Enter Visitation Notes

There are several ways that you can record the fact that a visitation occurred, who conducted the visit and any remarks or notes. These can be entered from the visitation section, from the person’s profile or through Roll Call Connect (if you have this module).

From Menu

To enter a visitation, do the following:

1. Expand the People menu.
2. Click on Visitation.

3. Click the plus (+ADD) button in the lower left of the screen. The visitation window will pop up.

4. Enter the last name of the family that was visited then press the TAB key.

5. A list of people with that last name will be presented. Choose the appropriate person.

6. Enter the last name of the person who is conducting the visit then press the TAB key.

7. A list of people with that last name will be presented. Choose the appropriate person.

8. Select the type of visit (Phone or In Person).

9. Enter the duration of the visit.

10. The date will default to today. You may change that to reflect the exact date of the visit.

11. Enter any notes or remarks about the visit.

Once you’ve completed entering the information, click:

1. SAVE & CLOSE to save the information and close the window.
2. SAVE & NEW to save the information and clear the window to begin entering a new visitation notes.
3. CANCEL to close the window without saving the information.

From within Person’s Profile

The visitation information can also be entered directly into the profile record of the person who was visited.

1. Expand the People menu
2. Enter the Last Name of the person who was visited to the right of the Quick Search drop down.
3. Double click on the appropriate person’s record.

4. Click on the Visit link on the left sidebar.
5. Click on the plus (+Add) button in the lower left.
6. The visitation window will pop up.
7. Enter the last name of the person who conducted the visit. Press the TAB key.
8. A list of people with that last name will be returned. Choose the appropriate person.
9. Select the type of visit (phone or in person)
10. Enter the length or duration of the visit.
11. Enter any notes or remarks.

Once you’ve completed entering the information, click:

1. SAVE & CLOSE to save the information and close the window.
2. SAVE & NEW to save the information and clear the window to begin entering a new visit.
3. CANCEL to close the window without saving the information.

From Roll Call Connect

If your ministry uses Roll Call Connect, staff members can enter visitation notes from their mobile devices or through a browser at home.

To enter visitation notes through Connect, log into Roll Call Connect and do the following:

1. Enter the Last Name of the person who was visited in the family search field.
2. Click on the appropriate family.
3. Click on the appropriate person
4. Click the tab for Visits
5. Click the button for Add VISIT.

6. Select the type of visit (phone or in person).
7. Enter the length or duration of the visit.
8. Enter any notes or remarks.

Once you’ve completed entering the information, tap or click:

1. The checkmark to save the information and close the window.
2. The X to cancel and close the window without saving the information.