Modifying Attendees Information

Complete the following procedure to modify the Attendees information for a site visit.

To modify Attendees information

1. Select the Side Menu on the application banner, and then select 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. Select a record in the My Site Visits list.

   All the site visit details for the selected record appear.

3. Update the Attendees information as follows:

   • Click on the down arrow next to Attendees to expand list of attendees.

   • To add an attendee, click on Affiliated Contacts to view of available contacts.

     • Use appropriate filters to identify the contact(s) to add

     • Click to select the contact to add to Attendees

     • Click on Add button to add the selected contact to the Attendees list or tap on Attendees button to return to Attendees list without adding any contact to attendees list.

   • To delete a Contact from the Attendees list, follow the steps:

     • Select any existing record in the Attendee list.

     • Click Delete Contacts button to delete the contact from the Attendees list.