The Visitor Types page in Operations is one of the pieces to get visitor management working in your organisation. 

When setting up as many visitor types as needed, consider the following recommendations:

• Use meaningful names for visitor types as your colleagues won't know what questions you ask their visitors. For example: Delivery, Consultant.
• If your organisation is not using the IBSS Guest app for visitors to check in independently and answer the questions that you have for them, then they will have to answer those questions at the reception. Define the most necessary questions for building entry in any scenario.
• Visitor type description is visible for the reference only to the users that have access to the Visitor Types page in Operations.

Setting up a Visitor Type

To set up a visitor type for a specific building:

1. On the Visitor Types page in Operations, ensure that the correct building is selected in the main menu.
2. Click +Add.
3. Fill in the visitor type form that opens.

Visitor type consists of:

1. Visitor type name. Choose a sensible name that users in your organisation can later recognise. Your colleagues won't know what questions you ask their visitors.
   Note: Users in Workspace and Operations won't know the set of questions that you define here for a visitor type. It must be clear for them what Visitor Type to choose from available ones when they are inviting a visitor to the building.
2. Visitor type description can be used for other team members for reference. Workspace and Operations users won't be able to view this information. Visitor type description is visible for the reference only to the users that have access to the Visitor Types page in Operations.
3. Image
4. Steps to use when multiple question sections and branching are intended.
5. Start by clicking Add New Question to add as many questions within each step as needed. Questions can be:
   1. True or false
   2. Open type
      ✋ Note that the placeholder text for the text field is only displayed when the user selects the field to start typing the answer.
   3. Policy
   4. Multi-option single-select
   5. Heading
   6. Subheading
   7. Image

After you fill in all fields to reflect the intended flow for the specific type of visitors, your organisation will have this visitor type option in the dropdown when they create a visitor record. Then, visitors will receive their questions according to their visitor type at the reception or when checking into the building using the IBSS Guest app on tablets.