Creating a Visit

You can create a Visit object from the C•CURE Portal pane using the C•CURE Portal pane drop-down list and the New button for the object type.

Note: In the Visit editor, you must enter a unique name for a visit. The use of duplicate names for Visits is supported only in the Visitor Management application in the C•CURE Portal, however the user must enter a different start time. In C•CURE 9000, the visit created in the Visitor Management application displays the start time for the visit at the end of the visit name.
  1. To open the C•CURE Portal pane, in the Navigation pane of the Administration Workstation, click C•CURE Portal.
  2. In the C•CURE Portal pane, select Visit from the drop-down list.
  3. To create a new Visit object, click New. The Visit editor opens.
  4. You can configure the object by adding Visit Start and End Dates, Visitors, Hosts and Instructions.
    See Visitor Management tasks for more information.
  5. You can add Clearances to the Visit using the Clearances tab
    For more information, see Adding a Clearance to a Visit.
  6. You can attach Documents to a Visit.
    For more information, see Adding a Document to a Visit.
  7. You can view the Status of a Visit, and Check-in/Check-out Visitors from the Status tab.
    For more information, see Visit Status Tab.
  8. You can provide additional custom information about the Visit using the User-defined Fields tab. See Configuring Visit user-defined fields.
  9. Select one of the following options:
    • To save your new object, click Save and Close.
    • To save the object and then create a new one, click Save and New. The current object is saved and closed, but the object editor remains open to allow you to create a new object.
    • Click Create Copy to create a copy of the current Visit object.
    • Click Save and Check in if you want to save the current Visit and Check-in the Visitors. See The Check In Visitors screen for more information.