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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:  Reports are a form of an official documents, or a statement consists of information's based on User requirements. Users can extract the data using a pre-built template to extract customize it. 

Reports Dashboard:  All Reports: To view all reports in the dynamic table. Pinned: To view only pinned reports in the dynamic table. Templates: To view the report templates. Users can view the report template available in the system and customiz...

New Reports:  Generate new report by navigating to Reports >> New Report      New Report Creation Page:  Report Name: To define the report name. Category: To select the category for which the report needs to be generated.   New: To create a n...

New Template:    Template Name: To define the template name. Category: To select the category for which the report needs to be generated. Mapped Action: Select the mapped action from the drop-down list.  New: To create a new template. Browse Ic...

Edit Reports:   Navigate to the 3 dots icon & click on the edit option shown in front of the report in Reports dashboard to edit the specific report.  Edit Reports page is like a report creation page.   Existing Report Template view: User can ...

Vendor dashboard has the following features. 1.      Vendors summary (wedges): It shows the count of total number of vendors in the system with active and inactive states.  2.      Status Dropdown: To search vendors with status active or inactive. Select o...

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. 

To onboard the new vendor, you must create an agent in agent’s module which we select from “contact person” field search dropdown while new vendor creation. Left Menu -> Agent -> New Agent Fill the all-mandatory fields then only the save button will be ena...

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...

To onboard the new vendor, we can use this module. Contractor Type: Vendors are classified as either direct contractors or subcontractors (with the parent contractor being the direct contractor). When a user selects a subcontractor, a list of direct contrac...

Here you can view the detailed information of the vendor (as shown by following screenshots). Clicking on the specific vendor on the vendor list will be navigated to the vendor detail’s view page. On the vendor view page, users can add or remove agents and as...

In vendor detail’s view page, we have an option to edit and update the vendor details by clicking on edit icon (available nearby vendor name top left side of vendor view page).  And we can edit individual sections vendor info, contact person, skillset….by cli...

By using this feature, you can onboard the multiple agents in bulk. Left Menu -> Vendor -> Bulk Upload It has 3 sections, those are 1. Preparation: To download the template. 2. Precheck: validation check: To check for any errors in the uploaded sheet. 3. ...

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...