{"id":242,"date":"2016-09-21T15:26:43","date_gmt":"2016-09-21T03:26:14","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=242"},"modified":"2023-12-21T00:46:01","modified_gmt":"2023-12-21T00:46:01","slug":"a108","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a108\/","title":{"rendered":"Copy programme form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a64\">programme view page<\/a> <a href=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\" alt=\"Options menu icon\" width=\"25\" height=\"23\" \/><\/a>options menu in the top header area, as shown in Figure 1.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_program_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7646\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_program_1.png\" alt=\"\" width=\"161\" height=\"97\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via options menu\r\n<\/strong><\/p>\r\nThis form can be used to <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-232\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\" alt=\"Copy icon\" width=\"26\" height=\"23\" \/><\/a>copy a <a href=\"\/help\/a60\">programme<\/a> and all of its contents to another <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\" alt=\"Contact details icon\" width=\"20\" height=\"20\" \/><\/a><a href=\"\/help\/a50\">organisation<\/a>, or into the same organisation but with a different name.\r\n\r\nYou can use the Copy Programme function is one of two ways:\r\n<ul>\r\n \t<li>Copy a template programme to a new location<\/li>\r\n \t<li>Create a baseline of the programme<\/li>\r\n<\/ul>\r\nFigure 2 shows a screenshot of this copy form.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_program_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7647\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_program_2.png\" alt=\"\" width=\"746\" height=\"599\" \/><\/a><strong>Figure 2 &#8211; Copy programme form<\/strong><\/p>\r\nUse the tree navigation layout to select the parent <a href=\"\/help\/a60\">programme<\/a> or <a href=\"\/help\/a50\">organisation<\/a> that needs a copy of this programme. You can show or hide levels or sub-levels by clicking on the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-602\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\" alt=\"expand nav icon\" width=\"20\" height=\"22\" \/><\/a>expand or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-1061\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\" alt=\"collapse icon\" width=\"26\" height=\"21\" \/><\/a>collapse icons.\r\n\r\nSelect the name of your desired parent programme (to create a sub-programme) or organisation.\r\nNote: names with a\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1804\" src=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\" alt=\"pink background\" width=\"108\" height=\"22\" \/><\/a> cannot be selected. Below this tree navigation section you will be presented with the following fields:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th scope=\"row\">Programme*:<\/th>\r\n<td>This is a mandatory field that must contain the programme&#8217;s original name, or can be edited so that the copied programme name differs from the original.\u00a0The name must be unique within the destination organisation.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Workflow:<\/th>\r\n<td>Use this drop-down list to select a <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-154\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" alt=\"Workflow icon\" width=\"22\" height=\"20\" \/><\/a><a href=\"\/help\/a370\">workflow<\/a> for this programme copy.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Copy state history:<\/th>\r\n<td>Check this box if you would like to copy all of this programme&#8217;s state history into the new programme copy.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nOnce you are happy with your entries click the &#8220;<strong>Copy programme<\/strong>&#8221; button at the bottom of the form. This will copy the programme, renaming it if required, and all of its content to the selected organisation.\r\n\r\nClick the &#8220;<strong>Cancel<\/strong>&#8221; button if you no longer wish to copy the programme.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a7\">Popup windows<\/a><\/li>\r\n \t<li><a href=\"\/help\/a60\">Programmes<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the programme view page options menu in the top header area, as shown in Figure 1.    Figure 1 &#8211; Access via options menu    This form can be used to copy a programme and all of its contents to another organisation,<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":34,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-242","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Copy programme form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Copy programme form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a108\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Copy programme form - 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