Update an Order in the Order Management Panel
- Select an order with details that need to be updated in the Order Management grid.
- The details of the selected order display in the respective fields in the Manage Selected section.
- If applicable, click the Status (step) field and select the appropriate status from the Select status of referral picklist.
- Click the Action/comment field and select a value from the picklist.
- Click Edit.
- After making any necessary changes in the Result/report section, click Update, if applicable.
- Click Save and then Close.
The changes display in the top grid.
- 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.
- Click an item in the grid to open the order management data view template.