Guide › Care Worker › Add visit records and complete a visit
Care Worker
Add visit records and complete a visit
Capture the visit records requested by the office and describe the outcome before sending the visit for review.
Before you start: Use a visit assigned to you whose current state permits record capture. Have the photos or PDF document that belongs to this visit.
Open Visit records
Care Worker
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1Step 1 of 5
What to doFrom the assigned visit, open its visit-record screen. Check the visit and its record coverage first. In Add to the visit record, choose Before, During, After or Document to describe the capture.
The visit context and coverage counts identify the work being recorded. Only records accepted by the server count toward the visit’s required photo coverage.
Choose the file and submit the record
Care Worker
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2Step 2 of 5
What to doUse Take a photo or Choose file and choose the category. Photos support JPG, PNG, WEBP, HEIC or HEIF; documents must be PDF. Read the current maximum file size and remaining photo limit on the form, then choose Save visit record when the selection is correct.
If the server accepts the record, it appears among saved visit records. A device-local queue entry is still awaiting synchronisation.
Check the local queue status
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3Step 3 of 5
What to doRead the queue message on the visit-record screen. If records are retained locally, restore connectivity or sign in again as instructed, then use Retry sync now where offered.
Successfully synchronised records appear as saved records. Retained or refused items remain visible for follow-up and do not count as saved completion evidence.
Add a corrective record
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4Step 4 of 5
What to doRead the linked visit records before adding another. If an existing linked item needs correcting, capture a new corrective item and explain the correction in Notes while the visit still accepts records.
Linked visit record items cannot be edited or deleted. A successfully accepted corrective item is added to the visit alongside the earlier record.
Review the outcome and complete the visit
Care Worker
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5Step 5 of 5
What to doChoose Continue to visit outcome. Select the outcome, complete Work undertaken and relevant fields, then check missing-photo or queued-record messages. Choose Complete visit or Report failure for the chosen outcome, only after reviewing the record.
The illustration still needs an accepted photo before completion. Resolve the displayed gate and validation messages. Only a successful server response records the completion or failure outcome for office review.