How to duplicate an existing visit

The Duplicate visit option allows you to reuse the data from an existing visit to quickly create a new record. It is useful when a person revisits the organisation and you already have their identification data in Smart OSH.

Steps to duplicate the visit

1. Access Smart OSH and select Visitor control > Visits.
2. Apply the filters you need to locate the visit you want to copy.
3. Select the record and click Duplicate.
4. If you need to modify any data, do so now.
5. Click Save.

Tip

To find a person who came a few days ago (for example, last week), change the “Exit date” filter to “All visits” and search by the “Identification” field by entering the person’s DNI.

Caution

The Duplicate operation only activates when selecting a single record. You cannot duplicate more than one visit at a time.

Behaviour of fields when duplicating

When duplicating a visit, the fields of the new record are filled with three different behaviours: copied editable, copied non-editable, and automatically empty.

Fields copied from the previous record (editable)

Field	Behaviour
Visit environment	Copied, you can modify it.
Identification type	Copied, you can modify it.
Identification	Copied, you can modify it.
First name	Copied, you can modify it.
Surname 1	Copied, you can modify it.
Surname 2	Copied, you can modify it.
Privacy policy accepted	Copied, you can modify it.
Visitor’s company	Copied, you can modify it.
Person being visited	Copied, you can modify it.
Email	Copied, you can modify it.

Fields copied from the previous record (non-editable)

Field	Behaviour
Visit type	Copied from the previous record. Cannot be modified.

Fields automatically filled or emptied

Field	Behaviour
Entry date	Automatically filled with the date and time of duplication.
Exit date	Automatically emptied.
Entry identification code	Automatically emptied.
Digitised signature	Automatically emptied. Cannot be modified.
Digitised DNI	Automatically emptied. Cannot be modified.
Duplicated	Automatically filled in the duplicated record. Cannot be modified.
Original visit	Automatically filled with the identification and entry date of the original visit. Cannot be modified.
Accepted agreements	Automatically emptied.
Reports and attachments	Automatically emptied.

Note

The Duplicated and Original visit fields provide traceability of the origin of the new record: you will always be able to know from which previous visit it was created and consult it.

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Source: DM-SO-22-063 “Visit record creation from the duplicate visit option”, version 1, 05/09/2022.