Visits

Tap Visits in the bottom navigation to view your scheduled and completed visits.

Visit list

Visits are organised by status. Use the filter tabs at the top to switch between:

Tab	Shows
Scheduled	Upcoming visits
Completed	Recorded visits
Missed	Visits that passed without being recorded
Cancelled	Cancelled visits

📱Visits listAdd screenshot → src/assets/screenshots/compass/mobile/visits-list.png

Schedule a visit

1. On the Visits screen, tap the + button.
2. A Schedule Visit sheet slides up from the bottom.
3. Select the beneficiary you’re visiting.
4. Set the date and time.
5. Add a purpose and optional notes.
6. Tap Schedule.

📱Schedule visit sheetAdd screenshot → src/assets/screenshots/compass/mobile/visit-schedule.png

Record a completed visit

After conducting a visit:

1. Find the visit in your Scheduled list and tap it.
2. Tap Record outcome.
3. Fill in:
   • Outcome — what happened
   • Notes — detailed observations
   • Next steps — planned follow-up
4. Tap Complete visit.

The visit moves to Completed and the details are locked.

Tip

Open the visit record before going to the field so you have the beneficiary’s details on hand. Record the outcome on the spot — it takes 2 minutes and is far more accurate than writing it up later.