Run Visitor Checks

Schools, care homes, building sites and many other workplaces need certain visitors to have a check in place before they come in: a DBS check, a site induction, a signed confidentiality agreement. Visitor checks record who has which check and when it runs out, and the reception kiosk will not let anyone in without the checks you require.

Wizard Application does not carry out the checks themselves. You record checks you have seen or completed, and Wizard Application keeps track of them.

Set up your check types

1. Open Checks

   Open Visitor Management and go to Checks. Add a check type for each thing you need, such as Enhanced DBS or Site induction, with a short description.

2. Decide if it is required

   Tick Required to check in if every visitor must have it. The kiosk sends anyone without a valid required check to reception instead of letting them in.

3. Add an expiry and a reference

   Tick Has an expiry date for checks that need renewing, and Needs a reference if you want to record a certificate or reference number. Put the checks in the order you want them shown.

Record a check for a visitor

1. Open the visitor's record

   Go to Visitors and open the person, or open their visitor record from a visit.

2. Record the check

   Select Record a check, choose the check type and enter the reference, the date it was checked and when it expires. Add a note if it helps.

3. Save

   You are recorded as the person who verified it. The visitor's record keeps the history of every check.

On the day

• Before they arrive. Filter the Today list to visitors missing checks, so you can sort them out in advance.
• At the kiosk. A visitor without a valid required check is sent to reception, and the people you chose on the kiosk are told.
• At reception. The visit shows exactly which checks are missing. If you are satisfied, for example because you have seen the paperwork, you can check them in anyway.

New to Visitor Management? Start with set up visitor sign in.