Quick Guide

How to Opt In to a Pool

1. From within Powerchart’s Message Centre, click on the Pools tab.
2. Click on Manage.
3. In the Available Pools field, type in your ward.
4. Click on the magnifying glass button to initiate the search.
5. Select the correct result listed in the left window.
6. Click on Opt In, located between the two windows.

Repeat steps 3-6 as required.

7. Click on OK at the bottom right side of window.
8. In the new window, click OK.
9. Your pool/s are now available to view.
10. Toggle between pools by using the Pools drop down field.
11. Control the viewing time frame by using the Display drop down field.

 
How to Opt Out of a Pool

1. Click on the Pools tab.
2. Click on Manage.
3. From the Member Pools list, select the pool you no longer require.
4. Click on Opt Out, located between the two panes. Repeat as required.
5. Click OK at the bottom right side of window.
6. Click on OK in the ‘Commit Progress’ pop up window.

 
How to Set a Default Pool

1. Click on Inbox in the top grey menu bar.
2. Click on Manage Preferences from the drop down list.
3. A new window opens. Click on the drop down arrow by Default Pool.
4. Select the pool to become the default. The name will then populate the Default Pool box.
5. Click OK in the bottom right corner to save.