Invite a visitor to the workplace
Submit a visitor invitation to send an email to your visitor with information about their upcoming visit. Before visitors can enter the workplace, they must respond to the email and agree to comply with the safety requirements and policies listed in the email.
Before you begin
Role required: None
Procedure
Open the visitor invitation form based on the type of device that you're using.
Option Action Smartphone or tablet From the Now Mobile, tap Health, and under Follow These Safety Practices, tap Set up a visit. Computer Navigate to Employee Health and Safety Status > Set up a visit. On the form, fill in the fields.
Field Description Host employee The employee who is inviting the visitor. Location of visit Workplace location of the visit. Date of visit The date of the visit. Visitor's first name Visitor's first name. Visitor's middle name Visitor's middle name. Visitor's last name Visitor's last name. Visitor's phone Visitor's phone number. Visitor's email Visitor's email address. Visitor's company The company that the visitor works for. Reason for visit The reason for the visit. Watch list Everyone on the watch list receives an email notification when the visit is approved or canceled. Click Submit.
Result
A visitor record is created in the Health and Safety Visitors table [sn_imt_core_visitor], or updated if a record for the visitor already exists. A record is also created in the Health and Safety Visitor Invitation table [sn_imt_core_visitor_invitation].
What to do next
To view all of your invited visitors, navigate to Employee Health and Safety Status > My Visitors.
Parent Topic:Employee Health and Safety Status