Change visit details

Change the visit name, comments, span and other details from the visit window.

The default name of a visit is the Task Name of the task with the longest span in the visit.
  1. Click Menu , and then click Plan management.
  2. Click the plan.
  3. Click any of the following underlined fields to modify the details:
    • Visit Title

    • Track

    • Comment

    • Work Days

  4. Click Save.