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Difficulty: starter

Content

Learning Objectives

After reading this article, you’ll be able to:

  • Create a Visitor

  • Change the status of a Visitor.

  • Print a badge for a Visitor.

Visitors

All visitors can be registered in the visitor module. You can find the module on your startBoard.

Creating a Visitor in Workplace

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

Name

Here you fill in the visitor`s name.

Organization

The name of the visitor`s organization.

Visits

Who is going to visit / who is going to receive the visitor?

Description

Enter here a short description of the visit.

Property

Which property/building will be visited?

Expected Arrival Time

Fill in the expected arrival time of the visitor.

Expected end time

Fill in the predicted end time of the visit.

Car

Note here if the visitor is visiting with or without a car.

License plate

Enter the car license number here.

 

Below the details, you have three options:
 

  • Submit

  • Delete

  • Cancel

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).

Registered Visitor

After a visitor is registered, the visitor will have the status registered. You can find the registered visitor in your startBoard. If you click on the visitor, you will see the details of the visitor. There are a few things you can do here.  

  • You can cancel the visit; the status will be changed to “canceled.”

  • You can change the details regarding the visit, for example, the arrival time.

  • You can sign in a visitor.

Visitor Arrival

When a visitor arrives or signs in, you can update the visitor in Workplace. The visitor`s arrival time will be filled in automatically. It is on the same screen as you have registered a visitor.
On registration or arrival, a badge number can be entered, and whether the visitor arrived by car will be recorded, and you will be able to print a badge for the visitor.

End of Visit

visitor leaves, you can go ahead and process this in Workplace. The departure time will be filled in automatically. The visitor will be signed out, and their status will be changed to “departed.”

Summary

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