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Managing Pick Lists

In TheWorxHub, pick lists can be customized to allow for more personalized reporting and tracking of data. *Note: Clients who have purchased the WorxIQ add-on will need to contact their WorxIQ Administrator to make changes to pick lists in the account. 

 

To access the Pick List settings in TheWorxHub:

  • Click on the Settings tab, then select the Pick Lists tab.

 

How to Customize a Pick List

  • Choose the pick list you would like to edit by clicking on the Pick List name. The current pick list items will appear to the right. *Note: Certain pick lists contain different items based on the Department that is selected at the top of the screen. Be sure to select the correct Department before adding a new pick list Item.
  • To add an additional item to the pick list, click the New Pick List Item button.
  • Enter the Name for the item.
  • The Owner will automatically populate with your organization name.
  • If you would like for this item to be the Default option for the pick list, click the value in the Default column to reveal a checkbox. Checking this box will make the pick list item the default value.
  • To hide pick list items, click the value in the Visible column to reveal a checkbox. Unchecking this box will hide this item to prevent it from being selected. *Note: Items with the lock icon () next to the pick list Name cannot be deleted, but can be hidden using this method.
  • Rearrange any items by clicking and dragging the reorder () icon.
  • Click the Save Changes to this Pick List button.

 

 

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