Dashboard Basics


DASHBOARD OVERVIEW

Every time a person logs into SafeVisitor, they are brought to the Dashboard. This is the starting point to access everything related to SafeVisitor. This page will cover all areas of the Dashboard. 

Hint: No matter where you are in SafeVisitor, you can click on the SafeVisitor Logo at the top of the page to return to the Dashboard.


USER DETAILS

SafeVisitor uses the profile of the user logged into the system to determine building locations. It's important to assign the user to the appropriate building when setting up their profile. Currently SafeVisitor only supports one building per user profile but that will most likely change in the future to allow more flexibility. 

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As shown in the image above, three parts of the user profile are displayed at the top of the Dashboard:

  • User's Full Name
  • User's Organization
  • User's Location

These pieces of information are captured within the Visitor Log to make it easy to see who checked a person into the system and at what location. 


USING THE EMERGENCY BUTTON

SafeVisitor utilizes an Emergency or "Panic Button" at the top of ALL pages within the application. This button is tied to people who have been designated within the "CONTACT" area to receive notifications. When pressed, this will trigger an email and a text message to designated people that there is an emergency.

Below is the message that is received by the contacts: 

"Help! I need immediate assistance with an unruly visitor at the front desk. Chris Livesay at Crawfordsville Office!"

Since this feature can utilize text messaging, it is possible to tie it to your local e911 service if desired. 


MENU BUTTON

The SafeVisitor Menu button is found in the upper right-hand corner of the page. Clicking on this button will show you the system options available to you based on what permissions you have been granted by a Client Admin.


DASHBOARD BUTTONS

The SafeVisitor Dashboard uses 3 buttons for checking people in and out of a location. Here is a brief overview. Each option is covered in detail in other areas of the Knowledgebase. 

NOTE: An organization has the option to change the naming on these buttons to reflect their personal needs. For instance, "TEMPORARY VISITOR" can be changed to "VISITOR". In addition, if a button is not relevant to your organization, you have the ability to hide it from the dashboard. If you never use the Check Out button, it can be hidden so that only the Temporary Visitor and SafeVisitor ID Badge buttons are visible.

Here is an overview of each Dashboard button: 

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The Temporary Visitor button is used for checking people into the building who have not been vetted before arrival such as by completing a background check required by the organization.

The SafeVisitor Badge button is to be used to check in anyone who has been issued a badge thru the system. These can be volunteers, employees or any other Registration Type you have designated within SafeVisitor. Normally these are people who have undergone some type of vetting or background check process. 

The Checkout Button is an optional button. This can be used to check out any person who has checked in with a SafeVisitor issued badge. The attendant clicks the button then the barcode on the badge can be scanned to check the person out. This button is rarely used due to the ability to click the arrow next to the person's profile on the dashboard to check them out. 


DASHBOARD TABS

The SafeVisitor Dashboard contains 3 tabs of information. We will touch on these briefly. A more detailed analysis of each of these can be found within the knowledgebase. 

Visitors Currently On Premises: This the default tab and shows every person who has been checked into the system. 

Visitors Arriving Soon: This tab displays visitors who have pre-registered for a visit. This is covered within another area of the Knowledgebase.

Visitors Nearby: This lists anyone who is using the SafeVisitor Mobile App and is within a Geo-Fence area. This is covered within another area of the Knowledgebase.


ONLINE CHAT SUPPORT

At the bottom right of any SafeVisitor page you will find an option to chat with support. By putting in your name and email address you can chat real-time with a representative or send a message to support if offline. 

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