About workflows

2025-10-02Last updated

Genetec ClearID™ uses workflows to process access, visit, or identity requests, and to approve or reject them.

Note:
Depending on how you configure your sites and areas, some of the workflow processes might not apply to your environment.

Request workflows

A workflow is a series of activities performed by the system or authorized people during the life cycle of a request. These activities can:
  • Change the request’s state or properties.
  • Affect other entities in the system.
  • Wait for conditions to be met.

The following workflows support the different request types:

Access request
Manages requests for access to secure areas.
Visit request
Manages requests to visit a site.
Visit request with watchlist
If watchlists are enabled, manages visit requests and compares visitors against watchlists.
Identity request
Creates a single identity or multiple identities with a CSV import, and assigns them to a role to inherit the relevant access for a set period.
Role membership request
Manages requests for membership to up to five roles.