This article explains what the On-site status is, provides typical use cases, and shows how to activate and use the feature.

 

What is status On-site

“On-site” is an optional status that sits between “Expected” and “Checked-in”, and allows you to implement an extra step in the entry process for your visitors.

Here is how the “On-site” status fits into the visitor arrival flow:

Typical use cases

“On-site” is flexible in how it can be deployed and triggered via the Dashboard, iPad devices, or via compatible integrations such as access control.  What’s important to note is that only one status can be triggered on the iPad.

Below are three common use cases:

1. Security screening. Visitors may be allowed to sign themselves in on the iPad kiosk, which would set their status to “On-site”. Once your guards have completed a manual security screening, they can then switch each visitor status to “Checked-in” via the Dashboard. This extra step ensures that badge printing and host notifications are triggered only after the visitors have passed the check.


2. Distant security booth. It is not uncommon to have visitors arrive on premises a few minutes before they ever enter your lobbystrictly based on the size of your property. Guards at the distant security booth can then set the visitors to “On-site” status, via the Dashboard, after an initial security check. This ensures visibility on these visitors, before their self check-ins at the lobby using the iPad.

3. Access Control System. In this use case, Proxyclick is integrated with your company’s Access Control System. The visitor receives a unique QR code in their invitation email (status: “Expected”) that they scan at your turnstiles, which switches their status to “On-site”.  This will typically be on the way to the check-in iPad where next steps are taken for NDA, photos, badge printing, etc.

How to implement the On-Site status

Prerequisite:

  • Enterprise Plan
  • Admin access
  • iPad running the Proxyclick iPad app version 2.6 or above

In order to add the On-site status, go to Settings > Logbook > On-site status and turn on the feature. This is where you’d indicate which status is triggered when your visitors register on the iPad (e.g., use cases above where Case #1 is “On-site” and Cases #2 and #3 are “Checked-in”).

As this is purely a Dashboard parameter, your visitors remain unaware of which status they fall under and move through the check-in process seamlessly.  

How to use the On-site status

As soon as the status is turned on, it will appear in the Dashboard: in the Logbook, in the visit details, or in the exports.

From the Dashboard, you will be able to switch a visitor to status On-site, Checked-in or Checked-out.

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