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Copy an Incident

STOP: Is the Incident module active for your organization?


If you're doing the same Incident in a bunch of different Locations or were just inspired to implement an Incident from another Location in your own, you can quickly copy it.


Who can copy an Incident?

To copy an Incident, you must:

  • Have permission to access the Incident

  • Have permission to create an Incident of that template

NOTE: If the Incident is part of a Project, you must be a member of that Project’s team as well.


What happens when I copy an Incident?

  • The Incident's copy will be created in the "Draft" status.

  • You will be made the Author.


The following information will be copied:

  • The title

  • The Parent Project (if there is one)

  • The information in any of its fields

  • Any attachments

  • Any links

  • The “private” status. If the original Incident was private, the copy will be as well.

NOTE: You also have the option of copying all of its nested Tasks. The copies of the Tasks will all be in the "new" status, with the copier entered as their Author.



How do I copy an Incident?

Open the Incident you want to copy, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • In the resulting drop-down menu, click 2017-10-06_1649.png.


In the resulting window

  • Enter the name of the copy in the “Name” field.

  • (**Optional**) Check the box next to "Copy nested items" to include copies of the items nested under this Incident.

    NOTE: Only the first 100 nested items will be copied.

    • Select whether you want to copy “One Level” - the items nested directly under the parent you’re copying - or “All Levels” - all items nested under the parent or its children, etc.

    • Select whether you want to copy all types - Charts and Tasks.

      • If you select “No,” check the box next to each workflow you do want to copy.

  • Check the box next to "I understand this cannot be undone."

  • Click 2017-12-21_1220.png.


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