Pre-Register

How the pre-register function operates

What is the pre-register function?

This allows you to send the visitor details of their visit, this is a good reminder to the visitor and allows them to view important site information before arriving on site. If you pre-register a user, it can also make their sign in process faster as their details will be pre-populated in the TIKS system and so will auto-fill some details when the visitor is signing in.

Pre-register can be accessed from the home page (dashboard) by selecting the "Pre-register" tile.

image-1619411175477.png

image-1619411157579.png

How do I pre-register a visitor?

Select the Pre-Register tile from the dashboard.

image-1619411242761.png

image-1619411266619.png

Use the pre-register form to pre-register visitors by completing the following details;

  1. Company: This is the company the visitor belongs to.
  2. Full Name: This is the full name of the visitor.
  3. Chose if you are either a Visitor, Contractor, Staff, VIP - if you set the visitor as a VIP, they will not need to view induction content and they can skip the taking of a photograph when signing in.
  4. Phone: Phone number and country code of the user. 
  5. Email: This is the email address of the visitor, ensure there are no typo’s, as this will be where the badge and induction content will be sent.
  6. Visit Date & Time: This is the approximate time the visitor will arrive on site.
  7. Host: The visitor will need to indicate who their host is to access the site. 
  8. Bulk Register: Bulk register is simply pre registering a group of visitors all at once, this is useful if you have many visitors you would like to pre register.
  9. Register: Once all of the fields have been filed out, click register. 

What does my pre-registered visitor receive?

A pre-registered visitor will receive an email with their visitor pass details and also a link to any inductions they need to complete prior to attending site.

How do I bulk register a group of users?

The bulk register function is pre-registering a group of visitors all at once, this is useful if you have many visitors you would like to pre-register. Click “Bulk Import” to register a group of users.

image-1619411395245.png

Click “Bulk Import” then it gives you the options of downloading a CSV or Excel Template, you will need to fill out one with the user information and import to the platform. 

  1. CSV Template: This allows you to download a CSV Template, you will then need to fill this out with the user information. 
  2. Excel Template: This allows you to download a Excel Template, you will then need to fill this out with the user information.
  3. Choose File: Choose the CSV or Excel file that you want to import.
  4. Import: Import the user information.