Start a visit from the jobs section

This article explains how to start an assigned visit from the Visits section in the app and view all the jobs grouped by floor and area. It is intended for field workers who need to prepare for on-site work.

Note

Required role: Viewer

Open an Assigned Visit

Start your visit by opening it from the list of your scheduled visits.

1. Open the app and go to the Visits tab.
2. The My Visits screen shows your visits grouped by day, with a Today / Tomorrow control to switch between days.
3. Tap on the visit scheduled for today to open it.

Important: Open the visit while you have an internet connection. This caches the jobs, asset details, control-scheme thresholds, and floor plans on your device, enabling offline work during the visit. If you open the visit only after losing signal, some job data may be missing.

View Jobs Grouped by Floor and Area

After opening a visit, see the list of jobs organized to help you plan your work on site.

1. The visit's jobs open in a list grouped by floor and area, creating a walking list to follow efficiently.
2. Tap any job in the list to open its execution form.

Working with Jobs During Your Visit

You can filter and search jobs to focus on certain tasks.

1. While viewing the job list, tap the filter icon to open the Filters panel.
2. Filter jobs by Activity type and by Status such as Open, Completed, Overdue, or Skipped.
3. Apply filters to narrow down the list, or tap Clear all to reset filters.
4. Use the search icon and the Search jobs field to find a specific job.

When you tap a job, the job screen opens with two tabs:

• Info tab shows where the job is located, including Structure, Area, and Floor, plus any notes.
• Actions tab contains the form you need to complete. The form type is fixed by the job's activity type and cannot be changed.

Summary

Opening your assigned visit from the Visits tab and viewing the jobs grouped by floor and area helps you prepare for your on-site work. Be sure to open the visit while online to cache necessary data for offline use. Use filtering and searching to handle large job lists efficiently, and open each job to complete it using the assigned form.