📝 Summary

This article explains how level 3 users can manage visitor hosts in EPP. It covers how to create and edit host records, monitor visitor activity, and generate reports to ensure safe and controlled worksite access.

Details

What it is
Visitor host management allows users to control who visitors are meeting on-site. It includes predefined hosts, hosts entered manually by visitors, and reporting tools to track host-visitor interactions.

Why it matters
Managing visitor hosts ensures that all visitors are accounted for, hosts are notified upon arrival, and worksite safety and compliance are maintained.

💡Key points:

• Accessing visitor host management
  Navigate to Visitors → Visitor host from the left-side menu.

1. Predefined hosts

Predefined hosts appear as selectable options for visitors at worksites where manual host entry is disabled. Level 3 users can manage these hosts for their assigned worksites.

Displayed information:

• Name
• Employee ID
• Email
• Mobile number

Actions:

• Click the edit icon to update employee ID, email, or mobile number.

• Click the delete icon to remove a host.

• Click the add icon to create a new host.

• Click the bulk upload icon to upload multiple hosts using a template. The system will display how many records were successfully created or failed, along with reasons.

• Use navigation buttons to move between pages.  

2. Hosts entered by visitors

These are hosts manually entered by visitors at log-on points where manual entry is allowed. Level 3 users can view and edit these entries.

Displayed information:

• Name
• Edit option

Actions:

• Click the edit icon to update the host name.

• Use navigation buttons to move between pages.  

3. Visitor host report

This report shows which hosts were selected by visitors during log-on.

Steps to generate the report:

1. Worksite selector
   Choose the worksite from the top-left dropdown.
2. Report options
   • Select a date range (no limit on range).
3. Generated report includes:
   • Host name
   • Visitor name
   • Number of visits
   • Date of visit
   • Check-in time
   • Check-out time

Additional features:

• Click the export button to download the report in Excel or CSV format.
• Use display options to filter by terminal or company name.
• Use navigation buttons to move between pages.

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 bulk upload predefined hosts?
Yes, use the bulk upload feature and follow the template provided. The system will notify you of any failed entries.

Can visitors manually enter a host?
Yes, if the worksite allows manual entry. These entries can be reviewed and edited by level 3 users.

Can I filter the visitor host report?
Yes, you can filter by terminal or company name using the display options.

📚 Related Articles:

• Understanding the visitors menu overview in EPP
• Generate the visitor overview report in EPP
• Understanding visitor timecards report in EPP