Migrate to Onvio
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This article applies to:

  • Product: Onvio
  • Audiences: Staff

View migration information in Onvio

Summary

View information about migrations of client data from Digita Practice Management to Onvio during the last 30 days. This will reveal who started a migration, when it began, and whether you need to resolve any conflicts that are preventing its completion.

Before you start

Make sure you're assigned to a permission group that has
Migrations
enabled.

View migration information

  1. In Onvio Centre, select
    Setup
     then
    Migrations
    . Alternatively, in Digita Practice Management, select
    Tools
     then
    Onvio Migrations
    .
  2. Sort and filter the list to help you find the migration of data you're looking for.
    • To control which columns are displayed, select
      Show/Hide Columns
       then use the checkboxes.
    • To group columns, select
      Show/Hide Group Panel
       then drag columns into the Grouping row.
    • To sort the grid, select a column header (
      Migration Started
       for example). You can sort by any column, except
      Description
      .