Copy Work

Copy Forms, Checklists, and Other Work

You can copy entire forms, checklists, etc., or even individual sections of forms or checklists from a project to any other project, or even within projects.

Start by selecting the Work you want to copy (either entire forms or individual sections within forms), then select ‘Copy Selected Work’ from the Options menu.

Then choose the project you want to copy to (whether it’s a different, or the same project you’re working in), and then choose the equipment or the project itself that you want to copy the work to.

Work can also be copied from the Bulk Options page. Work > Bulk Option > Get Results > Select Categories > Options > Copy > Select which template to copy to

Once the work has finished copying, which happens in the background, refresh the project where you copied it to, and that’s it!

NOTE: When you copy work with a status of Complete, the new copy or copies will also be marked complete, with the "Marked Complete" date set to the time of the copy. 

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