There are a number of related Job functions in II which will save you some time in creating certain additional Jobs as information is copied or inherited from the original Job; one of these is Duplicating a Job.
The Duplicate Job function is useful when you wish to create a single Job where many but not all of the parameters are the same as the original Job. As with Follow-up Appointments and Recurring Jobs, everything above the Calendar section will be copied to the Duplicate Job. The main difference between a Follow-up Appointment and a Duplicate Job is that a duplicate, once created, will no longer be related to the original Job; you will see in the Audit History of the duplicate that it was duplicated from another Job, however, there will be no other Jobs in the Recurring tab of the duplicated Job and it will not share a Booking # with the original Job. Therefore you can change any information on the duplicate Job without affecting the original Job while saving time on data entry.
Just like Follow-up Appointments and Recurring Jobs, you can access the duplicate Job function in a number of ways:
- Navigate to the ‘Home’ menu and select ‘Manage Jobs’
Quick tip: a link to ‘Manage Jobs’ can also be found in the Quick Links section of your default home page - The Dashboard - Find the original Job from which the Recurring will be created, click on the drop down menu beside this job and select Duplicate
- Alternatively, if you are already viewing or editing a Job, click on the green More button in the navigation pane to the left hand side and select Duplicate from that menu
- The new duplicate Job will be created and you will receive a success message at the top of the new Job.
- Populate the Calendar section and any other sections as required and select the blue Save button at the bottom of the page.
If you Navigate to the Recurring tab on the Job you will notice that the duplicate Job is not related to the original and also the duplicate Job has a new Booking #. Note that you can take actions on the Job using the cog wheel drop down beside the relevant Job.
Moving to the Audit History tab you can see a record of the Job being a duplicate and the original Job #.
As always you can navigate to the ‘Manage Jobs’ page to follow-up on this or any other jobs at any time.