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    Pre-Installation
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 Setup and Maintenance
    Data - Company Specific
       Maintain Site
       Maintain Departments
       Maintain Staff
          Loading Staff – Active Directory
          Loading Staff – Excel
    Data - Visitor Specific
       People
       People - navigating
       Visitors Company
       Visitors Company - navigating
       Register
       Register - navigating
    Registration Screen
       Registration Setup
       Field Description
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          USB Mode
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    Setting up Database
       Creating the SQL Database
       Connecting to Database
 Self Registration
    Self Registration Setup
    Registering
    Customizing Graphics
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       Tuning Features On or Off
 Messaging
    Broadcast Message Setup
    Individual Message Setup
 Report Builder
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    Data Fields
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 Custom Reports
    Adding a Custom Report
    Add and Maintain SQL
    Pre Defined Custom Reports
       Appointments
       Safety Induction Expiry
       Supplier Summary
       Supplier Summary - Detail
       Supplier - By Rep
       Visitor by Company
 Appointment/Pre Registration
    Make an Appointment
    Appointments
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    ID Printer Setup
    Issue Pass
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    Safety Induction Enabled
    Entering Safety Induction
    Entering Safety Induction - Alternative
 Advanced Features
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Home > Setup and Maintenance > Data - Visitor Specific > People

People 


In the process of registering a visitor; data is captured. The following screens allows you to view, maintain and delete this data.

The screens to maintain people/visitor/contact/contractor data are accessed from the 'File'>'People' option from the main menu.



Clicking on this menu item opens the visitor/contractor screen.



First Name First name of the visitor/contact/contractor
Last Name Last name of the visitor/contact/contractor
Photo ID ID of the photo file
Company Name of the company the visitor/contact/contractor represents
Phone Contact phone number; typically their mobile number, but equally could be a company contact
Vehicle The vehicle registration; typically used to managing parking
Email The email address
Postal Address The postal address. VisitorRego.NET can be used as a contacts database and mailing label application
Delivery Address The delivery address. VisitorRego.NET can be used as a contacts database and mailing label application
Health Safety The date the healthy and safety instruction were shown and acknowledged as viewed
Video Viewed The date the healthy and safety video was shown and the visitor acknowledged viewing it
Last Visit The date of the last visit. Used for maintance. This field identifies those visitors what haven't visited for an extended period and who you may wish to delete.

Because of the number of fields - all can't be seen on the same screen. Use the horizontal scroll bar at the bottom of the screen to see all fields. 




VisitorID Contractors that will be visiting for extended periods can be issued with an ID. It is intended that the contractor details are entered just as a normal visitor. That they are issued with an ID and this ID is used to both sign in and out
Expire The date that the VisitorID expires and can no longer be used
Met With The last staff member the person met with is recorded. On subsequent visits this staff member is the used as the default met with name
Safety Induction This is the date that the contractors safety induction expires. If they attempt to register if their safety induction has expireed, VisitorRego.NET displays an error and won't print their visitor label. It can also be free text
Acknowledged This is the date that the visitor signed a 'non disclosure' document. It can also be free text
Field1 Data field that hold data specific to your organisation and your use of VisitorRego.NET. e.g. It maybe that you want to record if specific safety equipment has been issued
Field2 See description for 'Field1' above
Field3 See description for 'Field1' above
Field4 See description for 'Field1' above
Field5 See description for 'Field1' above
Note: all fields are optional, except for first and last name

To add a visitor/contractor/contact record:

Records are added and modified either via the reception or self registration screens

or

1. Click in a new row - the row indicated by an * in the row selection box. 
2. Type the details of the new visitor. When the row is exited from the database will be updated.

To change a visitor/contractor/contact record:

Click in a the cell to be changed and make the changes as required. When the row is exited from the database will be updated.

To delete a visitor/contractor/contact record:

Highlight the entire row by using the row selector (grey cell to the left of the record to be deleted). Press the delete key to delete the record.

or

Several records can be deleted at the same time. To delete a series of records click on the first record to be deleted, hold the the <shift key> while clicking the last record in the selection to be deleted. This highlights the selection of record to be deleted. Then press the <Delete> key to delete the records.

or

Groups of selected records that are not in consecutive order can also be deleted. Click the first record to be deleted, hold the <ctrl key> while clicking the other records to be deleted. This highlights the selection of records to be deleted. Then press the <delete> key to delete the records. Take care, once deleted the records are gone!

See also
People - navigating
Visitors Company
Visitors Company - navigating
Register
Register - navigating


  

 
Article Details
Created:8/02/2010 10:59:24 a.m.
Modified:4/10/2010 9:56:07 p.m.
Author:Admin
Views:40

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