Copying to New File

Occasionally, an additional incident file will need to be created when, for example, a number of patients are affected at the same time. It could also be when multiple employees are involved, or an event could include other incident types.

Prerequisites: You must have the 'Edit File' and 'Copy to New File' functions enabled for your role.

See also Using a Submitted File as a Template.

To copy a file to a new file:

1. From a management form, click More Actions and then to Copy to New File.
2. In the Copy To New File dialog, select an EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event. type. The list of options reflects all the forms available to you on your Icon Wall for the current module.
3. Click OK. The new Submission Form is created and data existing in common fields is carried over from the old form to the new form.
4. Note: After creating the new Submission Form and clicking Submit, you will be asked to add it to a folder. See Adding Files to a Folder.
   You can then see the folder from the Folder Management screen.