How to Copy a Case

Once created, a Case can be modified or copied:

  • Modify a Case - when it needs to be permanently changed.

  • Copy a Case - when a new Case needs to be used in a different event, possibly slightly or considerably altered.

  1. Find the desired Case

    • through opening the containing Cabinet and selecting it,

    • or using the scroll bar on the Cases panel,

    • or using the search bar on the Case Manager screen.


  2. The Edit Case pop-up window opens automatically when you select from the drop-down of possible hits.
    To select a case from the list, double-click the Case title or highlight it, then click Open in the Cases panel.

  3. The Edit Case pop-up window opens. 

  4. Click the 'three-dot' (options) icon in the top right corner of the pop-up window and select Copy.

  5. A message appears at the top of the screen confirming the copy was created, and the Edit Case pop-up window switches to the copy, allowing immediate changes.


The copy will automatically be titled the same as the original, preceded by the word 'COPY:'. If unchanged, the next copy will have the same title, with an additional serial number in brackets.

Joint evaluation: After a case copy, the joint evaluation connections are kept.

For further information, visit our Case Manager and Cases - How to pages or watch our Case Manager Training Videos.