Planned Visits using the Visit web portal

If you plan a workflow that uses the Visit web portal for Visits, the Visit Host can:

• Register and log on to the portal.
• Select a Visit Site.
  Note: To avoid time zone inconsistencies, the Visit Site selected must have the same time zone settings as the time zone of the Host's browser.
• Search through the Visits assigned to a Host.
• Create or edit a Visit for the site, adding Visitor, Host, instructions, and attachments to the Visit.
• Select a Visit Template that includes the appropriate clearances.
• Add Visitors to the Visit.
• Add additional Hosts to the Visit.
• Have the system send email to the Visitors ahead of time.
• Use Visit UDFs to provide additional information about the Visit, such as the purpose of the Visit.

This workflow also requires that a C•CURE 9000 Operator or Visit Administrator:

• (Optional) Manage Temporary Credentials.
• (Optional) Create Visitor Templates:
  • Assign Visitor as the Personnel Type to the Visitor Template.
  • Add Clearances to the Visitor Template.
  • Add a Credential with a randomly generated card number to the Visitor Template.
• Create Visit Templates.
  • (Optional) Add Hosts and Visitors to the Visit Templates.
  • (Optional) Add Documents to the Visit Templates.
  • (Optional) Add Clearances to the Visit Templates.
• Create and Configure Visit Sites.
  • Define Visit Templates available for that particular site.
  • Add eligible Hosts to the Visit Site.
  • Select Personnel fields for Visitors using the Visit Site editor. See Configuring Visitor Setup for a Visit Site.
  • Specify the Partition where Visitors for the Visit Site will be located by default.
• Create and Configure Check-in Sites:
  • Add Visit Site or Visit Sites to associate with the Check-in Site.
  • Define Data Collection options for Visitors to enter when using the C•CURE Kiosk.
• Assign Temporary Credentials to arriving Hosts and Visitors.
• Check in arriving Visitors:
  • Visitors can check in by card swipe if configured - see Configuring a Door Action for Check-In
  • Visitors can use the C•CURE Kiosk to check-in for a scheduled visit. See C•CURE Kiosk.
• Check out Visitors when the Visit has concluded. Or Visitors can check out by card swipe if configured - see Configuring a Door Action for Check-Out.
• Remove Temporary Credentials from Visitor records when the credentials are returned.
• Select and create Visit User-defined fields so that additional details about the Visit can be provided by the Host when creating a Visit. Configuring Visit user-defined fields

Example Visit Web Portal Workflow Shows a visual summary of the workflow. Steps in the workflow are outlined in Visit Web Portal Workflow.