Visitor Management (Application Management)

To Manage Appointments of Visitors

Click "Visitor Management" in the settings menu to see the list of appointments of the day.




The operations of visitor list, visitor details and contact details of application management is the same with the operations of general user's screen.
Please refer to the explanation of  Visitor Management  in the user's manual for more details.

To Manage Reception Rooms

Click "Reception Room Settings" in the settings menu to see the list of reception rooms.

• Add Reception Room creates a reception room.
• Change Display Order changes how to order the list.
  Choose purpose items on the list and then press "Change Display Order" button to switch the screen mode to Change Display Order mode.
  In that mode, click where to move the selected items to. You can move one or more items at the same time.
  
  * Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
  
• Delete deletes a reception room.
  This button deletes reception rooms selected in the list. You can select more than one setting.
  
• This is the list of reception rooms.
  You may click a link to go to Edit Reception Room screen.

To Create a Reception Room

Click "Add Reception Room" and go to Add Reception Room screen.

• Enter a reception room's name.

Click "Update" button to save the changes.

To Edit a Reception Room

Click the link of a reception room's name and go to Edit Reception Room screen.



Click "Update" button to save the changes.

To Delete a Reception Room

On Main or Edit Reception Room screen, click "Delete" and Confirmation dialog will appear.
The reception room will be deleted right after clicking "Yes." The deleted items cannot be recovered. Please take note.

To Manage Receptionists

Click "Receptionist Settings" in the settings menu to see the list of reception rooms.
A person, assigned to a receptionist of a reception room, can manage appointments of visitors using the reception room.

• This is the list of reception rooms.
  Receptionists of each reception rooms are also shown.
  Click the link of a reception room to go to Select Receptionist screen.

To Assign Receptionists of Reception Rooms

Receptionist selection screen is displayed once you click a room name on the list of receptionist.

• To Assign Receptionists of Reception Rooms
• Click the link of a reception room and go to Select Receptionist screen.
  When you press "Select" button, Select User window is displayed.
  (For more details about user selection, please refer to  Common Functions for All Screens > User/Group/Role Selection  in User's Manual.)
• This is the list of receptionists you selected.
  To deselect a recipient, hover the mouse over the recipient and click "x" button.
  Press "X" button to delete a user from the list.

Click "Update" button to save the changes.

To Display Sale Statuses

Click "Sale Status" in the settings menu to see a list of sale statuses.
Add a sale status to visitors and display a list of sale statuses.

• Display add sale status screen.
• Change display order of sale statuses.
  Select a display order and click "Change Display Order" button to change to display order.
  In the change mode, select a destination of the selected sale statuses. You can select more than one sale status.
  
  * Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
  
• Click to delete the selected sale statuses.
  Select sale statuses that you want to delete from the list and click "Delete" button. You can select more than one sale status.
• A list of sale statuses is displayed.
  Edit sale status screen is displayed when you click a sale status.

To Add A Sale Status

Click "Add Sale Status" to go to Add Sale Status screen.

• Enter a sale status name.

Click "Update" button to save the changes.

To Edit A Sale Status

Click "Edit Sale Status" to go to Edit Sale Status screen.



Click "Update" button to save the changes.

To Delete A Sale Status

Click "Delete" on main or delete screen and a confirmation dialog will be displayed.
The data will be deleted once you click "Yes" button. The data will be permanently deleted and cannot be recovered. Please take note.