Viewing Agent Visit Status
If you want to see how field staff are progressing with their site visits for the day and in particular their current and next visit details:
- Click on the Schedule icon in the navigation panel:
- In the Views panel select Agent locations to show the Agent locations default map view.
- Click on Table view to view list of all active agents' site visit statuses.
The Schedule is displayed with the default Assigned to me view.
The following information and options are displayed:
|Include inactive agents||When selected lists all inactive agents|
|View on map||Click this button for map view of agent routes (as the crow flies) over past 48 hours|
|Current visit||The visit which the agent is currently attending. If there is no visit taking place right now, the next planned visit is displayed here.|
The next planned visit after the visit displayed in the 'Current' column
The number of visits attended out of the total number of visits today
|View history||Displays agents' 48h site visit history. See Viewing Agent Location History.|