General tab definitions

Table 1. Visit General tab definitions
Field/Button	Description
Automatically Generate Name	To automatically generate a name in the Name field, select the Automatically Generate Name check box. Names generated automatically cannot be edited. To enter a name manually, clear the Automatically Generate Name check box. If you select the check box, the system generates and updates the name in the format: `Operatorname_YYYY-MM-DD-HH:MM_OID`: `Operatorname` - Name of operator, virtual name for web operators, creating the visit. Limited to 60 characters. `YYYY-MM-DD-HH:MM` = Start date and time of the visit. If the operator changes the visit start date or time, this part of theviisit name is modified. `OID` = An identifier that makes the visit name unique across the system. Example: `OperatorName_2015-09-30-15:52_5253.2122`
Visit Site	Select a Visit Site for the visit. This is optional and only needed if the Visitor Management Web Portal is being used.
Visit Start	Use this calendar to select a date and time for the planned start of the visit. The visit start date and time do not control if a visit can be in progress, but they do affect the check-in and check-out of Visitors. See Requirements for check-in and check-out using card swipe.
Visit End	Use this calendar to select a date and time for the planned end of the visit. The visit end date and time do not control if a visit can be in progress, but they do affect the check-in and check-out of Visitors. See Requirements for check-in and check-out using card swipe.
Visitors
Find	Click to open a dialog box that lists the personnel records that can be added as Visitors. Only Personnel records of a Personnel Type with Can Be Visitor selected are shown in the dialog box. See Finding a Visitor or Host.
New	Click to create a new personnel record for the Visitor. This can be useful for unplanned visits or for Visitors who do not yet have a personnel record. See Adding a new Visitor to a visit. Click the down-arrow on the New button to select a template from which to create the new personnel record for the Visitor.
Remove	Click to remove the selected personnel record from the list of Visitors. See Removing a Visitor or Host.
First Name	This read-only field displays the first name of the Visitor from their personnel record.
Last Name	This read-only field displays the last name of the Visitor, from their personnel record.
Email	This read-only field displays the email address of the Visitor, from their personnel record.
Number of Visits	This read-only field indicates the number of times this Visitor has participated in a visit.
Last Visited	This read-only field lists the last visit by this Visitor.
Hosts
Find	Click to open a dialog box that lists the personnel records that can be added as Hosts. Only personnel records with Can Host Visits selected on the Personnel General tab appear in this list. See Finding a Visitor or Host.
Remove	Click to remove the selected personnel record from the list of Hosts. See Removing a Visitor or Host.
First Name	The first name of the Host of the visit from their personnel record.
Last Name	The last name of the Host of the visit from their personnel record.
Notify	The system sends an email to the Host of the visit when Visitors are checked-in through the Administration Workstation, C•CURE Portal or Visitor Management Kiosk. The Notify option is enabled by default. The Host’s personnel record must include an email address to enable a Notify Email to be sent. Clear the check box to disable emails sent to the Host. You can disable the Notify option in the Administration Workstation.

Automatically Generate Name

To automatically generate a name in the Name field, select the Automatically Generate Name check box. Names generated automatically cannot be edited. To enter a name manually, clear the Automatically Generate Name check box.

If you select the check box, the system generates and updates the name in the format: Operatorname_YYYY-MM-DD-HH:MM_OID:

Operatorname - Name of operator, virtual name for web operators, creating the visit. Limited to 60 characters.
YYYY-MM-DD-HH:MM = Start date and time of the visit. If the operator changes the visit start date or time, this part of theviisit name is modified.
OID = An identifier that makes the visit name unique across the system.

Example:

OperatorName_2015-09-30-15:52_5253.2122

Visit Site

Select a Visit Site for the visit. This is optional and only needed if the Visitor Management Web Portal is being used.

Visit Start

Use this calendar to select a date and time for the planned start of the visit. The visit start date and time do not control if a visit can be in progress, but they do affect the check-in and check-out of Visitors.

See Requirements for check-in and check-out using card swipe.

Visit End

Use this calendar to select a date and time for the planned end of the visit. The visit end date and time do not control if a visit can be in progress, but they do affect the check-in and check-out of Visitors.

See Requirements for check-in and check-out using card swipe.

Visitors

Find

Click to open a dialog box that lists the personnel records that can be added as Visitors. Only Personnel records of a Personnel Type with Can Be Visitor selected are shown in the dialog box.

See Finding a Visitor or Host.

New

Click to create a new personnel record for the Visitor. This can be useful for unplanned visits or for Visitors who do not yet have a personnel record. See Adding a new Visitor to a visit.

Click the down-arrow on the New button to select a template from which to create the new personnel record for the Visitor.

Remove

Click to remove the selected personnel record from the list of Visitors.

See Removing a Visitor or Host.

First Name

This read-only field displays the first name of the Visitor from their personnel record.

Last Name

This read-only field displays the last name of the Visitor, from their personnel record.

Email

This read-only field displays the email address of the Visitor, from their personnel record.

Number of Visits

This read-only field indicates the number of times this Visitor has participated in a visit.

Last Visited

This read-only field lists the last visit by this Visitor.

Hosts

Find

Click to open a dialog box that lists the personnel records that can be added as Hosts. Only personnel records with Can Host Visits selected on the Personnel General tab appear in this list.

See Finding a Visitor or Host.

Remove

Click to remove the selected personnel record from the list of Hosts. See Removing a Visitor or Host.

First Name

The first name of the Host of the visit from their personnel record.

Last Name

The last name of the Host of the visit from their personnel record.

Notify

The system sends an email to the Host of the visit when Visitors are checked-in through the Administration Workstation, C•CURE Portal or Visitor Management Kiosk. The Notify option is enabled by default.

The Host’s personnel record must include an email address to enable a Notify Email to be sent.

Clear the check box to disable emails sent to the Host. You can disable the Notify option in the Administration Workstation.