Screening visitors manually

2021-06-18Last updated

To manually screen a visitor, you can enter the visitor details to check if there is a screening match. For example, testing a new watchlist to find watchlists that contain a person or company of interest, or to validate a new hire against an internal watchlist.

Before you begin

Add your individual watchlist entries.

What you should know

Only watchlist managers or account administrators can manually screen visitors for the following:
  • Finding watchlists that contain a person of interest.
  • Validating a new hire against an internal Individuals watchlist or Companies watchlist.
    Screening matches only occur when the following applies:
    • Individuals: There is a First name and Last name match, First name and Last name alias match, or Email address match.
    • Companies: There is a Company name, company domain, or email address domain match.
If security or reception need to manually screen visitors, the Watchlist manager permission must be added to their identity.

Procedure

  1. Click Organization > Watchlists .
  2. Click Manual screening.
  3. In the Screening criteria dialog, complete the details for the visitor that you want to manually screen.
    Note: Mandatory fields are highlighted by an asterisk (*).
    First name
    Enter a first name.
    Last name
    Enter a last name.
    Email
    Enter the visitor's email address.
    Company
    Enter the visitor's company name.
    Date of birth
    Use the calendar picker to select the visitor's date of birth. The date of birth information is useful additional information when a visitor check-in matches multiple people with the same name. It can be used to validate an identity and also eliminate duplicates or false positive matches.
  4. Click Screen.
    Matching entries for individuals or companies are shown in the Matching entries list in the Screening Criteria dialog.
  5. (Optional) Click an individual in the Matching entries list to view the complete details of the individuals watchlist entry.
  6. (Optional) Click a company in the Matching entries list to view the complete details of the companies watchlist entry.
  7. Click Cancel to exit the Screening Criteria dialog.

Example

Tip: Click the animation to view full size.