02 May Creating a New Field Visit
Applicable accounts: ‘Regular’ Account ‘Enterprise’ Account
Creating a New Field Visit
Prior to visiting a franchisee, you need to create a field visit record to allow data gathered during the actual visit to be saved to FZM.
There are two ways to add a new field visit record in FZM. We discuss both of these methods below.
To Create a Field Visit Record Using the Field Visits Module
1. On the FZM Menu, click Franchisee Field Visits, then New Field Visit.
Figure 7. The Franchisee Field Visits Module
2. On the Field Visit Templates window, select a template by checking the box on the left, then click Continue.
Figure 8. Select a Template, then click Continue
3. On the Field Visit window, perform the following:
A. Select the franchisee to be visited from the list.
B. Enter a start and end time for the visit.
C. Enter your name on the Visit By field, note this has multiple select available, so all attendees from Support Office can be added too.
D. Enter the attendees on the franchisee side. These are the names of the people you will be meeting with during the visit.
E. Enter the agenda for the visit.
Figure 9. Setting Up the Field Visit Record
Click Email Franchisee Appointment to notify the franchisee about the scheduled field visit.
Figure 10. Click to Send Email Notification to Franchisee
4. Click Save, then click OK on the message to confirm that you are saving the record.
To Create a Field Visit Record using the Franchisee Module
1. On the FZM Menu, click Franchisees, then Search Franchisees.
Figure 11. Click Search Franchisees
2. On the Search Franchisees window, enter either the franchise or franchisee name, or both, then click Search.
Figure 12. Searching Franchisees
3. On the Results section, click the Details button to the right of the Franchisee record.
Figure 13. Click the Details Button
4. On the Franchisee window, click Add New, then Add Field Visit.
Figure 14. Click Add Field Visit
5. On the Field Visit window, perform the following:
A. The Franchisee drop down will auto complete with the Franchise name.
B. Enter a start and end time for the visit.
C. Enter your name on the Visit By field.
D. Enter the attendees on the franchisee side. These are the names of the people you will be meeting with during the visit.
E. Enter the agenda for the visit.
Figure 15. Set Up the Field Visit Record
6. Click Email Franchisee Appointment to notify the franchisee about the scheduled field visit.
Figure 16. Click to Send Email Notification to Franchisee
7. Click Save, then click OK on the message to confirm that you are saving the record. On the Franchisee window, the record is added to the list of field visits, which you can view by clicking the Visits tab.
Figure 17. The Visits Tab shows a List of Field Visits
NOTE: To get the email notification about the scheduled field visit, attendees must have their email addresses defined on their Franchise record in FZM.