# ◾ How to Copy a Case

:::info
Once created, a [**Case**](/doc/case-manager-QdAIr4bLwJ) 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.  
       
     ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/a504595b-1920-4ea5-869e-e03f3d1fe050/135168290.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=4278ad784a8b2f4e4df055e6ed3f9119793a02283c5e838e03753ccef229e5b3&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
       
2. The Edit Case pop-up window automatically opens when selecting from the drop-down of possible hits.  
   When selecting the Case from the list, double-click the Case title or highlight it, then click the **Open** button 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**.![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/901041ea-be6a-4080-8bf5-200fc3884aeb/76909863.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=810fdb21fcd35401f809875faffed8eeb3f4fa725006f2e4ed4dafc3a1475843&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)
5. A message appears at the top of the screen describing the creation of a copy, and the **Edit Case pop-up** window switches to the copy, allowing immediate modifications.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/bfcaab61-264e-423b-b63c-6155fd263b5f/139657217.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=57760724f899d76939713ca8cb1b68d8f95a5daac8f4553576c8c22025c5811d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


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

:::


:::success
[**Joint evaluation:**](/doc/how-to-set-up-joint-evaluation-XTgw3LaXVU)  
After a [case copy](/doc/how-to-copy-a-case-ZsgcaLzYSe), the joint evaluation connections **are kept.**

:::


:::tip
For further information, visit our [Case Manager](/doc/case-manager-QdAIr4bLwJ) and [Cases - How to](/doc/cases-how-to-S8rL7UJ2ib) pages or watch our [Case Manager Training Videos](/doc/case-manager-training-videos-r2kVtDydfr).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)