Submit a visitor invitation to send an email to your visitor with information about
their upcoming visit. Before visitors can enter the workplace, they must respond to the
email and agree to comply with the safety requirements and policies listed in the
email.
-
Open the visitor invitation form based on the type of device that you're
using.
Option | Action |
---|
Smartphone or tablet |
From the Now Mobile, tap
Health, and under Follow These
Safety Practices, tap Set up a
visit. |
Computer |
Navigate to . |
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On the form, fill in the fields.
Table 1. Set up a visit to our company form
Field |
Description |
Host employee |
The employee who is inviting the visitor. |
Location of visit |
Workplace location of the visit. |
Date of visit |
The date of the visit. |
Visitor's first name |
Visitor's first name. |
Visitor's middle name |
Visitor's middle name. |
Visitor's last name |
Visitor's last name. |
Visitor's phone |
Visitor's phone number. |
Visitor's email |
Visitor's email address. |
Visitor's company |
The company that the visitor works for. |
Reason for visit |
The reason for the visit. |
Watch list |
Everyone on the watch list receives an email notification
when the visit is approved or canceled. |
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Click Submit.
A visitor record is created in the Health and Safety
Visitors table [sn_imt_core_visitor], or updated if a record for the visitor already
exists. A record is also created in the Health and Safety Visitor Invitation table
[sn_imt_core_visitor_invitation].
To view all of your invited visitors, navigate to .