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Managing visitors
Learn how to manage visit requests and access requests.
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.
Importing a custom card format (QR code credential) in Synergis
Before you can use QR codes as a credential in Genetec ClearID™, you must configure Synergis™ to support the ClearID QR code custom card format. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.

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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 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.
  - Importing a custom card format (QR code credential) in Synergis
    Before you can use QR codes as a credential in Genetec ClearID™, you must configure Synergis™ to support the ClearID QR code custom card format. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.
  - Enabling QR code credentials for visitors
    To automatically create a QR code credential for visitors when a visit request is created, you must enable QR code credentials for visitors.
  - Configuring Qscan devices for ClearID
    Before you can use QR codes as a credential in Genetec ClearID™, you must configure your Qscan devices to support the custom card format (QR code credential) used in ClearID. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.
  - Configuring STid devices for ClearID
    Before you can use QR codes as a credential in Genetec ClearID™, you must configure your STid devices to support the QR code custom card format used in ClearID. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.
  - Automating visitor access and check-in using a macro
    You can configure a Security Center macro to automatically check in and grant access to visitors at specified parking entrances or gated facilities. The macro can be used for visitors who need access to a parking entrance or gated facility before they can check in or at locations without self-service kiosks.
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.
Troubleshooting
Troubleshoot common issues that can occur.
Additional resources
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Glossary

Importing a custom card format (QR code credential) in Synergis

2024-12-04

Before you can use QR codes as a credential in Genetec ClearID™, you must configure Synergis™ to support the ClearID QR code custom card format. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.

Before you begin

Install the ClearID plugin
Make sure that the Visitor Management module is activated in your Security Center Synergis License.

What you should know

Only Security Center administrators or users with the modify credential properties privilege can import the custom card format.

The SDK and ClearID Plugin do not automatically create the custom card format for QR codes.

Important: The custom card format is found on the Security Center machine where the ClearID plugin is installed.

Procedure

In Config Tool, open the Access control task and select the General settings view.
In the Custom card formats section of Credentials, click Add an item ().
1. Download this QRcode.xml file.
2. In the Custom card format editor dialog, click Import.
  
  Important: You must import the custom card format on the machine where the ClearID plugin is installed. The card format type that is used during import is Wiegand format.
3. Navigate to and select the QRcode.xml file you downloaded.
4. Click Open and click OK.
  
  Important: You must use this specific QRCode.xml file, because there is a GUID in the file that is required by the ClearID plugin.

In the Access control task General settings view, the QR code (Hex) custom card format is now selected and available.

After you finish

Enable QR code credentials for visitors.