Quick Add an Item

Owned by akapteyn (Unlicensed)
Last updated: Apr 01, 2016 by Chris vanderHeide
1 min read

In many areas of HomeTrak Companion you can use the Quick Add function to add multiple items to a person or organization.

If you see a drop down arrow on the Add button, then you may use the Quick Add function to add multiple items at once.  

Step-by-step guide

  1. Click on the Add button on the toolbar and select Quick Add from the drop down menu.
  2. A list of the items you can add are displayed.
  3. Select/Click on the checkbox of the items you want to add, or modify some of the information on a line.
  4. Click Save.

 

Only checked items will be added. Modifying any other value or selection in a row will automatically check the 'Add' column for that row. Some Quick Adds may require information to be specified in one ore more fields.

Areas Quick Add can be Used

  • Authorizations
  • Required Dates
  • Extra Information
  • Care Plan - Duties to Perform
  • Client - Applications
  • Human Resources - Interviews

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