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. 

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  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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