Creating a Visitor in Workplace

create a visitor

You can create a new visitor in the visitor module. After opening the module, you will see the following screen:

Here you can fill out the different details regarding the visitor. The fields marked with an * are required. The other ones are optional.

Field details regarding the visitor

Below the details, you have three options:
 

• Submit the visitor

• Delete the visitor

• Cancel the creation of the visitor
  

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Add a co-visitor

If the visitor is bringing company, you can add these extra visitors using the add co-visitor button on the visitor module (bottom of the screen).

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Edit/Cancel a visitor

You can use the “My visitors button” to search for your visitor or you can take look on your startBoard under “My Expected Visitors”.

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Click on the visitor you want to edit to open the following screen. After making any changes, press the “Save and return” button. To cancel the visit press the “Cancel visitor” button.

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Recurring Visitor

create recurring visitor

If there is someone who frequently visits the company/office. You can create a recurring visitor. If you don`t see this option, ask your adminstrator to add it to your profile.

Fill in the details as with a normal visitor. Instead press “Submit” press the “Create recurring visitor” button.

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You will get a warning window, that you are going to create recurring visitor. Press “Ok”to proceed.

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Now you can enter the schedule details of the recurring visitor.
On which day is the visit, which time, what is it recurrence (daily/weekly/monthly, until when or how often it should be scheduled.

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Cancel/edit a recurring visitor

You can`t edit a recurrence, the whole series of the visitor. You need to edit every individual visit like you do with a regular visitor. As explained earlier.