When in learning tree branches, bulking phase changes and events allows users to add condition lines and setting events, respectively, to multiple graphs in clients’ profiles. Users can bulk phase changes and events from the Branch Options menu.
To bulk phase changes:
- Select a parent or child branch in a learning tree to add condition lines to multiple graphs in client profiles
- Click Bulk Phase Change in the Branch Options
- Complete the Bulk Phase Change pop-up:
- Enter a name for this phase change…
- “Before” Label
- “After” Label
- Date
- Add an optional comment…
- Please note, there is a 250 character limit on names and comments.
- Click Save
To bulk events:
- Select a parent or child branch in a learning tree to add setting events to multiple graphs in client profiles
- Click Bulk Event in the Branch Options
- In the “Bulk Event” pop-up:
- Enter a name for this event…
- Start Date
- End Date
- Add an optional comment…
- Please note, there is a 250 character limit on names and comments.
- Click Save