People
In the process of registering a visitor, data is captured. The People window allows you to view the visitor name data.
The People window will open showing all registered names from the last 30 days.
To set the date range, click the date drop down field to select the 'from' date. Click the second drop down field on the right hand side to select the 'to' date.
Once dates have been selected, the window will refresh showing all registered names for the period that has been specified.
Name records can be filtered by First Name, Last Name and Company using the
radio buttons to the right of the date fields. After clicking one of the
filter options, you would then click on a letter to show all
people that meet the filter criteria.
You
can also sort the data by clicking on any of the column headers.
It
is possible to search for a specific name within the specified data
that is currently showing by entering text into the search field.
By clicking the green Excel logo (top right) you can export your specified data to an Excel spreadsheet.
To delete a name record, highlight the entire row using the row selector (the cell to the left of the record to be deleted). Right click, then click 'Delete Row', or press the delete key on your keyboard.
Below is a list of all of the columns that are shown on the People window:
First Name
The first name of the visitor or contractor.
Last Name
The last name of the visitor or contractor.
Meeting Location
The
default location where the staff member meets with their guests. This
default value is determined by the department that the staff member
belongs to.
Company
Name of the company the visitor or contractor represents.
Phone
Contact phone number.
Car Registration
The vehicle registration, typically used to manage parking.
Last Visit
Indicates when the persons last visit was.
Photo ID
Displays the file name of the ID photo that was captured upon registration.
Messages
Allows messages to be set up which can be shown to visitors when they register and log their response.
Upload
Allows you to load a document against a contractor (legacy function).
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