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How to 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.

 

Additionally, you can choose to convert the newly copied Item into an Item of a different Template Type. This will follow all of the rules of copying mentioned above and create the copied Item which will then give you the option to convert it to a new Template Type. 

 

How do I Copy an Incident?

Open the Incident you wish to copy, then:

  • Click EllipsesButton.png in the top right corner of the page.

  • In the resulting drop-down menu, click Copy.png.

CopyIncident1.jpg

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 how many levels down within the nested Items you want to bring over when copying.

      • Selecting “One Level” will only bring over the Items that are directly nested under the Item you are currently copying.

      • Selecting “All Levels” will bring over all of the nested Items, several levels deep, that are nested under the Item you are currently copying.

    • Select whether you want to copy all types of nested Items or not.

      • Selecting “Yes” will bring over all types of nested Items under this Incident, like Improvements, Tasks, or Charts.

      • Selecting “No” will give you the option to check boxes next to the types of nested Items you want to bring over to the new copy.

    • Select whether you want to copy all types of nested Items or not within the subsequent levels of this Improvement.

      • Selecting “Yes” will bring over all types of nested Items under Items that are nested beneath this Incident, like Improvements, Tasks, or Charts.

      • Selecting “No” will give you the option to check boxes next to the types of nested Items you want to bring over to the new copy.

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

  • Click Copy__blue_.png to create a new copy of your Item(s).

  • Click Copy_and_Convert.png to create a new copy of your Item(s) and then convert your newly copied Incident into a different Template Type.

NOTE: See Convert an Incident for additional information on the converting process.

CopyIncident2.jpg

PRO-TIP: You also have the option to configure your Templates to allow you to create a new copy of the Item you are currently working on as you are completing it.

Reach out to your Customer Experience Lead for additional information.

 

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