Copying existing jobs

It’s often important to get your jobs on to the system as quickly as possible.  With Okappy you can add new jobs at the touch of a button.

If you already have jobs on the system and you’re going do a similar jobs then it’s even easier to get your job set. Simply copy the existing job and all the information is pre-filled. You can even copy the any attachments and work done previously on to the new job without having to type in the information.

Read on to see how to copy an exciting job on Okappy.

To copy a job from the job dashboard,

• Click the three dots icon ( ) next to the job you want to copy
• Select Copy job

• Update any information in the job details

• Select whether you want to link the jobs together by checking the Link to original job option
• If the job has work done, you can choose whether to include the existing work done by clicking the Copy work done checksheet
• Copy any images or documents from the original job by checking the Copy any attachments option
• Click the Add job button to add your new job

Open the existing job from the job dashboard, calendar, global search or from a report

• Click the Copy job button towards the top of the screen

• Update any information in the job details (see screenshot above)
• Select whether you want to link the jobs together by checking the Link to original job option
• If the job has work done, you can choose whether to include the existing work done by clicking the Copy work done checksheet
• Copy any images or documents from the original job by checking the Copy any attachments option
• Click the Add job button to add your new job

Open the existing job on your mobile

• Click the Copy job button towards the bottom of the screen (alternatively click the plus button on iOS or the Okappy icon on Android when you are in the job)

• Go through each screen and update any information as required

• Select whether you want to link the jobs together by checking the Link to original job option
• Choose whether to Copy any attachments option
• Assign the job
• View the summary
• Click the Submit job button to add your new job