How to Create Visits and Visit Forms in FranConnect

FranConnect makes documenting visits easy. This guide will help you easily record and manage your visit details on the platform. Whether it’s for site checks, compliance, or coaching, you’ll learn how to navigate FranConnect to keep your visit records organized and up-to-date. Let’s get started!

Topics

Creating a Visit Form

To create a visit form, first log into your FranConnect environment. Click the gear icon at the top of the page to access your admin settings.

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On the following page, click Visits on the left-hand column. Then click Manage Visit Forms on the Visits menu.

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You will be taken to the following page:

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From this page, you can modify your existing visit forms and create new ones. To create a visit form, click the Add Visit Forms button above the table. You will be taken to the following page:

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Fill in the relevant details on this page. Click Save & Next once you have confirmed that the information you have entered is correct. On the next page, you will build any tabs, sections, or questions you wish to include in your visit form.

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An example visit could look something like this:

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Once you are finished building your visit form, click the Finish button at the bottom of the screen.

Creating a Visit

To create a visit, first log into your FranConnect environment. Click the Operations drop-down on the left-hand sidebar and then select Visits.

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On the following page, click the CREATE VISIT button.

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You have three options for the visit you are creating:

  • Start Now: Starts the visit once it is documented in FranConnect
  • Schedule Now: Allows you to schedule the visit when you create it
  • Schedule Later: Allows you to create the visit now and schedule it at a future date

Fill out the form based on the selection you have made.

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Once you have confirmed that the information you have entered is correct, click CREATE at the bottom of the page. If you chose to schedule the visit, you will be redirected to the Visits page where you will see that your new visit has been created. If you choose to start the visit now, you will immediately be taken to the visit, which will begin immediately.

Conclusion

Having read this article, you should now be able to create visit forms and visits in FranConnect.

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