Copy Sequences Quick Guide

  1. Copy a work flow sequence to the currently-displayed task from a different task

    Copy Other Task button

    1. Select the Copy from Other Task button from the Task Prototypes screen.
    2. At the warning message, press Enter or click Yes.
    3. The Task Prototype search screen appears.
    4. Search for and select an existing task with the desired work flow.
    5. When you select the task you want, the selection box disappears and the work flow will be in place.
    6. Make minor changes, if desired, or repeat the process if the work flow wasn't the one you wanted.
  2. Copy a work flow sequence to multiple tasks

    Copy Work Flow Wizard

    1. Select the Copy Work Flow Wizard button from either the Task Prototypes screen or the Setup - Orders > Task Groups screen.
    2. On the left side of the screen, select the Task ID of the task you want to copy. Review the list of sequences that appear in the left window to be sure they are correct, before proceeding to the next step.
    3. Select the destination Master Group and (optionally) Subgroup.
    4. A list of tasks in that Group/Subgroup combination will appear. Review the list and remove the checkmark in the Copy box for any task that should NOT receive the copied work flow data.
    5. When the list is correct, click on the Copy Work Flow button.