Understand first QR scan evidence
This guide explains that what is captured when the public URL is first accessed. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goPublic QR page → First valid access
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What you’ll accomplish
Know what is captured when the public URL is first accessed. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Go to the public page.
- Afterwards, an administrator opens QR Compliance Records → record detail.
- Check first scan time, IP, location payload and user agent.
Fields and options to review
Action scopeKnow what is captured when the public URL is first accessed.
Module version2.1.0
NavigationPublic QR page → First valid access
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- Every access increments view_count and updates last_viewed_at.
- The first access stores first-scan evidence and inserts a first_scan event.
How to confirm it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
Continue with related guidance
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