Finding a Visitor or Host

From the Visit General tab, you can use a Find button to locate personnel records for Visitors and Hosts.

  • For the Visitors grid, you can click Find to open a dialog box that lists all personnel of Personnel Type Visitor, or other Personnel Types that have Can Be Visitor enabled.
  • For the Hosts grid, you can click Find to open a dialog box that lists all personnel that have the Can Host Visits option enabled.
  1. To find a Visitor, complete the following steps:
    1. On the Visit General tab, in the Visitors grid, click Find.

      A Name Selection dialog box opens that lists all personnel who have a Personnel Type with Can Be Visitor selected.

    2. Select the check box for each row you want to select and click OK.
    3. If you do not see the person you want to select as a Visitor, click Cancel, then on the Visitor grid, click New to create a new Visitor personnel record for the Visitor.
  2. To find a Host, complete the following steps:
    1. On the Visit General tab, in the Hosts grid, click Find.

      A Name Selection dialog box opens that lists all personnel who have Can Host Visits enabled.

    2. Select the check box for each person you want to select as a Host, then click OK.
    3. If you do not see the person you want to select as a Visitor, click Cancel, then open the personnel record for the person and enable Can Host Visits on the Personnel General tab Options area.
    4. Repeat this procedure to find and select additional Host for the visit.