Step 1: Open the visit you are starting from you calendar and punch-in
Step 2: Once you are ready to record a Daily Activity for this visit, go to the [Service Tasks] tab and open the [Daily Activities]
Step 3: Record the Daily Activities you completed during this visit
Tap on the checkbox for the Daily Activities you completed during the visit
Step 4: Add a comment to Daily Activities you did not complete
If you don't complete a Daily Activity that is attached to the visit, you must add comment to justify why you did not complete it.
Adding a comment for completed Daily Activities is optional.
To add a comment, tap on the on the [Comment] icon for the Daily Activity
A checkmark appears on the [Comment] icon once a comment has been added.
Step 5: Add any Daily Activity that were not attached to the visit
If you completed any additional Daily Activities during the visit, you can manually add it from the Daily Activity Plan of the client.
Tap on the [+] icon to access the Daily Activity plan. Then, add any Daily Activity, tapping on the [Add] icon.
Note: You cannot delete a Daily Activity that was already attached to the visit before you punched-in.
Step 6: Punch-out to automatically submit the Daily activities you completed
If you punch-out and there are some Daily Activities that were not completed without having a comment, a warning message will appear, notifying that you must complete all Daily Activities or add a comment to the not completed ones.
Step 7: After punching-out, you can check the Daily Activities that were completed, as well as the related comments, by going to the Service Tasks tab.