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Consult sessions

Written by Sven Poppelmann

Consult Sessions

Consult sessions record advisor visits and farm consultations. They create a timestamped record of advice given, actions agreed, and observations made.

Note: Consult sessions are currently available for SFI and Countryside Stewardship agreements only.

During a visit

Your advisor can start a consult session from the app. The session captures:

  • Date and time of the visit

  • Notes and observations

  • Voice recordings - transcribed automatically

  • Photos taken during the visit

  • Actions agreed - automatically created as tasks

After the visit

The consult session is saved to your farm record. You can review it anytime from the timeline or the Consults section. Any actions agreed become tasks on your task list.

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