Visit Reasons

Modified on: Tue, 2 Jul, 2024 at 2:51 PM

Contact support@ermonline.com.au to setup Visit Reasons to suit the specific scenario of persons entering the site.

The following information is required for each visit reason:

Treenode:	Multi locations sites only
Reason for Visit:	State the visit reason that will appear to the person entering the site e.g. Meeting, Site Work.
Applies To:	Select one or all options - Contractor, Visitor, Volunteer. Note: Volunteer Entry is only available for sites that have People Central.
Need to exist in the database (applicable for Contractors):	Yes/No
Need to have valid certificates / competencies to enter the site (applicable for Contractors) :	Yes/No
Instructions when Certificates / Competencies are invalid:	This is the SMS message to be sent to the person if entry has been denied. Standard hardcoded message when access is granted.
Sequence:	Default to alphabetical order unless specified

Notification Options - Access Granted

Site Contact: SMS and/or email can be sent to the nominated contact person. To be listed the ERM User must have the specific Role.
Facilities Manager: SMS and/or email can be sent to all the Facilities Managers nominated.
Facilities Managers to Notify: To be listed the ERM User must have the specific Role.

Notification Options - Access Denied

Site Contact: SMS and/or email can be sent to the nominated contact person. To be listed the ERM User must have the specific Role.
Facilities Manager: SMS and/or email can be sent all the Facilities Managers nominated.
Facilities Managers to Notify: To be listed the ERM User must have the specific Role.