Duplicate an Existing Department

With the Department Duplicate Wizard, you can make a copy of an existing department record, change only the Department ID, and choose whether to copy the original department's Assignments and/or Contacts.

To duplicate an existing department record, follow these steps:

1. Open an existing department record with Department Edit by clicking on Modules > Department > Edit, or search for a department with Department Query by clicking Modules > Department > Query and then double-click the record you want to duplicate

2. In the Department Edit toolbar, click Duplicate

3. When the Duplicate wizard opens, enter a unique Department ID

4. Click Next

5. On the Specific Information screen, under the Assignments heading, choose whether you want to copy all of the assignments from the original department record (the first option button) or copy none of the assignments ( the second option button)

6. Under the Contacts heading, choose whether you want to copy all contacts from the original department record (the first option button) or copy none of the contacts (the second option button)

7. When you're ready to duplicate the record, click Duplicate

When the duplication process is complete, you are returned to the Department Edit screen, with the duplicate department record displayed. Any additional changes you want to make to the new record can be made here.