Check In and Complete a Visit

Use this page when you arrive at an account: you check in to the visit, complete its tasks, and then check out. This records when and where you did the work, so your manager sees accurate visit results. To open a visit, tap it on the home screen, calendar, or map. The top of the visit shows the visit name, account, address, visit type, and a status button. A visit starts as Not Started. Checking in changes it to In Progress, and checking out changes it to Completed. If you cancel a visit before you check in, it changes to Cancelled.

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Before You Begin

If your company captures location, turn on location for FieldKo Atlas in your device settings. Without it, you can’t check in.

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Check In

When you arrive, open the visit and tap the green Check In button. If your company captures location, the app records where you are. This can take up to 45 seconds. Most of the time, the visit then changes to In Progress. If you see one of these instead, follow its steps:

• You’re too far from the account: If you’re farther away than your company allows, you see Confirm Check-In: “You’re currently far from the expected check-in location. Do you want to continue?” To check in anyway, tap Continue. The app records your distance from the account.
• The app can’t find your location: The app asks whether to check in without location. To continue without it, tap OK. To try again, tap Cancel.
• Location permission is turned off: You can’t check in. In your device settings, turn on location for FieldKo Atlas, and then tap Check In again.

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Work Through Tasks

On the visit, the Tasks list shows every task. To filter the list, tap All, Not Started, In Progress, or Completed. Tasks are grouped. Tap a group to collapse it. Most tasks need you to check in first. If you haven’t, you see Check In Required: “Please check in to the visit before completing tasks.” Each task shows one or more of these buttons. To undo a completed task, tap the task, and then tap Undo.

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Record a Task You Can’t Do

1. On the task, tap Can’t Do.
2. In Select Reason, tap a reason. Or tap Other and enter your reason.

The task shows REASON FOR INCOMPLETION with your reason. To remove the reason, tap the task, and then tap Undo.

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Use Visit Actions

On the visit, tap the action button to see more options. Your company decides which actions appear. It might also add actions for creating other records during a visit.

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Plan and Update the Visit

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Record In-Store Work

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Check Out

When you’re finished, on the visit, tap the red Check Out button. What happens next depends on your tasks and your company’s setup.

• Every task is done or has a reason: The visit checks out.
• A visit note is required: You see “Please add at least one visit note before checking out.” Add a note, and then tap Check Out again.
• Some tasks aren’t done: You see Tasks Not Completed! Depending on your company’s setup, you do one of these:
  • Tap Check Out to continue to the Checkout Visit screen. There, you give a reason and choose what happens to the unfinished tasks. The screen works the same way as Cancel a Visit, from step 2.
  • Go back and finish the tasks. You can’t check out until every task is done.

The app records your location the same way as at check-in. The visit is marked Completed. If your company has background sync turned on, a sync starts.

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Change the Planned Time

You can change the start and end times only while a visit is Not Started. Change them from the visit:

1. On the visit, tap Planned.
2. Change the start and end times.

When the change saves, you see “Planned time updated.”

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Cancel a Visit

You can cancel a visit only before you check in. When you cancel, you give a reason and choose what happens to the visit’s unfinished tasks: If you chose not to copy tasks, the visit is canceled. If you chose to copy tasks, the Next Visit To Do’s screen opens so you can confirm them, and the visit is canceled when you save there. See Next Visit To Do’s.

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See Also

• Complete a Survey
• Add Notes and Follow-Ups
• Plan Visits on the Calendar
• Sync Your Data