Visitor Check-in Settings

Learn how to set visit details as Mandatory or Optional & configure the Duplicate Profile Check Process for visitor check-ins.

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Visitor Management allows District and Building Admins to configure how the visitor check-in process works. They can select which information must be provided by a visitor before completing their check-in and entering the building, as well as set how to handle potential duplicate visitors. See below for details on how to perform both actions:

Log into Visitor Management as a District Admin or Building Admin
Navigate to the Admin Settings by clicking the key icon on the side navigation menu
Navigate to the Visitor Check-in Settings tab

Visitor Check-in Fields

Users can toggle between the Mandatory and Optional buttons for each of the visit details below, to ensure the necessary information is provided by a visitor before completing their check-in:
1. Visitor Type - always set to mandatory by default
2. Reason for Visit - always set to mandatory by default
3. Destination
4. Who are you Visiting
5. Mobile Number
District Admins can save and apply these settings to all schools in the district
1. District Admins can also toggle on the Prevent School Overrides option to ensure that these settings are not changed by a Building Admin at a later date
If Prevent School Overrides is disabled, Building Admins will have the ability to update and save the preferred settings for their school

Duplicate Profile Check Process

Users can toggle between All Duplicates and High-risk Duplicates Only to determine how potential duplicate visitor profiles should be handled during the check-in process
1. If the All Duplicates setting is enabled (default):
  1. All visitors that are flagged as being a potential duplicate of an existing profile during the check-in workflow will need to reviewed and resolved prior to completing their check-in
2. If the High-risk Duplicates Only setting is enabled:
  1. Only potential duplicates that are tied to a security-related flag (Sex Offender Match, Blocklist, Custody Instructions, or High Importance Note) will need to be reviewed and resolved prior to completing their check-in
  2. All other potential duplicates will be allowed to complete their check-in without interruption. A VM User will then be able to review and resolve the potential duplicate profiles at a later time from the Visitor's Profile. To learn more about how to resolve a potential duplicate outside of the check-in process, click here.
District Admins can save and apply these settings to all schools in the district
1. District Admins can also toggle on the Prevent School Overrides option to ensure that these settings are not changed by a Building Admin at a later date
If Prevent School Overrides is disabled, Building Admins will have the ability to update and save the preferred settings for their school

Note: The settings saved on this page will apply to all visitor check-ins completed on Self-Serve and Staff-Assisted stations.

visitor settings check-in settings visitor details visit details duplicate profiles duplicate

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