This article will walk you through the steps to setup your Sign In/Out Manager returning visitor auto-complete.
When a returning visitor is signed in by a Sign In/Out Manager (receptionist or security guard) the first step is to enter the visitor's name.
As the visitor's name is entered WhosOnLocation will present a list of previous visitors names (and where they were from and the date of their visit) as a pick list.
See the image below:
If the visitor being signed in is one of the previous visitors listed in the pick list, the Sign In/Out Manager selects their name. The answers to the visitor sign-in questions from their previous visit are used to auto-complete the sign-in form. This saves time and allows the Sign In/Out Manager to be more efficient in handling returning visitors.
The 80/20 Rule
80% of the time returning visitors are visiting the same employee.
If the Sign In/Out Manager is asking the visitor for their email address or mobile phone number we auto-complete these fields for the Sign In/Out Manager.
What questions from their last visit are not auto-completed?
Because the answers to some questions are dynamic, in that they would, or could, change with each visit we do not auto-complete what we refer to as 'dynamic questions. These include (if activated):
- Purpose of Visit
- Card Issued (if issuing a card to a visitor as opposed to a printed visitor pass)
- Car Parking Space Number
What is the Sign In/Out Manager Returning Visitor Auto-complete Setting?
This is the number of days the returning visitor pick list looks back when a visitor is returning and being signed in by a Sign In/Out Manager.
Your choices are 10, 30, 60, 90, 120, 180, 360 Days respectively.
Note: If this location is a very high visitor traffic site you may want to limit the Returning Visitor Search to 30 or 60 days only. Otherwise the resulting pick list becomes too large.
- Go to Tools > Locations
- Select the green View button beside the location you wish to manage
- Select Location Settings from the left-hand menu
- Select the Sign In/Out Manager tab
- Click the field for Returning Visitor Auto-complete
- Select your preferred days
- Click Save