14Field Operations7-minute read
Access Control: Document Doors and Hardware
Capture access points, door hardware and intercom requirements during a site visit.
Before you begin
- Open a Field Walkthrough with access control in scope.
Step-by-step instructions
- 1
Walk the site with permission
Identify doors needing managed access and who uses them.
- 2
Add each relevant door
Use Add Door and label each opening clearly.
- 3
Document hardware
Note locks, strikes, closers, readers, door condition and power where visible.
- 4
Review intercom needs
Record whether a doorbell, video doorbell or intercom already exists.
- 5
Identify infrastructure
Note hub location, available cabling routes and network connection.
- 6
Capture exceptions
Document fire/life-safety interfaces, accessibility and egress questions for qualified review.
- 7
Prepare the handoff
Save the walkthrough and list decisions the estimator still needs to confirm.
Expected result
Doors and access requirements are organized for technical review.
Sales best practice
Ask about user turnover, access schedules, visitor management and emergency access.
A salesperson’s notes do not certify life-safety or code compliance.