How do I confirm the values Propel pulls from a visit?

After a visit, Propel reads your voice notes and captures and fills in your team’s visit form. You check each value before it counts.

On the web

1. Open the visit and select the Structured data tab.
2. Values you have not checked yet say Proposed by Propel. Each one shows where it came from.
3. Select Confirm on a value you agree with. It changes to Confirmed. Select it again to undo.
4. To confirm a whole section, select Confirm all.
5. If a value belongs to a different place, use Re-assign to another place.

On the phone

After processing, the visit page shows Review with the number of items to check. Tap it to go through them.

What the section badges mean

• Confirmed: you have checked it.
• From metric: it came from a metric you recorded.
• Extracting: Propel is still reading the visit.
• Needs input: nothing was found and the form needs a value.
• None observed: you said there was nothing to record.

Good to know

• A Low confidence badge with a percentage marks a value Propel is less sure about. Check it against the recording.
• To fix a wrong value, correct it in the report draft or in your metrics before you sign.
• Once the report is signed, the values are frozen with that version.