Completing Programs in the Visit App
The Visit App in Encompass is an easy-to-use, mobile-optimized tool allowing you to complete assigned Programs. Here’s how to access and complete a program using the Visit App:
STEP 1: From the CPR Encompass home page, click Visit App Login. Log in using your Encompass credentials.
STEP 2: You will be shown the following options: Start a New Visit, Continue a Saved Visit, or Visit Schedule.
Start a New Visit: Start a brand new Program.
Continue a Saved Visit: Continue to fill out a Program that you have previously saved. You will be presented with your saved visits to complete.
Visit Schedule: View the programs you have scheduled or schedule additional programs.
Let’s begin by walking through starting a Program from scratch:
STEP 1: Click Start a New Visit.
STEP 2: Find the Program you would like to perform a visit for and click Start.
STEP 3: After selecting your Program, you will either be brought to your set of questions to answer, or you will be presented with a list of locations if the Program is location required. Your available locations are presented in order of proximity to your current location. This makes the assumption that the location you are standing in is where you are completing the Program.
You can narrow down your list of locations by using the search bar at the top of the screen or the checkboxes below it.
When you find your store, click Start.
STEP 4: Answer the set of questions.
STEP 5: Click Submit Visit to complete. You can also click Save and Exit if you would like to save this Program to complete/submit at a later time.
Tips for Submitting Visits:
If you are in an area without an Internet connection, you can still start a visit, but your visit may not submit until you pick up your Internet connection again. This will happen automatically as your device gets a signal.
For certain types of visits, GPS location services are enabled, and the proximity to the location of the visit will be recorded. Note that this capability works best with a clear line to the sky.
If you need to save a visit where you have uploaded images, these images will not save with the rest of the answers, and you will need to re-upload them when you resume the visit.