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Pre-requisites:  Configure Location Configure Person in Charge General Configuration Visitor Check List Configuration Template Configuration  1. Configure Location: Location should be configured in My Organization settings:  A...

New Visitor Pass:  The new Visitor Pass page is for creating or issuing visitor passes. 2 types of Visitors can be created, and the details are as follows:  Issue Visitor Pass: To the external person.  Apply Visitor Pass: To create Visitor pas...

Applications:  The application page displays all the applications created by different users in an dynamic table with the required fields and values. Below the additional details of Applications dashboard: Status Widget: It provides information o...

Visit Log:  Visit Log records and displays the Visitors details for specific period with all the details. It includes the name of the visitor, check-in date & time, check-out date & times, location etc. Below are the details displayed on the Visit Log page. ...

Overview:  Work Permit basically means a formal process of providing permission to the workers to work in a specific location in a restricted scheduled period. These are used for coordinating and maintaining safe working conditions. 

Location Config:  Configure roles by navigating to Settings >> My Organization. Location configuration includes region, section, floor and room.   Add Region & Bulk Upload: These options are used to add individual regions or add regions in bulk. L...

Work Permit / Applications Dashboard  Widgets: To display the number of records against each status on the page. Work Permit Applications: To view Work Permit Applications in the dynamic table. PTW Applications: To view PTW Applications in the d...

New Work Permit  Work Permit / PTW can be created by navigating to Work Permit >> New Work Permit. There are 3 roles involved in the WP / PTW Application form approval process.  Coordinator – To Initiate the form.  Applicant – To submit the form. ...

Visit Log:  Users can view Visit Log details of Visitors by navigating to Work Permit >> Visit Log.   Widget: It displays the number of records against the statuses, scheduled, checked in, checked out and overstayed. Date: User can select the dat...

Step 1: Initiate Visitors Pass.  List View: After the Visitor Pass initiation, the form will be shown in the dynamic table in Application dashboard.  Status: The status of the Visitor Pass will be “Pending Submission”  Step 2: Submit Appli...

Below is the Contract creation flow. Step 1: Create Contract.      Step 2: Email notification trigger to Approver.     Step 3: Approve / Reject.   Approve: Approver must update the remarks.  Note: Remarks is an optional field.  Reject: Approver must...