Visitor management¶
Visitor Management is the operational workspace for scheduled, arriving, admitted, departed, denied, and permanent visitors. The actions available depend on your role, the selected site, enabled modules, visitor settings, pass configuration, and working post.
Confirm the site and working post
Admissions, departures, pass activity, notifications, and remote-access actions can be attributed to the selected site and working post. Confirm both before processing a visitor.
Find and filter visitors¶
- Select the field you want to search, then enter a complete or partial value in Search.
- Choose whether the date range applies to Schedule Date, Admit Date, or Depart Date.
- Set the From and To dates.
- Open the advanced filter to narrow by site, post, or visitor category.
- Select Apply or Refresh.
The quick visitor filter can show all, temporary, permanent, or—when authorized—deleted visitors. Search choices can include standard visitor fields and site-defined custom fields.
Common actions¶
| Action | Purpose |
|---|---|
| Add New | Schedule or create a visitor |
| Refresh | Reload results with the current filters |
| Host Lookup | Find a host before creating or reviewing a visitor |
| Visitor Passes | Review and deactivate issued passes |
| Scan Pass | Place the page in pass-scanning mode |
| Change working post | Choose the post used for operational processing |
| Grid Export | Export the currently configured grid |
Additional actions such as voicemail, remote access, evacuation reporting, and live visitor views appear only when enabled and permitted.
Visitor row actions¶
Open a visitor's action menu to edit the record, admit or depart the visitor, print a pass, view host information, create another visitor for the host, deny or undeny the visitor, review passes, view notes or images, inspect history, or delete the record. The exact menu changes with the visitor's current status and your permissions.