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Managing visitors
Learn how to manage visit requests and access requests.
About visit request watchlist workflow
A watchlist workflow is a series of activities associated with screening visitors who are invited to a site. These activities are performed by the system during the life cycle of a visit request if watchlists are enabled for the account. The activities can change the visit request state and properties, affect other entities in the system, or wait for a condition to become true.

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Managing visitors
Learn how to manage visit requests and access requests.
- About visit request workflow
  A visit request workflow is a series of activities associated with a visit request. These activities are performed by the system during the life cycle of a visit request. The activities can change the visit request state and properties, affect other entities in the system, or wait for a condition to become true.
- About visit request watchlist workflow
  A watchlist workflow is a series of activities associated with screening visitors who are invited to a site. These activities are performed by the system during the life cycle of a visit request if watchlists are enabled for the account. The activities can change the visit request state and properties, affect other entities in the system, or wait for a condition to become true.
- Inviting visitors
  To invite one or more guests for a site visit or event, use the self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.
- Reviewing visit events
  Area owners, security, and reception can review current or upcoming visits or events for their areas. Visits can be requested for hosting other site employees, maintenance contractors, appointments, meetings, interviews, customer visits, business partner conferences, and so on.
- Copying a visit event
  You can copy a visit event to take advantage of reusable information in a recurring visit or visit events that include a large number of participants.
- Modifying visit events
  From time to time, you might want to modify a visit event to change the event details, or to add or remove visitors or hosts. Updating the visit event details ensures that your visitors are always kept up to date following any changes to an upcoming event.
- About visitors report
  In Genetec ClearID™, a visitors report is a list of current or upcoming visits, or visits that occurred in the past for a specific site. The report includes information about visitor name, event requester, event name, expected arrival, check-in, check-out, and watchlist status.
- Viewing a visitors report
  You can view a visitors report for any current or upcoming visits, or visits that occurred in the past. The report results are specific to a site, and can be filtered using event requester, expected arrival, and watchlist status.
- QR codes as a credential for visitors
  Genetec ClearID™ can use QR codes as a credential for visitors to simplify access to parking entrance barriers, turnstiles, or gated facilities.
Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Role-based access control
Learn about role-based access control.
Connecting to other systems
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ClearID Self-Service Kiosk
Learn about the ClearID Self-Service Kiosk mobile app that simplifies visitor management and check-in.
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Glossary

About visit request watchlist workflow

2022-04-06

A watchlist workflow is a series of activities associated with screening visitors who are invited to a site. These activities are performed by the system during the life cycle of a visit request if watchlists are enabled for the account. The activities can change the visit request state and properties, affect other entities in the system, or wait for a condition to become true.

The workflow helps automate screening visitors for persons or companies of interest during a self-service check-in or a self-registration, so that people involved in the review and approval process can focus on other tasks.

The following diagram illustrates the watchlist workflow that occurs (if the watchlist function is enabled for your account) in Genetec ClearID™ and Synergis™ in parallel with the visit request workflow.

Diagram of the visit request watchlist workflow in ClearID and Synergis showing watchlist screening checks and block or notify email notifications.