Duplicate a visit

You can duplicate a visit to generate a visit that is similar to an existing visit.

Example 1: An existing visit takes place every month.

Example 2: A visitor is joined by his colleague.

  1. Choose Access Management > Visitors in the Navigation Pane.
  2. Choose the tab Visitors in the Data Pane.
  3. Select a visit and do one of the following:
    • Click Duplicate Visitor in the toolbar.
    • Right-click the selection and choose Duplicate Visitor in the shortcut menu.
  4. Do one of the following:
    • If it is a new visitor, complete the option groups Visitor and Company Info.
    • If it is a returning visitor: Click Filter Returning Visitors or press ALT + V, select the visitor and click Finish.
    Click Edit Visitor to add additional company information.
  5. If necessary, in the option group Additional Information, edit the license plate and the reason for the visit.
  6. To link the visitor to a different contact person in the company, do one of the following in the option group Contact:
    • Enter the employee ID in the field Employee and press ENTER.
    • Click Filter Employee, select an employee and click Finish.
    • Press ALT + E, select an employee and click Finish.
  7. To edit the visitor profile, do one of the following in the option group Profile:
    • Enter the name of the visitor profile in the field Visitor Profile and press ENTER.
    • Click Visitor Profile Selection, select an employee and click Finish.
    • Press ALT + P, select a visitor profile and click Finish.
  8. Where applicable, (un)check the following options:
    OptionExplanation
    Automatic Login The visitor will be automatically logged in in the access area mentioned. The visitor does not have to use a badge or a PIN code.
    Automatic Print Once the wizard is finished, the visitor pass will be printed automatically.
  9. Where applicable, click in the fields Valid From and Until to edit the access period.
  10. Do one of the following to use a(nother) badge:
    • Enter the ID of the badge.
    • Click Filter Badges , select a badge that is not yet in use, and click Finish.
  11. Click Finish.