How can I update or delete a project

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Menu options should depend on project status and schedule:

Upcoming/In progress/Completed project without scheduled/missed/done visits: Can be Edited, Deleted

Upcoming project with scheduled visits:  Can be Edited

In progress project with scheduled/missed/done visits: Can be Edited, Ended 

Completed project with schedule/missed/done:  Can be Edited

 

How can I update a project?

1. Select “Edit project” from the action menu by a project on the Projects page.

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2. In the “Edit project” modal, make the desired changes to the project. Certain changes will be prevented, such as selecting an End Date in the past, renaming the project to a name that already exists, or changing payment after visits have been completed.

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3. Confirm the changes by selecting “Save” or “Save and notify representatives”. The latter will send a mobile push notification to reps to alert them their scheduled project visit has been updated.

All project visits other than those already completed will be updated will reflect the new changes. 

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Changing the project time frame will update the due date for visits with the project end date at the due date. However, visits that have been specifically scheduled will maintain their scheduled date, even if it conflicts with the project time frame.

After the first project visit is done, you can no longer make changes to Payment settings.

 

How can I delete a project?

1. Select “Delete project” from the action menu by a project on the Projects page.

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2. In the confirmation pop-up, select “Delete project”.

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The deleted project will no longer appear in the projects list, filters, or reports.

Projects that have done visits can no longer be deleted.

 

 

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