Visitor Register

The Visitor Register is a way that you can easily log visitors arriving at your location without needing to use a Login to the Safe Food Pro app. This also allows the visitor to complete a form (i.e. an Induction or Visitor form)

Set Up:

There are 3 steps to setting up a fully customised Set-Up.

1. Set up the first time and returning Visitor Forms
2. Configure your Visitor Register settings
3. Set up Entry Points and turn on your Visitor Register
4. Reporting

Set Up First Time and Returning Visitor Forms

When using the Visitor Register, you can configure a form for the visitor to complete. This is fully customisable. These are broken down into 2 forms:

• First Time
• Returning

If the Visitor Register does not recognise their name and email, they will be prompted to complete the First Time form. If the Visitor Register recognises their name and email, they will be prompted to complete the Returning form.

Set up two separate forms for First-Time and Returning Visitors. In this section of the article, assign these as needed. If you do not require visitors to complete a form, skip this step.

1. Log in to your Admin Console
2. Navigate to Forms
3. Click the Green Add button to create a new form template
4. Input your Form Name
5. Select the Form Category to Visitor Register
6. Add questions to your form
7. SAVE

For more information on customising forms, please check out this article.

The End Product:

• Two forms (first time and returning form)
• Configured to Visitor Register form category

Configure Your Visitor Register Settings

1. Log in to the Admin Console
2. Navigate to My Business
3. Select the Visitor Register tab

From here, you can configure your Visitor Register settings and assign your created forms to the First Time and Returning Journeys.

Set Up Entry Points

After setting up all of your settings, it's time to create your Entry Points and generate your QR code or Kiosk.

1. Log in to the Admin Console
2. Head to the Visitor Register tab
3. Select the Green Plus Icon
4. Input the asked details (only the ones with the asterisk are mandatory fields)
5. SAVE

Use your QR Code or Kiosk

Now that your Site Register is set up, we can generate the Site Code and the QR Code for this Entry Point. These are the ways that Visitors will be able to log their visit.

QR Code Method:

Now, we can generate the Site Code and the QR Code for this site. These are the ways that Visitors will be able to log their visit.

1. Click the Printer icon—this should generate your Entry Point QR Code
2. Click the Printer Icon in the top right-hand corner to export your QR Code
3. You can then print this to be available at the Entry Point to be scanned

Visitors can then scan this QR Code and complete their Visitor Log this way.

Kiosk Method:

The Kiosk method allows you to input your Site Code into a tablet, which will be available at the Entry Point. The tablet kiosk will be the main way to log Visitors.

1. Click the Printer Icon—this should generate your Site Code for your Entry Point (e.g ABC1D2)
2. On your Tablet, open your Browser (e.g. Safari or Google Chrome)
3. Go to track.safefoodpro.com (or track.safefoodpro.co.nz for NZ customers)
4. Input your Site Code

If you will be using a Tablet as a Kiosk, we suggest using your device's built-in Kiosk Mode. This locks down certain functionality to ensure that no settings are tampered with. We've written up an article with popular Kiosk devices and how to configure settings, which you can view here.

Reporting

Reporting for your Visitor Register is broken down into two sections:

• Visitor Form Completion
• Visitor Log and Check-in Reporting

Visitor Form Completion:

Any forms that Visitors Complete can be found on the Reports page.

1. Log in to the Admin Console
2. Navigate to Reports
3. Use the Search Bar and Date Ranges to locate the forms

Visitor Log and Check-in Reporting:

Visitor Check-in logs are stored in the Visitor Register page and can be reported on in CSV format.

1. Log in to your Admin Console
2. Navigate to Visitor Register

3. Select the Log button

   

   
   
4. Customise your Reporting range
5. Click the Export button to export the logs to CSV