When opening Visits for the first time, specify your current location. Keep in mind the location selection is displayed only if you have multiple partitions or multiple campuses within one or more partitions. If a partition has no campuses, the campus selection option is not displayed. If you have only one partition with one campus, it is preselected by default. You have the following parameters:
Partition (required): Select a partition, for example the country.
Campus (required): Select a campus and click Save.
To modify your current location, click More located next to the Create button.
Once your location selection is saved, Security Manager updates your current location settings. To modify it, refer to: Modifying location settings.
To create visits, click Create next to the search field.
Enter visit data.
Purpose of visit (required): Enter the purpose of the visit or meeting title.
Host (required): Enter the name of the host manually. Alternatively, you can search for a host by clicking Search. Use the initial letters of the first name, last name, or email address to perform the search. Select the host from the list and confirm your selection.
Information such as name, email address, and telephone number are automatically filled in the form if they are stored in Identities.
Host email (optional): Enter the email of the host.
Host phone number (optional): Enter the phone number of the host.
Location (optional): The location is automatically displayed based on your settings.
Description (optional): Enter a description.
Visit start (required): The start of the visit is preset to the current date and time. You can enter another date and time.
Visit end (required): The end of the visit is preset to the current date, 5:00 PM. You can enter another date and time.
More located next to the Create button.
Search. Use the initial letters of the first name, last name, or email address to perform the search. Select the host from the list and confirm your selection.