OnSite Visitor Management
Overview
Visitor access to areas and sites can be managed in a similar way to how employees and contractors are managed.
A visitor is defined as someone who is not a user of Lucidity. They are unknown to the system and their visit to a site may be a one off. For example they may be there to carry out audit, or to make a delivery.
Signing in as a visitor
Visitors can sign in via Lucidity Onsite Kiosk App or via a web browser on any device ( No mobile app required). Before visitors can access a site they enter their details such as name, company, email and mobile number.
Refer to the Onsite Kiosk App page in the user guide for more details.
A visitor can search for the person they’re visiting and can also read and agree to any conditions of entry such as whether they’ve had a safety induction, or have read any other policies that they are required to agree to. They can then submit the form and enter the area.
Sign in via OnSite Kiosk Tablet App
Sign in via 'Visitor Webform'
Signing out a visitor
To exit a site they simply enter their name and mobile and then sign themselves out.
Visitor details are logged
A visitors details including the entry time, exit time, time on site, the person they visited etc are all captured in the Lucidity OnSite desktop module logs as shown below.
Setting up an area for visitors
Each area can be configured for visitors via the Lucidity OnSite desktop module as shown below.
Visitor Configuration Options |
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Visitor Management | Visitor management is a feature of OnSite that can be enabled to allow visitors to access a specific work site, or area. You can configure the settings below to meet the needs of your organisation. |
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Visitor Webform | Checking the box to enable the ‘Visitor Webform’ will generate a QR Code and url. When opened the 'Visitor Webform” will display a sign in form for visitors in the web browser. The QR code and url an be shared with people visiting site so they can sign in via any web browser, on any device. |
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Visitor Webform Public URL/QR Code | When ‘Visitor Management’ is enabled for an area and that area is ‘Saved’ a QR code and url will display that can be used by visitors to sign in and out of areas. |
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Find the Person Being Visited | This option, when enabled allows visitors to search for the person they are visiting via the Lucidity OnSite Kiosk App, or ‘Visitor Webform’. When disabled: The 'Person Visiting' selection will be hidden from the Kiosk interface, Person Visiting will also not be logged as a result. |
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Enable Email Notifications | When enabled notifications will be sent via email when a visitor signs in to either the employee being visited, or if they cannot be found the notification will go to the "area manager". When disabled notifications will not be sent to employees or "site/area managers". |
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Set Conditions of Entry for Visitors | If you require visitors to confirm additional details you can add up to three conditions of entry (see below) that visitors must agree to by checking a checkbox before they can sign in. The message that displays to the visitor can be customised. For example "I have read the drug and alcohol policy." |