> For the complete documentation index, see [llms.txt](https://help.pletox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pletox.com/visits.md).

# 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.

<figure><img src="/files/wrZOTgr8cKUrtQoQunFw" alt=""><figcaption></figcaption></figure>

### Site In & Site Out

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

<figure><img src="/files/8YF0sIu7mpwnGeKrQwmu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/EXhWFaEZ6cnXvKjkmdXW" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/Gzg9j9JTWvxD9YbnVzWh" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Vm6lo8LTk2ynN1WzLMUr" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="/files/Jshm4phLXw9NhMglzeVR" alt=""><figcaption></figcaption></figure>

#### Filters for Employee

* **Start Date**
* **End Date**
* **Employee**
* **Department**
* **Shift**
* **Group**
* **Category**

<figure><img src="/files/9KCzGabWuP8gLlioFHgS" alt=""><figcaption></figcaption></figure>

***

### Export

* By clicking **Export**, users can download visit data in **Excel format**.
* This helps in reporting, analysis, and record keeping.

<figure><img src="/files/oD890bGsvNuaaTFjlDQY" alt=""><figcaption></figcaption></figure>

### 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**.\
   \
   ![](/files/PR6KCykd8EWsIKX3UpJ3)
2. Open the **Organization** dropdown.\
   ![](/files/oHT6W6kTEdLfGspzuvhH)
3. Select **Companies**.\
   ![](/files/R9EToE5KXtYYZ6dEim0B)
4. Click on the **Settings button** for the desired company.<br>

   <figure><img src="/files/jOf2sJBvmHEYZgixyHMg" alt=""><figcaption></figcaption></figure>
5. Go to **Visit Settings**.\
   ![](/files/pokO22XsfwxBDqfBCSbc)
6. Turn on the toggle **Selfie During Visits**.<br>

   <figure><img src="/files/srVGZ1sr02uFgpcVvF8E" alt=""><figcaption></figcaption></figure>

👉 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**.\
   ![](/files/PR6KCykd8EWsIKX3UpJ3)\
   \
   ![](/files/A0oOKhOoQmh8cjk55A9f)
2. Select the **Visits Module**.<br>

   <figure><img src="/files/Ox7ueRuhl0hO6q9Ce8I9" alt=""><figcaption></figcaption></figure>
3. Click on **Add Field**.<br>

   <figure><img src="/files/4qBBW6CWRXU5yxUOsPCT" alt=""><figcaption></figcaption></figure>
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.

   <figure><img src="/files/oxEo40JePT7W6hnYLFMR" alt=""><figcaption></figcaption></figure>
