Files
OSIT-AE-App-Svelte/documentation/GUIDE__AE_Events_Onsite_Runbook.md
Scott Idem 60bdd2fdba feat(badges): public_access kiosk mode + manager access improvements
- Public (attendee) kiosk: unprinted badges link to /review; printed
  badges show green "Checked in · Nx · First/Last" row (non-clickable)
- Public attendees no longer see Print button (staff-only action)
- Printed badges sort to end of list for public non-trusted users
- Manager access: Print (reprint) and Email Link buttons always visible
  without requiring Edit Mode; main row behavior unchanged
- Empty state wording: context-aware — "Enter your name above to find
  your badge" for public users with no query vs "No badges found" after
  an actual search
- Docs: Epson C3500 fanfold section filled in (was empty placeholder);
  style_href/duplex implementation status corrected in badge templates
  doc; Axonius C3500 layout TODO marked complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 16:15:08 -04:00

5.9 KiB
Raw Blame History

Guide — Aether Events: Onsite Runbook

This guide covers the human-centric logistics and "In the Heat of the Moment" support for onsite event operations.


Badge Printing

Aether badge printing uses the browser's native window.print() — no special software or print server needed.

Kiosk Station Setup

  • Browser: Use Chrome (Chromium) for all kiosk stations.
  • Settings: Set Margins to None. Enable Background Graphics.
  • Mode: Use normal browser sessions (not Incognito) to allow PWA caching.

Printer Reference: Zebra ZC10L (PVC)

  • Stock: 3.5" × 5.5" PVC cards.
  • Orientation: Cards face-up, landscape in the hopper.
  • Single-Sided: Only the front face prints; the back section is hidden via CSS.
  • Layout code: badge_3.5x5.5_pvc

Printer Reference: Epson ColorWorks C3500 (Fan-Fold)

  • Stock: 4" × 6" fan-fold paper label stock.
  • Single-Sided: Only the front face prints; the back section is hidden via CSS.
  • Layout code: badge_4x6_fanfold
  • Lanyard hole: Pre-punched 5/8" × 1/8" slot at top center — verify stock matches.
  • First live use: Axonius Adapt DC, June 9, 2026.

Printing Workflow

  1. Search: Find the attendee by name or QR scan in the Badges module.
  2. Review: Open the print page and confirm the layout looks correct.
  3. Print: Click Print Badge. print_count increments automatically.
  4. Handoff: Verify the card print quality before handing it to the attendee.

Exhibitor Leads (Lead Retrieval)

Exhibitors use a PWA (Progressive Web App) to scan badges and capture leads.

Exhibitor Support Workflow

  1. Booth Lookup: Help the exhibitor find their booth in the Leads landing page.
  2. Sign-In: Assist with the Shared Passcode or individual Licensed User login.
  3. App Install: Encourage them to "Add to Home Screen" (iOS) or click the Install button (Android/Chrome) for offline stability.
  4. Scanning Demo: Show them the Rapid Scan mode. Remind them that attendees must have allow_tracking = true on their record to be scanned.

Managing Licenses

  • License counts are managed in the Manage tab (Admin or Shared Passcode only).
  • If an exhibitor needs more staff slots, update the license_max in the Exhibit record.

Speaker Ready Room (SRR)

... (rest of the file) ... The SRR is the central hub for content management and presenter support.

SRR Practice Stations

Stations mirror the session room setup exactly:

  • Same Mac laptop model and adapter/dongle configuration as the podiums.
  • Projector and screen (where possible).
  • Launcher running in Native mode — ensures verification matches the podium experience.

Staffing Roles

Role Access Level Typical Tasks
OSIT Staff trusted_access Manage devices, monitor via VNC, deep troubleshooting.
Client Staff authenticated_access Upload files, view session lists, assist presenters.
Presenter authenticated_access Self-upload via QR link (if enabled).

SRR Workflow — Day-of-Show

  1. Check-in: Staff looks up the presenter's session in Presentation Management.
  2. Upload: File is uploaded to the presenter/session record.
  3. Verification: Staff opens the file on a practice station to confirm rendering.
  4. Launcher Sync: File propagates to the podium. Use Force Sync Location in the Launcher config if immediate full-room caching is needed.
  5. Proceed: Presenter walks to the room; the podium kiosk already has the file cached.

Onsite Operation (Managing Parallel Rooms)

SRR Overview Page

The Pres Mgmt overview (/events/[id]/pres_mgmt) is the "Command Center":

  • Monitor file status per session.
  • Filter by location and time block to stay ahead of active sessions.

Per-Room Monitoring

  • Use VNC or RustDesk to monitor all podium screens in real time from the SRR.
  • Confirm "Native Sync" status chip in the bottom-left of the Launcher is green/idle before sessions start.

Session Transitions

  • Timing: Ideally, sessions show/hide based on datetime_start.
  • Manual Control: In looser schedules, use Launcher controls to manually select the current session.

Pre-Show Checklist

12 Weeks Before

  • Event created with correct dates and timezone.
  • mod_pres_mgmt_json configured for client needs.
  • Locations (rooms) created and named.
  • Sessions created, assigned to locations, and timed.
  • Launcher devices (event_device) registered with correct codes.
  • Device-to-location assignments confirmed.

Day Before (SRR Setup)

  • Mac laptops at podiums booted; Electron app running.
  • Each podium confirms it loaded the correct room's Launcher.
  • SRR practice stations confirmed (matching hardware).
  • Run Force Sync Location on all podiums to pre-cache all day-1 content.
  • VNC/RustDesk connections established to all podiums.

Day of Show

  • Confirm all session times are accurate before the first block.
  • Monitor SRR queue and verify every file on a practice station.
  • Check VNC wall to ensure all podiums are online and synced.

Troubleshooting

Symptom Cause Fix
Session not in Launcher Datetime wrong or Location unassigned. Verify session metadata in Pres Mgmt.
File uploaded but missing Polling lag or attached at wrong level. Wait 30s; check if file is at Session vs Presenter level.
File opens slowly Not in native cache yet. Check "Native Sync" chip; use Force Sync in config.
File won't open Corrupt upload or missing Mac codec. Test on SRR station; convert or re-upload.
Drifted schedule Room timing shifted. Use Launcher controls to manually select the active session.
lock_config resets changes Remote config is forced. Edit the master mod_pres_mgmt_json in Event Settings.
Move laptop to new room Hardware reassignment. Update location_id in event_device record; restart Electron.