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Understanding the visitors menu overview in EPP
📝 Summary
This article outlines the key sections available in the Visitors navigation menu in EPP. These tools help Level 1–3 users manage visitor activity, track inductions, monitor host assignments, and generate reports across selected worksites.
Details
What it is:
The Visitors navigation menu provides a two-pane interface that allows users to access and manage visitor-related data, including timecards, host reports, inductions, and company details.
Why it matters:
These features support efficient visitor tracking, compliance with site access protocols, and visibility into visitor interactions and history.
💡Key points:
Access the following sections via the Visitors menu on the left side of the screen:
1. Visitors & Visitor Companies
Manage and edit visitor and company details, including expiring visitor access.2. Visitor Hosts
Monitor and manage visitors who are meeting onsite.3. Visitor Timecards
View all visitor activity across selected worksites.4. Visitor Host Report
Generate reports on visitor hosts selected by visitors.
Available to Level 3 users only.5.Visitor Overview Report
Generate and view summary reports of visitor hours.6. Visitor Induction Reports
View inductions completed by visitors for selected worksites.
Available to Level 3 users only.
Disclaimer:
Access to features and information described in this article may vary depending on the user's role and custom permissions. Users with different access levels may see different options or have limited functionality within the page.
📝 FAQs
Can I manage visitor access across multiple worksites?
Yes, you can filter and manage visitor data by worksite.Do I need special permissions for some reports?
Yes, reports like Visitor Host and Induction Reports require Level 3 access.Can I expire visitor access manually?
Yes, this can be done via the Visitors & Visitor Companies section.