Client Profile Management
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      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

      1. Select Clients

      2. Insert Client name and select display clients or choose all clients and select display clients

      3. Select the client name to load the profile

      4. Open up the Tree Structure and select the location you are wanting to move ( Please note you cannot move a delivery from a service)

      5. Then select move location

      6. Then in the pop-up - select the admin location you would like to move it to by searching - then click confirm transfer

      7. 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