/
How to Move a Client/Location to another Tree

EntireOnHire l

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

  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

 

Related content

How to Update the Servicing Office of a Location
How to Update the Servicing Office of a Location
More like this
Profiles Tab - Clients
Profiles Tab - Clients
More like this
How to Inactive/Terminate a Location
How to Inactive/Terminate a Location
More like this
How to use Member Offered
How to use Member Offered
Read with this
How to change Clients Location Type and move Service Locations
How to change Clients Location Type and move Service Locations
More like this
Difference between Location Documents and Shift Documents
Difference between Location Documents and Shift Documents
Read with this

Copyright © 2023 Entire OnHire