Copy a Procedure

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Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to copy a procedure.

Copy a Procedure

Web

1. From the sidebar, select Library > Procedures.
2. Locate the procedure you want to copy, and select it to view its details.
3. In the procedure details, select (more options).
4. Select Copy to New Template.
5. When prompted, select Confirm to copy the procedure. The new procedure appears in the Procedure Library with “Copy -” followed by the name of the procedure.
6. (Optional) Edit the procedure fields. For details, see Edit a Procedure.

Mobile

1. From the bottom navigation bar, select More > Procedures.
2. From the Procedure Library, select the procedure you want to copy.
3. In the procedure details, select (more options).
4. Select Copy to New Template.
5. When prompted, select Copy Template to copy the procedure. The new procedure appears in the Procedure Library with “Copy -” followed by the name of the procedure.
6. (Optional) Edit the procedure fields. For details, see Edit a Procedure.

Learn More

Edit a Procedure