{"versionId":"14a5b909-edd9-4d36-d469-08ded2577934","articleId":"976ff726-f86b-41f0-4c52-08db14571314","title":"Pre-registration processes","tags":["pre-registration","All articles"],"content":"

Collect information from visitors and contractors before they arrive onsite using a pre-registration process.

This is a kind of custom check-in process - screens and fields work in the same way. See our article on check-in processes for more information

Getting started with pre-registration processes

Start with an existing template

The easiest way to get started is to make a copy of (or edit directly) our pre-arrival template.

Go to Overview > Processes and forms >Check-in processes and edit or copy the pre-arrival process.

❓Can't see any templates? Contact us and we can load them for you.

Review and edit the template you have selected

Review and edit the pre-arrival screens.

You can change the screen names, specify the visitor types who see those screens (or leave blank to show to all), and ask questions every check-in or daily.

You can also edit the individual fields/details within a screen, in the same way as you would on a check-in process - expand the screen and click edit to make changes.

Check notification settings

Go to Site information > Options to check your notification settings.

Pre-registered visitors can be notified by email, SMS or both (extra charge applies for SMS notification).

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Send invites

Go to Visitors > Pre-registered visitors to send invites to your visitors.

Select the relevant visitor type and the check-in process you’ve created, and add your visitor(s).

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When you click Save, pre-registrations will be sent to your visitors using the method specified above.
It’s also possible to send pre-registrations automatically via Microsoft Outlook meeting invites – more information on our Outlook add-in.
If this is your first custom check-in process, you will first need to enable the check-in process feature:

You can also import a list of pre-registered visitors, via a CSV or XML file. Information about how to set up your file is detailed on the import screens:

Self-registration pages

With self-registration pages you can:

Set up links for visitors to register themselves ahead of their visit.
Share the URL with anyone planning a visit, including your suppliers and contractors.
They can then forward the link to the relevant parties, to complete their own pre-arrival steps.

In Visitors > Self-registration pages set up the pages you need.

The self-registration defaults to using the check-in process pre-arrival screens set up for the site.

FAQ - pre-registration

What happens if a visitor has not completed the pre-arrival process?

If a visitor arrives onsite to check-in and has not completed their pre-arrival steps, they will be able to complete them onsite.

How much does it cost?

There is an extra per site cost when custom processes (incl pre-registration) are enabled - an additional monthly charge of:

NZD 25 per site (+gst) for your first 5 sites
NZD 5 (+gst) per site thereafter.

Pricing for non-NZ customers:

USD 20 per site for your first 5 sites
USD 4 per site thereafter.

Does a regular visitor/contractor have to complete the process every time they check in?

EVA Check-in can be set up to ‘remember’ valid answers to check-in process questions. This can be useful for regular visitors/contractors.

There are two ways you can set this up.

Select the pre-fill options when you set up the field
Set up a group of check-in screens and responses as a certificate with an expiry date. The visitor will not then be asked those questions again until the certificate expires.

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