Visitor pass request

Template

Pipefy’s Visitor Pass Template is designed for companies to manage the process of requiring visitor passes for visitors who will visit the company’s buildings and require access.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Visitor name

  • 2. Visitor company name

  • 3. Visitor email

  • 4. Visitor phone

  • 5. Visit date

  • 6. Reason for the visit

  • 7. Does the visitor need car parking?

    • Yes
    • No
  • 8. Requester name

  • 9. Requester email

Approval

  • 1. Does this request need approval?

    • Yes
    • No
  • 2. If yes, attach the approval.

  • 3. If the visit was approved:

    • Send an email template.

Visit day

  • 1. Did the visitor show up?

    • Yes
    • No
  • 2. Visit checklist

    • Ask the visitor to present an ID with photo.
    • Take a picture of the visitor
    • Hand the visitor card
  • 3. Visitor card code

Done

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