MetraCare™ contains several areas where you can add to a list of accounts (or folders), and then do something with this list. For example, adding the list of accounts to a selected Role.
This topic describes the details of using the Drag and Drop metaphor on applicable screens.
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Tip |
If you don't see the Hierarchy Tree, click Hierarchy from the Menu/Hierarchy toggle, located at the left side of the MetraCare window. |
To add accounts to the list using drag & drop:
Drag accounts from the hierarchy to the "Drag and drop accounts here..." box.
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Tip |
To select multiple accounts, hold down the CTRL key first, and then click on the accounts and folders you want to select. |
Note that you can:
continue adding accounts; ones you've already selected will be listed on the screen.
remove accounts you added by accident; click
next to the folder you want to remove.
In some screens, you must specify a Start Date,
and you optionally specify and End Date for the membership. Click the
Calendar icon () to select a date from a pop-up calendar.
When all the accounts are listed (and you've set the effective date information, if applicable) click OK to save your changes.