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If you have multiple buildings on your site, please make a copy and complete this document for each building which will be using the Visitor Management module.
Download the file below and then, after completing it, send it to your Customer Onboarding Specialist:
Download the Visitor Management Questionnaire here
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? |
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Further information for the integration will be requested once the above has been confirmed.
Download the file from here and then, after completing it, send it to your Customer Onboarding Specialist: