User's Manual

47
o A list of employers will be provided for you to select from.
x No Clients
o This selection will allow you to import/export all templates, custom tests, and super
protocols.
Next provide details on how you want this data handled:
x Remove client information from original database after successfully copying information
x Confirm before client information is updated to the database
x Do not update existing clients
x Include client pictures (from case information)
x Compress data (if you are saving it to a floppy or e-mailing the database afterwards)
x Erase Disk First (available only if you are exporting to a floppy drive)
Once all the parameters are set up click on the “Start” button. A screen will come up to give you the time
to complete the task.
At the bottom of the screen a progress bar will give feedback on the progress of the update.
The software will indicate if it was success or not.
It is important to note that with importing and exporting the software will check the tests and if you have
made any changes to the standard tests (i.e. changed test or report descriptions or any other parameters)
it will considered this a new test and you will find duplicates of tests in your system. If this happens simply
put the duplicates under protocol hibernation or delete them, providing you are certain the one you are