Step by step
⚠️ WarningYou must be a stakeholder in the file of each client (in addition to being a stakeholder in the group) for whom you wish to add data. |
Click on the “groups” tab and select the desired group.
Go to the “members” tab.
Select the “Add data” option.
Select the data you want to record, as well as its unit of measurement, then click on “save.”
You will see a list of client names, as well as columns for entering the desired data.
Click “Save” again to confirm.
The data that has been saved can be viewed in the client's file, in the “Information” tab. Click here for more information.
Further information
To learn more about groups, click here.
To learn more about creating custom data, click here.