Copying work items from one record to another

Occasionally it can be useful to be able to copy a work item and all of its data from one record to another. For example, you may perform a site visit on one property and wish to use the data you collected as a visit to a neighboring property as well. This can also be useful for re-organizing your properties, groups, and parcels.

To copy a work item from from one record to another, simply select the bulk select check box in the work item header, then select the work item you want to move, then click on the 'copy' button. Type in the box presented to search for the correct record, then choose the record you wish to copy the work item to, and select 'OK'. The work item will be copied, along with its data (geography, photos, forms, documents, etc.).