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[IMP] Frontdesk: update visitors dashboard
closes odoo/documentation#12978 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -2,9 +2,9 @@
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Visitors
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========
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In the Odoo *Frontdesk* application, a *visitor* is defined as any non-employee (e.g., repair
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person, job candidate, etc.). These visitors can be logged upon arrival and departure for security
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purposes. This ensures an accurate list of people on the premises.
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In the Odoo **Frontdesk** application, a *visitor* refers to any non-employee (e.g., repair person,
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job candidate, auditor, etc.). Visitor arrivals and departures can be logged for security purposes,
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ensuring an accurate record of who is on the premises.
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.. _frontdesk/list:
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@@ -29,15 +29,17 @@ in:
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- :guilabel:`CheckIn`: the date and time the guest checked in.
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- :guilabel:`Checkout`\*: the date and time the guest checked out. In the default view, only guests
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with a :guilabel:`Checked-In` or :guilabel:`Planned` status are visible. Guests with check-out
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times are only visible if the :guilabel:`Today` filter is not active.
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times are only visible if the :guilabel:`Today` filter is removed.
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- :guilabel:`Duration`: the amount of time the guest has been checked in for.
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- :guilabel:`Station`: the location of where the guest checked in.
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- :guilabel:`Status`: the status of the guest. The options are :guilabel:`Checked-In`,
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:guilabel:`Planned`, :guilabel:`Checked-Out`, or :guilabel:`Cancelled`.
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- :guilabel:`Email`\*: the guest's email address.
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- :guilabel:`Company`\*: the company the guest is there to visit. This field is only available if in
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a multi-company database.
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\* These fields are not visible in the default :guilabel:`Visitor` list. These must be enabled
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using the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the top-right of the
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\* These fields are not visible in the default :guilabel:`Visitor` list. These must be enabled using
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the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon in the top-right corner of the
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list.
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To the far-right of the titled columns on the :guilabel:`Visitors` page, there is an untitled
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@@ -46,9 +48,9 @@ column, where a guest's status can be updated.
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When a guest leaves, click the available :guilabel:`Check out` button to update the guest's record,
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and log the date and time they left.
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If a scheduled guest arrives, and they did not check in using the *Frontdesk* kiosk, they can be
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checked in here, by clicking the available :guilabel:`Check in` button to log the date and time they
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arrived.
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If a scheduled guest arrives, and they did not check in using a **Frontdesk** kiosk, they can be
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checked in from this list, by clicking the available :guilabel:`Check in` button to log the date and
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time they arrived.
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Beside the untitled status column, a :guilabel:`Drink Served` button appears, but only if that
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particular visitor requested a drink.
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@@ -56,19 +58,34 @@ particular visitor requested a drink.
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When their drink has been served, click the :guilabel:`Drink Served` button to indicate the drink
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has been delivered to the guest. Once clicked, that button disappears.
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On the far-right of the line, a :guilabel:`Print Badge` button appears for *planned* visitors
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**only**. Click this button to download a PDF file of the visitor's badge. The badge displays the
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date and time the visitor checked in, the visitor's name and company, who they are visiting, and the
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logo of the company they are visiting.
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.. note::
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The PDF badge can be printed onto adhesive labels for the visitor to wear, or onto paper that can
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be placed into a plastic badge holder.
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.. image:: visitors/visitors.png
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:align: center
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:alt: The full list of currently checked in visitors, with the drinks to be served highlighted.
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If any column is not visible, or if a visible column is preferred to be hidden, click the
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:icon:`oi-settings-adjust` :guilabel:`(additional options)` icon, located at the end of the column
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name list. Doing so, reveals a reveals a drop-down menu of column options to enable or disable. A
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:icon:`fa-check` :guilabel:`(check)` icon indicates the column is visible.
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:icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon, located at the end of the top line.
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Doing so, reveals a drop-down menu of column options to enable or disable. A :icon:`fa-check`
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:guilabel:`(check)` icon indicates the column is visible.
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.. _frontdesk/planned:
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Planned visitors
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================
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Enter expected guest information in advance by creating a planned guest in the *Frontdesk* app.
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When guests are expected, such as job candidates, government officials, or new suppliers, it can be
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helpful to enter the visitor information in advance. When the visitors arrive, they can utilize the
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*Quick Check In* option on the kiosk, rather than entering all their information manually upon
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arrival.
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Enter expected guest information in advance by creating a planned guest in the **Frontdesk** app.
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To create a planned guest, navigate to :menuselection:`Frontdesk app --> Visitors`, and click
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:guilabel:`New`. Then, enter the same information as any other :ref:`visitor <frontdesk/list>` on
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@@ -77,9 +94,9 @@ the guest form that appears. The only required fields are the visitor's :guilabe
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.. important::
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If a guest is planned in advance, they must be checked in from the list on the
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:guilabel:`Visitors` page in the *Frontdesk* application (:menuselection:`Frontdesk app -->
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Visitors`). If a planned guest checks in using a kiosk, they will be checked in separately, and
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their planned visitor entry remains listed as :guilabel:`Planned`.
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:guilabel:`Visitors` page in the **Frontdesk** application (:menuselection:`Frontdesk app -->
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Visitors`). If a planned guest checks in using a kiosk, they are checked in separately from their
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planned visitor entry, and their planned visitor entry remains listed as :guilabel:`Planned`.
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The :guilabel:`Planned` status of a planned guest **only** changes to :guilabel:`Checked-In` when
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they are checked in *inside* the application's :guilabel:`Visitors` list.
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@@ -99,8 +116,8 @@ Visitor check in
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When a visitor arrives at a facility, they approach a :ref:`Frontdesk kiosk <frontdesk/kiosk>`, and
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click :guilabel:`Check in`. The information requested from the visitor is what was configured for
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that specific *Frontdesk* station. If any information is required, the field displays a red asterisk
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(\*). The visitor **must** enter the required information in order to check in.
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that specific **Frontdesk** station. If any information is required, the field displays a red
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asterisk (\*). The visitor **must** enter the required information in order to check in.
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Once all the information is entered, the visitor taps the :guilabel:`Check In` button.
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@@ -108,6 +125,16 @@ Once all the information is entered, the visitor taps the :guilabel:`Check In` b
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At any point in the check-in process, if ten seconds pass with no selection, the kiosk returns to
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the main welcome screen.
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Planned visitor check in
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~~~~~~~~~~~~~~~~~~~~~~~~
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When a :ref:`planned visitor <frontdesk/planned>` arrives at a facility, they first approach a
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:ref:`Frontdesk kiosk <frontdesk/kiosk>`. If there are planned visitors for that day, a
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:guilabel:`Quick Check In` panel appears on the right-side of the kiosk, asking :guilabel:`Are you
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one of these people?` Beneath the question is a list of all visitors schedule to arrive that day.
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Click on the corresponding name in the list to check-in.
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Drinks
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------
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@@ -116,7 +143,7 @@ confirmation screen loads, along with the question: :guilabel:`Do you want somet
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The visitor can tap either :guilabel:`Yes, please`, or :guilabel:`No, thank you`.
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If they select :guilabel:`Yes, please`, a drink selection screen appears, and the pre-configured
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If they select :guilabel:`Yes, please`, a drink selection screen appears, and the preconfigured
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options are listed. The visitor then taps the desired selection, or, if they do not want anything,
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they can tap the :guilabel:`Nothing, thanks` button at the bottom of the screen.
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@@ -130,8 +157,8 @@ Once the visitor has checked in, the person they are visiting, and any other use
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configured to be notified when check-ins occur at the kiosk, are notified. The notification is
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either by email, SMS message, a *Discuss* chat, or any combination of those three options.
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If the visitor requested a drink, the user(s) configured as the :guilabel:`People to Notify` on the
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drink form, are notified, via the *Discuss* application. The message that appears is:
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If the visitor requested a drink, the users configured as the :guilabel:`People to Notify` on the
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drink form are notified, via the *Discuss* application. The message that appears is:
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:guilabel:`(Visitor Name) just checked-in. They requested (Drink Name).`
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Once the drink has been delivered to the guest, the person who delivered the drink is responsible
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@@ -158,7 +185,7 @@ Click the :guilabel:`Check out` button near the end of the line for the visitor
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are marked as checked-out, the visitor disappears from the list.
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.. important::
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Visitors do **not** check themselves out when they leave. It is important for *Frontdesk* users
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Visitors do **not** check themselves out when they leave. It is important for **Frontdesk** users
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to check out visitors for accurate record keeping.
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Always have an accurate list of who is on the premises at any given time. This is important for
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