GUEST -> Visit Approval
Visit Approval allows for visits to have be approved before they can be scheduled. This process for this is:
Visit waiting to be approved will show as Pending on the Reception and My Visits page
The Visit Approval page will display all visits that are currently awaiting approval. The page allows these visits to be Approved or Denied.
The page by default will display the visits awaiting approval in a list view. Grid and table views are also available via buttons in the upper right.
The list can be filtered in the following ways:
In addition to filtering, the list could also be sorted. Sort options include:
Visits can be approved or denied by selecting the correlating Approve or Deny button.
In addition, you can select multiple records for approval by selecting the Multiple Approve button. The individual visits can then be selected by check the checkbox to the right of the visit Once all visits are checked you can select the Approve Selected Visits button.
Visit Approval are configured via the GUEST -> Configuration -> Visit Approval page. For how to configure the visit approval screen, review the Visit Approval page under the configuration section.
The general filter allows for visits to be filtered based on the following fields in the My Visits Page:
The General Filter supports the following:
Jonathan
visitor.firstName:Jonathan
visitor.firstName:Jon* AND visitor.lastName:Smith
visitor.firstName:Jon*