Create red flag alerts based on responses to your pandemic questionnaire

Before you start, make sure you have activated your pandemic questionnaire.

Step 1: Set up a trigger to deny entry

This trigger is activated in response to a visitor selecting a country on your watchlist. 

To set up a trigger:

1. Go to Locations, then select the location from the drop-down menu.
2. Select Triggers.
3. Click Create a new Trigger.
4. In the Trigger Details tab, enter a trigger name (for example: "Visitor Entry Denied - Country Match"). Select Active for the trigger status, and select Visitor Sign in - Triggered when a visitor signs in for the trigger event. 
5. Click Next
6. In the Rules tab, under Must match ALL of the following rules, click Create a new rule.
7. From the Select a Rule dropdown, select Visitor - Custom Question Answer, then select Is not the following, and set In the last 14 days have you returned from any of the following countries?=> None.
   
8. Click Next.
9. In the Actions tab, alongside Trigger the following Actions, click Create a new Action.
10. From the Select an Action dropdown, select Deny Acess - Deny access to a person. 
11. Set Message Pop Up Style to Red.
12. Enter Visitor Entry Denied - Country Match as a title (or similar), then enter the following message (or your own):
    
    Welcome {{ match.name }}. Due to our current visitor screening policy regarding visitors that have recently returned from countries on the government 'pandemic' watchlist; entry to our facility today is denied. Please contact your host to arrange an alternative meeting time which must be at least 15 days after your return from abroad. We apologize for any inconvenience.
    {{ match.name }}
    
    Click View Available Placeholders to utilize the placeholders {{ match.name }}.
13. Click Create a new Action.
14. From the Select an Action dropdown, select Send an Email - Send an email to one or many recipients, then select Employees as the Recipent Type, then choose Selected Employees.
15. In the Add Recipients box, select the employee (s) to receive the notification. Note you can only select employees set up as 'employees' in the location.
16. Enter a title for your email in the Message Subject field, eg 'Visitor Entry Denied - Country Match'.
17. Add this message (or your own):
    
    {{ match.name }} from {{ match.from }} has indicated during the visitor sign in process that they have recently returned from a country on the watchlist for the current Pandemic. They have been informed that entry to this facility has been denied today AND to contact their host to arrange an alternative meeting time.
    
    Click View Available Placeholders to utilize the placeholders {{ match.name }} and {{ match.from }}.
    
18. Click Save and Close.

Your trigger is now active.

Step 2: Set up trigger to notify a visitor that their entry is pending review

This trigger is activated in response to a visitor stating they have suffered from flu-like symptoms in the last 21 days. 

To set up a trigger:

1. Go to Locations, then select the location from the drop-down menu.
2. Select Triggers.
3. Click Create a new Trigger.
4. In the Trigger Details tab, enter a trigger name (for example: "Visitor Entry Pending Review - Flu"). Select Active for the trigger status, and select Visitor Sign in - Triggered when a visitor signs in for the trigger event. 
5. Click Next
6. In the Rules tab, under Must match ALL of the following rules, click Create a new rule.
7. From the Select a Rule dropdown, select Visitor - Custom Question Answer, then select Is the following, and set In the last 21 days have you suffered from any flu-like symptoms?=> Yes.
   
8. Click Next.
9. In the Actions tab, alongside Trigger the following Actions, click Create a new Action.
10. From the Select an Action dropdown, select Pop up a message. 
11. Set Message Pop Up Style to Red.
12. Enter 'Visitor Entry Pending Review - Flu' as a title (or similar), then enter the following message (or your own):
    
    Welcome {{ match.name }}. We apologize for any inconvenience. A Health and Safety Officer has been notified and will be with you shortly to determine if you will be granted entry for your visit today.
    
    Click View Available Placeholders to utilize the placeholders {{ match.name }}.
13. Click Create a new Action
14. From the Select an Action dropdown, select Send an Email - Send an email to one or many recipients, then select Employees as the Recipent Type, then choose Selected Employees.
15. In the Add Recipients box, select the employee (s) to receive the notification. Note you can only select employees set up as 'employees' in the location.
16. Enter a title for your email in the Message Subject field, eg 'VVisitor Entry Pending Review - Flu'.
17. Add this message (or your own):
    
    {{ match.name }} from {{ match.from }} has indicated during the visitor sign in process that they have recently suffered from flu like symptoms. They have been informed that entry to this facility has been pending a review by yourself and they are currently waiting at {{ match.lacp_in_name }}.
    
    Click View Available Placeholders to utilize the placeholders {{ match.lacp_in_name }}.
    
18. Click Save and Close.

Your trigger is now active.