Use the School Visits tab in a school record to view and manage visit details between your school and the selected school. Use this to view dates and notes of previously-held visits, as required.
An example of the Schools Visits tab is shown below:
Choose to:
Add a School Visit
To add a school visit, follow the steps below:
- In the Other Schools module, select the Other Schools tab.
- Search and select a school record to work with and select the
School Visits tab. - Click
Add School Visit.
A pop-up window is displayed:
- Enter a Visit Date for the visit in the field available. Click in the field to display a calendar and select a date, this saves time.
- In the Visit Notes field, enter details of the visit such as reasons for visiting.
- Click
Save Visit when finished.
The visit is listed in the school record.
Edit a School Visit
To edit a school visit record, follow the steps below:
- In the Other Schools module, select the Other Schools tab.
- Search and select a school record to work with and select the School Visits tab.
- Click
in your selected school visit.
A pop-up window is displayed: - Edit the Visit Date in the field available. Click in the field to display a calendar and select a date, this saves time.
- In the Visit Notes field, edit details stored for the visit.
- Click Save Visit when finished.
The amended visit is listed in the school record.
Delete a School Visit
Deleting a school visit removes all records of the visit completely.
To delete a school visit, follow the steps below:
- In the Other Schools module, select the Other Schools tab.
- Search and select a school record to work with and select the School Visits tab.
- Click
in your selected school visit.
A pop-up window is displayed. You are prompted Are you sure you want to delete this Visit? - Click OK.
The visit is removed from the school record.