Modifying All Follow Up Information

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

To modify all 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 all follow up information as follows:

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

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