Visits — Workflows: step-by-step

This page brings the common Visits tasks together as end-to-end, step-by-step workflows.

A) Open an existing visit

1. Open Visits from the left-hand menu. (If you cannot see Visits, ask your administrator to enable it and grant you permission.)
2. On the Visits landing page, find the visit in the table (use Search to narrow the list).
3. Click the Start visit icon (the house icon) in its row to open the Visit Entry screen.

B) Create a new visit (four steps)

1. Open Visits to reach the Visits landing page and click Create visit list (top right).
2. Survey step (headed Visit list details):
   • Enter the Visit list name.
   • Use Select a survey to choose the survey to use (a Preview survey panel appears).
   • Click Next.
3. Address Types step (headed Address type selection):
   • Use the Address types multi-select to choose one or more types (account-configured; for example, Street Address), or leave blank for no restriction.
   • Optionally tick Primary address only.
   • Set Group addresses by: Street (default) or Suburb.
   • Click Next.
4. Audience step (headed Select an audience):
   • Use the single combined search Search for lists or people to add to find a saved list or an individual.
   • Click Add to add it. Repeat until the set looks right. (Lists over 5,000 records cannot be selected, and contacts restricted from visits are left out automatically.)
   • The addresses appear in an Address | Contact table. To remove one, open its ⋯ menu and choose Delete. Click Next.
5. Review step (a Summary):
   • Confirm the List name, Survey name, Number of contacts, and Number of locations.
   • Click Finalise list to lock in and start, or Save and close to return later.
6. After finalising, open the visit with the Start visit icon on the Visits landing page.

For the full detail of each step, see Creating a visit list (Survey → Address Types → Audience → Review) (Document ID: 251).

C) Work through a visit and record outcomes

1. The visit opens on the Visit Entry screen. In the left Locations panel, expand a street (or suburb) and pick an address (use the All streets and All status filters to narrow the list).
2. In the middle panel, under What happened at this address?, choose one of Contact made, Nobody available, or Skipped. Apply Address tags if needed to capture context.
   • Nobody available and Skipped are recorded straight away, and the next address opens.
3. If you chose Contact made, the panel shows Who did you meet? — select the person you spoke to:
   • Choose the listed contact (a Target badge may show), or
   • Choose Someone Else if they are not in your database.
4. In the right Complete the survey panel, complete the survey. Confirm the Visited by me person and Visit time date in the top bar, then click the survey's submit button. Recording Contact made with the survey submitted:
   • Changes the address status to Completed in the left panel,
   • Adds a Visit post to the contact's activity (for an existing contact), and
   • Offers Go to next address, Create task, or Select another contact at this address.
5. On the Visits landing page, Contact made rolls up to Successful, Nobody available to Unsuccessful, and Skipped to Unattempted.

For more detail, see Working a visit & recording who you spoke to (incl. "Someone else") (Document ID: 254) and Visit outcomes & posts to a contact (Document ID: 249).

D) Resume a half-built visit

1. If you used Save and close during the builder, reopen Visits.
2. Click the visit list's name on the Visits landing page to reopen it in the Visit List Wizard.
3. Complete any remaining steps, then click Finalise list on the Review step when ready to run.

E) Print a map of the visit area

1. On the Visits landing page, click the map icon in the visit's row.
2. The Visit Area panel shows the visit's locations on a map. Zoom or fit the map as needed.
3. Click Print to print the map, or Cancel to close the panel.