Import Series or Reports - CareTracker

CareTracker Modules or Kits can be imported from the Resource Systems on-line catalog or from a file saved on your computer.

To Import a Report

1. User must have a security setting that allows report export or import.
2. From the CareTracker main window, click Import Series or Reports.
3. From the Import Series or Reports window, under Common Tasks, choose "Browse Resource Systems Catalog" or "Install update from file."
4. Browse for and double-click the series/report to be imported.
5. Click the Import Series and Reports button.  The imported report will be located in the "Imported Reports" group.
6. To move the report to a different report group, under Common Tasks, click Edit this Report.
7. Select the desired report group from the Group Name drop down list.  The report will be moved to the selected report group.

To Import a Series

1. From the CareTracker main window, double-click Import Series or Reports.
2. From the Import Series or Reports window, under Common Tasks, choose "Browse Resource Systems Catalog" or "Install update from file."
3. Browse for and click the series/report file to be imported.
4. Click the Import Series and Reports button.
5. The new series will be imported to the kiosk under the Imported Series category.
6. To move the imported series to another category, from the Imported series category screen, click the "gears" on the series that was just imported. Make a selection from the Category drop down list to move the imported series to the desired category on the kiosk.

See also

Import a Series from the Kiosk