Visit Approval Report
Description
The Visit Approval Report provides details for all visits, including all details related to visit approval for each visit.
Select either a Relative or Absolute date for the report.
Select one or multiple visitors using the Visitors type to search field.
Select one or multiple buildings using the Buildings drop down box or type to search box.
Select one or multiple approval statuses using the Approval Status drop down box.
Select one or multiple visitor types using the Visitor Types drop down box.
Select one or multiple approvers using the Approvers drop down box.
Filters
Field | Description | Filter Requirements |
|---|---|---|
Date Range | The user is able to select either an implicit or explicit date range. | The report will only return values within that range. The default value is Today. |
Visitors | The user is able to select one or more visitors. | If visitors are selected the report will only show data for those specific visitors. If this field is left blank, the report will show data for all visitors. |
Buildings | The user is able to select one or more Buildings. | If selected, the report will only show data for those Buildings. If this field is left blank, the report will show data for all Buildings. |
Approval Status | The user is able to select one or more approval statuses (Approval not required, Approved, Denied, Expired, Pending Approval).. | If selected, the report will only show data for these statuses. If this field is left blank, the report will show data for all statuses. |
Visit Types | The user is able to select one or more Visitor Types. | If selected, the report will only show data for the selected Visitor Types. If left blank, the report will show data for all Visitor Types. |
Approvers | The user is able to select one or more approvers. | If selected the report will only show data for these selected approvers. If left blank, the report will show data for all Visitor Types. |
Fields
Section | Field | Description |
|---|---|---|
Visitor Information | First Name | The first name of the visitor. |
Last Name | The last name of the visitor. | |
Visit Type | The type of visit associated with the visitor. | |
Status | The status of the current visit. | |
Company | The company the visitor is representing. | |
Visitor's Email address. | ||
Mobile Phone | Visitor's Mobile phone number. | |
Citizenships | Visitor's Citizenship. | |
Visit Information | Arrival Date | The date and time the visitor is scheduled to arrive. |
Departure Date | The date and time the visitor is scheduled to leave. | |
Justification | Justification for why the visit should be approved. | |
Building | The building the visit is scheduled to take place in. | |
Floor | The floor the visit is scheduled to take place on. | |
Location | The location the visit is scheduled to take place in. | |
Host Information | First Name | The host’s first name. |
Last Name | The host's last name. | |
Building | The primary building of the host. | |
Company | The company the host represents. | |
The host's email address. | ||
Mobile Phone | The host’s mobile phone number. | |
Host Delegate | First Name | The host delegate’s first name. |
Last Name | The host delegate’s last name. | |
Building | The primary building of the host delegate. | |
Company | The company the host delegate represents. | |
The host delegate’s email address. | ||
Mobile Phone | The host delegate’s mobile phone number. | |
Approver | First Name | The first name of the approver. |
Last Name | The last name of the approver. | |
The email address of the approver. | ||
Role | The role the approver holds in the system. | |
Mobile Phone | The approver's mobile phone number. | |
Delegate For | Where the approver is a Manager Delegate, the name of the IDM Identity Manager that the approver is delegating for. | |
Approval Information | Action | The action that occurred for the Visit including within the Visit Approval Process, for example, All steps approved, Visit approval initiated, Visit approval reset, Visit created etc. |
Status | The current status of the visit. | |
Step | The step in the approval process. | |
Action Date | The date and time that the action occurred. | |
Note | Additional information provided about the step. | |
Other Visit Information | Title | The title of the visit. |
Description | The description entered for the visit. | |
All Day Event | Yes or No based on if the visit has been flagged as an all day event. | |
Same Day ReEntry | Yes or No based on if the visit allows same day re-entry. | |
Citizenship | The citizenship information entered in IDM for the visitor. | |
Make | The make of the car associated with the visit. | |
Model | The model of the car associated with the visit. | |
Plate Number | The plate number of the car associated with the visit. | |
User-Defined Fields | Any other UDFs (User-defined fields) that are custom-created by the user |