Approving visit event requests

2024-11-11Last updated

To modify or approve visit requests, Visit event approvers must review the pending approvals and then decide which requests to approve.

Before you begin

Enable visitor management for sites.

What you should know

When a visit request is submitted, the specified Visit event approvers receive an email notification.

Procedure

  1. To view the details of a request for approval or denial, click Approve in the visit request email
    You’re redirected to the Genetec ClearID™ portal where you’re prompted to sign in.
  2. Review the request details and make any required changes.
    Tip: You can modify the request if the request has an error or something that needs to change. For example, you can amend the dates due to an office closure, or amend the parking location to a more appropriate location.
    1. (Optional) Click Show more... to view the history of changes made to the visit request.
    2. (Optional) Click Add comment to add notes to the history of the visit request. For example, you can add notes explaining why you changed the date and time of the visit.
  3. Click Approve.
    1. (Optional) In the Reason for approval field, enter a reason for the visit approval.
    2. Click Confirm.
    Tip: To view a list of all pending approvals, go to Dashboard > My tasks and select Pending from the list.
A confirmation email is sent to the visitor outlining the details of their visit.