Manage Reasons for Visit- VMS
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Manage Reasons for Visit
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Visit Options tab
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Add a New Reason for Visit:
- Click on the + Add Custom option to add a new Reason for Visit
- District Admin - User can add a custom Reason for Visit to display in all buildings in the district
- Building Admin - User can add a custom Reason for Visit to display in their building only
- Add the needed Reason for Visit and click Add
- Click on the + Add Custom option to add a new Reason for Visit
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Edit an Existing Reason for Visit:
- Hover over the needed Reason for Visit and click on the Pencil icon
- Make the needed edits
- Note: Editing a Reason for Visit that has already been used will edit all past events where it was used
- Click Edit to save changes
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Delete an Existing Reason for Visit:
- Hover over the needed Reason for Visit and click on the Trash icon
- Note: Reasons for Visits that have already been used cannot be deleted
- If the Reason for Visit has not been used previously by any visitors, the user will be asked to confirm the deletion
- Click Yes to confirm the deletion
- Hover over the needed Reason for Visit and click on the Trash icon
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Disable an Existing Reason for Visit:
- Uncheck the needed Reason for Visit to disable
- If the Reason for Visit is already in use, the user will be asked to confirm the disabling and needs to click Continue to complete the disabling
- Uncheck the needed Reason for Visit to disable
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Enable an Existing Reason for Visit:
- Check the needed Reason for Visit to enable