Learn how to copy all of the content, attachments, tags etc. of one record, into a new record. This is a useful tool for repetitive records such as drenching or compliance documents, where you can make minor changes to the information, without having to re-do the entire record.

Steps to Copy a Record - Mobile

1. Navigate to the records timeline.
2. Identify the record you wish to copy (using the filters if needed).
3. Select ‘Edit’.
4. Select ‘Copy’.
5. Make any changes to the record as you wish. 
   1. Pro Tip: The date of the record will automatically update to your current date when copying a record.
6. Select ‘Save’.

Steps to Copy a Record - Desktop

1. Navigate to the records timeline.
2. Identify the record you wish to copy (using the filters if needed).
3. Select ‘Edit’.
4. Select ‘Copy’.
5. Make any changes to the record as you wish. 
   1. Pro Tip: The date of the record will automatically update to your current date when copying a record.
6. Select ‘Save’.

Best Practices:

• This is a useful tool to use when you have records that are very similar in structure, such as a weekly shed cleaning checklist. Instead of re-writing the whole checklist, you can copy the record, adjust where need be, delete the previous photos and add new ones. Saving a lot of time.
• Note: Users with “Manage” permissions are able to Edit all records. Users with only “Create” permissions are only able to Edit records which they have created.