Clone a work order

You can create one or more new work orders by cloning an existing work order. Cloning is the act of creating a duplicate application, permit, asset, or service request using an existing permit, application, asset, or service request as a template. Civic Platform automatically generates work order numbers for any new work orders created by cloning.

When you clone a work order, the new work order copies any of the following information depending on the cloned work order: work order type, address, parcel, owner, licensed professional, applicant, complaint, complainant, additional information, work order specific information, valuation calculations, and work order conditions.

You have the option to copy the existing workflow, including active and inactive tasks, and any fee items that have already been assessed for the cloned work order.

To clone a work order

  1. From the Work orders page, find and open the work order you want to clone.

  2. Select the Record tab.

  3. Hover over Menu and select Clone.

  4. Complete these fields:

    Field Description
    Number of clones per record type The number of new work orders that you want to create. If you are cloning more than one work order, Civic Platform creates this many copies of work orders for each work order you are cloning.
    Record type From the menu, select a record type and move it to the Select the Record Type field.
  5. Select Submit.

  6. Select the check boxes next to the information you want to clone.

  7. Select Submit.

  8. Modify the cloned work order as necessary.