Add a Visit on the Site Visit Screen [Feature]
This feature allows users to track compliance review visits.
To use this feature:
- Click on Visits on the main site dashboard
- Click the blue "Add Visit" button in the upper-right corner.
- Complete the required fields to save the visit:
- Manual/Electronic: select Answer Questions on Visit Screen (Upload Paper Form if Used)
- Visit Date
- Visit Type
- Meal Observed
Click the green Save Visit button.
- Once the visit is saved, you can complete the remaining fields:
- Monitor that Completed the Visit
- Visit Announced
- Shift Number
- Follow-Up Required
- Not Home
- Meal Attendance Count
- Comment(s)
- Next Visit Due
- Reminders for next visit
- Custom Questions, if applicable
Click the green Save Visit button
