Visits

Key Features

The Visits screen provides three main controls:

1. Site In – Start recording a visit.

2. Site Out - Stops recording a visit.

3. Filters – Narrow down visit data based on selected criteria.

4. Export – Download visit reports in Excel format.

Site In & Site Out

• When an employee clicks Site In, they must add a remark and then click the Site In button.

• Before using Site In, ensure that all required permissions (location, etc.) are granted.

• After Site In, a timer starts in the background and keeps running, even if the app or website is closed.

• Once the visit is completed, the employee must click Site Out and add a Site Out remark.

• The system then records the complete visit.

Filters

Filters allow you to refine visit data for easier tracking and reporting.

Filters for Superadmin

• Start Date

• End Date

• Employee

• Company

• Location

• Department

• Shift

• Group

• Category

Filters for Employee

• Start Date

• End Date

• Employee

• Department

• Shift

• Group

• Category

Export

• By clicking Export, users can download visit data in Excel format.

• This helps in reporting, analysis, and record keeping.

Selfie During Visits

To make visits more secure and verifiable, you can enable the Selfie requirement for Site In and Site Out.

How to Enable Selfie During Visits:

1. Go to Settings.

2. Open the Organization dropdown.

3. Select Companies.

4. Click on the Settings button for the desired company.

   
5. Go to Visit Settings.

6. Turn on the toggle Selfie During Visits.

   

👉 Once enabled, employees will be required to capture a selfie at both Site In and Site Out.

Custom Input Fields for Visits

You can add additional input fields for Site In and Site Out to collect more information.

Steps to Add Input Fields:

1. Go to Settings → Objects.

2. Select the Visits Module.

   
3. Click on Add Field.

   
4. Enter a name in the Name field.

5. Select an Input Type (options available in dropdown):

   • Text

   • Date

   • File

   • Select

   • Number

   • Textarea

6. Configure field options using toggles:

   • Include in SiteOut → Makes the field visible only during Site Out.

   • Required → Makes the field mandatory.

   • Active → Keeps the field active and usable.