Creating A New Chart

A new chart can be created from within the Chart Rack.

How to Create a New Chart

How to Create a New Chart

To create a new chart, the user will click on the Create Chart button.

Creating a New Chart

Creating a New Chart

To create a new chart, you will need to enter the First Name, Last Name, and Birth Date.  Click OK to create the chart.

Possible Duplicate Chart

Possible Duplicate Chart

If the name and date of birth you have entered for the new chart match an existing chart in your system, the Possible Duplicate Chart dialog will display.  

  1. New Chart: The name and date of birth that you entered for the new chart will be displayed at the top.
  2. Existing Chart: The information for the existing chart in your database will be displayed in the center.
  3. Create Chart: If you wish to proceed with creating the new chart, click the Create Chart button.
  4. Cancel: If you wish to cancel the creation of the new chart, click the Cancel button.

New Chart has been Created

A new chart will open immediately to the Demographics section of the chart. This feature allows the creator to enter the demographic information now or to defer the demographic information entry if needed due to limited time.