The Visitor Management function in SapphireOne allows users to track and manage visitor information, ensuring that all visits are recorded accurately. This feature is crucial for maintaining security and providing a professional visitor experience. The steps are as follows:
- Navigate to Workbook > General > Visitor.
- Click on the New button to create a new visitor entry.
- Filling Out the Form
- Date – SapphireOne will automatically enter today’s date, but this can be altered if required.
- Time In – Enter the time the visitor arrived.
- Time Out – Enter the time the visitor left.
- Visitor Name – Enter the name of the visitor.
- Company – Enter the company name of the visitor, if applicable.
- Purpose of Visit – Enter the purpose of the visit.
- Host – Select the host (employee) the visitor is meeting with.
- Details – Enter any additional details about the visit in the provided text area.
- Once all necessary information is entered, click the Save button to store the visitor entry.
- Viewing and Modifying Visitor Entries – To view or modify an existing visitor entry, select it from the list and click on the Edit button.
For more detailed information, please refer to the Workbook > General > Visitor article.