List of Visits

Here is the overall user interface for filterable List of Visits:

List of Visits: overall UI

Each row can be sorted by columns in either ascending or descending order.

Displayed rows in the table can be limited per page. The default is 10 rows per page.

Rows per page

Each row can be expanded via the arrow to open additional details:

Additional details opened via arrow

Add New Visit

User can add new Visit via "Add New Visit" button placed in the upper right-hand corner of the screen:

Add New Visit button

The following modal window is opened after the user clicked the "Add New Visit" button.

Add New Visit modal window

When the TPM organization is selected from the drop-down list, the user can click the "Add" button to create new Visit.

Created Visit has the reference number displayed at the top of the screen and its status is "Draft" and displayed in the Status panel on the right side of the screen:

Created Visit

Export

The List of Action points can be exported to CSV file by "Export" button in the upper, right-hand corner.

Export button: view for PME
Export button: view for TPM Focal Point

The user is able to choose the level of exporting data to CSV file. There are 4 possible variants:

  • Location level

  • Tasks Level

  • Visit Level

  • Action Points

Possible variants for exporting data

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