About visit request workflow

2024-10-16Last updated

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.

The workflow helps automate visit request tasks, such as approving or rejecting access requests, so that people involved in the review and approval process can focus on other tasks.
The following diagram illustrates the visit request workflow that occurs in Genetec ClearID™ and Synergis™.
Diagram of the visit request workflow in ClearID and Synergis showing a new visit request, watchlist screening, approval processes, and various approval and invitation email notifications.

1 (Optional) For more information, see Visit request watchlist workflow.

2 (Optional) Approval can be enabled or disabled for each site.

3 (Optional) Approval can be enabled or disabled for each area.

4 Visit event has been created and visitor has been created in Security Center but area access has been denied. Visitor might be able to access denied areas if escorted by a host, this access exception is at the discretion of the organization.