How to Edit a Preset

The option will only be visible if you have been given the appropriate access. This access is usually be given to Regional Managers, Managers and Admins

From The Navigation bar, click on reports. then P resets.

Go to the Preset you want to edit and click on the Edit Button.

From Here you can edit the Homes/Branches, Courses and also the Users.

You are also able to edit your preset filters of the Filter toggle, Date toggle, Logged in toggle or the Care Cert.

Filter - You can toggle between All or Mandatory - This will affect courses shown in the preset.

Date - This can be toggled between the completion date of courses or the expiry date of courses.

Logged In Status - This can be toggled between All users or Users that have never logged in.

Care Certificate - You can filter your Preset to those who are assigned the care certificate to view their progress or completion on the Care Cert.

Once you have edited what you need, click the Update button

Changes to the Name and Description of the Preset will be reflected in the Preset List.

You can also delete the Preset by clicking on the delete button.