Edit Site Visit
If you need to change your site visit details:
- In the Site Visits schedule, tap on the site visit you want to change. The site visit opens to display the default Location tab.
- In the top right menu, select Edit site visit:
- The Edit site visit page opens:
- Add details as necessary:
- Customer - The customer to visit
- Location - Choose from existing customer contact locations or stored site locations - or add new ones
- Start - Today's date and current time are displayed by default - change this if needed
- End - The expected duration of the visit in the format. Tap to display the stepper.
- Title - The visit title
- Description - The description for this site visit
- Priority - Choose from Urgent, High, Medium, Low and Query
- Requested by (email) - The email address of the user requesting the ticket
- Assigned to - The Staff Agent the site visit ticket is assigned to
- Ticket queue - Choose in which ticket queue you want the site visit ticket to sit
- Ticket status - Open, Hold or Closed
- Once you've made your changes, tap on SAVE.