Clone a Case Data Group

You can create a case data group based on an existing one by cloning the desired data group, then editing it to make it unique.

PREREQUISITES: The Case Data Groups security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click Case Data Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. On the Case Data Setup panel, select the case data group you want to clone.
3. Click Clone selected records.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

4. Edit any desired fields in the Add Case Data Group section.
5. Click Add.