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Propose an onsite visit ​

You're ready to go to site and want the company to confirm the date. Proposing a visit in APEX puts your dates in front of them and keeps the back-and-forth in one place instead of email. They approve it, and the visit is on the calendar for both sides.

Before you start ​

  • You need to be signed in to the Partner portal and assigned to the project. See First login as a partner.
  • Have your date and time window ready. If the work touches specific equipment, know which items from the project's bill of materials are involved.

Steps ​

  1. Open the Projects tab and click into the project you're scheduling.

  2. Scroll to the ▸ ONSITE module and click Schedule visit.

    The Partner Portal Onsite 'Visit schedule' view, with counts for upcoming, on-site, and awaiting-approval visits. Visits are scheduled from inside a project.The Partner Portal Onsite 'Visit schedule' view, with counts for upcoming, on-site, and awaiting-approval visits. Visits are scheduled from inside a project.

  3. Fill out the visit. Only the date and time are required; the rest help the company prepare:

    FieldRequiredWhat it's for
    DateYesThe day you plan to be on site
    Start and end timeYesYour arrival-to-departure window
    What forYesThe purpose of the visit
    Equipment itemsNoItems from the project's bill of materials
    Location detailNoWhich floor or room
    NotesNoAnything the company should know

  4. Click Propose visit. The company sees your proposal at the top of their Field Ops page the next time they refresh.

Result ​

Your visit shows PROPOSED in your portal while you wait for the company to approve it. Here's the path from here:

Once it's SCHEDULED, you're set. On the day, see Mark a visit on-site, then done.

TIP

Plans changed before the company approves? Open the visit drawer and cancel it. If they've already approved and you need to move it, reschedule with a reason instead.