Copy Service – Client Services

Overview

Copy service allows a Client Service to be duplicated –  The new copy will be attached to the existing client with the same details  – service open/ close dates, assigned to, Actions and Documents are not copied.

Please also be aware that some potentially critical information will be copied, and that this may not be correct for the new service. 

If you cannot see the new Copy Services icon in the Client Services Tab, please ask your CLASS admin to check your user permissions. Permissions for such tools may need to be added manually for centres using custom roles.

It is best practice to carefully check all fields, and tabs on the new service to ensure all information is as intended.

Examples of fields that are copied by default include Additional parties, and custom fields. All additional parties such as Other Parties and Related Parties ARE copied to the new service. So it is essential to check to ensure these parties are still relevant to the new service. Parties that are not relevant can be selected then deleted via the delete icon. New Additional parties should be conflict checked as usual and added to the new service. 

Custom fields are another area where particular care must be taken. All custom field settings will be copied from the original service as is. So please check carefully all fields are relevant in the new service before saving. For example many centres have set up custom fields indicating in various ways if a service has been checked by a senior worker. It is very important to remove any such indications from the new service.   

To copy a service

1. Access via the ‘Client Services’ Tab on a Client Page. 
2. Prior to clicking the ‘Copy’ button, select which of the services you wish to copy, by using the tick box on the far left column. 
3. Once a service is selected the Copy button can be clicked, and this will produce a popup, stating that by proceeding you will be creating a new Service with a new service ID.
4. You can then ‘Cancel’ or ‘Proceed’
5. After clicking ‘proceed’, open the newly created service, make any necessary changes such as ‘service date’ and ‘assigned to’ and click save.

Preview 

The ‘copy service’ button is located in the ‘client services’ tab within a client.