Site Visits are used for Work-Based Reporting in New Zealand. They may also be adapted for internal use by organisations in any country.

1

Add a new Site Visit

This creates a Site Visit and automatically registers the Learner in the Site Visit.

1. Navigate to LRM > Learners > Selected Training Agreement > Detail
2. Click Action > Add Site Visit
3. Set the Link to existing Site Visit toggle to NO
4. Click Add
5. Enter the Site Visit Name
6. Enter the Event Date
   • All Site Visits are one day only.
7. Select a Status
8. Enter a Start Time
9. Enter an End Time
10. Enter a Break Duration (mins)
11. (Optional) Adjust the Maximum Enrolments
    • Default maximum is 1
12. (Optional) Enter an Address
    • To save a new address, click Add Address, enter the address details, and click Save
13. Click Save

2

Enrol Learner into an existing Site Visit

1. Navigate to LRM > Learners > Selected Training Agreement > Detail
2. Click Action > Add Site Visit
3. Set the Link to existing Site Visit toggle to YES
4. Select a Site Visit
5. Click Add
6. Enter the Attendance Duration (can be 0)
7. Select a Status (see note)
8. (Optional) Add Notes
9. Click Save.