Published at: 2026-10-12
Field Visit Business Process Overview
The field platform closes the loop through configuration, planning, execution, review, and retrospection.
Manager or administrator: Configure actions -> Configure types and scenes -> Configure permissions and rules -> Plan routes or launch tasks
Field user: Perform a visit -> Submit actions and results -> Manager reviews and analyzes performance
Administrators configure permissions, actions, types, and rules. Field users execute tasks on Web or App. Managers use lists, maps, reviews, and analytics.
📝
Route visits, distribution, inspection visits, and phone visits must be enabled before rule authorization.
Each Field Type follows the configured process.