# Adding a Surrogate

To add a surrogate, follow these steps:

1. Select Tools | Options.

2. Select the Surrogates tab.

3. To set a default surrogating period, check the Use default Start and Stop dates when entering a new surrogate checkbox. Enter a value from 1 to 30 in the Default surrogating period (1..30 days) text box.

Note: The Use default Start and Stop dates when entering a new surrogate checkbox is optional.

4. Click on the Add Surrogate button or double click the Dbl-click here to add surrogate button.

After you press the Add Surrogate button the “Surrogate Management” dialog will display. For example, the default Start Date might be the current date and would be listed in the Start dropdown. The default Stop Date that you have selected is listed in the Stop dropdown.

If you have set a default surrogating period, you can change the Start and Stop dates at this point.

If you have not set a default surrogating period, the Start and Stop dropdowns in the “Surrogate Management” dialog will be blank.

If you change the Start and Stop dates, you will not be able to select a past date, but you can select the present date or any date in the future.

5. Select a surrogate in the Name dropdown.

6. If desired, change the value in the Start and Stop fields by pressing the calendar button and entering a date and time.

7. Click OK.

8. On the Surrogates Management screen, click Apply.

9. Click OK to close the Options screen.

Related Topics

Surrogates Tab

Editing a Surrogate

Removing a Surrogate

Personal Preferences (Tools | Options)

General Tab (Tools | Options)

Order Checks Tab (Tools | Options)

Lists/Teams Tab (Tools | Options)

Notes Tab (Tools | Options)

Reports Tab (Tools | Options)

Graphs Tab (Tools | Options)