Configuring Visitor setup for a Visit Site

You use the General tab to define the way that new Visitors are created on the Visit Web Portal for this Visit Site.

Open the Visit Site Editor General tab.
In the Default Visitor Partition field, click to choose a system partition that the new Visitors is created in. This is not a mandatory field. If you do not select a partition, the Visitors are created in the Visit Site's partition.
To choose a personnel template that is used to create the new Visitors, in the Visitor Template field, click the Menu icon. Only templates with the Visitor personnel type can be selected. This field is not mandatory.

Alternatively, you can create a new Visitor Template from the Name Selection form by clicking the drop-arrow on and choosing template from the context menu.
To add a Visit Template with its particular assigned clearances to this visit site, in the Visit Templates list, click Add.
From the Name Selection list, click to select one or more templates and then click OK. The selected templates are added to the Visit Templates list with their descriptions.

Alternatively, click the drop-arrow on to create a new Visit Template. The Visit editor opens so you can create a new template. When you save the Visit Template, it is available to select from the Name Selection list.
Click Active Fields.
Use the Visitor Fields list to define the Personnel fields that display in the Visit Web application when the Host adds or edits a Visitor for the Visit Site.

Last Name, First Name, and Email Address always appear in the list, and Last Name is always a mandatory field for a Visitor on a Visit Site.
1. To add a new Personnel field row, click Add and then in the Field Name field, click the Menu icon.
2. From the selection list, click to choose the Personnel field. The field is entered in the row with its description in the Description field.
3. Repeat Steps a and b to select all the Personnel fields you want to include.
4. Select the Is Mandatory check box for any field you want to require the entry of a value in the Web Portal Visitor editor.
  
  Making a field Mandatory in this context does not mean that the field is required in the Personnel editor in C•CURE 9000. These settings are for the Web Portal Visitor editor only.
5. Use the Up and Down arrows to arrange the fields in the order you want them to display on the Visit Web Portal.
Use the Visit Additional Details list to define the Visit UDFs that display in the Additional Details section in the Visit Web application when the Host adds or edits a Visitor for the Visit Site.
1. Click Add to add a new field row, and then in the Field Name field, click the Menu icon.
2. Click to choose the Visit UDF from the selection list. The field is entered in the row with its description in the Description field.
3. Repeat steps a and b to select additional Visit UDFs.
4. Select the Is Mandatory check box for any field you want to require the entry of a value in the Web Portal Visitor editor.
  
  Making a field Mandatory in this context does not mean that the field is required in the Personnel editor in C•CURE 9000. These settings apply to the Web Portal Visitor editor only.
5. Use the Up and Down arrows to arrange the fields in the order that you want them to display on the Visit Web Portal.
Choose between the following options:
- To save the Visitor entries, click Save and Close.
- To save the Visitor entries and create a new Visitor site, click Save and New.
- To create a copy of the current Visit Site and Visitor entries, click Create Copy.