Register and Manage Visitors and Key Assignments
Registering a visitor from the Tracking page and assigning them keys.
Last updated
01
Navigate to Tracking Page
To register a visitor and assign them keys, first visit the tracking page.
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Go to Visitors Subpage
Then navigate to the visitors subpage to manage visitor details and assignments.
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Select Add Visitor Option
Click Add Visitor (V) to open the visitor registration form.
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Enter Visitor Information
Enter the information for your visitor. You can also search past visitors at the top to pre-fill this information.
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Open Unit Selection Dropdown
Click Select a unit to choose the unit the visitor will be accessing.
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View Available Keys
The keys for the selected unit will optionally display for assignment.
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Add Custom Badge and Notes
You can select a key here or enter a custom badge number. Feel free to add staff notes as well.
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Confirm Visitor Addition
Click add visitor to confirm. Once confirmed, the visitor will appear in a card here.
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Manage Visitor Details
You can add staff notes, mark the key as returned, and review visitor information here.
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Convert Visitor Log to Property Note
Convert the entire visitor log into a property note to save it in the property files.
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Edit or Delete Visitor Entry
Click the edit button to modify visitor information or delete the visitor entry.
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Use Filters and Search
Feel free to use any of the filters or the search bar to find specific visitors quickly.
