What is the process for adding materials to service agreement visits?

Problem

You need to add materials to service agreement visits.

Solution

You can only add materials to visits under active service agreements. To do this:

1. Find the active service agreement.

2. Open the active service agreement and click the Materials tab.

3. Click the dropdown next to the location in which you want to add the material.

4. Click Add Material under the visit in which you want to add the material.

5. Select the materials you want to add.