Documentation
Manual Visit
This workflow describes how a user should create or select a manual visit
Manual Visit
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Process
- Follow the steps in Starting a Site Visit until a route has been selected
- Tap (search) Sites Search
- A list of sites where a manual visit can be created will be shown
- Tap on a site in the list and then tap Add Manual Visit and select Yes to add the Visit
Notes
- After adding the visit, the visit will be automatically selected as the next visit to complete
- A manually added visit can be deleted by going to the (plus) Manual tab in the Change Site option and swiping from left to right to show the (trash) Delete option