V3 Review Visit Overlay - Set Status

You can change the Status of a Visit without having to go to the Dispatch Board. To change the Status from the Review Visit overlay, use the following steps:

  1. Navigate to a Visit Review overlay.
  2. Click Advanced Actions.
  3. Click Set Status to open the dropdown list. 

  4. Select the Status you would like. If you click Skip or Cancel Visit you will be prompted to enter a reason for the action.
  5. Click OK on the confirmation dialog to complete the action.

The Status will be updated on the Review Visit overlay and on the Dispatch Board. 

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