Page Info

Title

Page 5

Description

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel porttitor est. Quisque neque ex, pharetra vel metus nec, dapibus facilisis magna.

Transcript Text

Let’s begin by walking through the creation of a new SMO visit. To launch the New Visit wizard, click on the Create SMO Visit link in the SMO control panel. The New Visit pop-up wizard appears. On the first step, Select SMO, you have two options for selecting a hosting SMO. You may choose the current SMO you are in or find another hosting SMO. Now we will demonstrate both, starting with the “Find Hosting SMO” option.​

Create SMO Visit

New Visit Workflow

To launch the New Visit wizard:

In the SMO control panel, click the Create SMO Visit link.

In the Select a SMO section, either:​

  • Select the Current SMO option then click Next to continue.

OR

  • Select the Find Hosting SMO option and enter SMO attributes (shown on the following slide).
SMO panel with create SMO visit link highlighted. Then New Visit workflow