Service Visit Management
v5
View saved Service Visit records.
Manage Service Visits
Filter By:
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Recent: See most recently created records. The “Show Me” field allows you to choose the most recent 5 to 100 records.
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Date: Select a custom timeframe to search for records. Choose the appropriate values using the start and end datepickers. You can type a date value in the format set under Account Preferences or pick a date using the datepicker UI. The # column on the left with the gray circles represent disease weeks. Clicking on a disease week number will autopopulate the start/end inputs with the appropriate values for that disease week.
Table
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sort the table by any field by clicking on the column name.
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Beneath the table, you can navigate between pages using the arrows or clicking on a page number. You can also change how many records to display on a single page using the Items/page dropdown option.
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Use the search box on the right to filter results by keywords. Clicking the X button will remove the search filter and display the entire table.
Action Buttons
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Pencil icon: Clicking the edit button brings you to a filled-in Service Visit form where you can modify the fields as necessary.
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Red trash can icon: Delete the selected Service Visit.