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How To Add a New Visitor Type
This document provides instructions on how to add a new visitor type in the system, including navigating the settings and configuring the necessary options.
1. Navigate to the 'Visitor Management Settings' under the 'General Administration' section in the Administration group.
2. Select the 'Visitor Type' tab from the horizontal navigation bar to access visitor type settings.
3. In the settings form, use the Types dropdown to select '--Add New Type--'.
4. Enter the name for the new visitor type in the Name text field.
5. Configure the following options as needed:
- Check 'Permanent Type?' if applicable.
- Check 'Default Type?' if this should be the default.
- Check 'Default Party Type?' if applicable.
- Check 'Allow Admins?', 'Allow Field Service?', 'Allow Hosts' as needed.
6. Set the Pass Type field to 'Visitor'.
7. Specify the 'MAX Visitor Duration (Day(s))' and 'Default Expiration Length (Hour(s))' as required.
8. Check 'Require Signature?' and 'Require Re-Signature?' if necessary.
9. Select the appropriate option from the '-Frequency-' dropdown.
10. Check 'Auto Depart Visitors?' if this feature is needed.
11. Associate a citation type by selecting from 'Citation Type: -Associate Citation Type-'.
12. Click the green 'Save Type Settings' button to save the new visitor type configuration.
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