Visitor Management Integration in Dash SaaS
Introduction
Streamline your visitor management process with our comprehensive Visitor Management System module. From check-ins to check-outs, our solution offers efficient and reliable tracking of visitor activity within your premises. Visitors can easily record their entry and exit times, along with the purpose of their visit, ensuring accurate and organized data collection. With real-time updates, security and access control features, and advanced analytics and reporting capabilities, our system provides invaluable insights into on-site activity. Gain control over your premises, enhance security measures, and analyze visitor trends with ease using our Visitor Management System.
Key Features
- Visitor Badge Generation: Easily create and print visitor badges upon check-in, ensuring that each visitor is clearly identified for security and access control purposes.
- Visitor Detail: Store and manage detailed information about each visitor, including their contact details, company affiliation, and visit history, for better tracking and communication.
- Visit Purpose: Record the purpose of each visit, whether it’s a meeting, event, or delivery, to ensure that visitors are directed to the appropriate locations and departments.
- Visitor Timeline Management: Track the entire visit process, from arrival to departure, ensuring that all stages of a visitor’s time on-site are documented for security and operational efficiency.
- Pre-Registration: Allow visitors to pre-register their details before arrival, simplifying the check-in process and improving overall visitor management by speeding up their entry.
- Visitor Document Management: Store and manage documents related to visitors, such as IDs, visitor agreements, or event tickets, ensuring that all necessary documentation is easily accessible and compliant.
- Visitor Compliance Tracking: Ensure that all visitors adhere to site-specific compliance requirements, such as safety protocols or non-disclosure agreements, by tracking and managing these compliance steps.
- Visitor Incident Reporting: Enable the reporting of any incidents or issues involving visitors, ensuring that any concerns are quickly documented, addressed, and resolved for the safety and security of all parties involved.
Workflow
Installation
Step 1 : Super Admin Access
- Make sure your super admin has access to your system before you do anything else.
- Go to the “add-on manager” area of the super admin dashboard.
- To start the setup procedure, click the “+” (Module Setup) button.
- You will be asked to upload the ZIP file for “Visitor Management.”
- Don’t forget to enable the module after the setup is complete so that other people can buy it.
Step 2 : Company Settings Steps
- Once the super admin enables the Visitor Management Add-On, company admins can proceed to purchase it and gain access.
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
- Locate the Visitor Management Add-On and complete the purchase process.
Step 3 : How to use the Visitor Management Add-on?
- Once you purchase the Visitor Management Add-On, find out the add-on in the sidebar.
- After finding it out, you will find five pages over there.
- The first page is for Visitors’ Details where you can see all the details of visitors, and edit them whenever you want.
- Then the second page is for visit purposes where you can add the purposes why visitors can visit the store.
- Then comes the page for visitors log where you can create new visitors by clicking on the “+” button. If the visitors have already visited then their name will be visible in the dropdown given over there. You can also add the arrival time and departure time.
- The fourth page is for the Visitor Timeline, where you can see the time when the visitors visit and the departure time.
- The fifth page is for Visitors’ reports where you can see the reports of visitors like a bar graph that represents visitors visited per day, and then a pie chart that represents the purpose of visitors.
- Then comes the page for visitor badge, where you can see the list of vistor badges, you can also edit and delete those badges whenever you want. Secondly, you can also create new visitor badges from the create button given at the top. You can also export, reset, and reload the list of visitor badges whenever you want.
- After this, you will get to see the page for pre registration, here you can see the list of pre registrations including the details like ID, visitor name, appointment date, status whether it is pending, confirmed, or cancelled. You can also create new pre registrations and edit and delete the details whenever you want.
- Following that, there is a page for visitor documents. Here you can create new visitor documents, edit, and delete them whenever you want. You can also export, reset and reload the list of visitor documents whenever you want.
- Similarly, there are `also pages for visitor compliance and visitor incidents.
- The last page is for system setup, where you can easily set up various compliance types, and document type.
Categories
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