The Step-by-Step Guide to Customizing Visitor Screening

This process requires editing the settings for each visitor type you have established in your system.

  1. Go to Settings in your Lobbytrack portal.

    Settings

  2. Click on the visitor type you want to add the screening questions for

    visitor type

  3. Scroll down to find “Screening question”, turn it On and enable “Ask custom questions”

    Screening question

  4. Click on “Configure”

  5. Click on “Add” and add your questions.

    Add

Frequently Asked Questions (FAQ)

Use Cases: When to Deploy Custom Screening

You can use custom screening questions whenever the relationship with the visitor dictates a different level of protocol.

  • Contractors and Construction Crews: Require them to confirm they have watched a mandatory site safety video, possess the required Personal Protective Equipment (PPE), or confirm their insurance details are current.
  • High-Level Vendors/Clients: Ask them to digitally confirm that they have read and agree to a specific Non-Disclosure Agreement (NDA) or confidentiality policy right on the tablet.
  • Temporary Staff or Volunteers: Screen them to confirm they have completed necessary background checks or training modules before starting their shift.
  • Visitors to Specific Departments (e.g., Labs): Ensure they confirm they are not carrying banned substances or understand highly sensitive protocols unique to that area of your facility.