Where an existing job matches a new requirement, use the Copy Job action to create a new Job Order. The following options are available:
Create independent copies of the job, where the jobs created are not part of a 'family'.
Create multiple copies of the job by entering the number required in the No. of Copies to Create item.
Create a copy of the job and make it a 'family' of the job you are copying, by selecting Add to Existing Job Family.
Create new 'family' of jobs, separate to the job you are copying, by selecting Create Job Family. Note: You will need to have a value > 1 in the 'No. of Copies to Create' field in order to see this option.
To copy a job from the job record:
1 | Open the Job Order you wish to copy and select Copy Job at the top of the record. Alternatively open the Client record and navigate to the Jobs section, select Copy |
next to the job you wish to copy. The Copy Job screen is displayed. |
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2 | Apply / update items where required and select Create. On 'Create' the new job or jobs will be generated and displayed in the 'Jobs' section of the Client record. |