Temporary credential scheduling
Schedule access credentials for a visitor so that he or she may access the different sectors of a location.
What you can do:
Schedule a new credential appointment
- On the senior X Platform, go to Access and Security Management > Access Control > Provisional Credentials > Schedules and clickNew schedule;
- In the Person field, enter the name of the person who will visit. If the person is not registered on the system yet, the registration can be done via the Register person link above this field.
- Select the Credential format;
- Fill in the Appointment date and the Appointment validity date, with the respective times;
- Indicate the role that will be given to the visitor. The search will only bring roles with the Temporary access credential field checked in their register;
- Select the group that the visitor will join, previously registered at the Groups screen;
- Search for the Visited person by name. The search will only show people whose role allows them to receive visits. This can be defined in the Allowed to receive visitors field from the role registration. This field is mandatory when a temporary credential scheduling is made using a temporary role;
- Select the Physical location of the visit;
- Click on Save.
Consult, edit and delete credential appointments
In Access control > Temporary credentials > Schedulings, at the Schedulings section, consult pending appointments or find them with the Find Appointment search, by entering the person's name and clicking on Apply filter.
If necessary, click on the visitor's name, make the necessary changes and click on Save. To delete a register, click on the visitor's name and then on Delete.
