You may at times want to utilize Procedures you've already written in different ways or in different Manuals. To do so, you may choose to Move or Copy Procedures within or across different Manuals. This function can be accomplished in multiple ways, depending upon your purpose and preferences.
Moving a Procedure to a Different Manual
1. Navigate to and select the Procedure you intend to move, then press the gold Move/Copy button in the Detail pane. The Move/Copy Procedure dialog appears.
2. Press to select the new Manual location for your Procedure. (If your list of Organizations, Manuals is sufficiently long and complex, you may choose to use the Organization Drop-Down Menu and the Manual Search Bar to locate the new desired location for your Procedure). Once selected, the new Manual location turns blue and the Move and Copy buttons becomes live.
3. Press on the Move button at the bottom of the Move/Copy procedure box. The Procedure has now moved to its new location in a different Manual. All Content linked with the Procedure moves along with the Procedure.
Copying a Procedure to a Different Manual
Use the same procedure detailed above in the "Moving a Procedure to a Different Manual.
Instead of pressing on the "Move" button, press on the "Copy" button. When you use the "Copy" function, the Procedure and all its linked Content remain in the original location while also being copied into the new location you designate.
Tips for Copying or Moving a Procedure across Manuals and Organizations
Note that copying or moving a Procedure and associated Help Content within the same Manual is straightforward because Manual Members, Roles, and Permissions will remain the same. Because personnel and permissions stay constant within the same Manual, any Assignments associated with the moved or copied Procedure will be retained and will continue to function properly.
By contrast, copying or moving a Procedure and associated Content across Manuals and across Organizations can take a bit more thought and planning because Members, Roles, and Permissions change when you move between Organizations and Manuals. See more details below.
Assignments are always stored within a Manual and can only be delegated to Members of that specific Manual. When a Procedure is moved out of the Manual in which it was first created and into a different Manual, the person to whom the associated Assignment was originally delegated may not be Members of the new Manual. Should this situation arise, TaskTrain software will prompt you to Archive the Procedure and associated Assignment and then Copy the Procedure and associated Content into its new location. Following this process ensures that when you move the Procedure into its new location, you retain a record of the original Procedure as well as all Assignments associated with it.
When copying Procedures and reusing associated Content within the same Manual, any editing changes made within a particular piece of Content will propagate within the Manual, wherever that particular piece of Content is utilized. When Content is moved out of the Manual and into a different Manual or Organization, however, the Content becomes independent of its original version. Changes made in the Content after the move will not be propagated to the original Content in its original location.
Drag & Drop Option
As an alternative to the Move/Copy Procedure process outlined above, Manual Owners and Managers can drag and drop Procedures out of and into their own Manuals.
To do so, simply press on and then drag a Procedure from the Procedure List in the List pane onto a Manual in the Library in the Navigation pane.
A simple drag and drop will result in a Move. To Copy, hold down the control or command key while performing the drag/drop.