Add a Site Visit

To add a Site Visit, follow the steps below.

1. Click on the Add Site Visit button.

   

2. On the Create Site Visit screen, add the following mandatory details marked with a red asterisk mark (*).

   

   1. Visit Name*: Manually add a name to the visit

      

   2. Visit Type*: Click on the ‘>’ arrow and select a visit type from the available list.

      

   3. Owner*: Click on the > arrow and select an owner from the available list.

      

   4. Visit Planned Date*: Add a visit planned date from the date picker.

      

   5. How was the Visit Conducted*: Select either In Person or Remote.

      

   6. Visit Checklist template: Select a visit checklist template from the available options.

      

3. Click on the Create button once the required details are added.

   

4. Upon successful creation, the success notification is displayed.