Work Order > Visitor Security > New Visit

Adding a New Visit:

1. Go to Work Order > Visitor Security > New Visit.
   
   
   
   
2. OR click on  on the top right when you are viewing one of the Visitor Security Lists (Expected List, Arrived List, or Group List).
   
   
   
   
3. On the New Visit screen under Host, enter the name of the Contact. Once you have entered the first three letters of the contact's first or last name, you will be presented with a list of possible matches. If no matches exist, the name you enter will be treated as the contact's name.
   
   
   
   

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   Note:
   
   • If a contact was found and selected, the contact's location will be auto-filled.
   • If necessary, you can manually override any of the location information using the drop-down lists provided.
   • Visitors cannot have Common Areas (i.e. Main Lobby) set as the visit location.

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4. Under Expected Date/Time select one of the three choices:
   
   
   
   
5. Under the Visitors section set a Group size.  


6. Type in the Name and Company of the visitor.


7. Click on .
   
   

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   Note:
   
   • Multiple visitors can be added for Group entries.

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8. Click on Save Visit.