Default Page Layout for Visit Execution

The default mobile Visit page layout has these predefined tabs:

Visit List

Shows a list of in-progress and upcoming visits when the field rep starts the day. Evaluation officers can scan through the most important information, such as Account Name, Planned Start Time, and Visit Priority.

Visit Map

If addresses and maps are enabled, shows the visit location on an embedded map.

Visit Actions

Shows actions to start and end a visit, and an action that redirects a rep to the navigation app on the mobile device.

Visit Task List

Shows the list of tasks related to a visit and specifies whether a task is mandatory. A progress ring beside each task changes color based on the status of a task: started, in progress, or completed.

The default mobile Task page layout has these predefined tabs:

Details

Shows key details, such as the name of the task, task status, related context records, and whether the task is mandatory.

Assessment Indicator Definitions

Shows the list of all assessment indicator definitions related to the task as a questionnaire.

Expected Values and Actual Values

Shows the expected or target value for each assessment indicator definition. Has a section for reps to record actual metric values.