Copying a record
To copy a record in the system, simply click on the menu cog on the record you wish to copy and select the Copy button.
You will then see the window shown below. You can copy the Actions, Attachments, and Policies of the record by ticking the appropriate checkboxes.
You can also create a review for the record by expanding the Record Review tab. Check the Do you want to set a Review? checkbox, and enter a Due Date and Review By user.
Select the Copy button to create a copy of the record.
After clicking copy you will then be taken to the Edit page of a new form, which contains the same information as the record you selected.
Here you can keep all the information the same or you can change some of the information on the form.