Duplicate Order allows you to create a new order with many of the same settings as an existing order. This saves you time in the order entry process.

Once you duplicate the order, you can adjust its settings on the various order, assignment, and position windows available in StaffSuite.

Before Duplicating an Order

Make sure the order you want to duplicate is in currency, before selecting Duplicate Order on the Order Ribbon. The Title Bar of the Duplicate Order window will show the company and order number of the original order.

Duplicating an Order

1. In the Branch Servicing field, use to select the staffing service branch that will service the new order. The branch that serviced the original order defaults, but you can select a new one. Only those branches the user has access to display in the drop-list.

2. In the Save as Type field, select (by clicking in the radio button) whether you are creating a new "regular" order or a standard order. If you select to create a standard order, type the name of the order in the Standard field.

3. The Assignments/Positions to Create displays a list of each assignment/position on the original order. If you want to duplicate an assignment or position, in addition to the order, click on the box in the left hand column beside the assignment/position you want to duplicate. You may select none, one, some, or all of the assignments/positions listed.

Clicking on a row in the grid allows you to edit information before finalizing the duplication.

• Count: Enter the total number of new assignments/positions you want to duplicate from the selected assignment/position. For example, since individual assignments/positions on the same order can have different settings, you might decide that the new order should be 5 assignments of with one group of settings, whereas the original only had 1.

• Start Date/End Date: Use to change the start and/or end date of the new assignment/position you are creating. NOTE: End Date is not available for a position. For information on using StaffSuite's calendar, click here.

4. When you have made a change to an assignment/position, click the Apply button to apply your changes to that specific row (assignment/position). If you want your changes to update every assignment/position for which you placed a check in the left column's box, click the Apply to All button. The information in the grid automatically updates so you can see your changes on the fly.

5. When you are satisfied with your changes, click the OK button.

What happens when an order is duplicated?

Basically, everything from the original order defaults into the new order, except the following:

• No associated activities are copied from the original order

• No notifications are copied from the original order

• The order status is set to New (or Standard)

• If the original order that was duplicated was flagged as a "Hot Job", this new order will also be flagged as a "Hot Job" along with any assignments that are added to it

• The Order Entered is set to the user's ID

• The Order Date and Time is set to the current date and time

• The Order Taken By is set to the user adding the order

• The Order Number needed is set to the number of assignments and positions being duplicated

• The Order Branch is set to the branch selected during the duplicating process.

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