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Version X - Growth Modules
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Version X - Reporting
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Verison X - FAQ
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Version X - Allocations
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 Infection Control and Fatigue Management, as they are all connected
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Select Clients
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Insert Client name and select display clients or choose all clients and select display clients
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Select the client name to load the profile
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Open up the Tree Structure and select the location you are wanting to move ( Please note you cannot move a delivery from a service)
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Then select move location
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Then in the pop-up - select the admin location you would like to move it to by searching - then click confirm transfer
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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