Duplicate & Template

If you have the requirement to make a copy or a template of a policy or procedure you can do this using Way We Do's Duplicate & Template feature.

You can make a copy or a template of a policy or procedure that's in either Draft or Published status. 

 

Copying a Standalone Procedure or Activated Checklist

When copying a published procedure you're creating an exact replica of the original. This means the newly copied version will maintain all existing criteria i.e. Responsibilities, Schedules & Tasks, Attachments, Acceptance, Tags, Revision Date, and Restriction.

Copying a checklist will also maintain all Decision Point conditions, Due Dates, Events, & Delays.

Your copy will be initially created as a Draft in Edit Mode. 

Note: the process for copying a Standalone Procedure and an Activated Checklist is the same.

 

1. Navigate to the Standalone Procedure or Checklist you want to make a copy of

2. Select the Copy & Template button

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3. Select Create a Copy

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4. Confirm that you'd like to complete the copy by selecting Continue

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5. Your copied procedure will open as a Draft in Edit mode - the tile will have been appended with Copy of at the start

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6. From here you can make any changes necessary to this version of the procedure or checklist and Publish

7. If you have copied a published checklist then you will also need to amend the relevant criteria i.e.

Responsibilities, Schedules & Tasks, Attachments, Acceptance, Tags, Revision Date, and Restriction.

8. If you have copied an Activated Checklist you will need to either edit or remove any due date, Events, or Delays

Procedure History: When you make a copy of a Standalone Procedure or an Activated Checklist, the copied version has its "Procedure History" reset to zero.

 

Creating a template of a Standalone Procedure or an Activated Checklist

When making a template, only content that is embedded in the procedure or checklist will be included in the template - no other criteria will be included on the template. For a checklist, if there are Responsibilities assigned using "Role assigned to this step", these will be copied in to the template.

Note: the process for creating a template for a Standalone Procedure and an Activated Checklist is the same.

 

1. Navigate to the Standalone Procedure or Checklist you want to create a template from

2. Select the Copy & Template button

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3. Select Save as Template

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4. Give your template a recognizable name in the Provide a title for your template field

5. Describe what the template is for using the Give a brief description of the template field

6. Select Save As Template

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7. You will receive confirmation that the template was created. Select Continue to close 

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8. Next time you select Add New in the Choose a Template pop-up you can scroll to find and select any templates you've created

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9. The template will open as a Draft with the title Untitled Checklist

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