Visit details
Here is the overall UI for the Visit details screen:
Visit Details Tabs
Visit Details consists of the following tabs:
Details
Report
Action Points
Related Documents
Description of these tabs can be found below (click on each tab below to open the detailed information about each Visit Details tab):
Here is the overall UI for the Details tab:
This section consists of two sections:
Visit Information
Site Visit Schedule
Visit Information section
Here is the overall UI of this section:
In this section user can see the information about Visit reference number, TPM Name and Dates of Visit. User can assign Visit to the TPM Focal Points using the corresponding drop=down list and write any comments regarding the Visit.
Site Visit Schedule section
New Task for Visit can be added via "+" button in the upper right-hand corner of the section:
The following window is opened after the user clicks on the "+" button:
Each row can be expanded using the arrow in order to quickly see Task details:
Each Task can be edited or deleted via the "Edit" or "Delete" buttons correspondingly ("Edit" and "Delete" buttons appear after user hover the mouse over the particular line from the Site Visit Schedule list):
There is an additional option for duplicating the task at the end of each row behind the "Edit" button ("Duplicate" button appears after user hover the mouse over the particular line from the Site Visit Schedule list):
Here is the overall UI for the Report tab:
This section consists of Related Documents section and Reports by Task section.
Related Documents section
User can attach new document via "+" button in the upper right-hand corner:
The following modal window is opened after the user clicks "+" button:
Attached files can be edited or deleted via "Edit" or "Delete" button correspondingly ("Edit" and "Delete" buttons appear after user hover the mouse over the particular line from the Related Documents list):
Reports by Task
Adding reports is available in the following modal window opened via "+" button:
Each row can be expanded using the arrow in order to quickly see the Report details:
Report can be deleted via "Delete" option which is available when user opens the Report details:
Here is the overall UI for Action points tab:
New action point can be added via "+" button in the upper right-hand corner:
The following modal window is opened after user clicks "+" button:
Action points can be edited and duplicated via "Edit" or "Duplicate" buttons correspondingly ("Edit" and "Duplicate" buttons appear after user hover the mouse over the particular line from the Action Points list):
User can click on the reference number for the particular action point to go to the corresponding Action Point details screen in the Action Point Dashboard.
See more details of the Action Points in the Action Point Dashboard Documentation.
Here is the overall UI for this tab:
User can attach New Document using the "+" button that opens the following modal window:
Each row can be expanded using the arrow in order to quickly see the Attachment details:
User can delete the Attachment in this section using the "Delete" option in the Attachment details:
Status panel
See the detailed information of the possible statuses and actions here.
Visit Letter option (available for TPM Focal Point)
The TPM Focal Point is able to download the Visit Letter with general information about the Visit.
Download is accessible by clicking the "Visit Letter" button in the upper right-hand corner of the Visit Details screen.
Here is the example of the Visit Letter:
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