The Visitation Log is a three part report. The first section outlines the basic information for a family. The second part contains the details of the last visit with this family. The third part is a section for the caller to write notes.
To print the visitation log, you’ll need to decide which families need to be visited. Do you need a log for families of a certain association, or a specific family or enter the fact that a background check has been requested, do the following:
- Expand the People menu.
- Click on Reports
- Click on Visitation Log
- If you’d like a log report for every family of a certain association, click over the specific associations.
- If you’d like the log report for a specific family, click the box for individual. A pop up window will be presented for you to enter the last name, then pick from a list of folks with that last name.
- If you’d like a log report for folks missing since a certain time, enter the date, then check the box for missing.
- Click GENERATE to send the report to the printer.