Draft a New Visit
Purpose: draft a new visit
Who: UNICEF User
When: drafting a new trip
- To add a new Visit, click the Create New button at the top of the Collect section:
- Once you clicked on the Create New button, you will be directed to the below screen, you can see the status of the Visit on the top of the screen, also you will see the Activity Details tab, click on the Edit icon to complete the required information on the activity details tab.
- After clicking on the Edit icon, the activity Detail tab will expand, and you have to complete the below fields and click on save:
- Location (click on the SELECT LOCATION/SITE WITH WIDGET)
- Start and end date
- Section
- Next step is to complete the monitoring information field, click on the edit icon and complete the required fields.
Note: you need to either select the Staff or third-party monitors as the Primary traveler, then complete the rest of the fields and click on Save.
- Next step is to complete the Entities to Monitor, you need to indicate the Partner, CP output and PD/SSFA. click on add new item to add to each field then click on save
- Once you have completed the Details tab, you can add attachments in the attachment tab and click on Next to go to the next stage.
