Configuring planned and walk-in visits

To establish the rules, approval workflows, and required information for inviting guests to a location, Site owners can configure planned and walk-in visits in Genetec ClearID™.

1. Access the ClearID portal.
2. From the Access management section on the sidebar, click Organization > Sites .
3. Select a site, then click Visitor management.
4. Select a visit profile.
5. Expand and configure the planned visit settings.
   1. In the Invite permissions section, select who can invite visitors to the site:
      • Select All identities to allow everyone to invite visitors to this site.
      • Select Identities belonging to at least one of the following categories to manage who can invite visitors to this site.
   2. If you selected Identities belonging to at least one of the following categories, configure who can invite visitors:
      Select at least one:

      Members of the following roles

      Select the roles that can invite visitors.

      When adding new role permissions, role members should sign out and sign back in to load the updated visitor invite permissions.

      Identities with this site as their primary site

      Allow identities with this site as their primary site to invite visitors.

      Identities who are owners of this site

      Allow site owners to invite visitors.

   3. Specify whether to Limit users to inviting guests to only areas that user can access :
      • If selected, users can only invite guests to areas where they have access. This setting is enforced when a visit request is created.
      • If cleared, users can invite guests to any area in ClearID that allows visitors.
6. Select the Visit event approval workflow that you require:
   • No approval required
   • Supervisor approval required
   • Custom approvers

   If you select Custom approvers, click Add approvers and designate approvers for visit requests.

   If an area is selected during the visit event creation, it can trigger its own approval workflow.

7. In the Visitor instructions file section, configure an instruction file:
   Email communications with visitors automatically include this instruction file, which can include location details, a site map, travel instructions, and so on.

   Upload

   Select a PDF file with visitor instructions. The system saves it as VisitInstructionsFile.pdf.

   VisitInstructionsFile.pdf

   Download the current file. Before uploading a file, this button says No PDF uploaded.

   Remove

   Stop sending the file in visitor emails.

8. In the Check-out section, select when to automatically check out visitors.
   If you choose the end of the day, the visitor is checked out at midnight on the last day of the visit.
9. (Optional) Add a grace period between the end of the visit event and automatic check-out.
   Visitors' temporary access rights and QR code credentials are deactivated during automatic check-out. If a grace period is set, check-out happens after that period ends.
10. (Optional) Add pre-defined options to visit event requests by completing the following fields:
    • Parking locations
    • Host meetup locations
    • Reasons for visit
11. (Optional) In the Site requirements section, click to add visitor fields that you want to show during the visit creation process.

    

12. If you added Assistance required (ADA) to your site requirements, add areas that should automatically be granted to visitors requesting ADA assistance.
    For example, if a site has a wheelchair-accessible door, the site or facilities manager must add that door to the area and include the area in the list of areas with ADA assistance. When a visitor checks in with ADA enabled, ClearID grants access to that door. Other visitors are not granted this access.
13. (Optional) Turn on Mandatory field to require that users fill in the field when creating visit event requests.
14. Expand the walk-in visit settings and enter a display name for the visit profile.
    The name is displayed to visitors on the Self-Service Kiosk.
15. Click Save.