Information

Teacher Pedro Lopez from the local high school has contacted you. He would like to schedule a tour of your company for his 11th graders. You agree to the tour. You would now like to pre-register the visit in ELO and create a group folder for the class.

Method

1. On the Visitor tab, click Pre-register group.

The Pre-register group dialog box contains fields with information on the planned appointment, the location of the appointment, and the group.

Mandatory fields are marked with a red asterisk.

Fields with a pencil icon contain keyword lists. When you type a value to the respective field, matching list entries appear.

2. Fill out the fields accordingly.

3. Choose a person responsible. There must be exactly one person responsible (in ELO, this is the 'Manager'). If you do not select a group member, the first person in the list is automatically selected as the manager.

The option Checked in is not active in Visitors. The box is automatically checked as soon as you check the visitors in.

4. Click Create group.

Result

A folder is created for the group. The folder is created under // Visitor management // Visitors // 2019 // 07, as the group was checked in in July 2019.

The form contains the entered information and can be changed later on.

As the tour will take place in fewer than 30 days, the folder also appears in the folder // Visitor management // Expected groups // Groups expected in the next 30 days.