How to register a visit record

The Visit Control module allows you to register visits to your facilities in a controlled manner, collecting the visitor’s identification data, accepted consents, and, optionally, their signature.

This page covers the preliminary concepts (access and roles) and the different methods available to create a visit record.

Access to the application

You can register visits from three points:

• SmartOSH (web).
• Visor app (from the SmartOSH home page).
• App (mobile).

Tip

Regardless of where you access from (SmartOSH, Visor app or App), the username and password are the same.

Role configuration

Access to the Visit Control module is managed through roles, which can be assigned in two ways:

• Global roles: extend navigation and reading permissions without scope restriction.
• Scoped roles: restrict access to the specified scope.

See Roles in Visit Control for details on assignment procedures and the behaviour of each role.

Methods to create a visit record

There are three ways to register a visit, each aimed at a different use case:

Method	When to use it	Details
App / Visor app	The visitor or reception staff register the visit from a mobile device or a kiosk-mode viewer.	How to create a visit from App / Visor app
Visit environment URL	The visitor registers entry by accessing a specific URL provided by the administrator.	How to create a visit from the URL
Duplicate visit	Reuse data from a previous visit (for example, a person who returned last week) to quickly create a new record.	How to duplicate an existing visit

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Source: DM-SO-22-058 «How to create visit records», version 1, 01/09/2022.