Complete Site Visit

To complete a Site Visit, follow the steps below:

1. Navigate to the Site Visit General Information screen by following the steps detailed in the Site Visit Navigation section, and click on the Visit General Information link.
2. Click on the ‘Edit’ button.
3. Select the ‘Completed’ status from the ‘Visit’ status dropdown.

   

4. On the Complete Site Visit (visit name) window, enter the Visit Start & End Dates and click the Complete Visit button.

   

5. Click on the Save button.

   

6. If the visit Start and End dates are mentioned earlier than the planned date, the Visit Timing Confirmation window is displayed.

7. Select a reason from the available dropdown options.

8. Enter a comment and click Confirm.