Reason for a Visit by Staff

Approved staff can add, edit, and disable the values displayed in the Reason for a Visit by Staff drop-down that appears on the Employer Contact Details page.

Add Reason for Staff Visit

  1. From the left-hand navigation menu, navigate to Admin Tasks > ServiceLink tab > Reason for a Visit by Staff tile. The Reason for a Visit by Staff page displays.
  2. Click Add. The Add Reason for a Visit by Staff page displays.
  3. Complete the required fields as described below.
    1. Description: Text; Enter a description of the reason for a visit by staff as you would like it to display in the drop-down.
    2. WISPR Category: Text; Enter the PIRL ETA 9131 Customer Service category.
    3. WISPR Category Description: Text; Enter the ETA 9131 Customer Service category description (see the TEGL 10-16).
    4. Active: Option; To actively display the reason in the drop-down, select Yes. Inactive reasons do not display to staff in the drop-down, but do display on the Staff Visit Reasons page (if Show All is selected), where they can be activated at any time.
  4. Click Save.

View/Edit Reasons for a Visit

  1. From the left-hand navigation menu, navigate to Admin Tasks > ServiceLink tab > Reason for a Visit by Staff tile. The Reason for a Visit by Staff page displays.

  2. Click Edit in the Action column or click the linked Description for the reason you want to edit.
  3. Make any necessary edits, including changing the Active status.
  4. Click Save.