In the following documentation, we will show you how to
enter all fields fully by importing a completed Excel file
.
Once you have activated the necessary licence and the function, you will find a new button called "Download" in the multi-visitor search overview, both during registration and pre-registration.
Download the Excel
spreadsheet to enter all the important data.
By clicking the button you will get the required Excel document.
Open the Excel spreadsheet and first fill in all the required fields in the Excel
spreadsheet.
Fields marked in red are
required.
Once you have filled in all the fields, save the Excel
spreadsheet in your
files so that you can find
and clearly assign them again in the next step
.
Switch back to the
First click on the Pre-registration button.
You can select the desired gate from the drop-down menu in the gate selection. The visitor is registered at this gate. Click Next to open the main menu.
Here you can select single or group multi visitor registration. In this case click on the Multi visitor button.
To import the Excel file into your visitor software ID VisitControl, click on the button Import.
To upload the file, click on Upload file.
In your files, select the Excel file for your group registration and load it into visitor management.
As you can see, all the information you filled in was automatically transferred directly to ID VisitControl.
The visitor management automatically creates all visitors that are listedmulti-visitor overview screen and use the "Import" button.
In the following screen you have to select the Excel file on your computer.
The Visitor Management automatically creates all visitors specified in the Excel table, if the visitors do not yet exist.
Here you see, Mr.
Bertholdt, with the red button,
does not exist yet.
If you now click on the Next button, the logic goes through
the individual visitors
and adds
the new ones as with manual entry
in the system.
New visitor, | Visitor found in database, | Edit visitor, |
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Visitors who could not be clearly assigned to an existing visitor data record during import are created as a data record in an intermediate step. You can check these data records here before saving them and enhance the data if necessary.
The information you entered in the Excel table is already created and only needs to be confirmed.
Click the Next button to complete the process.
You can use the Edit Company button
to check the company
data and complete it if necessary.
By clicking the
Next button, you can still see an overview
for which employee the multi-visitors will arrive.
Then press Next again to complete the process.
Now you have the possibility to get to the main menu via the button Done or to start the Next registration.
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Equitania Software GmbH
Weiherstraße 13
75173 Pforzheim
Phone: +49 7231 16604 0
Fax: +49 7231 16 604 200
E-Mail: info(at)equitania.de
Zur Webseite: Equitania Software GmbH
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ID Ausweissysteme GmbH
Giesenheide 40
40724 Hilden
Phone: +49 2103 33275-0
Fax: +49 2103 33275-111
E-Mail: info(at)idausweissysteme.com
Zur Webseite: ID Ausweissysteme GmbH
We have also created a video on this topic for clarification.
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