Site Visit Checklist

To access the Site Visit Checklist, follow the steps below.

1. Navigate to the Site Visit General Information screen by following the steps detailed in the Site Visit Navigation section and click on the Visit Checklist link.
2. On the Viist Checklist screen, expand the respective sections by clicking on the + icon
3. Selecting appropriate answers to the questions in their respective sections.
4. Once all the questions are answered, click on the Save button.

Figure: Visit Checklist

Note

• The Visit Checklist option becomes accessible when a template is specified in the Visit General Information.
• The answer is selected and saved only after a comment is mentioned in the empty field.
• It is mandatory to answer all questions.