How to Enable Mobile Channel Creation in a Visitation Policy

Mobile Channel Creation allows employees to register new channels directly from the mobile application while performing field activities. This feature is controlled through the Visitation Policy and is designed to help organizations capture newly discovered channels more efficiently without requiring immediate portal access. Administrators can decide whether newly created channels should be activated automatically or go through a review process before becoming available in the system. In this guide, you'll learn how mobile channel creation is enabled and governed through a visitation policy.

Enabling Mobile Channel Creation gives field employees greater flexibility to record channel information as it is discovered, helping improve data completeness and operational responsiveness. The selected approval method determines how newly submitted channels enter the system, which can impact review workflows and data governance processes. Properly configuring this feature ensures that channel creation aligns with your organization's operational and approval requirements while maintaining control over newly added data.