- Entire OnHire Knowledge Base
- Your Clients
- Client Profile Management
How to Move a Client/Location to Another Tree
Please note you can only move Admin/Service/Admin and Service
Delivery Locations will only move with the attached service - This is due to the fact of Infection Control and Fatigue Management as they are all connected
-
Select Clients
-
Insert Client name and select display clients or Choose all clients and select display clients
-
Select the client name to load the profile
-
Open up the Tree Structure and select the location you are wanting to move ( Please note you cannot move a delivery from a service)
-
Then Select Move Location
-
Then in the pop-up - select the Admin Location you would like to move it to by searching - then click Confirm Transfer
-
This will move the location as requested - but ensure to refresh the page after transferring and then click on Load Tree Structure to view the new tree with the moved location attached