Procedure

Register and search for procedures to be carried out when welcoming a visitor. After the procedures are registered, you can use them in the visit type registration.

What you can do:

Register procedure

1. In senior X Platform, access Access and Security Management > Entrance Management > Visit Procedures and, in the Registered Procedures section, clickTo add;
2. Fill in theName of the procedure and theValidity (in days) to determine the time interval until it must be run again. If the validity in days is equal to zero, the procedure must be carried out on every new visit.
Example

If a visitor checks in twice on the same day, they must carry out the procedure both times.

3. In the fieldType of procedure, select one of the options:
• Does not collect information: for procedures that do not require collection of information to carry them out;
• Collect information: for procedures that require collection of information at reception, such as report numbers and observations on their execution;
• Has a consent form: for procedures that require acceptance of a consent form. In this case, the fieldConsent will be enabled for previously registered consent to be selected on the screen Consent.

Important

To associate a procedure with a consent, theType of procedure selected must beHas a consent form.

4. It is recommended that the fieldDescription of the procedure be filled out, for later consultation on the Visitor Reception screen;
5. The fieldIt has integration with Ronda Senior it is read-only and indicates whether this procedure is integrated with Ronda Senior;
6. click inTo save.

The procedure may then be used in the visit type registration. If you want to add other procedures, simply repeat the previous steps.

To modify or delete procedures, find the desired register by using the filter, select the procedure and click on the Edit or Delete button.