Visit Sites

Visit Site access for a Host depends upon the way each Visit Site is configured. The Visit Administrator can set up each Visit site for:

  • Allow all Hosts - every Personnel record designated with Can Host Visits can use this Visit Site.
  • Allow all Hosts from Partition <partition-name> - every Personnel record designated with Can Host Visits in the Partition can use this Visit Site.
  • Custom Selection List - the Visit Administrator selects specific Hosts that can access this Visit Site.

See Assigning Hosts to a Visit Site.

The following limits are dependent on which Visit Site the Host has selected at the Web Portal.

If the current Visit Site is not <All visit sites> and the Host has selected a particular Visit Site:

  • Visits created by a Host are created in the Partition of the currently selected Visit Site.
  • Visits can be modified without limitations.
  • Hosts can see Visits of which they are Host from the selected Visit Site only.

If the current Visit Site is <All visit sites>:

  • Hosts can see all Visits they created and all Visits of which they are Host.
  • Hosts cannot create new Visits in <All visit sites>, they must select a Visit Site to create a new Visit.
  • If a Host is editing a Visit where the Visit Site is blank (Visit created on C•CURE 9000, with no Visit Site assigned), or a Visit that is in a Visit Site the Host does not have access to, there are limitations to editing:
    • The Host can only change the Visit Site for such a Visit to a Visit Site the Host is allowed to access.
    • The Host cannot add, view, edit, or remove Visitors.
    • The Host cannot add or remove Hosts.
    • The Host can add Visitor and Host Instructions, Attachments, Description, Save, Save and Email.

Example:

A Host viewing <All visit sites> through the Web Portal can see the Visits they created, and the Visits that they did not create, but are configured to Host.

  • They cannot create a new Visit while viewing <All visit sites>. They must select to view a particular Visit Site to create a Visit.
  • If they edit a Visit with a blank Visit Site, or a Visit from a Visit Site to which they do not have access, they cannot change Visitors or Hosts.
  • They can add Visitor and Host Instructions and Attachments, save changes, and Save and Email the Visit to Visitors.