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How do I review and edit a Visit Request an Employee has submitted?

Updated over a week ago

In Compliance, we allow Employees to submit Visit Requests to their Security Managers/FSOs. This is great because it saves you time as a Security Manager and also makes the Employee accountable for submitting this information.

To make changes to or review a Visit Request, follow the steps below:

  1. Log into your account and open the Visits tab located on the left side panel
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  2. Review the chart and search for Request using a keyword or the filter feature. You can also sort the columns to group similar items together.
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  3. Click the Visit Request Name.
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  4. Make the appropriate adjustments (more details below)

  • Most fields are editable but be sure to make note of any changes in the Additional Notes or Comments section to document the changes,

    • Additional Notes is a useful field to house any required information by your company, IE: Clearance Level, Updates to Start/End Date, reason for visit.

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