Visit Scheduling

Visits are the core operational unit in Merq — a scheduled or unscheduled activity by a frontliner at an outlet. The Visits page provides two views: a Table View for list-based management and a Routing & Itinerary tab for planning visit routes.

Visits List

Navigate to Visits in the sidebar.

[Screenshot: web_visits_list]

Filters

The visits list supports the following filters:

Filter	Description
Keyword	Search by outlet name or visit title
Status	Pending, In Progress, Completed, Cancelled
Date Range	Filter by visit date
Project	Filter by project
Team	Filter by team
User / Frontliner	Filter by assigned field staff
Region	Filter by outlet region

Table Columns

The visits table shows: outlet name, assigned frontliner, project, team, scheduled date, status, check-in time, check-out time, and duration.

Creating a Visit

1. Click Create Visit (requires visit.manage, submission.create, or submission.approve permission)
2. Fill in the visit form:
   • Outlet — select the target outlet
   • Frontliner — assign to a user
   • Project — link to a project
   • Scheduled Date — when the visit should happen
   • Shift (optional) — select work shift (e.g., Morning, Afternoon, Night)
   • Tasks — attach task checklist items (optional)
3. Click Save

[Screenshot: web_visit_form]

Shift Assignment

What is a Shift?

A shift defines the expected working hours for a visit. Shifts help you:

• Schedule visits within specific time windows
• Group visits by shift for reporting
• Track frontliner performance per shift

Default Shifts

The system comes with three default shifts:

Shift Name	Start Time	End Time
Shift Pagi	07:00	15:00
Shift Siang	15:00	23:00
Shift Malam	23:00	07:00

Creating Custom Shifts

Admins can create custom shifts in Settings → Shift Management (requires shift.manage permission).

To create a shift:

1. Navigate to Settings → Shift Management
2. Click Add Shift
3. Fill in:
   • Shift Name — e.g., “Weekend Shift”, “Express Visit”
   • Start Time — in HH:MM format
   • End Time — in HH:MM format
   • Active — toggle to enable/disable
4. Click Save

[Screenshot: web_shift_management]

Shift in Visit Detail

When viewing a visit detail, the assigned shift (if any) is displayed alongside the scheduled date and frontliner information.

[Screenshot: web_visit_detail_with_shift]

Note

Shift assignment is optional. Existing visits without a shift will continue to work normally.

Visit Detail

Click a visit row to open the Visit Detail page.

[Screenshot: web_visit_detail]

The detail page shows:

• Outlet information (name, address, GPS)
• Assigned frontliner and team
• Scheduled vs. actual check-in/check-out times
• GPS coordinates at check-in
• Selfie photo taken at check-in
• Distance from outlet at check-in (geofence check)
• List of tasks with completion status
• Submissions linked to this visit

Visit Statuses

Status	Meaning
Pending	Scheduled but not yet started
In Progress	Frontliner has checked in
Completed	Frontliner has checked out
Cancelled	Visit was cancelled

Routing & Itinerary Tab

The Routing & Itinerary tab provides a map and list view for planning daily visit routes for frontliners. Use this to optimize visit sequences and avoid geographic backtracking.

[Screenshot: web_visits_routing]

Tasks

Visit tasks are checklists that frontliners must complete during a visit. Tasks can be defined per visit or as templates.

Navigate to the Tasks section (linked from Visits) to manage task templates.

Bulk Import of Visits

To schedule many visits at once, use the Import Center with the Visits template.