How do I add or delete a new visit?

Adding and deleting a new visit

1. Tap on the plus icon in the top left corner after Visits

 

Enter the details of the new visit

2. Select the Visit type.

3. Enter the Visit name.


Add drawing(s)

4. Tap on Attached drawings.

5. Press the plus icon in the top right corner.

6. Tap on the drawing(s) you want to add to the visit.

7. In the top left corner, press Attached drawings to save all changes and go back.

Adding survey(s)

8. Tap on Connected surveys.

9. Tap the plus icon in the top right corner.

10. Tap the survey(s) you want to add to the visit.

11. Tap Attached Surveys in the top left corner to save all changes and go back.

Deleting a visit

12. Tap on Remove at the bottom of a visit.

13. Press Yes in the notification to confirm your choice.