Copy a Process

Written by Hanna Smith

Last published at: September 30th, 2019

It's best practice to copy an existing process in your site when creating a new process, or when preparing for the next annual cycle. Follow these steps to copy a process:

  1. From the Dashboard, click Tools in the upper navigation bar, then select Process Manager.  
  2. Click the name of the process that you want to copy.
  3. Click Copy Process.
  1. Give your new process a name, then click OK.
  2. Now you're viewing the new process, and can make any further edits. 

 

The forms within your new process will keep their original names, so you might need to make edits to each form name (i.e. if they reference a specific year).