Configure visit requirements

  • Release version: Australia
  • Updated March 15, 2026
  • 2 minutes to read

    • Configure requirements that visitors must fulfill for their visit to your organization.

    About this task

    Visit requirements let you control what information visitors must provide before they check in. You can set different rules based on the location, visitor type, and other conditions.

    As an admin, you create visit requirements to define the check-in steps visitors go through.

    Each requirement can include the following types of additional information:

    • Extra questions to collect information from the visitor
    • Policies or documents the visitor must read and agree to
    • Files the visitor must upload, such as a photo

    You can also set conditions so that only certain visits trigger a requirement. For example, you might require a photo ID only for visitors arriving at a highly secure campus.

    Before you begin

    Role required: sn_wsd_visitor.admin

    Procedure

    1. Navigate to All > Workplace Visitor Management > Administration > Visit requirements.
    2. On the Visit requirements list, select New.
    3. On the form, fill in the fields.
      Table 1. Visit requirement form
      Field Description
      Name Name of the requirement.
      Is initial requirement Option to display the requirement on the visit creation page.

      If this option is selected, the requirement is displayed on the visit creation page to the host and receptionist.

      Initial requirements are displayed first in the Workplace Services Kiosk self-registration flow. For more information about self-registration, see Self-register as a visitor.

      Initial requirements are used by the Workplace Concierge agentic workflow to create visits. For more information, see Workplace Concierge agentic workflow.

      If this option is not selected, the requirements appear later in the visit creation process based the conditions set in the Apply if section.

      For example, a visitor name and email are initial requirements, while a visitor license plate or VIP status can be considered non-initial requirements.
      Order Order of the requirement in the pre-check tasks.
      Active Option to set the record to active.
    4. In the Apply if field, add conditions for when the requirement is applicable.

      The Apply if field is only available if Is initial requirement is not selected.

      For more information about conditions, see Condition builder.

      To include workplace locations within a parent location, you must add conditions to dot-walk from the nested locations to the parent location.

      To include all floors, areas, and spaces in Building A, add the following conditions.
      • Workplace Location is Building A OR
      • Workplace Location.Floor.Building is Building A OR
      • Workplace Location.Area.Building is Building A OR
      • Workplace Location.Space.Building is Building A
    5. Save the record.
      The visit requirement record is created.
    6. On the Additional information related list, select New.
      You can also select New on the Document to acknowledge or Document to upload related list.
    7. On the form, fill in the fields.
      For a description of the field values, see Additional requirement form.
    8. Optional: On the Acknowledgment tab, in the Policy field, select a policy record.

      The acknowledgment tab is displayed if the Requirement type is Document to acknowledge.

      For more information about creating policies, see Create a visitor policy.
    9. Optional: On the Field mapping tab, select a Target table and Target field to map the additional information.
      For example, Company information can be mapped to the Organization field of the Visitor [sn_wsd_visitor_visitor] table.
    10. Select Submit.

    What to do next

    Create more records for additional information based on your preference. You can view the created records in the related lists of the Visit requirement record.