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Betterplace IOWMS Visitor Login Guide

The document outlines the visitor management process on the Betterplace platform, detailing steps for visitor creation, approval, gate pass creation, and long-term management. It includes instructions for logging in, filling out forms, and managing visitor access, ensuring users follow specific guidelines to avoid errors. The process is structured into clear sections for short-term and long-term visitor management, with emphasis on user roles and responsibilities.
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0% found this document useful (0 votes)
36 views56 pages

Betterplace IOWMS Visitor Login Guide

The document outlines the visitor management process on the Betterplace platform, detailing steps for visitor creation, approval, gate pass creation, and long-term management. It includes instructions for logging in, filling out forms, and managing visitor access, ensuring users follow specific guidelines to avoid errors. The process is structured into clear sections for short-term and long-term visitor management, with emphasis on user roles and responsibilities.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Betterplace

Platform Flows for


IOWMS
Visitor mgmt for all

1. Visitor Creation
2. Visitor Approval
3. Visitor Gate Pass Creation
4. Long term visitor Management
1.1 Login

Type the following URL here


[Link]
[Link]/
1.2 Login

Type in your registered email


ID or registered mobile
number
(->Use your registered email ID or
mobile number associated with
your goBetter software account.
->Double-check for typos or errors
before submitting the information.
->Avoid using someone else's
email ID or mobile number)
1.3 Login

Click on ‘Next’ after entering


the right email or mobile
number
(->Double-check for typos or
errors before submitting the
information.)
1.4 Login

Option 2

Option 1
Option 3
1.5 Login

Option-1

If password isn’t provided


to you, and you’re logging
in for the first time, it is
advised to click on this
(->Double-check the email sent to
you for any pre generated
password before clicking on this)
1.6 Login

Option-1

Type in your registered


email ID
(->Use your registered email ID
associated with your account.
->Double-check for typos or errors
before submitting the information. Click on ‘Submit’
->Check for caps lock and type in after entering the
the exact email ID
->Avoid using someone else's
right email or mobile
email ID) number
(->Double-check for
typos or errors before
submitting the
information.)
1.7 Login

Option-1

After clicking on submit in the previous page, this will be the landing page

Click on this
1.8 Login

Option-1 This is the sample e-mail that will be received for password reset

Use these
details to
login
1.9 Login

Option-2

If the password is pre generated or


you’ve already generated the
password, enter it here
(->Enter the pre-generated password exactly
as provided.
->Password is case sensitive. Double Check if
Caps lock is On/off
->Ensure there are no extra spaces or
characters when inputting the password.
->Avoid sharing the password with others or
storing it in an insecure location)

Click on this after entering the


right password
1.10 Login

Option-3

Enter OTP received on


e-mail or mobile

Click on this if you haven’t


received the OTP for
more than 3 minutes

• Make sure you’re entering the latest / last received OTP if clicked
on ‘Resend OTP
• After entering the right OTP, you’ll automatically get logged in. No
need to click on any button
Generic Landing Page after Login

Please note that landing page will be different for different users and user personas

Click on “IOWMS”
2. Visitor Management - Short term- Creation
2 Visitor Management - Visitor creation - Short Term

Click “Workflows”
2.1 Visitor Management - Visitor creation

Click this box

Click “Visitor
Management”
2.2 Visitor Management - Visitor creation

Click “Start New”


2.3 Visitor Management - Visitor creation

Fill in all
mandatory details
2.4 Visitor Management - Visitor creation

Select “Document
Type”

Enter Document
Number, Gender,
Mobile Number, Full
Name
2.5 Visitor Management - Visitor creation

Select the type of visit-


Short Term

Select Site (Location


name), Access group

Select the “FTE” -


whom visitor is going to
visit (request will be
sent for him for
approval)

You can edit the


validity period (if short
term - within that day
you can keep)
2.6 Visitor Management - Visitor creation

Fill incase of any


additional details

Click “Submit”
3 Visitor Management - Visitor Approval

Login of person
mentioned in
“Whom to visit”

Click “Workflows”
3.1 Visitor Management - Visitor Approval

Click “Tasks”
3.2 Visitor Management - Visitor Approval

Click “Visitor
Management”
3.3 Visitor Management - Visitor Approval

Click “Action” for


the profile whom
you need to
approve
3.4 Visitor Management - Visitor Approval

Check the visitor


details

Can modify the


access area for
him - Licensed or
Delicensed

Can modify the


Gate pass validity
period
3.5 Visitor Management - Visitor Approval

You can
“Approve” or
“Reject” and write
remarks

Click “Submit”
4 Visitor Management - Gate pass creation
4 Visitor Management - Gate pass creation - by Security Supervisor

Click “Workflows”
4.1 Visitor Management - Gate pass creation

Click “Tasks”
4.2 Visitor Management - Gate pass creation

Click “Visitor
Management”
4.3 Visitor Management - Gate pass creation

Click “My Group


tasks”

Click “Start” for


whom you need
to generate gate
pass
4.4 Visitor Management - Gate pass creation

Select the
available access
card in dropdown

Click “Grant
Access”
4.5 Visitor Management - Gate pass creation

Click “Click here”


to download the
Gate pass
4.6 Visitor Management - Gate pass creation

Click “Submit”
5 Visitor Management - Gate pass Access Revoke
5 Visitor Management - Gate pass Access Revoke

Click “Workflows”
5.1 Visitor Management - Gate pass Access Revoke

Click “Tasks”
5.2 Visitor Management - Gate pass Access Revoke

Click “Visitor
Management”
5.3 Visitor Management - Gate pass Access Revoke

Click “Start”
5.4 Visitor Management - Gate pass Access Revoke

If you want to
revoke the access

Click “Revoke”
6 Visitor Management - Long Term - Creation
6 Visitor Management - Visitor creation - Long Term

Click “Workflows”
6.1 Visitor Management - Visitor creation

Click this box

Click “Visitor
Management”
6.2 Visitor Management - Visitor creation

Click “Start New”


6.3 Visitor Management - Visitor creation

Fill in all
mandatory details
6.4 Visitor Management - Visitor creation

Select “Document
Type”

Enter Document
Number, Gender,
Mobile Number, Full
Name
6.5 Visitor Management - Visitor creation

Select the type of visit-


Long Term

Select Site (Location


name), Access group

Select the “FTE” -


whom visitor is going to
visit (request will be
sent for him for
approval)

You can edit the


validity period (if short
term - within that day
you can keep)

Enter Visit End Date


6.6 Visitor Management - Visitor creation

Fill incase of any


additional details

Click “Submit”
7 Visitor Management - Visitor Approval

Click “Workflows”
7.1 Visitor Management - Visitor Approval

Click “Tasks”
7.2 Visitor Management - Visitor Approval

Click “Visitor
Management”
7.3 Visitor Management - Visitor Approval

Click “Action”
7.4 Visitor Management - Visitor Approval

Can edit - “Gate


Pass Validity
Period”, “Visitor
End Date”
7.5 Visitor Management - Visitor Approval

Select -
“Approved” or
“Rejected” and
enter “Remarks”

Click - “Submit”
Thank you

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