Visitor Management
Getting Started Guide
Savance Visitor Management Setup
If you are implementing a new Savance Visitor Management system, this page will help guide you through the process.
Previous Steps
Order Information
At this point, you should have received an email from your project coordinator containing information on your Savance Workplace order.
Account Setup Information
You should also have received information on setting up your Savance Workplace account (assuming you pre-selected your cloud or on-premise hosting option).
Missing information? Please reach out to your Savance contact!
Next Steps
Kick-off Meeting
The official start of the project is a kick-off meeting between your Savance Sales Representative, Project Coordinator, and Implementation Specialist, and your team's Project Coordinator, IT/Tech Lead, Marketing Specialist and/or anyone else involved with the setup of the Savance system at your facility.
Hardware Orders
If you ordered hardware, you will be asked to confirm your shipping address. Shipping information and tracking updates will be sent via our ticketing system.
Review Action Items
→ Note: If you are doing On Premise Hosting, make sure you have installed and configured the Savance Workplace server, as outlined in the On-Premise Hosting Getting Started Guide.
Action Items
In order to speed up the process, feel free to look over the below areas and take action where possible. If you have questions, talk to your Savance contact.
Download/Access Interface Options
Review the suggested interface options here, and download or access the options applicable to your use case. For more information, see a more detailed breakdown of all Savance Workplace interface options and how they are used.
Browser Interface
Accessible from anywhere, Savance Web provides full portal access to the in/out board, visitor management, mustering, administration, patient tracking, and the calendar.
Cloud-Based Customers
From any web browser, go to: cloud.savanceworkplace.com
On-Prem Customers
From any web browser, navigate to: https://YourServerNameOrIP
(Configured during the On-Prem Installer IIS prompts)
Mobile Interface
Accessible from anywhere, the Savance Workplace mobile interface is optimized for mobile devices for the in out board and for viewing visitors and staff in real-time.
Cloud-Based Customers
From a mobile device (will automatically redirect):
cloud.savanceworkplace.com
On-Prem Customers
From a mobile device (will automatically redirect):
http://YourServerNameOrIP
From a standard browser (to test it out):
http://YourServerNameOrIP/Mobile
iPhone App
The Savance Workplace iPhone app provides iOS access for in/out board functionality, geofencing, and for viewing visitors and staff in real-time.
Android App
The Savance Workplace Android app provides Android access for in/out board functionality, geofencing, and for viewing visitors and staff in real-time.
Kiosk App
The Savance Workplace Kiosk is used for staff sign-in, visitor self check-in, status board, health screening, and as a meeting room display.
Custom Design
If your order includes custom design, a Graphic Designer will work with you directly. You can speed up the process by completing a design questionnaire and reviewing sample designs right away.
Savance Workplace currently provides custom design for the following:
Visitor Management Screens
Podium Kiosk Decals
Visitor Labels & Badges
Custom Status Boards
Import & Manage Staff/Users
If active directory sync or access control user sync was not used during the server installation, we will need a list of employees that a visitor may list as their host/POC. Alternative options are excel or manual add.
Hardware Setup
Once you receive your hardware, you will want to set up the kiosk(s) and accessories as soon as possible so we can start uploading and testing the customizations.
Workflow Examples & Visitor Question Paths
As part of the Visitor Management setup process, make sure to consider and share with us what your question flow will look like for your Visitor Management kiosk(s). You have the option to also include PDFs for sign-in, etc. If you need help, let us know.
Software Setup
To get started with the software setup process, review the getting started guides linked here. Any and all additional help guides, hardware/accessory guides, and hosting information can be found in our Documentation Portal and/or the Savance Workplace Knowledge Base
Final Steps
Kiosk Testing, Finalization & Cloning
Once the above items are completed, your Savance team will test your kiosk and accessories and walk through everything with you for final approval. Once approved, the remaining kiosks will be cloned with the customizations and tested before closing out the project.
Admin Training
To finalize our project, your dedicated Savance implementation manager will run an hour long training and walk-through with you and anyone on the team that wishes to join. This will be recorded and sent to you for later use in training any new members or existing members of your team.
→ Note: At this point, if your order includes Access Control Integration, please review the Integration Getting Started Guide.
Additional Information
Technical Support
Post-deployment, as a part of your Savance Workplace subscription, you have access to our technical support team at any time.
Contact Savance
Do you have an urgent support request or a question you can’t find the answer to? Contact us via chat, email, support ticket, or phone.