How to set up and complete a service visit

A service visit groups the work for one trip to a site. You reach it from the site planner, the Job List or the works schedule.

Visit Details

1. Set the Visit Type, Planned Start and Planned Finish. Changes save as you make them.

   

2. Add Instructions for Engineer — access, parking, contacts, anything specific to this trip.

3. In the sidebar, use Engineers › Edit to choose who is attending and Tasks › Manage to confirm which tasks (and locations) the visit covers. The Errors panel flags anything that would stop the visit being issued.

Completion

1. Once results have been entered the Completion tab appears with the Actual Start / Finish times.

2. Fill in Visit Notes and Recommendations — type it, insert Standard Text, or click Auto Generate to build a summary from what was recorded.

3. Capture the Engineer and Client signatures, and add any Visit Photos.

4. Use Print Report for a PDF or Word copy of the visit.