Fix it: Created a new location by mistake

Last updated 10 months ago

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Overview

This tutorial provides guidance on what to do in the case that a new location was created by mistake and that location should not exist.

Estimated Time to Complete – 5 Minutes

Click the tabs below based on the version of the Wise Option software you need instructions on.

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Video Coming Soon

Navigate to any patient file in Wise Option and click Location
If the location has never been used
1. Select the location in the list and click the red X at the bottom right to delete the location
If the location has been used
1. It is not currently possible to delete locations that have been used, as this would negatively impact the location history.
2. We recommend dragging the location as a child location of a location such as "z-Inactive" or "z-DO NOT USE"
3. This way there is an indication to users that this should not be used, but the location history is maintained.
4. Below is an Example. The location Stall 8 under Hospital Barn was created by mistake
6. Select Re-arrange items in the List
8. Click and drag Stall 8 and drop on to the "z-DO NOT USE" location.
10. Click Save

Last updated 10 months ago

Was this helpful?

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Video Coming Soon

Navigate to any patient file in Wise Option and click Location
If the location has never been used
1. Select the location in the list and click the red X at the bottom right to delete the location
If the location has been used
1. It is not currently possible to delete locations that have been used, as this would negatively impact the location history.
2. We recommend dragging the location as a child location of a location such as "z-Inactive" or "z-DO NOT USE"
3. This way there is an indication to users that this should not be used, but the location history is maintained.
4. Below is an Example. The location Stall 8 under Hospital Barn was created by mistake
6. Select Re-arrange items in the List
8. Click and drag Stall 8 and drop on to the "z-DO NOT USE" location.
10. Click Save