Add New Individual Visitor to the Blocklist - Visitors Page

This workflow is used when a person has yet to visit the building. 

1. Log into Visitor Management as a Staff User, District Admin or Building Admin 
2. Navigate to the Visitors page and click on the Blocklisted tab
3. Click on the +Add to Blocklist→Add Individual Visitor
4. Enter the below information:
   1. Add Photo
   2. First Name
   3. Last Name
   4. Date of Birth
   5. Blocklist Reason
   6. Notes (optional)
   7. Upload attachments (optional)
5. Click Save Blocklisted Visitor

Add Individual Visitor to the Blocklist - Visitor Profile

This workflow is used when a person has previously visited the building and then needs to be added to the Blocklist.

1. Log into Visitor Management as a Staff User, District Admin or Building Admin 
2. Navigate to the Visitors page and select the needed Visitor
3. On the Visitor Profile, click the ellipsis → Blocklist Visitor
4. Enter the below information:
   1. Date Added (Current Date is defaulted and cannot be changed)
   2. Reason for Blocklisting this visitor
   3. Additional Notes
5. Click Confirm

Add Multiple Visitors to the Blocklist - Bulk Upload

1. Log into Visitor Management as a Staff User, District Admin or Building Admin 
2. Navigate to the Visitors page and click on the Blocklisted tab
3. Click on the +Add to Blocklist→Bulk Upload CSV
4. On the Upload Blocklist from CSV modal - click Download Template
5. Open the Template (CSV)
6. Enter the below information for each Staff Member/Substitute:
   1. First Name
   2. Last Name
   3. Date of Birth
   4. Date Blocklisted
   5. Reason
   6. Notes (Optional field - limit 100 characters)
7. Save the template in your desired location and close
8. On the Upload Blocklist from CSV modal - click Upload Completed CSV
9. Select the template from the stored location and click Open
10. On the Upload Blocklist from CSV modal - click Save Uploaded Blocklist
    1. A Blocklisted Visitor Profile is created for every individual added on the template