Visitors

The "Visitors" application gives you an overview of visitors to your company that are expected, present or have departed.

See who is visiting

In the "User" role, you have access to the pages "Overview" and "Today's guests". On the "Overview" page, you can see which visitors are still expected ("Upcoming visits") and which visitors have already arrived or are already on your premises ("Checked-in visits").

If you click on "Show visitors" in the "Visitors" column, the individual visitors are displayed if they have been entered by a portal user with the rights of an editor.

Portlet

You can also integrate the "Visitors" application as a portlet on your start page (or on another portal page), which allows you to see at any time who is visiting.

You can find more information on integrating portlets on portal pages in the Portlets section.

Add new visit

In the "Editor" role, you also have access to the "Overview" and "Today's guests" pages. On the "Overview" page, an editor has the option of adding new visits.

In the application, you can record visits in general as well as individual visitors. Your first need to enter the visit. It is assumed that you are being visited by a company. In the next step, you can enter the individual visitors involved in this visit.

Step-by-step guide

Proceed as follows to add a visit:

1. Click on the Add user button.

   

   The "Visitors" dialog box is displayed.

   

   Company

   Enter the company to which your visitor belongs here.

   You can use the search icon to display companies that have already been entered during previous visits.

   Check-In – Checkout

   Enter the date and time of arrival (check-in) and of departure (checkout) for the visit here. The visit is then automatically sorted into upcoming, checked-in and checked-out visits.

   Comments

   You must enter a comment about the visit here.

   If you would also like to enter the comment in another portal language, you can do this after you have saved the visit by then editing the visit using the icon.

   After you have clicked on the icon, you can enter the comment in a different portal language.

   

   Guest of

   Enter who the visitor is visiting here.

   (All Intrexx users who have either the role "App_Visitor_User" or the role "App_Visitor_Editor" are displayed in the "Guest of" selection field)

2. Click on Save.

Enter individual visitors

You have the option of recording individual visitors in the "Visitors" dialog box.

Step-by-step guide

Proceed as follows to receive individual visitors:

1. Click on Add visitor.

   

   The dialog box is expanded by input fields in which you can enter information about visitors.

   Enter the relevant details.

   You can click on Add visitor as often as you like to add more visitors.

   

2. Click on Save.

Delete visitors and visits

In the "Editor" role, you can delete individual visitors and entire visits.

Step-by-step guide

Proceed as follows to delete visits or individual visitors:

1. Click on the icon for the visit you wish to delete.

   

   The "Visitors" dialog box is displayed.

   

2. Click Delete () if you want to delete an individual visitor.

3. Click on the Delete button () if you want to delete the entire visit.