Steps for Copying Activity Codes to Another Organization Unit

Activity codes can be copied from one organization unit to another. The code and/or the description can be modified, if desired, within the wizard. Any other attributes can be modified by opening up the copied activity codes.

Steps to copy activity codes to a different organization unit:

1. From Configuration > Scheduling, open the Activity Codes screen.

2. Search for activity codes in the source organization unit.

3. Check the box to the left of each activity code that is to be copied

4. Click on the Copy button in the left pane.

5. Select the New Organization Unit Destination option.

6. Enter the organization unit these activities should be copied TO.

7. Click on the Next button. A listing of the activity codes being copied is displayed.

8. The Code and/or the Description can be modified from this screen.

9. Click on the Finish button in the left pane.

   There are now matching activity codes in the organization units.

The following related topics are available: Steps for Adding an Activity Code Steps for Copying Activity Codes Within the Same Organization Unit Activity Code Indicators Activity Code Parameters