# Basics

# Basic principle

Business Solution ELO Visitor assists you from registering to checking out visitors.

All employees with access to ELO Visitor can pre-register visitors or groups, which are then checked in at the front desk.

At the front desk, you can also:

Greet visitors with a welcome screen
Create visitor badges with pictures
Have visitors sign documents

ELO Visitor helps you keep an overview of planned, current, and past visits:

Dashboard: The dashboard gives you an overview of all visitors or groups in a table or calendar format.
Dynamic folders: Once a visitor or group has reached a specific deadline, the relevant file is automatically moved to the corresponding folder.
Colored visitor files: The color of a visitor file indicates the current status of the visitor.
Visitor lists: You can create lists of visitors who are currently checked in.

# General note

ELO Visitor works with the following clients:

ELO Web Client
ELO Java Client
ELO Desktop Client

Information

In this manual, we use screenshots from the ELO Web Client.

# Requirements

Your administrator must have configured ELO Visitor for you.

# Program interface

Programmoberfläche mit Business Solution ELO Visitor

Fig.: Business Solution ELO Visitor program interface

You will find ELO Visitor functions in the following areas:

1 Visitor group on the New tab

For more information, refer to the chapter 'New' tab.

The Contact group is where you manage contacts. See the Contact management chapter for more information.

Users can check themselves in and out via the Self-service group. For more information, refer to the chapter Self-service.

2 The tiles Visitors and groups, Pre-register visitor, New long-term badge, and Create visitor list in the tile area

The screenshot shows several ELO Visitor tiles in a group. However, this view can vary depending on your individual configuration.

You will find more tiles in the tile navigation under Hidden tiles.

Tab 'Besucher'

Fig.: 'Visitor' tab

3 'Visitor' tab

When you select an existing visitor, the Visitor tab opens.

This tab contains all the functions relevant for individual visitors.

For more information, refer to the chapter 'Visitor' tab.

# Repository

The structure and appearance of your Repository work area depend greatly on your specific configuration. The default state is described here.

A visitor file is created for each visitor.

Visitor files are saved to // Visitor management // Visitors.

Dynamic Folders

Dynamische Ordner in der Ablage

Fig.: Dynamic folder in the repository

Dynamic folders sort the visitor files and group folders by deadlines.

Status

The visitor files and group folders are shown in different colors depending on their status:

Gray: PR – pre-registered
Green: CI – checked in
Blue: CO – checked out
Red: CA – pre-registration canceled

'Visitor' form

Formular 'Besucher'

Fig.: 'Visitor' form

The Visitor form contains information on the appointment as well as the visitor.

Information

If you move the cursor over the visitor's picture, it is shown in a larger format.

In addition to the form, the visitor file may contain additional documents related to the visitor, for example signed documents or a visitor badge.

'Group' form

Formular 'Gruppe'

Fig.: 'Group' form

The Group form contains information on the group appointment as well as a list of the group members.

Besides the form, the group folder may contain additional documents related to the group, for example visitor badges or e-mails.

In addition, a visitor file is created for each group member in the group folder upon check-in. These visitor files have the same structure as those of individual visitors.

← Introduction 'New' tab →