Creating a Visit Template

You can create a Visit Template and use the template as the basis of new visits by saving the settings you want your visits to have in common. In a template, you can fill in field values with the same values for all visits, and then use the template when you are creating new visits. This is subject to the settings that you can save in a template.

If you use a Visit Template to create one or more visits, and then later modify the visit template, the visits you created previously are not changed.

A Visit Template is useful when you are using the Web Portal to create visits, because visit templates can include clearances, so that the visits created by Hosts from visit templates have the correct clearances already assigned. If a Host creates a visit on the Web Portal without using a Visit Template, that visit do not have any clearances.

The Host of a visit using the Web Portal cannot add clearances directly to a visit, it is important that a Visit Template containing the appropriate clearances be available that the Host can create a visit with the right clearances.

To ensure that the visit Host knows the locations that the Visit Template provides access, list this information in the Instructions field for the visit.

The Host can use the Web Portal to modify the visit by changing to a different Visit Template to attach a different set of clearances to the visit. This functionality is available through the Visitor Management application, but not through the Visit editor.