In order to prepare a configuration of To configure the Visitor Management module specific to you, you will be asked to your site needs, please complete the questionnaire below.
If you have multiple properties buildings on your site, please make a copy and complete this document for each property building which will be using the visitor management Visitor Management module.
1. User Journey
Question | Response |
Do you have an existing visitor management system? If yes, please explain your current visitor journey. | |
Please describe what the expected on-site visitor experience is moving forward. | |
Do you require printing of visitors passes (Yes/No). If yes, please indicate what type of printer you have on reception today. Example: Starlink TSP700II - connected via USB | |
Do you require the assignment of plastic access cards to each visitor? (Yes/No). | |
Please indicate how many reception locations there are in the Landlord areas Please provide the name of the reception as well (if there is a name) i.e. north/south. | |
How far in advance (in months) should visitors be able to be invited? 2 - 12 months. Default is 12 months. | |
Visitor Types: The standard visitor types are: Visitor Contractor Employee Courier Press Temporary Pre-approved Visitor Forgotten Pass If you require additional visitor types, please list them on the right - or if you want to delete visitor types, please indicate which type should be removed. | |
For each property, and landlord area reception, please indicate the name(s) and email address(es) of the team members (e.g. receptionists) who need to check in visitors, or have overall visibility of visitors onsite each day. | |
Is there anything else about your visitor process, that we haven’t asked about, that you think we need to be aware of? |
2. Your Occupiers
Question | Response |
Please provide all occupier companies and the floor they operate on. (if multiple floors, please indicate which floor they receive visitors on) Example: Company A: Level 5 & Level 6, visitors are sent to Level 5 | |
If an occupier has their own entrance, but is using your visitor management solution to check-in/out visitors and process walk-ins please indicate which company this is and list the floor they send their visitors to. | |
Should all employees from each occupier be able to invite visitors, or only nominated indivduals? If nominated individuals, please provide the name(s) and email address(es) of those nominated for each company. | |
For any occupier, if a user other than the host should be notified when a visitor checks in at the building reception please provide the name(s) and email address(es). Example: Tenant Reception team need to be notified when a visitor checks in on the Ground Floor. | |
For each occupier please indicate the name(s) and email address(es) of the team members who need to have overall visibility of visitors for their company, and pre-book visitors on behalf of their colleagues. |
3. Optional: Branding
By default the email branding applied to your platform will also apply to visitor emails, please complete this section if you would like to override the following details.
Question | Response |
Please provide email footer text. Please note this can be building-specific, and contain links. | |
Please provide a header image for the email notification that gets sent to visitors when they are pre-booked (see example in appendix). Please note this can be building-specific. | |
Please provide a footer image for the email notification that gets sent to visitors when they are pre-booked (see example in appendix). Please note this can be building-specific. |
4. Optional: Access Control Integration
Please only complete the following section if there is a contractual requirement for the visitor management system to integrate with your access control system.
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