Overview

 

This section shows you how the manager validates a Visit minute

Table of content

Step-By-Step

Two possibilities to access the visits to be validated
  • Make the search by the Number of the visit minutes receipt by e-mail
  • Access by report "in tabs"



Make the search by the Number of the visit minutes receipt by e-mail

Fill the Visit minute Number and Click and Search

 

 

 


Click on Edit in the Action column.

 

 

 

1- Select “Green” in Views menus Classification
2- Tick box if the Success Story visit minute
3- Click on Save

 

 

After the validation of the visit minutes the flag comes green.

 

 

❑ Second way to access of visit minute to be validated

1- In Tabs, Click on Reports

2- Click on “#Convergence - 7 - Visit Minutes“

3- Click on "My team's Visit Minutes"

4- Click on the visit Minutes you want to validate

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