Visitor Management

Visitors and visitor companies can be accessed via the left-sided navigation by clicking Visitors --> Visitors and visitor companies menu item.

This feature allows level 3 users to manage and edit visitor and visitor company names and expire visitor access for the selected worksite(s). The following information is displayed when viewing visitors and visitor companies:

1. Active visitors
2. Expired visitors
3. Visitor companies
4. Company autocorrections

 

1. Active visitors

This feature allows level 3 users to view a list of active visitors  and manage and create visitors for the selected worksite(s). The following information is displayed on the report:

• Last Name
• First Name
• Company
• Contact number
• Expiry date

 

Notes:

• Click  to change name and company name.

• Click  to expire visitor
• Click to create a visitor

• Click  to navigate to the next page or the previous page of the report displayed on the screen.

2. Expired visitors

This feature allows level 3 users to view a list of expired visitors for the selected worksite(s). The following information is displayed on the report:

• Last Name
• First Name
• Company
• Contact number
• Expiry date

 

Notes:

• Click  to navigate to the next page or the previous page of the report displayed on the screen.

3. Visitor companies

This feature allows level 3 users to view and manage the active visitor companies for the selected worksite(s). The following information is displayed on the report:

• Company name
• Contact number

 

Notes:

• Click  to change company name and contact details.

• Click  to navigate to the next page or the previous page of the report displayed on the screen.

4. Company autocorrections

This feature allows level 3 users to set rules to autocorrect company names that are entered by visitors for the selected worksite(s). The following information is displayed on the report:

• Correct company name
• Names to be replaced

 

 

Notes:

• Click   to delete corrections.
• Click to create an autocorrection

• Click  to navigate to the next page or the previous page of the report displayed on the screen.