Site Visits dialog

If you are a site visit manager (having Site Visit Admin permission), use the Site Visits dialog to create site visits to be delivered to disconnected devices by field service technicians.

If you are a field service technician (having Site Visit User permission), use the dialog to view the site visits that your site visit manager has assigned to you.

Depending on your site visit permission, you can either view the site visits you created or those that are assigned to you.

Site Visits created by <user> / assigned to <user> / for <device/group>	Identifies the current context of the list of site visits, depending on the filter (see next) and the selected device or group.
My Site Visits / Device or Group	A means to filter the list of site visits: My Site Visits — Lists all site visits that you created (or that are assigned to you, if you have only Site Visit User permission). (System administrators are shown all site visits.) Device or Group — Lists only those site visits pertaining to the currently selected device or group. NOTE: If you are a system administrator, you can view all site visits, and you can elect to view completed (reconciled) site visits.
Show Completed	Select this check box to show those site visits that have been completed.
Name	The name of the site visit.
Device or Group	The name of the device or group of devices for which the site visit is intended.
Delivery By	The date on which the technician is expected to deliver the site visit on-site.
State	The current state of the site visit, such as ReadyForDownload, Downloaded, or Activated. (For descriptions of these and other possible site visit states, see State History tab below.)
Assigned To	The name of the field service technician to whom the site visit is assigned.
Created By	The name of the user who created the site visit.

This tab provides further details about the selected site visit. If you are the user who created the site visit, you may edit the site visit (under the noted conditions).

Name	Same as Name above. So long as the site visit has not yet been downloaded, the user who created the site visit may edit the name (up to 255 characters). NOTE: See also the Best Practice in the New Site Visit dialog topic regarding using names that are meaningful from the field service technician's point-of-view.
Device or Group	Same as Device or Group above.
Delivery By	Same as Delivery By above. So long as the site visit has not been downloaded, the user who created the site visit may edit the date.
Assigned To	The name of the technician to whom the site visit is assigned. So long as the site visit has not been downloaded, the user who created the site visit may change the assignment.
Items to Deliver	The total number of pending messages for the device or group of devices.
Device Summary	Summary information about the devices for which the site visit is destined. Device Type – The device type of the device or of some or all of the disconnected devices in the group. Number of Devices – The number of devices of that device type for which the site visit is intended.

This tab provides information about the history of the selected site visit, from creation through reconciliation.

State	The state of the site visit: ReadyForDownload – The site visit is ready to be downloaded ("exported") to a technician's laptop using the Questra Courier application. Downloaded – The site visit has been downloaded. Activated – The site visit has been activated on-site to synchronize with devices. Processing – The site visit's messages are currently being processed with a new state on the Enterprise server as a result of the site visit's being reconciled or manually deleted. Reconciled – The site visit has been delivered and its results have been synchronized (uploaded) to the Enterprise server. Canceled – The site visit was canceled by a user.
Date	The date and time at which the site visit entered this state.
Name	The name of the user whose action put the site visit in this state.
Notes	System-created information regarding the site visit.