14.1 Pre-Register → Approve → Check In
- Step 1 — Host or reception opens Expected Visitors and clicks New Visitor.
- Step 2 — Enter visitor details, host, visit date, and visitor type.
- Step 3 — If approval is required, the host reviews Approvals.
- Step 4 — On arrival, reception opens Check In, assigns badge, and confirms onsite status.
14.2 Reception Desk Day Flow
- Step 1 — Open Reception Desk to see today's expected visitors.
- Step 2 — Check in walk-ins or expected visitors as they arrive.
- Step 3 — Print badges from Badge Printing when configured.
- Step 4 — Check out visitors when they leave the building.
14.3 Self-Service Kiosk
- Step 1 — Display Kiosk Mode on a reception tablet.
- Step 2 — Visitor finds their name or scans a QR code.
- Step 3 — Visitor completes check-in and receives a badge.
- Step 4 — Reception verifies the visitor appears on Today's Visitors.
14.4 Emergency Evacuation
- Step 1 — Open Emergency Evacuation during a drill or incident.
- Step 2 — Review the onsite roster of checked-in visitors.
- Step 3 — Print or export the roster for wardens.
- Step 4 — Reconcile with physical headcounts at assembly points.
14.5 Administrator Setup Checklist
- Deploy .sppkg → Add web part → Complete Setup → Configure Settings.
- Seed lookup lists → Assign app administrators → Configure roles.
- Pin Teams tab → Train reception on Check In/Out → Enable audit reviews.
