Cloning a Work Order

You can create one or more new work orders by cloning an existing work order. Cloning is the act of creating a duplicate application, permit, asset, or service request using an existing permit, application, asset, or service request as a template. Civic Platform automatically generates work order numbers for any new work orders created by cloning.

When you clone a work order, the new work order copies any of the following information depending on the cloned work order: work order type, address, parcel, owner, licensed professional, applicant, complaint, complainant, additional information, work order specific information, valuation calculations, and work order conditions.

You have the option to copy the existing workflow, including active and inactive tasks, and any fee items that have already been assessed for the cloned work order.

To clone a work order

  1. Find the work order you want to clone.

    To look for the work order ID, click Search.

  2. Navigate to the Record tab.

    Civic Platform displays the work order details.

  3. Hover on the Menu button to display a command menu, then select Clone.

    Civic Platform displays the Set—Clone Application page.

  4. Complete these fields:

    Number of Clones The number of new work orders that you want to create. If you are cloning more than one work order, Civic Platform creates this many copies of work orders for each work order you are cloning.
    Fee Items Copies fee items from the cloned work order. This includes all of the fee items from the cloned work order, but does not include any fee payments.
    Workflow Status Copies workflow information from the cloned work order. This information includes active and inactive tasks and task statuses.
  5. Click Submit.

    Civic Platform copies the work order.

  6. Modify the work order to reflect any differences from the original work order.