# 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="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FGKrAisCnv7d1he5SU50F%2Fimage.png?alt=media&#x26;token=b171dcee-7e60-47c8-8666-b3f7de0b05bc" 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="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FZ3ScnBhvExBmy4qyDhp7%2Fimage.png?alt=media&#x26;token=59fc7489-9109-498b-b128-861e66c3cf8f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2F967GVyZuJpPXedZmTSL0%2Fimage.png?alt=media&#x26;token=85f9c46b-693d-4d8c-acf9-d1aa00f795e6" 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="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FJc9N9ay2mBsMSYWxc54I%2Fimage.png?alt=media&#x26;token=2a50a1c3-7f53-4922-b8b9-e3d36ad96947" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FA8zUB3KlrLFM2vd3K6Pz%2Fimage.png?alt=media&#x26;token=c97250c8-25b5-4d27-96d7-e8290a2c785b" 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="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FbHEylVkJ6BUW13fMf37o%2Fimage.png?alt=media&#x26;token=4e6e386d-497a-43ef-8c64-c8f3680181e0" alt=""><figcaption></figcaption></figure>

#### Filters for Employee

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

<figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FrPlcekjENex0trKir2rN%2Fimage.png?alt=media&#x26;token=63b4b13d-8b8b-4357-8824-855daf829a2b" 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="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FAeHtWGZffpUoCh9ORPbE%2Fimage.png?alt=media&#x26;token=8980c73d-3c46-40d7-9618-50f3f5bff025" 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**.\
   \
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FZCaLpaeU1f8oSjSk8tTe%2Fimage.png?alt=media\&token=842a2894-59ba-45df-ada7-fb5378da02f7)
2. Open the **Organization** dropdown.\
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FK0MPs1FkmLBpjr61ZOTB%2Fimage.png?alt=media\&token=99691a23-c1e0-420d-81b6-01d447f84f6b)
3. Select **Companies**.\
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FdKsjOKGshwubJDPTGBK0%2Fimage.png?alt=media\&token=aa20cd55-db6d-4821-b21d-3f613f245953)
4. Click on the **Settings button** for the desired company.<br>

   <figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FzHhO2G9b9n1Nec3THrgC%2Fimage.png?alt=media&#x26;token=c24f9458-12f6-47dc-a694-c533aaea94b0" alt=""><figcaption></figcaption></figure>
5. Go to **Visit Settings**.\
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2Fc8vGWn0PJT4qS1f8ISFh%2Fimage.png?alt=media\&token=e6abdffe-6e3a-4531-9679-e616f2ec4f7e)
6. Turn on the toggle **Selfie During Visits**.<br>

   <figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FNMnMhlCsn55yHIaAr2wH%2Fimage.png?alt=media&#x26;token=ae031721-b83f-42c7-b70d-924b0e102061" 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**.\
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FZCaLpaeU1f8oSjSk8tTe%2Fimage.png?alt=media\&token=842a2894-59ba-45df-ada7-fb5378da02f7)\
   \
   ![](https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FTYoroHCmongG7BNCmECS%2Fimage.png?alt=media\&token=6c7a5c82-9993-41d0-90f2-a0462c1398c2)
2. Select the **Visits Module**.<br>

   <figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FCHvesKM5V1sZ2Xd04dLf%2Fimage.png?alt=media&#x26;token=5647294b-fda2-4a11-812b-c175b4513838" alt=""><figcaption></figcaption></figure>
3. Click on **Add Field**.<br>

   <figure><img src="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FpzbNebcFqTwvDqTcNuEL%2Fimage.png?alt=media&#x26;token=4d79c488-1680-4524-94ec-808d36d5110c" 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="https://3956770095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUUo96gA1dVGRzqVErxsJ%2Fuploads%2FVpdzomkmxypt9dqvMiOP%2Fimage.png?alt=media&#x26;token=46ee86f0-0d0f-4e1c-923a-b2dadd695dce" alt=""><figcaption></figcaption></figure>
