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Managing visitors
Learn how to manage visit requests and access requests.
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.

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Managing visitors
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- About visit request workflow
  A visit request workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request. The activities can change the state and properties of visit requests, affect other entities in the system, or wait for conditions to be met.
- About visit request watchlist workflow
  A watchlist workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request if watchlists are enabled. The activities can change the state and properties of watchlists, affect other entities in the system, or wait for conditions to be met.
- 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.
- Approving visit event requests
  To modify or approve visit requests, Visit event approvers must review the pending approvals and then decide which requests to approve.
- 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
Learn how to connect ClearID to other systems.
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

Reviewing visit events

2021-06-08

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.

What you should know

Only area owners, security, or reception can review visits.

Procedure

Click Dashboard > Visits .
(Optional) Enter your search criteria.
Only search results for visits that contain the entered word in the visit name are displayed. For example, if you enter training, only visits whose name includes the word training are displayed in the search results.
Select the options that you require.

Current and upcoming visits

Displays current and upcoming visits. By default, 10 visits are displayed and you can click Load more to display the next 10 visits.

Past visits

Displays past visits. By default, 10 past visits are displayed and you can click Load more to display the next 10 past visits. You can find past visits that occurred in the last year.

All visits

Displays all visits. By default, 10 visits are displayed and you can click Load more to display the next 10 visits.
(Optional) Select a filter from the filter list to filter results for the visit request state:
- No filter
- Approved
- Canceled
- Denied
- Submitted
- Waiting for approvals

The visits matching your selections are displayed.

After you finish

Copy a visit event.