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Adding a Visit Type #
NOTE:
All fields marked with an asterisk * are mandatory to fill.
- Click the + button.
- Fill in the required information.
- Click Save to confirm.
Editing a Visit Type #
- Click the Edit icon to be taken to the Visit Type details page.
- Complete the required edits.
- Click Save to confirm.
Deactivating/Activating a Visit Type #
To deactivate a Visit Type:
- Click the Check icon and you will be prompted with a confirmation box.
- Click the Deactivate button to confirm.
To activate a Visit Type:
- Click the Show All checkbox to see all Visit Types.
- Click the X icon and you will be prompted with a confirmation box.
- Click the Activate button to confirm.
Deleting a Visit Type #
WARNING:
You cannot restore a Visit Type once deleted. Use with caution.
- Click the Delete icon.
- Confirm the popup.
Field Descriptions #
Field Name | Field Description |
|---|---|
Name* | The visit type name. |
Type* | The type of visit whether a branch or user visit type. |
Min. time per visit | The minimum amount of time to be spent during the visit. |
Max. time per visit | The maximum amount of time to be spent during the visit. |
