Page Comparison

1. Select the user to transfer data from

• On left side of screen, select user to transfer the data from
  

• Click Transfer (top left)

2. Select the user receiving the records

• Tick beside the user who is to receive the transferred records
  

• Click Select

3. Select records

• Choose which record types should be transferred select All records
  ORselect an individual record type to transfer
  
  The individual record types offered depend on the records currently owned by the user you are transferring records from
  
  See sections 3a & 3b below

3a. All records

In the screen shown in step 3 above:

• Choosing All records transfers each record (regardless of type) with no further options given

• Click Accept to start the transfer process

3b. Individual records

If the records to be transferred need to be shared across a number of existing users, an individual record type should be selected

In the screen shown in step 3 above:

• Select a record type and click Accept
  The individual record types offered depend on the records currently owned by the user you are transferring records from

• The records to be transferred will be displayed in a grid - use the tick box to the left of the record to select which records are to be transferred to the selected user
  To aid selection, column headings can be clicked for usual grid sorting/filtering options and use the top left tick box to de-select all records

  

• Click Exit to start the transfer process