Modifying Current Follow Up Information

Complete the following procedure to modify the current follow up information for a site visit.

To modify current follow up 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 current follow up information as follows:

   1. Tap the down arrow next to Current Follow Up and then select the record that you want to modify.

   2. Update the following fields as required: Activity Type, Description, Due, Status, Comments.

4. Add a new follow up activity as follows:

   1. Tap New (the plus (+) icon) next to Current Follow Up.

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