Creating a Visit

You can create a Visit object from the C•CURE Portal pane using the C•CURE Portal pane drop-down list and the New button for the object type.

Note: When entering a name for the visit in the Visit editor, you cannot use a name that has already been used. The use of duplicate names for Visits is only supported in the Visitor Management application in the C•CURE Portal, however the user must enter a different start time. In C•CURE 9000, the visit created in the Visitor Management application displays the start time for the visit at the end of the visit name.
To create a Visit object from the C•CURE Portal pane
  1. In the Navigation pane of the Administration Workstation, click C•CURE Portal to open the C•CURE Portal pane.
  2. Select Visit from the drop-down list in the C•CURE Portal pane.
  3. Click New to create a new Visit object. The Visit editor opens.
  4. You can configure the object by adding Visit Start and End Dates, Visitors, Hosts and Instructions. See Tasks for Managing Visits for more information.
  5. You can add Clearances to the Visit using the Clearances tab (see Adding a Clearance to a Visit).
  6. You can attach Documents to a Visit (see Adding a Document to a Visit).
  7. You can view the Status of a Visit, and Check-in/Check-out Visitors from the Status tab (see Visit Status Tab).
  8. You can provide additional custom information about the Visit using the User-defined Fields tab. See Configuring Visit user-defined fields.
  9. To save your new object, click Save and Close.

    - or -

    Alternatively, if you want to save the object and then create a new one, click Save and New. The current object is saved and closed, but the object editor remains open to allow you to create a new object.

    You can click Create Copy to create a copy of the current Visit object.

    You can click Save and Check in if you want to save the current Visit and Check-in the Visitors. See Check In Visitors for more information.