How do I plan an on-site visit for a request?

In the request under “On site”: choose person, day, time, duration and address. The visit then appears in the Peak calendar of the person who goes, and they get a notice in their inbox. After the visit, someone from the team writes the report; it lands as a note in the request. Under Visits you see where a report is missing and who is out on the road how much.

1. 01Open the request.
2. 02“Plan visit” under “On site” opens the form.
3. 03After the visit: write the report or cancel.
4. 04Peak Helpdesk → Visits shows all visits, missing reports first.