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Approve a recorded visit

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Review a finished visit that’s awaiting sign-off, and approve or disapprove it.

Before you start

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  • You need the visits:visits/approve permission.
  • You cannot approve your own visits — only visits recorded by someone else.

Steps

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  1. Open a finished visit that’s pending approval. The visit shows why it needs approval (for example: it wasn’t planned, the outcome was unsuccessful, or it was visited too soon after a prior visit).

    A rep’s visit seen by their manager: the “Needs Approval” badge is highlighted and its tooltip lists the reasons “Non-planned visit • Marked unsuccessful”; the approve and disapprove icons sit at the right.

  2. Review the questionnaire answers, locations, samples, and expenses — all read-only from this screen.

  3. Choose Approve or Disapprove. Anyone watching this visit is notified.

What can go wrong

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You don’t see Approve/Disapprove on a visit

Section titled “You don’t see Approve/Disapprove on a visit”

Either the visit belongs to you (you can’t approve your own visits), or your role doesn’t hold the approve permission.

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