Use a Visit for each attendance on a Project, including surveys and discussions before the work is agreed.
1. Add the attendance
- Open the Project and choose Visits.
- Use the add action to open a new Visit.
- Enter the work name and description.
- Choose its date and time, then check the duration and crew.
- Review the location and save.
Check any person selected by default. New attendances can use your active linked Team entry; your email address alone does not establish that assignment.
2. Change the Visit
Open it from the list to change its description, schedule or crew where permitted. A date with no time is provisional; an attendance with no date is unscheduled. Review the saved status after changing it.
3. Record the attendance
Use Record time for time worked. Keep findings and supporting files on the Project.
A Visit needs no completion outcome, handover or signature. Use the Project handover when delivered work is ready to sign off.
If saving fails
Keep the sheet open and retry the same save. Review conflicts or changed details before confirming. Check the existing list before creating another attendance.