How to alter or delete service visits in bulk

Administration › Alterations › Service Visits changes many service visits at once — when an engineer leaves, or a week’s work has to be re-allocated.

Steps

1. Set the From and to dates and filter by group, site, tasks or engineers. Tick the visits.

2. Click Alter Visit(s). Choose a Username and add them to, or remove them from, the selected visits.

3. Or use Delete Service Visit(s): Delete Visit(s) only leaves the tasks to be planned again; Delete Visit(s) and tasks removes both.