Valuables

            Valuables is a useful feature for keeping track of valuable items such as keys, access passes etc. that are given to contractors or visitors during their stay. Items are assigned to a registered visitor and signed out/in accordingly. A visitor cannot sign out of VisitorRego until they have returned the valuables assigned to them.

            Requirements: To utilise this feature you must have access to the VR Portal
            Note: using Valuables is an optional extra.

            Step 1.   Use your email address and password to login to the VR Portal  site:https://facilities.visitorrego.com/VRF

            Step 2.  Click on the Valuables tab which will present a dropdown menu with various options.


            Step 3.  Select Valuables> Valuables
            Step 4.  You will now see the ‘valuables register’, click on the icon to add a new valuable.

            Step 5. Fill in the details of the valuable.

             
            Name
            Name of valuable
            Category
            Category which the valuable falls under. Note: this will created a category to be selected for future valuables and will be displayed on the Valuables> Valuables page.
            Display ID
            ID used to identify valuable item
            Serial Number
            Identification number of item in the series
            Barcode ID
            ID used to identify valuable item (reflected in VR)
            Owner
            Individual or department responsible for the valuable item (asset manager)
            Value
            Monetary value of the item
            Location
            Location of valuable item
            Field 1
            Additional field
            Field 2
            Additional field
            Field 3
            Additional field
            Key Tag Template
            Custom feature to tag valuable items, contact the friendly VisitorRego support team for more information
             
            Step 6. Select ‘Add’. Navigate back to the Valuables> Valuables tab and refresh the page.



            Step 7. You will now see the category and valuable that you added.



            Step 8. Add all valuables to the register. From there you can assign valuables to visitors using VisitorRego.
                                     
            Using Valuables in VisitorRego
            The valuables you added will download to the VisitorRego system overnight when the synchronisation with the VR Portal occurs.
            To download them manually follow the steps below:
            Step 1. Open VisitorRego. Navigate to Options>Data Sync> Download Valuables



            Step 2. A ‘Valuables’ tab will now appear in VisitorRego, with the categories you added at the VR Portal (see: Setup Valuables via VRF).




            Step 3 Click the Valuables category you wish to view. The category will appear with the items you have inputted (see:Setup Valuables via VRF).


             
            Issuing a Valuable using VisitorRego

            To issue a valuable to a registered visitor there are two methods:

            1. Using the scanner
            2. Manually via VisitorRego

            Method 1 – Using the scanner

            Signing the Valuable out

            Step 1. 
            In 
            Self Registration click the Key icon to issue a valuable to an individual. (See: How to Setup the Self Registration Key Icon)
             

            Step 2. Enter or scan the visitor’s unique registration bar code.
            Step 3. Enter or scan the valuables set ID number.
             
             

            The valuables ID number is found next to the items name in VR> Valuables> Category.



            Step 4. The valuable has now been signed out.
             

            Signing the Valuable in

            Step 5. Using the scanner, scan the barcode ID of the item to sign in the valuable. Follow the on-screen prompts.



            Step 6. Alternatively, when the visitor signs themselves out they will be prompted about the valuable if it has not yet been returned.

             
             


            Method 2 – Manually in VisitorRego

            Signing the Valuable out 

            Step 1. Open VisitorRego and navigate to the Valuables tab and select a category.



            Step 2. Select the item you wish to issue and select ‘Out’.



            Step 3. A list of registered visitors on-site will appear. Select the individual you wish to issue the valuable to (by clicking on the arrow to the left of their name) and click ‘Issue’.



            Step 4. The valuable will now be registered to the individual.



            Step 5.  At the VR Portal under the item information (found via the Valuables> Valuables tab, selecting the item category and then the item) a log will appear under ‘Issues’:





            Step 6.
             
            The Valuables> Register (In or Out) and Valuables> Issues Today+ screens will also show the issued valuable. 

            Valuables> Register (In or Out):


             
            Valuables> Issues Today+:

             


            Signing the Valuable in

            Step 7. In VisitorRego navigate to the Valuables tab and select the category the item is under. Select relevant item and click the checkbox ‘In’. The valuable has now been signed in and is no longer assigned to the individual.



            Note: this change will be reflected at the VR Portal

            Updated: 09 Jun 2019 02:47 PM
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