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[IMP] Frontdesk: update visitors dashboard #12978

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73 changes: 50 additions & 23 deletions content/applications/hr/frontdesk/visitors.rst
Original file line number Diff line number Diff line change
Expand Up @@ -2,9 +2,9 @@
Visitors
========

In the Odoo *Frontdesk* application, a *visitor* is defined as any non-employee (e.g., repair
person, job candidate, etc.). These visitors can be logged upon arrival and departure for security
purposes. This ensures an accurate list of people on the premises.
In the Odoo **Frontdesk** application, a *visitor* refers to any non-employee (e.g., repair person,
job candidate, auditor, etc.). Visitor arrivals and departures can be logged for security purposes,
ensuring an accurate record of who is on the premises.

.. _frontdesk/list:

Expand All @@ -29,15 +29,17 @@ in:
- :guilabel:`CheckIn`: the date and time the guest checked in.
- :guilabel:`Checkout`\*: the date and time the guest checked out. In the default view, only guests
with a :guilabel:`Checked-In` or :guilabel:`Planned` status are visible. Guests with check-out
times are only visible if the :guilabel:`Today` filter is not active.
times are only visible if the :guilabel:`Today` filter is removed.
- :guilabel:`Duration`: the amount of time the guest has been checked in for.
- :guilabel:`Station`: the location of where the guest checked in.
- :guilabel:`Status`: the status of the guest. The options are :guilabel:`Checked-In`,
:guilabel:`Planned`, :guilabel:`Checked-Out`, or :guilabel:`Cancelled`.
- :guilabel:`Email`\*: the guest's email address.
- :guilabel:`Company`\*: the company the guest is there to visit. This field is only available if in
a multi-company database.

\* These fields are not visible in the default :guilabel:`Visitor` list. These must be enabled
using the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the top-right of the
\* These fields are not visible in the default :guilabel:`Visitor` list. These must be enabled using
the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon in the top-right corner of the
list.

To the far-right of the titled columns on the :guilabel:`Visitors` page, there is an untitled
Expand All @@ -46,29 +48,44 @@ column, where a guest's status can be updated.
When a guest leaves, click the available :guilabel:`Check out` button to update the guest's record,
and log the date and time they left.

If a scheduled guest arrives, and they did not check in using the *Frontdesk* kiosk, they can be
checked in here, by clicking the available :guilabel:`Check in` button to log the date and time they
arrived.
If a scheduled guest arrives, and they did not check in using a **Frontdesk** kiosk, they can be
checked in from this list, by clicking the available :guilabel:`Check in` button to log the date and
time they arrived.

Beside the untitled status column, a :guilabel:`Drink Served` button appears, but only if that
particular visitor requested a drink.

When their drink has been served, click the :guilabel:`Drink Served` button to indicate the drink
has been delivered to the guest. Once clicked, that button disappears.

On the far-right of the line, a :guilabel:`Print Badge` button appears for *planned* visitors
**only**. Click this button to download a PDF file of the visitor's badge. The badge displays the
date and time the visitor checked in, the visitor's name and company, who they are visiting, and the
logo of the company they are visiting.

.. note::
The PDF badge can be printed onto adhesive labels for the visitor to wear, or onto paper that can
be placed into a plastic badge holder.

.. image:: visitors/visitors.png
:align: center
:alt: The full list of currently checked in visitors, with the drinks to be served highlighted.

If any column is not visible, or if a visible column is preferred to be hidden, click the
:icon:`oi-settings-adjust` :guilabel:`(additional options)` icon, located at the end of the column
name list. Doing so, reveals a reveals a drop-down menu of column options to enable or disable. A
:icon:`fa-check` :guilabel:`(check)` icon indicates the column is visible.
:icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon, located at the end of the top line.
Doing so, reveals a drop-down menu of column options to enable or disable. A :icon:`fa-check`
:guilabel:`(check)` icon indicates the column is visible.

.. _frontdesk/planned:

Planned visitors
================

Enter expected guest information in advance by creating a planned guest in the *Frontdesk* app.
When guests are expected, such as job candidates, government officials, or new suppliers, it can be
helpful to enter the visitor information in advance. When the visitors arrive, they can utilize the
*Quick Check In* option on the kiosk, rather than entering all their information manually upon
arrival.

Enter expected guest information in advance by creating a planned guest in the **Frontdesk** app.

To create a planned guest, navigate to :menuselection:`Frontdesk app --> Visitors`, and click
:guilabel:`New`. Then, enter the same information as any other :ref:`visitor <frontdesk/list>` on
Expand All @@ -77,9 +94,9 @@ the guest form that appears. The only required fields are the visitor's :guilabe

.. important::
If a guest is planned in advance, they must be checked in from the list on the
:guilabel:`Visitors` page in the *Frontdesk* application (:menuselection:`Frontdesk app -->
Visitors`). If a planned guest checks in using a kiosk, they will be checked in separately, and
their planned visitor entry remains listed as :guilabel:`Planned`.
:guilabel:`Visitors` page in the **Frontdesk** application (:menuselection:`Frontdesk app -->
Visitors`). If a planned guest checks in using a kiosk, they are checked in separately from their
planned visitor entry, and their planned visitor entry remains listed as :guilabel:`Planned`.

The :guilabel:`Planned` status of a planned guest **only** changes to :guilabel:`Checked-In` when
they are checked in *inside* the application's :guilabel:`Visitors` list.
Expand All @@ -99,15 +116,25 @@ Visitor check in

When a visitor arrives at a facility, they approach a :ref:`Frontdesk kiosk <frontdesk/kiosk>`, and
click :guilabel:`Check in`. The information requested from the visitor is what was configured for
that specific *Frontdesk* station. If any information is required, the field displays a red asterisk
(\*). The visitor **must** enter the required information in order to check in.
that specific **Frontdesk** station. If any information is required, the field displays a red
asterisk (\*). The visitor **must** enter the required information in order to check in.

Once all the information is entered, the visitor taps the :guilabel:`Check In` button.

.. note::
At any point in the check-in process, if ten seconds pass with no selection, the kiosk returns to
the main welcome screen.

Planned visitor check in
~~~~~~~~~~~~~~~~~~~~~~~~

When a :ref:`planned visitor <frontdesk/planned>` arrives at a facility, they first approach a
:ref:`Frontdesk kiosk <frontdesk/kiosk>`. If there are planned visitors for that day, a
:guilabel:`Quick Check In` panel appears on the right-side of the kiosk, asking :guilabel:`Are you
one of these people?` Beneath the question is a list of all visitors schedule to arrive that day.

Click on the corresponding name in the list to check-in.

Drinks
------

Expand All @@ -116,7 +143,7 @@ confirmation screen loads, along with the question: :guilabel:`Do you want somet

The visitor can tap either :guilabel:`Yes, please`, or :guilabel:`No, thank you`.

If they select :guilabel:`Yes, please`, a drink selection screen appears, and the pre-configured
If they select :guilabel:`Yes, please`, a drink selection screen appears, and the preconfigured
options are listed. The visitor then taps the desired selection, or, if they do not want anything,
they can tap the :guilabel:`Nothing, thanks` button at the bottom of the screen.

Expand All @@ -130,8 +157,8 @@ Once the visitor has checked in, the person they are visiting, and any other use
configured to be notified when check-ins occur at the kiosk, are notified. The notification is
either by email, SMS message, a *Discuss* chat, or any combination of those three options.

If the visitor requested a drink, the user(s) configured as the :guilabel:`People to Notify` on the
drink form, are notified, via the *Discuss* application. The message that appears is:
If the visitor requested a drink, the users configured as the :guilabel:`People to Notify` on the
drink form are notified, via the *Discuss* application. The message that appears is:
:guilabel:`(Visitor Name) just checked-in. They requested (Drink Name).`

Once the drink has been delivered to the guest, the person who delivered the drink is responsible
Expand All @@ -158,7 +185,7 @@ Click the :guilabel:`Check out` button near the end of the line for the visitor
are marked as checked-out, the visitor disappears from the list.

.. important::
Visitors do **not** check themselves out when they leave. It is important for *Frontdesk* users
Visitors do **not** check themselves out when they leave. It is important for **Frontdesk** users
to check out visitors for accurate record keeping.

Always have an accurate list of who is on the premises at any given time. This is important for
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