# Visit details

Here is the overall UI for the Visit details screen:

![Visit details screen: overall UI for PME](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLn5MPE_nfnkxMqoQad%2F46.png?alt=media\&token=0dfbeb98-405d-4358-82be-6bbbdbfc8815)

![Visit details screen: overall UI for TPM Focal Point](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LM7eNFVdhWiHNCm1XOm%2F-LM7inV-BA4V7MAoe3TF%2F102.png?alt=media\&token=696b5ec8-3ce5-4b90-b2af-d67dd369915c)

## 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):

{% tabs %}
{% tab title="Details" %}
Here is the overall UI for the Details tab:&#x20;

![Details tab](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLn9SpVpQzWyVX_Z9GC%2F50.png?alt=media\&token=957d55a8-7622-4501-8e1d-c586f4b33322)

{% hint style="info" %}
This tab can be edited by **PME user** in accordance with the corresponding[ user rights.](../overview/user-rights-and-permissions)&#x20;
{% endhint %}

This section consists of two sections:

* **Visit Information**&#x20;
* **Site Visit Schedule**

## **Visit Information section**

Here is the overall UI of this section:

![Visit Information](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLn8SUdtq6mQQuEeVoH%2F49.png?alt=media\&token=8fd24f79-cf11-47f3-ae8d-496ac6f0fe73)

{% hint style="info" %}
This section is editable when the status of visit is **"Draft"**&#x20;
{% endhint %}

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.&#x20;

## Site Visit Schedule section

New Task for Visit can be added via "+" button in the upper right-hand corner of the section:&#x20;

![Add button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLn9klnsVlwsfqFbAzi%2F51.png?alt=media\&token=d39d24b6-f0cf-4353-8c35-04cd8a3b3932)

The following window is opened after the user clicks on the "+" button:

![Add Visit Task modal window](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnAUl1rZXGVNm7XMrU%2F52.png?alt=media\&token=9232dd9c-eed1-46e0-82e8-a1f10576ae22)

Each row can be expanded using the arrow in order to quickly see Task details:

![Expanded row with the additional details for Visit](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnJKttGhd7IxICZ0AW%2F38.png?alt=media\&token=26e70631-ceee-4c1b-ac65-46173ebf4214)

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):

![Edit button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnTOfjymyDfd0KVYq1%2F40.png?alt=media\&token=ad4764ca-5ca9-47e5-b217-d1ea673127c7)

![Delete button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnTcghSnz4ugJwio_c%2F41.png?alt=media\&token=dd311aec-2471-4214-89c5-4be8e474ad81)

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):

![Duplicate button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnUIaU38Pj5ayseeLp%2F42.png?alt=media\&token=ab86a310-8a79-457c-8a0e-060f2e478694)

{% hint style="info" %}
This section is editable when the status of visit is **"Draft".**
{% endhint %}
{% endtab %}

{% tab title="Report" %}
Here is the overall UI for the Report tab:

![Report tab: overall UI](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnVimxOGzIPb1O-3Zd%2F43.png?alt=media\&token=6d19ecdb-c327-4883-b8b2-6455970e1d24)

{% hint style="info" %}
This tab is accessible to **TPM Focal Point** after the visit was accepted.

The **PME** has the access to this tab after the TPM Focal Point has submitted the Report for the Visit.

More details of user rights can be found in the [User rights and permissions](../overview/user-rights-and-permissions) article.
{% endhint %}

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:

![Add button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnYe2wRCY65eFkh53x%2F44.png?alt=media\&token=dd13ac76-6307-4764-affa-cd54989b4fc6)

The following modal window is opened after the user clicks "+" button:

![Attach File modal window](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnZ2JkbN4NaAXuZKqs%2F45.png?alt=media\&token=cce4e119-0a6f-45c6-9364-a83b7e0bfa5f)

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):

![Edit button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLn4-PwCBDU16Bpwar2%2F-LLnZnqfn_1RtL08z3BC%2F47.png?alt=media\&token=ceb5aad4-5388-44ec-ae98-54c48a190a34)

![Delete button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnj3qWgCgg_KPVmXrh%2F-LLnjDSKPwHVlfkV45Db%2F48.png?alt=media\&token=fc6e0789-1527-4a2d-ba55-9d96f5e4b6e0)

## Reports by Task

Adding reports is available in the following modal window opened via "+" button:

![Add button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnj3qWgCgg_KPVmXrh%2F-LLnnBqtpMr2E-8q06No%2F50.png?alt=media\&token=c89a6833-d015-461d-8509-6446ae3c9870)

![Attach File modal window](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnj3qWgCgg_KPVmXrh%2F-LLnmgHyQzSZHnRJ1Wi6%2F49.png?alt=media\&token=5af60f11-1036-4fea-8867-f666dd7fc3fc)

Each row can be expanded using the arrow in order to quickly see the Report details:

![Additional details after expanding the row ](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnj3qWgCgg_KPVmXrh%2F-LLnoboJ67IhjMJj20fF%2F51.png?alt=media\&token=94fa0fda-e0cf-454d-9798-faaad831f379)

Report can be deleted via "Delete" option which is available when user opens the Report details:

![Delete option](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnj3qWgCgg_KPVmXrh%2F-LLnpsGHjK0xXw977MM6%2F52.png?alt=media\&token=84e863f6-bd15-4f17-8f9b-f4039adbf69d)

\

{% endtab %}

{% tab title="Action Points" %}
Here is the overall UI for Action points tab:

![Action points tab](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLnquznD0_5I1peu9jB%2F53.png?alt=media\&token=0f17afb8-aef4-4dc7-a49b-46087ab43428)

{% hint style="info" %}
This tab is editable by **PME** and **UNICEF Focal Point** after TPM Focal Point has submitted the Final Report.

TPM users has no access to this tab.

See more details of the user rights in the [User rights and permissions ](../overview/user-rights-and-permissions)article.
{% endhint %}

New action point can be added via "+" button in the upper right-hand corner:

![Add button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLnrWU3X3Jvi5zL2G6N%2F54.png?alt=media\&token=6fc803c3-dbd2-417e-a329-2f69735cd9c6)

The following modal window is opened after user clicks "+" button:

![Add Action Point modal window](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLnwp9y308RiuK9DMxx%2F55.png?alt=media\&token=06be6b50-b908-442a-85e4-ec61d7c11df2)

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):

![Edit button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LMHeCHPYV5BOEXwJvh3%2F-LMHg0HXSk4sG20yWm_D%2F107.png?alt=media\&token=5aae784f-4b38-4337-87fc-4fb6d24f9be6)

![Duplicate icon](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LM2CjqJQTxPo9LSBCGl%2F-LM2CmkYsReJ9ILF3-mn%2F65.png?alt=media\&token=0f8e4879-8acf-4386-8027-9be6cc49356f)

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](https://razortheory.gitbook.io/action-points-dashboard/).
{% endtab %}

{% tab title="Related Documents" %}
Here is the overall UI for this tab:

![Related Documents tab](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLo2goovo31zJwyE9PX%2F53.png?alt=media\&token=27402ce1-df6b-4f71-8cc1-e5de12447f5b)

{% hint style="info" %}
This tab can be edited by **PME only** while the status of visit is **"Draft".**
{% endhint %}

User can attach New Document using the "+" button that opens the following modal window:

![Add button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLo3PUQ6W7s_XPiDBOt%2F54.png?alt=media\&token=eef8d57a-aa57-4ad0-9d98-27a3a0612f5f)

![Attach file modal window](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLo3YQBLWKd4YyCgOLw%2F55.png?alt=media\&token=22b56b9d-5451-4afe-bfd2-e51144dfe3ac)

Each row can be expanded using the arrow in order to quickly see the Attachment details:

![Additional details after expanding the row](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLo3zPzXpL90fAzeNOo%2F56.png?alt=media\&token=b97f4c23-c084-4250-a194-8bf2b46c837d)

User can delete the Attachment in this section using the "Delete" option in the Attachment details:

![Delete option](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LLnqiI1tekcg8aFcPgD%2F-LLo4QklIe3DZ7_K33iT%2F57.png?alt=media\&token=a19cafae-d396-46f0-9f4c-937bbdb8bcbe)
{% endtab %}
{% endtabs %}

## Status panel&#x20;

See the detailed information of the possible statuses and actions [here](statuses-and-actions).

## 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.&#x20;

Download is accessible  by clicking the **"Visit Letter"** button in the upper right-hand corner of the [Visit Details screen.](visit-details-scree-overall-interface)

![Visit Letter button](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LM7eNFVdhWiHNCm1XOm%2F-LM7lIVvARZEfc6fRY0U%2F104.png?alt=media\&token=cee9040e-5e2b-48c4-b831-d4e3c7a5a241)

Here is the example of the Visit Letter:

![Visit Letter](https://3736791516-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxGPxbbRc1mv-_gOuP%2F-LM7eNFVdhWiHNCm1XOm%2F-LM7kheO7D8C43wQpAoL%2F103.png?alt=media\&token=880ec3c2-56fb-4405-8b92-c1442c800cb7)

{% hint style="info" %}
The Visit Letter option is available for TPM Focal Point user after the Visit was **accepted**.&#x20;
{% endhint %}

