NextGen Knowledge Center

Record and View Call and Visitor Authorizations

The Call/Visitor Authorization & Log panel enables you to document permissions and/or restrictions for the client and log all visits and calls that the client receives.

  1. Open the BH - Residential Administration template and expand the Call/Visitor Authorization & Log panel.
  2. In the Permissions/Restrictions section, select one or both options for the Type (Call or Visit).
  3. To document a restriction, select the General Restriction option and click the field to select a single value from the picklist.
  4. Enter the Effective date and End date for the authorization or restriction and enter the Phone number and Name of the caller or visitor.
  5. Select an option from the two, mandatory and mutually exclusive values, Restriction or Permission.
  6. To enter additional information, click the Comments field.
  7. In the required, Authorized by field, click to select from the customizable picklist or free text an entry.
  8. To remove data before it is committed to the grid, click Clear.
  9. Click Add to commit the information to the grid.
  10. To modify committed data, highlight a grid row and click Update.
  11. To delete a highlighted item from grid, click the Remove button.
  12. Select an option to filter the grid.