Visit Approval

GUEST > Configuration > Visit Approval:

Enabling this feature allows for approval to be required for approval to be required for specific visits (by Visitor Type/Location) before the visitor can check-in.

  • To configure Visit Approval, navigate to GUEST Configuration Visit Approval and click “New”.
  • Specify the Buildings and Visitor Types this approval will be required for and click “Apply”.
  • On the “Approval Hierarchy” tab, the user must select the user roles (or specific identities) required to approve the visit. The user is also able to configure whether approval is required in a specific order/hierarchy, or whether all approvers simply need to approve the visit request in no specific order.
  • The “Exclusions” sub-tab allows the administrator to select specific user roles or identities that do not require approval. This may be useful to exclude specific executives, or other users that do not require approval.
  • Click “Save” to save the Visit Approval configuration.

Using Visit Approvals:

It is highly-recommended to use the “Visit Justification” field as part of Visit Approvals as this allows the Host user to explain why this visit needs to take place, or simply provide additional details that an approver may need to know about. To make the Visit Justification visible/required, please refer to the Screen Configuration section of this guide.

Visit Approvals typically function as follows:

  • A Host user registers a visit that requires approval. As part of the visit registration, the Host enters a “Visit Justification”, or reason why this visit needs to take place.
  • Once the visit is registered, the relevant approver(s) will receive an email notification. The approver can click the link in the email to navigate to the approval section in GUEST.
  • The approver needs to navigate to GUEST Visit Approval to see any required approvals. The approver simply needs to click “Approve” or “Deny”.
  • The approver can enter any additional comments, then click “Approve”.
  • The visit is approved and can continue as normal. Host users can see the approval status of their visits on the “My Visits” page of the system.

Approval Reminder Configuration

This setting will allow an administrator to configure how long to wait till a reminder email is sent to an approver.