How Do I Set Up an Access Request on the System?
The Access Module allows generating site access requests that can be used to provide and manage site access authorisation based on the completion of required paperwork in situations where access is restricted or controlled to ensure that both internal and external personnel comply with health and safety requirements.
Access requests include key details such as the identity of the person whose access is requested and the time and date of the intended visit, and provide different digitised forms that must be completed before arriving on site, after arrival, or at the time of departure. They are generated ahead of the site visit and, once the requirements have been completed, need to be authorised by site personnel, for example, Security, before permission to access the site can be granted.
This article includes step-by-step instructions on how to set up an access request specifically for visitors, subcontractor employees, and direct employees. Configuring the Access module is dealt with in a different Article.
Setting Up an Access Request:
You must take these separate steps outside of the Access Module before you can add an Access Request. They are part of the System Setup:
A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.