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Start a planned visit

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Use this when a visit is already on your plan for today. Depending on the visit template, you either check in and check out separately, or record the whole visit in one step.

Before you start

  • You need the visits:visits/startOrEnd permission.
  • The visit must be on today’s plan — the Start/Record button only appears on the day the visit is planned for.
  • You cannot start a planned visit while you already have another visit open. Finish or force-proceed that one first.

Steps

  1. From your agenda (or the planned visit itself), choose Start (for Check-in/Check-out templates) or Record (for Check-out Only templates).
  2. If the visit already has a template, it’s used automatically. If not, pick one.
  3. Verify your location, if the template requires it. If verification fails, you can force-proceed — this finishes the visit immediately with zero duration and sends it for manager approval, so only do this if you are genuinely unable to verify.
  4. Answer the start-of-visit questionnaire questions.
  5. Submit. This step works offline and syncs later if you have no connection.

What can go wrong

The Start/Record button is disabled. You already have another visit open. Only one visit can be open at a time.

Location verification fails. You can force-proceed, but the visit is recorded with zero duration and needs your manager’s approval: presence that could not be verified is not recorded as a normal visit.