Difficulty: starter
Content
Learning Objectives
After reading this article, you’ll be able to:
Create a visitor
Create a recurring visitor
Change the status of a Visitor.
Visitors
All visitors can be registered and viewed in the visitor module.
You can create a Visitor using the “Visitor +' button on your startBoard.
Via the ‘My visitor' button you can view all your visitors. This overview shows all the people that are registered to visit you, so NOT all the visitors that are created by you (NB: if you register a visitor on behalf of your colleague, it will not appear in your 'My visitor' overview).
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
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 the visitor
Delete the visitor
Cancel the creation of the visitor
Add a co-visitor
If the visitor is bringing company, you can add these extra visitors using the “Add co-visitor” button at the bottom of your screen.
Edit/Cancel a visitor
1. You can view registered visitors on your startBoard via the include “My Expected Visitors”. Alternatively use the “My visitors” button.
2. Open the visitor you want to edit by clicking the reference.
3. Making changes, than click on “Save and return”. Note: not all fields can be changed once the visitor si submitted. If you want to change a non-editable field you can ask a key-user, or simply cancel this visitor and create a new one
4. To cancel the visit press the “Cancel visitor” button.
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.
You will get a warning window, that you are going to create recurring visitor. Press “Ok”to proceed.
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.
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.
Summary
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