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Making a new visit for one visit

  • Go to the Visitation Schedule 
  • Click the icon
  • The New Visitation Schedule screen appears.
  • Select the location to be visited in the Place field, the Group will be automatically selected.
  • Select the fielder that will make a visit to the Fielder 
  • In the recurrence field select None .
  • Enter the date the visit was made in then Date 
  • Select the forms to be surveyed in the Forms 
  • Please tick more than one form as needed.
  • If you want to see the form, click View .
  • Click Save to save a new visitation schedule or click Save & Add More if you want to make another schedule.
  • The newly created schedule will appear in the visitation/schedule list.