Set up basic visitor questions

• Host selection - Activating this question will ask which employee the visitor is visiting. How this appears will depend on where the question is being asked:
  • For Sign In/Out Manager and Kiosk - If the visitor answers yes, a second question will ask them to enter their host’s name. Selecting ‘Required’ will skip straight to entering the host’s name. Host selection is activated by default when creating a new location.
  • For visitor pre-registration - the employee who is pre-registering the visitor is asked to select the employee the visitor is meeting.
• Disable host remembrance - Forces a returning visitor to enter their host every visit.
• Host confirmation - Forces a returning visitor to confirm if they’re visiting the same host or someone new.
• Area/zone selection - The options displayed will be the zones connected to the selected access point. If there’s only one connecting zone, this question will be skipped.
• Area/zone selection other - Visitors can select ‘other’ to enter their answer in a free text field. In kiosk question rules, this is treated as part of any zone.

Capture your visitor’s organization, email address, phone number, mobile phone number, and title/position.

If an organization is entered, the visitor’s details will be remembered for their next visit. If an organization is not entered, they will need to complete the full sign-in process for every visit, including all custom questionnaires.

Record a visitor’s email address and cell phone number to send the visitor notifications using triggers.

Cell phone numbers can be used to send an SMS in an evacuation, verifying the visitor’s safety using OnEvac.

• Evacuation assistance - Asks if help is needed in an evacuation.
• Expected duration on-site - The answer can be used as a trigger to send a notification if someone is past their expected finish time.

A Sign-In/Out Manager must enter ID details. Update the message for visitors signing in using the kiosk, letting them know to present their ID to the Sign-In/Out Manager.

ID verification - Choose between Off, Manual, and Scan and Capture (if enabled). The following options will then appear:

Manual

When ‘manual’ is selected, the visitor needs to present their ID to the Sign In/Out Manager, who will then manually enter their details into the system.

• ID verification checked - The Sign In/Out Manager must select Yes or No after checking the ID.
• ID verification reference - Use this if an ID reference number, such as a driver's license number, needs to be entered.
• ID verification type - The Sign-In/Out Manager will be asked to select the type of ID from a list. Using the Manage Options button, you can rename the ID types and restrict which are accepted.
• ID verification frequency - Defines how often a returning visitor’s ID needs to be captured.
• ID verification retention policy - You can specify how long a copy of the visitor's scanned ID is stored before it is deleted. The retention policy must be longer than the ID verification frequency to ensure that the information is retained for returning visitors. If the ID is deleted before the visitor returns, it will need to be scanned again.
• Reception/security instruction - Customize the message on the kiosk asking visitors to hand in their IDs for verification.

Scan and capture

Scan and capture will only appear when the OnScan integration has been enabled for your location. OnScan automatically captures and records a visitor’s ID and requires the OnScan iPhone app.

Further to the questions outlined above, there are some additional options:

• Required for pre-registered visitors - Enable this to force a pre-registered visitor’s ID to be captured on sign in.
• Capture data fields - Select the information you want to capture from the visitor’s ID. Not all information will be available on all types of ID. If necessary, any missing information can be entered manually after the scan.
• Capture ID image parts - Dictates which parts of the ID to retain as an image in OnLocation. All parts of the ID will be scanned, and information can be captured from any area; however, you may not want to store a photo of all information in OnLocation.

Visitor cards allow you to record card numbers against a visitor’s profile, similar to a badge pass. On sign out, the visitor is reminded to return the card.

The card number can also be used to sign the visitor out instead of entering their name. If the card number is printed as a QR or Barcode, the visitor can scan the card at the kiosk to sign out.

Visitor ID card number - The Sign In/Out manager is prompted to enter the card number issued to a visitor.

Visitor self register - allows a visitor to enter their card number when signing in on the kiosk.

• Photo capture - Photo capture will always be required when signing in through a kiosk. The Required setting is only optional when using Sign In/Out Manager.
• Photo capture frequency - This refers to how often a photo of a visitor should be taken.
• Photo retention policy - Duration for storing contractor photos on our servers.
• Privacy statement - This will display a disclaimer statement below the photo capture field. It automatically applies to all kiosks in a location with Photo Capture enabled.

You must have enabled the Alcolizer integration for your location to see this section.

• Include breath test - Ask the visitor to take a breath test using the Aloclizer unit during sign in.
• Alcolizer screen instruction - Customize the instructions for your location to say where the unit is located, how it should be used, and/or why you require this.