How do I use the Visitor System?

The Focus Self Service App can be used as a Visitor Registration Device. Visitors can submit their name and other details and mark themselves as onsite for the duration for their visit. While they are onsite, they will appear on any relevant Fire Alarm Roll Calls and also show in the Visitors Report.

This guide will take you through setting devices up to use as Visitor Registration Systems.

We’ll look at:

  • Enabling the Visitor System
  • What is a Visitor Template?
  • How to set up a Visitor Registration Device
  • How to reset, remove or change a Visitor Registration Device
  • How Visitors use the System
  • Visitors and the Fire Alarm Roll Call
  • The Visitors Report

Enabling the Visitor System

To enable the Visitor System, you must turn it on via the System Menu. This will display the Visitors section in the main sidebar.

Individual Focus Users can then be granted access to the Visitors tools via the User Setup page.

You may need to refresh your browser before you see the changes take effect.

Turning on the Visitor System gives you access to new elements:

The Visitor Sidebar

This gives you access to the tools to set up a device for using the Visitor System. It shows Templates, which are the rules for the Device, and the individual Devices themselves.

User Access Rights

There is a new ‘Visitors’ tab in the User Setup page. Here you can control which Focus Users will be able to see the Visitor Setup options in their Focus sidebar.

Visitor Logs Report

This will be added to your Reports list once you activate the feature. It can be shared and customised like any other Focus report.

What is a Visitor Template?

A Visitor Template is a set of rules governing what should be displayed to the Visitor. It controls which information is asked for, and what information fields are required.

Here you can define what information you wish to capture from Visitors. If you have a car park for example, you may wish to request a vehicle registration.

Currently only a select number of predefined fields are available, although this will be enhanced in the future.

How to set up a Visitor Registration Device

You can use any compatible smartphone or tablet as a Visitor Registration System, although for best results we recommend a dedicated tablet, such as an iPad or an Android Tablet (such as a Samsung Galaxy Tablet).

The devices must be capable of running the Focus Self Service App, but this is the only requirement.

Each Device used as a Visitor Registration System must have its own, unique Device Profile. To set up a new device:

  • In the Visitors Menu, in the Devices folder, select Create New
  • Give the Device a name
  • Give the Device a Location where it is to be used - this controls where these Visitors will be displayed on Fire Alarm Roll Calls
  • Choose a Visitor Template - this controls what fields are visible to Visitors
  • Save

At this point the Device Profile is set up and is ready to be assigned to a physical device.

Next:

  • Choose ‘Generate QR Code’

This will generate the following information:

  • A device specific Setup Key for manual installation
  • A Device PIN to be able to reset the device in the future
  • A QR code to allow for easy setup.

The simplest way to pair the Device to the Device Profile is to

  • open the Self Service App on the device
  • choose ‘Scan QR Code’
  • scan the code.

You may also manually enter the device specific Setup Key if the device has no QR Code compatibility. To do this, first type ‘VISITOR’ (all caps) in the Company Key field, and then type the Setup Key showing in the Device Management page. Note that this Key is case sensitive.

Once the device is paired the QR code and Setup code are no longer required - they will be removed the next time you visit the page. The PIN code will remain for your reference.

The Device is now paired and will always open as a Visitor Registration Device.

How to reset, remove or change a Visitor Registration Device

Once a Device has been Paired with a Device Profile, it is permanently assigned to act as a Visitor System. For this reason it is not a good idea to use a device as a Visitor System and also, for example, an Employee Self Service portal. A dedicated Visitor Device is recommended.

By design, once assigned the Visitor Registration Device is locked in that mode. You can add further security to the device using native device features such as Apple’s ‘Guided Access’, which can ‘lock’ the tablet into a specific app and deactivate the Home button, or swiping from the bottom of the page. See your tablet’s User Guide for options.

Resetting the Physical Device

If you tap the Focus logo in the bottom right hand corner of the main Visitor Screen you will be asked to enter the Device Pin. Enter this and you can reset the device.

If you lose access to the PIN

On an iOS device, the only way to reset the app is to uninstall it and redownload it from the iOS App Store. On an Android Device, you can force a data refresh by going into Settings — Apps — Focus — Storage, and then select ‘Clear Data’. This will reset the app.

If you lose access to the device

You can remotely reset the device by either Deleting the Device Profile from the Visitors Section, or by clicking ‘Generate QR Code’ again to pair a new device to that Profile.

In either case, the next time the lost device has Internet access it will lose its connection to Focus and enter an unusable state.

How Visitors use the System

Visitors are greeted with a ‘Sign In’ and ‘Sign Out’ button when they first see the device.

If they choose Sign In, they will be asked for whatever information is set up in that device’s Template. They can navigate between fields by tapping ‘Enter’ or the keyboard equivalent. Once they are happy, and they have at least completed all *Required fields, they can submit.

To Sign Out, users tap Sign Out and then enter the first three characters of their name. This will then present them a list of all currently Signed In people who match those three Characters. From here, they can select their own name and Sign Out.

The three character requirement is a design feature to minimise the amount of data shared.

Visitors and the Fire Alarm Roll Call

While a Visitor is Signed In, they will appear on the Fire Alarm Roll Call for any Location that the Visitor Template in question is assigned to.

If they have entered a phone number as one of the fields, you can call them directly from the Fire Alarm Roll Call.

Otherwise, you can mark them as ‘Present’ in the same way as any Employee.

Visitors will only display on the Fire Alarm Roll Call if they are still ‘In’, and fewer than 24 hours has passed. After 24 hours it is assumed they are no longer Visiting but have not Signed Out correctly.

The Visitors Report

The Visitor Log is available in the Reports Folder. It can be customised and shared in the same way as any other Focus Report.

Here you can view Visitor traffic across any time frame, or by selecting ‘Today’ you can see a live snapshot of who is currently Visiting.

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