Visit Reports
Understanding the visit summary
Every time a team member checks in and out of a site, provvio generates a visit report. This is a complete record of what happened during the visit.
What's in a Visit Report
A visit report includes:
- Arrival time: When the team member checked in
- Departure time: When they checked out
- Duration: Total time on-site
- GPS data - Check-in and check-out locations
- Team member - Who performed the visit
- Checklist results - Every item marked as complete or incomplete
- Notes - Any notes added to checklist items
- Photos: All photos taken during the visit
Viewing Visit Reports
From the Dashboard:
The dashboard shows recent visits across all sites. Click on any visit to see the full report.
From a Site:
- Go to Sites and open a site
- Go to the Visits tab
- Click on any visit to see the report
From a Client:
- Go to Clients and open a client
- Go to the Visits tab
- You'll see all visits across all of that client's sites
Filtering and Searching
You can filter visit reports by:
- Date range: See visits from a specific period
- Site: Filter by location
- Team member: See visits by a specific person
- Status: Complete or incomplete
Tips
- Review visit reports regularly to ensure quality standards are being met
- Use visit reports to resolve any disputes with clients about service delivery
- Visit reports are permanent records: they can't be edited after the visit is completed
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