Components installed with Workplace Visitor Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Components installed with Workplace Visitor Management

    The Workplace Visitor Management application installs various components essential for managing visitor workflows efficiently. These components include tables, user roles, and business rules that collectively enable visitor registration, policy enforcement, and kiosk configuration for a streamlined visitor experience.

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    Roles Installed with Workplace Visitor Management

    The application provides predefined roles with specific access levels to manage visitor-related tasks:

    • Workplace visitors admin: Full access to the application, including configuration, visitor logs, record producers, and all manager and staff capabilities.
    • Workplace visitors manager: Can create and assign visitor policies, manage visitor registrations, access the Visitor Reception Dashboard, and register visitors.
    • Workplace reception staff: Focuses on visitor registration and management, updating visitor records, printing badges, and using the Visitor Reception Dashboard.

    Tables Installed with Workplace Visitor Management

    The application installs multiple tables to store and manage data related to visitors and visits, including:

    • User Visitor: Links visitors to employees who registered them.
    • Organization: Stores visitor organization details.
    • Visit: Contains visit information that can include multiple visitors.
    • Visitor: Stores details about all visitors for reuse in future registrations.
    • Visitor Registration: Holds information about visitor registrations.
    • Visit Log: Tracks state changes during visits.
    • Policy and Location Policy: Manage visitor policies and their association with workplace locations.
    • Visitor Policy Confirmation: Records confirmations of visitor policy acceptance.
    • Kiosk Configuration Tables: Include configurations for kiosk pages, check-in/out flows, authentication options, and next steps to customize visitor kiosk interactions.

    Practical Application for ServiceNow Customers

    ServiceNow customers implementing Workplace Visitor Management can expect a comprehensive set of roles and data structures that facilitate secure and efficient visitor handling. The predefined roles help enforce proper access control, while the robust set of tables supports detailed visitor tracking, policy management, and kiosk customization. This setup enables organizations to maintain compliance, improve visitor experience, and streamline reception operations.

    Several types of components are installed with the Workplace Visitor Management application, including tables, user roles, and business rules.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Demo data is available for this feature.

    Roles installed with Workplace Visitor Management

    Table 1. Roles installed with Workplace Visitor Management
    Role title [name] Description Contains roles
    Workplace visitors admin

    [sn_wsd_visitor.admin]

    As an admin, you can:
    • Has complete access to the application.
    • Perform all actions of a Visitor manager.
    • Access visitor logs.
    • Configure application settings.
    • View and manage the related record producers.
    • sn_wsd_visitor.manager
    • catalog_editor
    • catalog_admin
    Workplace visitors manager

    [sn_wsd_visitor.manager]

    As a manager, you can:
    • Perform all actions of a Visitor staff.
    • Create, review and assign visitor policies that a visitor must accept before visiting the location.
    • View, manage, and update visitor registrations.
    • View the Visitor Reception Dashboard.
    • Register visitors.
    sn_wsd_visitor.staff
    Workplace reception staff

    [sn_wsd_visitor.staff]

    As a reception staff, you can:
    • View, manage, and update visitor registrations.
    • View and update visitor records.
    • Register visitors
    • View the Visitor Reception Dashboard.
    • Print badges for visitors.
    sn_wsd_core.workplace_user

    Tables installed with Workplace Visitor Management

    Table 2. Tables installed with Workplace Visitor Management
    Table Description
    User Visitor

    [sn_wsd_visitor_m2m_user_visitor]

    Stores information about the link between a visitor and an employee. The employee must have specified this information while registering the visitor.
    Organization

    [sn_wsd_visitor_organization]

    Stores information about the visitor's organization, such as the organization's name and description.
    Visit

    [sn_wsd_visitor_visit]

    Stores information about the visit. Each visitor is linked to a visit. A visit can hold multiple visitors.
    Visitor

    [sn_wsd_visitor_visitor]

    Stores information about all the visitors who have visited. An employee can reuse the visitor details for future registrations.
    Visitor Registration

    [sn_wsd_visitor_visitor_registration]

    Stores information about all the visitor registrations created in the application.
    Visit Log

    [sn_wsd_visitor_visit_log]

    Stores information about the state changes that were logged during a visit.
    Policy

    [sn_wsd_visitor_policy]

    Stores information about all the visitor policies created in the application.
    Location Policy

    [sn_wsd_visitor_m2m_location_policy]

    Stores information about the visitor policies added to workplace locations.
    Visitor Policy Confirmation

    [sn_wsd_visitor_visitor_policy_confirmation]

    Stores information about all the confirmations received for a visitor policy.
    Kiosk Page Configurations

    [sn_wsd_visitor_page_configuration]

    Stores information about the pages created for Workplace Services Kiosk.
    Kiosk Checkin Flow Configurations

    [sn_wsd_visitor_checkin_flow_configuration]

    Stores information about the check-in flows created for Workplace Services Kiosk.
    Kiosk Checkout Flow Configurations

    [sn_wsd_visitor_checkout_flow_configuration]

    Stores information about the check-out flows created for Workplace Services Kiosk.
    Kiosk Authentication Option

    [sn_wsd_visitor_authentication_option]

    Stores information about the authentication options created for the Workplace Services Kiosk.
    Visitor Authentication Option

    [sn_wsd_visitor_page_m2m_authentication_option]

    Stores information about authentication options added to an authentication page configuration.
    Kiosk Next Step

    [sn_wsd_visitor_next_step]

    Store information about the next steps added to an end page configuration.