Copy (Duplicate) an Authorization

Owned by akapteyn (Unlicensed)
Last updated: Mar 23, 2016

Copying an Authorization will duplicate the authorization and its details. Recurring schedules based on the old Authorization that have yet to take place are copied and attached to the new Authorization.

The authorization you want to copy must already exist in the Client's record.

Authorizations are in the Client Module under the Scheduling Setup tool.

  • Choose the Authorization you want to copy and click the Duplicate tool in the Main Display area.
  • The Setup an Authorization screen opens. By default, today's date is the start date of this new Authorization. Edit any fields in this Authorization, as necessary. Click Save.

If recurring schedules are attached to the Authorization: You will get a prompt asking if you wish to Copy then Edit the recurring schedules. Click Yes to copy and edit the recurrence. Click No if you do not wish to copy the recurrence.