Building Guard Workflow

Use these core procedures to manage visitors at your building through Visitor Management, from checking guests in and out to reviewing history and responding to watchlist alerts.

Check in a scheduled visitor

Use this workflow for pre-registered visitors who appear on your expected guest list.

1. Open the Visitor Management dashboard.
2. Search for the visitor by name or date.
3. Confirm the visitor is on the pre-registered list.
4. Check the visitor's ID. Photo verification is optional.
5. Issue a badge or mobile credential.
6. Mark the visitor as Checked In.

Check in a walk-in visitor

Use this workflow for unscheduled guests who arrive without a pre-registration.

1. Open the Visitor Check-In page.
2. Capture the visitor's information, including name, host, and reason for visit.
3. Verify the visit with the host or follow building protocol.
4. Check the visitor's ID if required.
5. Issue a badge.
6. Mark the visitor as Checked In.

Check out a visitor

1. Locate the visitor in today's log.
2. Click Check Out.
3. Collect the badge or credentials if applicable.

View visitor history

1. Open the Visitor Management panel.
2. Filter by date, name, or status.
3. Export or review the records as needed.

View watchlist alerts

A watchlist alert flags an individual during check-in so you can follow your building's escalation procedure.

1. Receive a pop-up or highlighted record when a flagged visitor attempts to check in.
2. Review the photo and notes.
3. Follow the escalation procedure, such as notifying a supervisor or security lead.