To create a new visit, you need the 'Create visit' permission
To create a new visit, you need the 'Create visit' permission
Open the schedule by clicking the Visits shortcut button. The schedule will be blank if you have not yet created any visits. See image
Select Insert > Visit.
Enter a code for the new visit. It may have up to 15 letters or numbers, but must begin with a letter. Help on creating codes... There is no distinction between upper and lowercase letters.
Click OK to create the new visit or Cancel to abort.
A new column will be created within the schedule. The first row displays the visit code. The second row displays the visit title or name, which is initially the same as the code and can be edited as you wish (see below). The third row is the visit cycles. See example
Visits can be repositioned within the schedule.
To edit a visit title, you need the 'Maintain visit' permission
Left-click on the visit title (the second row in the visit header). The text will become editable.
Change the text. Help on creating names...
Click outside of the box to close it.
It is possible to create repeating visits.
