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Let visitors or contractors fill in a checklist

An External visitors checklist can be completed by people outside your organisation, such as visitors, contractors or customers. They cannot see or change any other checklist in your organisation.

Examples: a visitor health questionnaire, a contractor sign-in form, customer feedback.

  1. Create the checklist, or open it and click Edit settings.
  2. Under Checklist frequency, choose Ad hoc or Regular schedule. Access options are not available for Fixed time window checklists.
  3. Under Allow access to, choose External visitors.
  4. Click Save.
  5. Print a QR code and put it where visitors will see it, for example at reception.

To change what visitors see, see Personalise what external visitors see. To see who has signed in through these checklists, go to Settings → External user logins.

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