How to Copy a Placement
Overview
You can copy an existing placement using the 'Copy' button. This creates a duplicate placement in a 'Draft' status.
To Copy a Single Placement
Go to the placement details page.
Click 'Copy'.
Review the confirmation message, then confirm.
A new placement is created with the copied fields, and the new placement status is set to 'Draft'. You can then edit and submit.
To Copy Multiple Placements
Go to the 'Temp Placement List' page.
Select the placements you want to copy.
Click 'Copy'.
Review the confirmation message, then confirm.
Each copied placement first appears in 'Copying' status and then moves to 'Draft' once complete. You can then edit and submit.
Placement Eligibility
Placements with the status 'Cancelled' cannot be copied.
Placements in 'Draft', 'Active', 'Expired', 'Pending Client Approval', 'Pending Agency Approval', or 'Pending Contractor Approval' can be copied.
Fields Copied by the System
When you copy a placement, the following fields will not be copied:
Start Date
End Date
Schedule Documents
Proof of approval/rejection
Historical rate changes
If you have any questions, jump on chat or pop us an email. We're here to help.