As an Employee, you can easily manage your visits in 9ID. View and update existing visits, check visitor information and readiness, or duplicate visits to quickly plan similar or recurring visits.
1. Open the Visits overview
Select Visits in the left-hand menu. Use the tabs All, Start Today, Start Tomorrow or Archived to find a visit. You can also search by visit name and use the available filters. Open the visit you want to manage.
2. Review the visit
On the visit details page, review the visit name, type, dates, organiser, host and zone. This page also shows visitors and any readiness or validation messages. If a visitor is not ready, review the relevant requirements before the visit starts.
3. Edit a visit
Click Edit at the top right. In the Edit visit window, update the visit name, start and end dates, organiser, host or additional information as needed. Click Save changes to apply your updates.
4. Duplicate an existing visit
Open the visit you want to use as a template and select Duplicate. A Duplicate – [visit name] form opens with details from the original visit.
5. Update the duplicated visit
Enter the new visit name and check the Type, Date From, Date To, additional information and Zone. Scroll down to review the Companies, Organisers and Hosts fields.
6. Choose which information to copy
Under Copy settings, choose whether to Inherit persons from original visit and Transfer form details from original visit. Click Duplicate Visit to create the new visit.
💡 Tip: After duplicating a visit, review the dates, assigned visitors and any readiness messages to ensure the new visit is correctly configured.