Difficulty: novice

Content

Learning Objectives

After reading this article, you will be able to:

Perform the module activation for Visitors.

How to navigate to the module activation

To start the module Activation for visitors, we have to:

Navigate to the startBoard.
Click on the “Module activation” tile
Select the “Available modules to roll out” and select Visitors.
Click on the “Rollout selected module” button

This will provide you with a short explanation like the one below.

After this a new page will open:

Steps to follow

Step 1 Settings to be determined

Tip: We go over the settings in the table below. Hovering over the field you are filling in will often provide you with the same help text.

Setting	Options	Description
Use recurring visitors	Yes/No	If set to yes makes it possible to change a visitor in a recurring visitors (e.g. a visitor that visits every week until date x)
Register visitors in reservation	Yes/No	If set to yes when creating new visitors Workplace will register the arrival and departure of visitors.

In the pre-defined settings tab we go over some settings that cannot be changed in the module activation.

Pre-defined settings

There are some predefined settings. If these need to be adjusted this should be done via the "Module settings" button on your startBoard > “Visitors” tab.

Setting	Options	Description
Use visitors	Yes/No	Allows the use of visitors.
Automatically anonymize visitors	Yes/No	Anonymize visitors x days after departure. The name of the visitor will be replaced by a '-'. This is done automatically by a planning script that is created via the initialization wizard. So make sure not to delete this script
Anonymize after x days	Integer	Determine after how many days the visitors need to be anonymized. The minimum value is 10 days. If a value lower than 10 is registered, 10 days will be used.
Print visitor badges	Yes/No	Enable the possibility to print badges for arriving visitors, the function will be enabled on the FMBVisitor page for the reception employee group.
Register visitors with an expected arrival time in the past	Yes/No	If set to Yes, it is permitted to register visitors with an expected arrival time in the past.

Step 2 Start this module activation

What happens when clicking the green Start button in this wizard step?

You move on to the next page of the Wizard.

Authorizations

The following groups can be assigned to users:

Group	Reference	Comment
1. Create visitors	GOB-G004	Gives access to visitors (object and navigation menu options)
1. Create recurring visitor	FMB-G115	Gives the option to create a recurring visitor (schedule) from a visitor)
4. Reception employee	GOB-G026	Gives access to visitors. Create new visitors and register the arrival and departure of visitors for yourself and other employees.

Step 3 Close module activation

No further actions are necessary, so the module activation can be closed.

Summary

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Aktivierung des Besuchermoduls und Informationen