Visitor Sign-In: set it up and run the log

Visitors sign in on their own phone by scanning a QR at the entrance. Nobody needs a FieldTec login. They show on the log until they sign out.

Who can use it

Visitor Sign-In → View reads the log and prints the QR codes; Visitor Sign-In → Edit builds the orientation and checks people out. Marking a policy or document required for visitors also needs Edit on Policies or Documents.

Set it up

1. Admin side → Visitor Sign-In → Orientation → New form. Name it (e.g. Standard Site Orientation).
2. Add fields: Short text, Long text, Checkbox (I acknowledge…) or Multiple choice with its options. Tick Required where it must be answered.
3. Publish the form, then Switch on. One orientation form is on at a time; a visitor only ever sees the one that's switched on.
4. Documents tab: tick the policies and procedures a visitor must sign before their orientation counts as complete. Save changes.
5. QR Codes tab: print the sign-in QR for each location and post it at the entrance. The QR Hub has a company-wide visitor code too, where the visitor picks their location.

What the visitor does

1. Scans the QR at the site.
2. Types their full name, and their company, phone, email and purpose of visit. Sign in.
3. Fills in the orientation, if one is switched on, and taps Complete orientation.
4. Reads each required document and signs it by typing their name.
5. Leaving: scans the QR again and taps Sign me out.

If the page says it didn't load, the code is not the problem: the connection dropped or the server was slow. Try again loads it once more. A code that really is wrong, or one for a location that has been archived, says the code isn't valid instead.

The log

• Sign-In Log → On site now: everyone still signed in, with Check out to sign someone out yourself.
• History: past visits, with when they signed in and out and whether the orientation was completed.
• A visit still open after 10 hours is signed out automatically and marked (auto).