Customize Site Visit screen

Users can customize the Site Visit screen by applying filters, sorting criteria, and searching for a specific site visit.

To apply filters, sort criteria, and search for a specific visit, follow the steps below.

  1. Click on the Filters tab and apply the following filters by clicking on the All button for each filter. Refer to the standard procedure of adding, removing, and applying filters detailed in the Filters section.
  2. Optionally enable the Hide Report Completed toggle switch.
  3. Click on the Apply button.

  4. Click on the Sort By tab to apply specific sort criteria.
  5. Select a criterion, and click on the Ascending and Descending arrows.
  6. Click on the Apply button.

  7. Enter a search term in the search box to search for a specific site visit record.