Build your site visitor register.
Keep visitor purpose, site contacts and arrival and departure records together.
How to build your site visitor register
Describe the job
Keep visitor purpose, site contacts and arrival and departure records together.
Review the first version
Choose how the reception coordinator records the visitor reference and how the site host reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A site visitor register example
A visitor leaves without a recorded time out.
Site visitor register example
- Record
- Site visitor register · 01
- Owner
- Reception coordinator
Current stage · Reception coordinator
Open the visitor reference
A visitor leaves without a recorded time out.
Read the full walkthrough
Open the visitor reference
A visitor leaves without a recorded time out.
- Record:
- Site visitor register · 01
- Owner:
- Reception coordinator
Review the induction reference
Flag the incomplete visit for the host rather than inventing a departure time.
- Stage:
- Awaiting site host review
- Owner:
- Site host
Keep an open visit visible
Keep an open visit visible until departure is recorded.
- Next action:
- Keep an open visit visible until departure is recorded.
- Owner:
- Visitor
What to include in your site visitor register
Keep the visitor reference in context
Keep visitor reference, visit purpose, site contact, time in, time out and induction reference together so the next person can understand the request or record.
When the next step needs a decision
A visitor leaves without a recorded time out. Flag the incomplete visit for the host rather than inventing a departure time.
Keep induction reference visible
Keep an open visit visible until departure is recorded.
Choose what each person needs
Give the reception coordinator a working view and the site host a review view. Keep visitor reference and visit purpose attached to the decision as the work moves between them.
Questions about site visitor register
Start with visitor reference, visit purpose, site contact, time in, time out and induction reference. Describe who enters the information and who reviews the next step.