Copying Procedure

Web:

1. Go to Procedure Library tab

2. Select Procedure to copy

3. Click 3 dots (⋮) next to Edit in top right corner

4. Select Copy to New Template

5. Click OK to confirm

6. New Procedure title defaults to original title with “- Copy” attached to end of title

7. To change Procedure title, click Edit in top right corner

8. In the Procedure Name field, edit Procedure name

9. Click Done

Mobile:

1. Click More in bottom right corner

2. Select Procedure Library

3. Select Procedure to copy

4. Click OK to confirm

5. New Procedure title defaults to original title with “- Copy” attached to end of title

6. To change Procedure title, click Edit in top right corner

7. In Procedure Name field, edit Procedure name

8. Click Use in New Work Order