The steps below guide you through how to copy records within the BSI Connect platform.
You can copy records within the same workspace or, if you have access to multiple workspaces, copy records between them. This feature supports smoother workflows when you need the same information available in multiple environments or workspaces.
Instructions
- Firstly, go into the record type (Actions, Checklists, Findings and Audits) that you wish to copy from.
- Hover over the record you wish to copy, the copy symbol will appear on the far right.
Click the copy symbol. A table will display, the top option will be the workspace you are currently logged into. If you are copying the record into the same workspace, simply select Continue.
If you are copying a record from one workspace to another, select the relevant workspace you want to copy to and select Continue.
- If copying a record into the same workspace, the title will append with the word ‘copy’. If copying a record between workspaces, the title will not append the title with ‘copy’.