Stakeout / PI / Record field work · Assigned worker

End the visit and submit findings

Close the field visit, then send the assignment’s final result to the office.

01

Record the end of the visit

Enter a Visit update for client in End this stakeout. Choose End Stakeout & Update Client, or explain unavailable GPS and use End Stakeout without GPS. Check that the ending note and time appear in the timeline.

Look for: End Stakeout & Update Client

02

Continue visits or prepare the report

If more field work is needed, start another visit when you arrive again. When the assignment is ready for review, close any open visit and use Back to Stakeout Job. Check the recorded field time, visits and photos.

Look for: Back to Stakeout Job

03

Submit the final findings

In Stakeout Report, select the outcome and enter the final summary. Put office-only details in Internal notes. Attach an optional report PDF up to 25 MB, then choose Submit Findings for Admin Review. A process server sees Completed while the administrator reviews the work.

Look for: Submit Findings for Admin Review

Ending a visit does not submit final findings. Recorded visit time does not automatically create a client charge or payroll entry.