Screen a visitor for entry to the workplace

Verify the visitor's entry requirement status on your smartphone, tablet, or computer. Then complete and submit the health screening form to determine whether the visitor is able to enter the workplace.

Before you begin

Role required: sn_imt_monitoring.monitoring_user

About this task

A visitor must be invited before they can be screened for entry. If an uninvited visitor needs entry, a health screener can complete the invitation process and then begin screening. For more information, see Invite a visitor to the workplace.

Procedure

1. Open the requirement status page based on the type of device that you're using.

   Option	Action
   Smartphone or tablet	From the Now Mobile Health screen, under the Health Screening section, tap Screen Visitor.
   Computer	Navigate to Employee Health and Safety Status > View Employee and Visitor Status. Choose the Visitor option and select the visitor.

2. Review the status to verify that the visitor is cleared to enter.
   If the status is Not cleared and your company policy is to deny entry at this check point, provide the visitor with the next steps based on your company policy. Assist the next visitor or employee in line.
3. Take one of the following actions to perform the health screen.

   Option	Action
   Smartphone or tablet	Tap Screening > Request Visitor Entry.
   Computer	Navigate to Employee Health Screening > Request Visitor Entry. The screening form opens in a new browser tab.

4. Take the visitor's temperature and fill in the screening form.

   Table 1. Screen a visitor for entry form

   Field	Description
   Visitor lookup	Visitor ID, which is generally firstname.lastname. When the visitor is selected, the form is automatically populated with information about the visitor, such as name, company, and host employee. Note: If you can't select the visitor from the list, the visitor hasn't been invited to the workplace. You must invite the visitor before you can screen them for entry.
   Visitor's first name	Visitor's first name. This field is automatically populated when the Visitor lookup field is selected.
   Visitor's middle name	Visitor's middle name. This field is automatically populated when the Visitor lookup field is selected.
   Visitor's last name	Visitor's last name. This field is automatically populated when the Visitor lookup field is selected.
   Visitor's company	The company that the visitor works for. This field is automatically populated when the Visitor lookup field is selected.
   Host employee	The employee who invited the visitor. This field is automatically populated when the Visitor lookup field is selected.
   Invitation setup date	The date that the host employee submitted the visitor invitation. This field is automatically populated when the Visitor lookup field is selected.
   Visitor criteria	Indicates whether the visitor has completed the Visitor Invitation Requirement by agreeing to follow safety requirements and policies. This field is automatically populated when the Visitor lookup field is selected.
   Location	Your location, which may be the address of the workplace.
   Temperature Unit	Temperature unit assigned to this location. Change it if necessary.
   Temperature	The numerical value of the visitor's temperature.
   Personal protective equipment (PPE)	The choice of Yes or No from the list to record whether the visitor is wearing PPE.

5. Tap or click Submit.
   You receive a message that indicates whether to allow the visitor to enter. If the visitor doesn't pass the health screening, provide them with the next steps based on your company policy.