What are Location Visits?
An Location visit is used to track an operator returning to a location during their route.
Permissions
While there are no restrictions on who can maintain and update, you will need a Planning or Finance license to complete ad-hoc visits.
Completing the Notes Section
In the Notes section of the visit sheet, you can capture any specific details or observations related to the visit. This might include:
Observations: Any noteworthy findings during the visit.
Instructions: Additional instructions or details relevant to the service performed.
Recommendations: Suggestions for future maintenance or parts replacement.
Customer Feedback: Any feedback from the customer or machine operator.
These notes are crucial for maintaining comprehensive records of each visit and ensuring that all relevant information is documented for future reference or follow-up.
