Visit Details Field and Button Definitions

Used to delete a Visit, save a Visit, or save and email invitations to Hosts and Visitors.

See Visit Toolbar for more information.

The Visit Site for this Visit.

The Visit Sites are created and maintained in the C•CURE 9000 database by a C•CURE 9000 administrator.

Visit Sites cannot be edited from the Visit Web Portal.

You can, however, change the Visit Site for a Visit, for example, if the wrong Visit has been selected by mistake.

The Template used to specify the default details of the Visit.

This includes the Clearances for the Visit locations, any documents attached to the Visit email invitation, and the Visitors and Hosts who are included by default in the Visit.

The Visit Templates are created and maintained in the C•CURE 9000 database by a C•CURE 9000 administrator.

Visit Templates cannot be viewed or edited from the Visit Web Portal.

You can change the Template associated with the Visit. This could modify the list of Clearances assigned to the Visit in C•CURE 9000.

Therefore it is recommended that Visit Templates be named appropriately, and Hosts should be familiar with the Visit Templates provided by their Visitor Management site.

A Visit can extend over multiple days.

Initially consists of the Visitors who were specified in the Template. The list cannot be empty - it must include at least one Visitor.

You can edit this list to add or remove Visitors.

A list of the Host(s) for the Visit.

Initially this list consists of the Host who is editing the Visit, and any Hosts who were specified in the Template (if any).

You can edit this list to add or remove Hosts.

You can remove your own host record from the list, but you will still be considered an administrator of the Visit, but not the Host. The Visit will still appear on your list of Visits.

The name of the Visit (either automatically generated by the system or named by the Host(s).

If the name is automatically generated by the system, this field is left blank.

The Host can enter any name and any time, or make the name blank (which will generate the automatic name behind the scenes on the server when the Visit is saved.)

Host Instructions

Textual Instructions for the Visit. There are separate fields for visitor instructions and for host instructions.

For example, the instructions could specify the building name, driving directions, parking arrangements, doors to enter, and any other information that would help Visitors or Hosts. The Host(s) can edit the Instructions.

When a host creates a Visit, the visitor receives an email with the Visitor Instructions. The host receives an email with the Host Instructions and the Visitor Instructions when the visitor checks in. The Host Instructions are only emailed to the hosts.

Click to enter any additional information for the Visit as specified by the C•CURE 9000 administrator. You can configure Visit UDF fields to display here so that the Host can provide additional information about the newly created Visit. See Configuring Visitor Setup for a Visit Site for more information on defining Visit UDFs for a Visit Site.

For decimal fields, use the up and down arrows or type the decimal number directly into the field.

Visit Site Documents

Initially, any attachments are specified in the Visit Template and/or in the Visit Site.

You can add or remove Attachments from the Visit list. You can add a maximum of five documents.

You cannot modify or remove the Visit Site documents in the list, but you can view them.