Edit - Data management

How do I set up Visit Rosters for specific checkpoints that I have set up?

Visit Rosters are groups of checkpoints that are scheduled to be visited at specific times on specific days of the week. Any number of checkpoints can be part of the visit roster, and these checkpoints may be from any site on any region.

To edit visit rosters, select the Edit/Visit Rosters menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

• To insert a new visit roster, click the Insert button and enter the visit roster details. Click the OK button to save the new visit roster, or the Cancel button to cancel the insert.
• To edit a visit roster, click the Edit button and edit the visit roster details as desired. Click the OK button to save the edited details, or the Cancel button to cancel the edit.
• To delete a visit roster, click the Delete button.

Visit Roster Details

• Name The visit roster's name or identification.
• Description A description of the visit roster.
• Rostered Visits Rostered visits are the checkpoints that are required to be visited for the current visit roster.

To edit these rostered visits, click the Rostered Visits button.

The grid on the bottom displays all checkpoints already assigned to the visit roster, while the grid on the top displays all available checkpoints, from all sites in all regions.

• To add a visit to the visit roster, select an available checkpoint and click the Add button.

The Pick days form appears, allowing you to select which days the checkpoint should be rostered for. Each day allows the selection of a Start Time and End Time to form a time window in which the visit is acceptable and considered to be on-time. For each day there is also a Grace Period which stipulates the amount of time before and after the time window, that a visit is acceptable, but considered to be early or late.

For example: A checkpoint is rostered with a Start Time of 08:00:00, an End Time of 10:00:00 and a Grace Period of 00:00:15. This means that if the visit is made on this day between 8:00AM and 10:00AM, it is considered on-time. If the visit is made between 7:45AM and 8:00AM it is considered early, and if it is made between 10:00AM and 10:15AM it is considered late. If the visit is made before 7:45AM or after 10:15AM, it is considered as missed as it did not occur within the specified time window or Grace Periods.

Note that any checkpoint can be rostered multiple times on any given day.

To remove a visit from the visit roster, select the visit and click the Remove button.