# 2. Pre-requisites

### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW128675824 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0" data-ccp-parastyle="heading 1">Pre-requisites:</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

<div class="page-content" dir="auto" id="bkmrk-configure-location-c"><div dir="auto"><div class="ListContainerWrapper SCXW128675824 BCX0" id="bkmrk-configure-location-c-1">1. <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Configure Location</span></span>
2. <span class="NormalTextRun SCXW128675824 BCX0">Configure Person in Charge</span>
3. <span class="NormalTextRun SCXW128675824 BCX0">General Configuration</span>
4. <span class="NormalTextRun SCXW128675824 BCX0">Visitor Check List Configuration</span>
5. <span class="NormalTextRun SCXW128675824 BCX0">Template Configuration</span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div>#### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW128675824 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0" data-ccp-parastyle="heading 2">1. Configure Location:</span></span></span>

<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Location should be configured in My Organization settings:</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ZZwimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ZZwimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-location-%26-bulk-"><div dir="auto"><div class="ListContainerWrapper SCXW128675824 BCX0" id="bkmrk-add-location-%26-bulk--1">1. <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">**Add Location &amp; Bulk Upload:** </span></span><span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To add individual location and list of location in bulk. Location related parameters to be updated</span><span class="NormalTextRun SCXW128675824 BCX0"> during location configuration such as location name, address, latitude, longitude. It </span><span class="NormalTextRun SCXW128675824 BCX0">also</span> <span class="NormalTextRun SCXW128675824 BCX0">includes</span> <span class="NormalTextRun SCXW128675824 BCX0">configuration </span><span class="NormalTextRun SCXW128675824 BCX0">like, building, floor, room.</span></span>
2. **<span class="NormalTextRun SCXW128675824 BCX0">List view:</span>**<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0"> To display the list of Location configured.</span></span>
3. **<span class="NormalTextRun SCXW128675824 BCX0">QR Code:</span>**<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0"> To scan.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">**Edit icon:** </span></span><span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To edit the location.</span></span>
5. <span class="NormalTextRun SCXW128675824 BCX0">**Delete icon:** </span><span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To </span><span class="NormalTextRun SCXW128675824 BCX0">delete</span><span class="NormalTextRun SCXW128675824 BCX0"> the location.</span></span>

</div></div></div>#### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW128675824 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0" data-ccp-parastyle="heading 2">2. Configure Person in Charge:</span></span></span>

<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Person in Charge is the person who</span><span class="NormalTextRun SCXW128675824 BCX0"> approves or rejects the visitor pass for specific location based on the configuration.</span><span class="NormalTextRun SCXW128675824 BCX0"> Person in Charge configuration page includes the following.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/BqOimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/BqOimage.png)

<div class="page-content" dir="auto" id="bkmrk-list-view%3A-to-displa"><div dir="auto"><div class="ListContainerWrapper SCXW128675824 BCX0" id="bkmrk-list-view%3A-to-displa-1">1. **<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">List View</span><span class="NormalTextRun SCXW128675824 BCX0">:</span></span>**<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0"> To display the list of Person in Charge configured.</span></span>
2. **<span class="NormalTextRun SCXW128675824 BCX0">Delete icon:</span>**<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0"> To </span><span class="NormalTextRun SCXW128675824 BCX0">delete</span> <span class="NormalTextRun SCXW128675824 BCX0">the specific Person in Charge.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW128675824 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0" data-ccp-parastyle="heading 2">3. General Configuration:</span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/T5simage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/T5simage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/GbZimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/GbZimage.png)

<div class="page-content" dir="auto" id="bkmrk-visitor-web-self-reg"><div dir="auto"><div class="ListContainerWrapper SCXW128675824 BCX0" id="bkmrk-visitor-web-self-reg-1">1. <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW128675824 BCX0">Visitor Web Self Registration</span><span class="NormalTextRun SCXW128675824 BCX0">:</span>** </span><span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Whether to Allow visitor to raise visitor pass request from the web.</span></span>
2. **<span class="NormalTextRun SCXW128675824 BCX0">Visitor Photo Submission is Required</span><span class="NormalTextRun SCXW128675824 BCX0">:</span>** <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Whether</span><span class="NormalTextRun SCXW128675824 BCX0"> to allow the visitor </span><span class="NormalTextRun SCXW128675824 BCX0">is required to</span><span class="NormalTextRun SCXW128675824 BCX0"> upload their photo during visitor pass submission.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. **<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Guest List</span><span class="NormalTextRun SCXW128675824 BCX0">:</span></span>** <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To set the limit for visitors to add guests during submission form.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW128675824 BCX0">Default Duration Permitted</span><span class="NormalTextRun SCXW128675824 BCX0">:</span>** </span><span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To set limit for visitor </span><span class="NormalTextRun SCXW128675824 BCX0">to</span><span class="NormalTextRun SCXW128675824 BCX0"> mark</span><span class="NormalTextRun SCXW128675824 BCX0"> on</span><span class="NormalTextRun SCXW128675824 BCX0"> overstay upon exceeding permitted duration after they enter the premise</span><span class="NormalTextRun SCXW128675824 BCX0">.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
5. **<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Overstay Visitors Notification</span><span class="NormalTextRun SCXW128675824 BCX0">:</span> </span>**<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Whether to notify admin and host</span> <span class="NormalTextRun SCXW128675824 BCX0">on overstayed visitors.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
6. **<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Host Notification: </span></span>**<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Whether to notify Host on visitor check in and select the notification channel.</span><span class="NormalTextRun SCXW128675824 BCX0"> I.e</span><span class="NormalTextRun SCXW128675824 BCX0">., SMS, Email, </span><span class="NormalTextRun SCXW128675824 BCX0">Asseto</span><span class="NormalTextRun SCXW128675824 BCX0"> Mobile App.</span></span>
7. **<span class="NormalTextRun SCXW128675824 BCX0">Purpose of Visit:</span>** <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To show or hide </span><span class="NormalTextRun SCXW128675824 BCX0">the purpose</span><span class="NormalTextRun SCXW128675824 BCX0"> of </span><span class="NormalTextRun SCXW128675824 BCX0">visit</span><span class="NormalTextRun SCXW128675824 BCX0"> drop down on </span><span class="NormalTextRun SCXW128675824 BCX0">Visitor</span><span class="NormalTextRun SCXW128675824 BCX0"> pass creation page and its list of values.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
8. <span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW128675824 BCX0">Accepted Identification Type:</span>** </span><span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">To define the identification types to be accepted by an Organization for Visitor pass.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div><div class="ListContainerWrapper SCXW128675824 BCX0" id="bkmrk--4"></div></div></div>#### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW128675824 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0" data-ccp-parastyle="heading 2">4. Visitor Check List Configuration:</span></span></span>

<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">This configuration </span><span class="NormalTextRun SCXW128675824 BCX0">defines whether to include checklist in the email or not.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/nnDimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/nnDimage.png)

<span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW128675824 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0" data-ccp-parastyle="heading 2">5. Template Configuration:</span></span></span>

<span class="TextRun SCXW128675824 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW128675824 BCX0">Once </span><span class="NormalTextRun SCXW128675824 BCX0">a visitor</span> <span class="NormalTextRun SCXW128675824 BCX0">successfully </span><span class="NormalTextRun SCXW128675824 BCX0">submits</span><span class="NormalTextRun SCXW128675824 BCX0"> the visitor pass, the submission receipt should be delivere</span><span class="NormalTextRun SCXW128675824 BCX0">d. Using this feature, </span><span class="NormalTextRun SCXW128675824 BCX0">templates</span><span class="NormalTextRun SCXW128675824 BCX0"> can be configured</span><span class="NormalTextRun SCXW128675824 BCX0"> for submission receipt.</span></span><span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/rYuimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/rYuimage.png)

<span class="EOP SCXW128675824 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk--7">---

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