collection by entering “AccessLocations” in the Name field, then clicking the ADD COLLECTION button.
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2. (Optional) Create PassChecker Hotlist Reason” Collection
If you would like to replace RTP|One’s Hotlist message with more appropriate customer-facing language, follow the procedure from https://aspenware.atlassian.net/wiki/spaces/AE/pages/1502838928/Configuration%3A+Pass+Checker#1.-Create-%E2%80%9CAccessLocations%E2%80%9D-Collection to create a new collection named “Pass Checker - Hotlist Reason”.
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IMPORTANT: This must be named exactly “Pass Checker - Hotlist Reason” or Hotlist mappings will not function. |
Detailed Setup Guide
This section describes all required steps to set up the feature after prerequisite tasks have been completed.
1. Input Default Pass Checker POS Location ID
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The Pass Checker POS Location ID is a setting from RTP|One, and can be sourced from your RTP|One administrator
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, (RTP|One/ Access Control Admin / Access Control Management / Access Location)
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. This setting serves as a default lift or access point that
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While logged in as admin, click on the GENERAL tab in the admin toolbar. Enter the numeric value in the “Pass Checker POS Location ID” field, and passes will be validated against in the instance that additional “accesslocations” are not defined.
Go to the General tab and add and enter RTP|One’s Access Location Code (also referred to as the Location ID) in the Pass Checker POS Location ID field, then click the UPDATE GENERAL SETTINGS BUTTON button.
If using Google Analytics, enter the Tag ID in this window.
Resort Codes, Resort Group Codes and Sales Location IDs?
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2) Create “AccessLocations” Collection (required).
While logged in as admin, click on the COLLECTIONS tab in the far right corner of the menu bar.
Create a Collection by entering “AccessLocations” in the Name field, then clicking the ADD COLLECTION button.
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3) Create PassChecker Hotlist Reason” Collection (optional)
If you would like to hide RTP Hotlist reasons with more appropriate customer-facing language, follow the procedure above to create a new collection, naming it “Pass Checker - Hotlist Reason”.
4) Create “AccessLocations” Mappings (Required).
Assign Items to the Collection by selecting the Collection (click in check box). This will launch the ADD NEW COLLECTION ITEM window.
When the Add New Collection Item window appears, populate the fields as shown. The Name field is customer facing and should be easily recognizable to a resort guest. Avoid jargon or internal names like LIFT 4 or POMA. Instead, use a name that a guest will recognize, like TRAM, or BEGINNER LIFT. The Value is the RTP Access Location Code. Ask your RTP System Administrator for these codes. Save entry by clicking ADD COLLECTION ITEM.
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2. Create “AccessLocations” Mappings
AccessLocation Mappings provide the ability to allow guests to check access to specific lifts. It also allows the resort to customize the lift’s display name to the guest. A minimum of one mapping must be entered or Pass Checker will not return results when a guest searches for their pass.
In Arrival Admin, go to Collections and select “AccessLocations”
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In the Name field input a display name that will be visible to guests.
In the Value field input the corresponding Lift’s Access Location Code (also referred to as Location ID) from RTP.
Then click the ADD COLLECTION ITEM button.
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Repeat this process for additional Lifts if required. If necessary, you can edit your collection item Collection Item by selecting it (check box), then clicking the UPDATE COLLECTION ITEM button. You can also delete using this these same steps by clicking the DELETE COLLECTION ITEM button.
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3. (Optional) Create Pass Checker HotList Reason display mappings
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To replace RTP|One’s Hotlist message with more appropriate customer-facing language follow the same process as above for AccessLocations mappings and find the Collection “Pass Checker-Hot List Reasons” if necessary.
6) Update Pass Checker Language Strings (optional)
Logged in as admin, click on the LANGUAGE Tab on the admin toolbar. Scroll down to Pass Checker, and click on it to expand entries.
All entries have default copy supplied, so you do not have to edit if you choose not to. Note that the entry entitled “Invalid Media Error Text” includes a spaceholder for a phone number, which must be customized by the resort.
Steps 7-10 ( Edit Task Types, Create Tasks, Create Activities and Create Locations) are used to define the actions (complete waiver, provide rental info) required for the guest to successfully fulfill their ecommerce purchase.
Task Types are predefined (Waiver, Rental Profile, Child Registration Profile or Photo), but can be customized to capture specific info, expiration, or set as optional or required.
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Activities are the customer-facing icons that inform your guest as to what actions they need to execute. You can assign multiple tasks to an activity. For example, a guest purchasing a rental would need to provide a completed rental info form as well as execute a liability waiver. In that case, those two TASKS can be assigned to a single RENTAL SHOP CHECK IN ACTIVITY.
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Locations represent the physical (or virtual) setting where fulfillment of your guest’s purchase will take place. Typical Location definitions might include Rental Shop (if there are multiple shops at the resort, you would be more specific: Main Lodge Rental Shop, Back Country Rental Shop, etc.). Virtual locations might be ONLINE, WEBSHOP or some other designation that allows the customer to compete their tasks and go straight to lift.
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How do these four items work together? At your resort, the RENTAL SHOP location could have an activity assigned called RENTAL SHOP FORMS, that is made up of two tasks: RENTAL WAIVER (TASK) and a RENTAL INFO FORM (TASK). The Rental Waiver would be defined as a Waiver (Task Type) while the Rental Info Form would be defined as a Rental Profile (Task Type).
7) EDIT TASK TYPES
There are 4 task types in Arrival. Click on the box to edit each task.
Effective days allows for the aging of a profile, photo, waiver, etc., on a schedule determined by the resort. Setting effective days to 365 means the document will expire one year from the time it was uploaded. Leaving the field blank means it never expires. You cannot add additional task types.
8) CREATE TASK LIST
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Tasks are the steps a guest needs to complete to be allowed to fulfill their order. For example, a season pass holder must complete a waiver (required) and upload a photo (optional) to be allowed to pick up or activate their pass.
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Logged in as admin, click on TASKS tab in Arrival admin toolbar. Scroll to the bottom of the screen, and populate the fields in the Add New Task window. Click on ADD TASK. To edit an existing task, click on the box to select it, and edit in the window below. Click UPDATE TASKS to save your changes.
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WAIVER TASKS have several unique configurable components, allowing resorts to use them in many situations.
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Ask your RTP|One Administrator for a list of “Authorization Types” that exist in RTP|One. (Administration Navigator/System Administration/Customer System Management/Authorization Types). You will use the Authorization Type Code to populate the POS Waiver ID field when creating tasks.
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Enable “Consolidate Waiver” if xxx xxx xxx. Enable One Day Waiver if xx xxx xxx.
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Follow this same procedure to complete ski school waivers, rental profiles, and child rental profiles.
9) CREATE ACTIVITIES
Activities are the actions a guest must execute to fulfill their ecommerce order. Activities can be a single task, or a collection of required tasks. Activities can be age-specific, or can encompass all ages. Adding an image, like an icon or photo, assists the guest in navigating the Arrival experience. Is not required, but is recommended.
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10) CREATE LOCATIONS
Locations are the physical (or virtual) setting where fulfillment of your guest’s purchase will take place.
Define locations by selecting a name that resonates with your guests, avoiding jargon, abbreviations, and technical language. Ticket Office, Main Lodge Rental Shop, SkiWee Cabin are all examples of easily identifiable physical locations. Virtual locations, where the guest will compete all activities, and go straight to lift should also have a name that reflects that functionality- Online, Ecommerce, and Webshop are a few examples.
SETTINGS? use POS? IS edit profile location? set default activity required?
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ASSIGN ACTIVITIES - required if default is set?
11) Customize Theme.
12) Create an admin user.
What is process for creating an admin user if the don’t have aspenware domain in email address? Move this to the top.
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NOTE: Optional steps from the Pass Checker Prerequisites following prerequisite task must have been completed. |
The Name field will be the text displayed to guests if their Pass Checker check comes back with a corresponding hotlist code from RTP|One.
Name: Input the text to be displayed to guests
Value: Input the hotlist code from RTP|One.
Click the ADD COLLECTION ITEM button.
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Repeat this process for additional hotlist codes if required.
If necessary, you can edit your Collection Item by selecting it, then click UPDATE COLLECTION button. This will enable you to change the messaging that displays to guests as well.
You can also delete a Collection, select it and click DELETE COLLECTION button.
4. (Optional) Update Pass Checker Language Strings
Languages have default values but can be updated to match your display needs. Update the desired field then click the UPDATE LANGUAGE button to save the changes.
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