> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Check In and Complete a Visit

> Check in to a visit, work through its tasks, record tasks you can't do, and check out.

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.

```mermaid theme={null}
flowchart LR
  A[Not Started] -->|Check In| B[In Progress]
  B -->|Check Out| C[Completed]
  A -->|Cancel Visit| D[Cancelled]
```

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**.

## 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.

## 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.

<Tip>
  Location works best outdoors or near a window. If check-in keeps timing out, wait a few seconds and try again.
</Tip>

## 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.

| Button | What It Does |
| - | - |
| **Complete** | Marks a simple task done. |
| **Start Survey** | Opens the survey. Survey tasks complete when you finish the survey. See [Complete a Survey](/visits/surveys). |
| *Action name* | Opens the screen for that task, such as [Place Order](/field-work/place-order), [Core Ranging](/field-work/core-ranging), or [Pack Out](/field-work/pack-outs). |
| **Can't Do** | Records why you couldn't do the task. |

To undo a completed task, tap the task, and then tap **Undo**.

### 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**.

## 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.

### Plan and Update the Visit

| Action | What It Does |
| - | - |
| **Map** | Opens directions in your maps app. |
| **Cancel Visit** | Cancels the visit. Available before check-in. See [Cancel a Visit](#cancel-a-visit). |
| **Set Visit Type** | Changes the visit type. |
| **Add Note** | Adds a note. See [Notes](/visits/notes-and-follow-ups#notes). |
| **Add Task** | Adds more tasks to the visit. |
| **View Account** | Opens the account. |
| **Attach File** / **Capture Photo** | Adds a photo or file to the visit. |
| **Next Visit To Do's** | Plans follow-ups for the next visit. See [Next Visit To Do's](/visits/notes-and-follow-ups#next-visit-to-dos). |

<Note>
  Adding a task to a **Completed** visit sets it back to **In Progress**, unless your company has turned this off. If the visit reopens, check out again when you're done.
</Note>

### Record In-Store Work

| Action | What It Does |
| - | - |
| **Log an Incident** | Logs an incident. Available while checked in. See [Log an Incident](/field-work/log-incident). |
| **Display** | Records in-store displays. Available while checked in. |
| **Place Order** | Opens an order. Available while checked in. See [Place an Order](/field-work/place-order). |
| **Core Ranging** | Records core ranging. Available while checked in. See [Record Core Ranging](/field-work/core-ranging). |

## 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](/visits/notes-and-follow-ups#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](#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](/getting-started/key-concepts) turned on, a sync starts.

## 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."

## 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:

<Steps>
  <Step title="Open Cancel Visit">
    On the visit, tap the action button, and then tap **Cancel Visit**.
  </Step>

  <Step title="Choose a Reason">
    Choose a **Reason for Visit incompletion**. If you choose **Other**, enter **Remarks** (up to 255 characters).
  </Step>

  <Step title="Choose What Happens to Incomplete Tasks">
    Under **For Incomplete Tasks**, choose one of these options:

    * **Copy all incomplete Tasks to my next Visit**
    * **Do not copy**
    * **Let me choose**
  </Step>

  <Step title="Confirm">
    Tap **Cancel Visit**.
  </Step>
</Steps>

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](/visits/notes-and-follow-ups#next-visit-to-dos).

## See Also

* [Complete a Survey](/visits/surveys)
* [Add Notes and Follow-Ups](/visits/notes-and-follow-ups)
* [Plan Visits on the Calendar](/visits/calendar)
* [Sync Your Data](/sync/sync-screen)


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