Modifying Checklist Activity Information

Complete the following procedure to modify the checklist activity for a site visits.

To modify checklist activity information

  1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

    • The My Site Visits list in the side pane.

    • The site visit details in the main pane.

  2. Tap a record in the My Site Visits list.

    All the site visit details for the selected record appear.

  3. Update the checklist activity information as follows:

    1. Tap the down arrow next to Checklist Activities and then select the record that you want to modify.

    2. Update the following fields as required: Quantity, UOM, Response, Comments.

  4. Add a new checklist activity as follows:

    1. Tap New (the plus (+) icon) next to Checklist Activity.

    2. Enter the information for the checklist activity in the fields that appear and then save the record.