NextGen Knowledge Center

Update an Order in the Order Management Panel

  1. Select an order with details that need to be updated in the Order Management grid.
  2. The details of the selected order display in the respective fields in the Manage Selected section.
  3. If applicable, click the Status (step) field and select the appropriate status from the Select status of referral picklist.
  4. Click the Action/comment field and select a value from the picklist.
  5. Click Edit.
  6. After making any necessary changes in the Result/report section, click Update, if applicable.
    All Order Management template

  7. Click Save and then Close.
    The changes display in the top grid.
  8. In the Order Status Detail/actions grid, you can track changes made to orders, including those made by different users, and sort orders by selecting the Order Status Detail/actions option or the Order result edit log option.
    Order Status Detail/actions grid

  9. Click an item in the grid to open the order management data view template.