Adding a New Visitor to a Visit
If a Personnel record for a Visitor does not already exist in the Personnel database, you can click New in the Visitor grid on the Visit General tab to create a new Visitor Personnel record.
Note: If you plan to give the Visitor a physical badge for the Visit, you should
consider entering their Email Address in their Personnel record so that you can use
the Email Reminder feature of Temporary Credentials to send a reminder to the
Visitor if they do not return the badge. Refer to the Credentials
section of the C•CURE 9000 Personnel Configuration Guide for more
information.
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Select one of the following options:
- On the Visit General tab, in the Visitors grid, click New.
- To use a template for creating the new Visitor Personnel record, click the down-arrow on the New button.
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The Personnel editor opens to let you add a Personnel record for the new
visitor.
The Personnel Type is automatically set to Visitor.
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Enter values for the Personnel fields on the General tab, and any other tabs as needed.
Note: If you plan to send email notifications to visitors, ensure that you enter an Email Address for the Visitor.
- Click Save and Close to save the settings and return to the Visit General tab. The new Personnel record is added to the Visit as a Visitor.