Visit Sites

Visit Site access for a Host depends upon the way each Visit Site is configured. The Visit Administrator can set up each Visit site for:

  • Allow all Hosts - every Personnel record designated with Can Host Visits can use this Visit Site.
  • Allow all Hosts from Partition <partition-name> - every Personnel record designated with Can Host Visits in the Partition can use this Visit Site.
  • Custom Selection List - the Visit Administrator selects specific Hosts that can access this Visit Site.

See Assigning Hosts to a Visit Site.

The following limits are dependent on which Visit Site the Host has selected at the Web Portal.

If the current Visit Site is not <All visit sites> and the Host has selected a particular Visit Site:

  • Visits created by a Host are created in the Partition of the currently selected Visit Site.
  • Visits can be modified without limitations.
  • Hosts can see Visits of which they are Host from the selected Visit Site only.

If the current Visit Site is <All visit sites>:

  • Hosts can see all Visits they created and all Visits of which they are Host.
  • Hosts cannot create new Visits in <All visit sites>, they must select a Visit Site to create a new Visit.
  • If a Host is editing a Visit where the Visit Site is blank (Visit created on C•CURE 9000, with no Visit Site assigned), or a Visit that is in a Visit Site the Host does not have access to, there are limitations to editing:
    • The Host can only change the Visit Site for such a Visit to a Visit Site the Host is allowed to access.
    • The Host cannot add, view, edit, or remove Visitors.
    • The Host cannot add or remove Hosts.
    • The Host can add Visitor and Host Instructions, Attachments, Description, Save, Save and Email.

Example:

A Host viewing <All visit sites> via the Web Portal can see all Visits she created, and Visits she did not create, but is configured to Host

  • She cannot create a new Visit while viewing <All visit sites>, she must select to view a particular Visit Site to create a Visit.
  • If she edits a Visit with a blank Visit Site, or a Visit from a Visit Site to which she does not have access, she cannot change Visitors or Hosts.
  • She can add Visitor and Host Instructions and Attachments, save changes, and Save and Email the Visit to Visitors.