Copying Duties/Notes

There will be times when facilities will require certain tasks (duties/notes) be done multiple times in an assignment or in multiple assignments.  The Copy Insert button was developed for that reason.  Below is the process to use this tool:

1.  Select an assignment that has duties or notes that need to be copied.  Below is an example:

Notice that 1 duty is selected.

2.  Select duties/notes to be copied.

3.  Click on the Copy Insert button  You will be prompted with the figure below:

4.  Answer the prompt.  For this example, the copied rooms will be duplicated in the same or current assignment.  Notice the message prompt as shown in the figure below:

5.  As stated, click on the check box where the copied duties will be placed:  You will get prompted with the figure below:

6.  Answer the prompt.  The Above button means the copied duties will be placed above the checked duty/note.  The Below button means the copied duties will be placed below the checked duty/note.  The Cancel button means no duplication will be done.

NOTE:  If the selected duties in question do not have the necessary cleaning frequency to be duplicated, you will be prompted with the figure like the one below:

7.  Answer the prompt shown above.

8.  After clicking on the Above button or Below button, the user will be prompted with the figure below:

Click on the Yes button to insert the copied duties in other areas of the assignment list.  Click on the No button if done.

9.  Repeat steps 2 through 6 for all other duties/notes to be duplicated.

The figure above shows an example of duties being copied and inserted within the same assignment.