Steps to Copy a Record - Mobile
- Navigate to the records timeline.
- Identify the record you wish to copy (using the filters if needed).
- Select the three dots menu at the top right of the record.
- Select ‘Copy’.
- Make any changes to the record as you wish.
- Select ‘Save’.
NOTE: Users no longer need Manage Permissions to be able to Copy Records.
NOTE: The date of the record will automatically update to your current date when copying a record.
Steps to Copy a Record - Desktop
- Navigate to the records timeline.
- Identify the record you wish to copy (using the filters if needed).
- Select the three dots menu at the top right of the record.
- Select ‘Copy’.
- Make any changes to the record as you wish.
- Select ‘Save’.
NOTE: Users no longer need Manage Permissions to be able to Copy Records.
NOTE: The date of the record will automatically update to your current date when copying a record.
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.