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Visitor Overview

Tags:

This page is only visible to users who have been assigned the "Visitor Management" right.

Visitor Information

The overview page contains cards of individual visitors. These cards clearly present the most important information about each visitor.

Overview Page

Status Badge
Visitors can be in exactly one of four different statuses.

  • Pending: A new visitor has been created, but has not yet checked in on site.
  • On site: A visitor is currently at the specified location and has already checked in.
  • Signed off: A visitor has left the site and has been properly checked out.
  • Deleted: A visitor entry was deleted before check-in.

Example Status badge

Actions

The available actions for each visitor are located in the bottom right corner. The four actions are:

  1. View the change history
  2. Edit a visitor entry
  3. Delete a visitor entry
  4. Check in/check out a visitor entry

Overview 4 numbered Icons

Change History
Clicking the "Change History" icon opens a new dialog box displaying the change history of visitors. This window shows all changes made since a visitor's creation, along with the time and author of each change, making it easy to track changes to visitors.

Change History Dialog

Edit
After pressing the "Edit" icon, the edit dialog box opens, which allows you to edit every field of a visitor (except for the visit date).

Edit Dialog

Delete
Pressing the "Delete" icon opens a dialog for deleting a visitor entry. Note that deleting a visitor invitation cannot be undone.

Deletion Confirmation

Check-In and Check-Out
Visitor check-in and check-out works the same way in the admin area as in the visitor management area. Detailed functionalities can be found here.

Filter

Date and Searchbar
In addition to a date range for filtering relevant visitor entries, these can also be searched using a free text field. The following fields can be searched:

  • First name
  • Last name
  • Name of the inviting person
  • Visitor badge ID

Date and Searchbar filter

Filters and Slider
The expandable filters allow you to filter by location, access authorization, and current visitor status. Additionally, the slider allows you to display previously deleted invitations. By default, these are hidden.

Expanded filters and slider toggle


This page is also available in: Deutsch