Migrate to Onvio

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
      .

This article applies to:

  • Product: Onvio
  • Audiences: Staff