This documentation supports the 23.3 version of BMC Helix for HR Service Management.To view an earlier version, select the version from the Product version menu.

Office Visit Request


This content pack provides an employee request to raise a request to visit the office. Facilities administrators can regulate the number of individuals visiting the office and record the office entry and exit timings along with their undertaking for office visit clearance.

Content pack title

Office Visit Request - HRSM

Case templates

  • Office Visit Request
  • Self Declaration Checklist Before Office Visit

Task templates

  • Check Office Visit Slot Availability
  • Send Self Declaration Email
  • Send Do's & Don'ts Email
  • Prepare Office Visit Kit for Employee
  • Check for Self Declaration from Employee for Office Visit
  • Entry Screening for Office Visit
  • Isolate Employee for Screening Failure
  • Mark Checkout for the Employee when leaving office
  • Update Resolution Code (for successful office visit)
  • Send Decline Notification
  • Update Resolution Code (for unsuccessful office visit)

BMC Helix Digital Workplace Catalog items

  • Office Visit Request - HRSM
  • Self-declaration Checklist for Office Visit - HRSM

Emails and notifications

  • Office Visit Request Approved
  • Office Visit Request Declined
  • Office Visit Request Approved - Self Declaration

Service request activity flow

The following sequence occurs when an employee initiates a service request:

22_1_OfficeVisitCovid.jpg

Content pack configuration notes

Make the following changes in the case and notification templates and catalog services:

  • Update the list of office locations in the questionnaire for the BMC Helix Digital Workplace Advanced service request based on the locations or offices that you are allowing access to.
  • Update the Self Declaration questionnaire with the information that you want to capture before the employee's visit to the office.
  • Update the email and notification templates with the link to the 'Self Declaration Checklist Before Office Visit' service request in BMC Helix Digital Workplace Advanced.
  • If required, an approval workflow can be added for Manager's approval or a specific person's approval before the agent is required to check slot availability.
  • Make sure you follow communication protocols while modifying email and notification templates.

Add or modify the case and tasks templates as well as descriptions according to the standard operating procedure as defined by the relevant authorities in the organization.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*