Host a Visitor Workflow

Version d9ee3f8

Overview

Employees can host visitors online in AccessNow, which removes the need to contact reception and saves time.

The system logs visitor details directly in Gallagher Command Centre and displays them in the Gallagher Visitor Management Reception Client. This streamlines visitor management, improves record accuracy, and reduces manual work.

Prerequisites

Gallagher Visitor Management

Workflow-specific Command Centre privileges

Workflow options or customisations to consider

• What information will Reception need to know about the Visit?

• What sort of identification is required?

• Is an escort required? Is this person the same as the host?

• Who is making the request?

• Who are the visitors?

• What email notification do you want to send, and to whom?

• Does the visit need approval before being created in Gallagher Visitor Management?

• Does the visitor need Access?

Workflow Overview: Employee View

1

Start a new request. Click Host a Visitor.

2

Create a Visit

Complete the fields for the visit.

3

Add the Visitors to the Visit

a) Click Add Visitor.

b) Complete the visitor details, then click Add Visitor.

c) Either Add more visitors or click Next.

4

Confirm Visitor Details

a) Check the visit and visitor details. b) Click Create Visit.

The visit is added to Gallagher Visitor Management.

5

Edit or Close a Visit

The visit remains in the requester's task list and can be edited or closed from there.

6

Open the visit from Tasks.

7

Modify or Close the Visit