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GUEST/IDM/CONNECT

Reception

Note

Images in this section show the access rights for available sections/tabs/pages for a user that has full access rights. A Reception user will only have access to the Dashboard, Reception and New Visit sections.

The Reception screen is displayed to any user that holds the Reception role in GUEST. This screen allows role holders to:

  • View Upcoming and Past visitors

  • Check In or Check Back In Visitors

  • Reprint a Visitor badge (Checked Out visits only)

  • View Visitor Information

    Reception_1.png
  • The following information is displayed for each visit:

    • Visitor Photo or Initials (if a photo is not available)

    • Visitor Name

    • Visitor Company

    • Visit Type

    • Visit Start Date and Time

    • Visit Status

    • Host Name

    • Host Company

    • Host Phone Number

    • Host Building

    • Who Scheduled (When On Behalf Of)

    • Visit Sync Status (if system has been configured to sync visitors to the symmetry PACS system. Icons represent Pending, Error, Not Synced, Synced)

  • The visit list can be filtered by the following options:

    • Type to Filter (user can start typing in First Name, Last Name and Company of either the Host or the Visitor)

    • Date Range

    • Building

    • Status

    • Host company

      Reception_2.png
  • The visit list can be sorted (ascending or descending order) by the following options:

    • Visitor First Name

    • Visitor Last Name

    • Visitor Company

    • Arrival

    • Departure

    • Visitor Status

  • By clicking the Download icon button, the visit list can also be downloaded and exported as .csv file. The visit list will automatically be exported to an Excel Spreadsheet file (Excel or an appropriate viewer is required to view the report).

    Reception_3.png
  • User is also able to access the New Visit' page from the Reception page by clicking the New Visit button top right of the screen.

Searching Visits via the General Type to Filter
Reception_4.png

The general filter allows for visits to be filtered based on the following fields in the My Visits Page:

  • visitor.firstName

  • visitor.lastName

  • visitor.email

  • visitor.company

  • hostDelegate.firstName

  • hostDelegate.LastName

  • hostDelegate.email

  • hostDelegate.companyName

  • hostDelegate.buildingName

  • host.firstName

  • host.lastName

  • host.email

  • host.companyName

  • host.buildingName

  • cardNumber (if configured)

  • credential.hotStamp (if configured)

The General Filter supports the following:

  • You can filter based on a string being found in any field by just entering the string. For Example:

    Jonathan
  • You can filter based on a specific field by including the visitor field:search text. For Example:

    visitor.firstName:Jonathan
  • You can search across multiple fields by using the AND keyword. For Example:

    visitor.firstName:Jon* AND visitor.lastName:Smith
  • You can use a wild card character (*) if you do not know the full value. For Example:

    visitor.firstName:Jon*