Log an escort visit

An escort visit is a record that a person, such as a courier or contractor, was escorted from the front desk to a tenant contact (a named person at the tenant). Each visit stores who came, which company they're from, who they visited, the reason, and the check-in time. Managers and Associates can log and view escort visits in the iPad app.

#Log an escort visit

1. In the iPad app, tap Escorts.
2. Tap the + button in the bottom-right corner. The Add escort screen opens.
3. Tap Escort, then type at least two characters of the person's name in Search escorts.... Search matches the start of the full name, so type the first name first.
4. Tap the person in the results. If they aren't listed, tap the row that shows the name you typed with Create new under it, then add the person.
5. Tap Tenant contact, tap the tenant, then tap the contact the person is visiting. You can filter both lists with Search tenants... and Search contacts....
6. In Reason, enter why the person is visiting (at least two characters).
7. Tap Save & Add escort.

The visit appears at the top of the Escorts list, showing the person, their company, and Visiting: with the contact and tenant.

Note: Logging an escort visit doesn't notify the tenant contact. Call or message them yourself if they need to come down.

#Add a new person

When you tap Create new, the Add courier form opens with the name you typed already filled in.

1. (Optional) Tap Scan ID and photograph the person's ID. The app fills in First name, Last name, and ID number from the scan. Check them before you continue.
2. Enter or correct First name and Last name.
3. Tap Photo, then tap Take Photo or Choose from Library.
4. Tap Company, search for the person's company, and tap it. If it isn't listed, tap Create new, enter the Company name, and tap Create company.
5. (Optional) Enter an ID number.
6. Tap Save courier.

You return to Add escort with the new person selected in Escort. Carry on from step 5 above.

Note: People you add here join your location's courier list, so you can also pick them when you log a package.

#View escort visits

1. In the iPad app, tap Escorts.
2. Tap a period at the top of the list:
   • Today: visits logged today. This is the default.
   • This Week: visits since Sunday.
   • This Month: visits since the 1st of the month.
   • This Quarter: visits since the start of the quarter.
3. Tap a visit to open Escort Details.

Escort Details shows the person's photo, Company, ID Number (if entered), Visiting Tenant, Tenant Contact, Reason for Visit, and Check-in Time. Escort visits can't be edited, checked out, or deleted in the iPad app.

#Search escort visits

1. In the iPad app, tap Escorts, then tap the search icon in the top-right corner.
2. Set one or more filters on Search for escorts:
   • Logged after and Logged before: pick a date, then tap Done. Tap Clear Date to remove it.
   • Courier company: the visitor's company.
   • Courier: the visitor.
   • Company name: the tenant they visited.
3. Tap View matching escorts (number). Tap Clear at any time to reset every filter.

Search results lists each match with its Date, Courier, Tenant, and Reason.

#Troubleshooting

• Save & Add escort stays grey: Fill in all three fields: Escort, Tenant contact, and Reason.
• Save courier stays grey: First name, Last name, Photo, and Company are all required. ID number isn't.
• "No escorts found" when you search for a person: Type at least two characters, starting with the first name. If they're new, tap Create new.
• "No contacts available": The tenant has no contacts yet. Add a contact to the tenant, then log the visit.

#See also

• Log an incoming package
• Deliver a package