Steps for Copying Activity Codes to Another Organization Unit

Activity codes can be copied from one organization unit to another. The code and/or the description can be modified, if desired, within the wizard. Any other attributes can be modified by opening up the copied activity codes.

Steps to copy activity codes to a different organization unit:

1. From the Configuration section>Scheduling card, open the Activity Codes screen.
2. Search for activity codes in the source organization unit.
3. Check the box to the left of each activity code that is to be copied
4. Click on the Copy button in the left pane.
5. Select the New Organization Unit Destination option.
6. Enter the organization unit these activities should be copied TO.
7. Click on the Next button. A listing of the activity codes being copied is displayed.
8. The Code and/or the Description can be modified from this screen.

   The label describing the activity code.

   The alphanumeric short name or abbreviation identifying this activity code.

   Activity codes can be up to eight characters in length, but it is recommended they are shorter, so they can print on the schedule reports in one line. The system is not case sensitive so you cannot have both a D1 (upper case D) and a d1 (lower case d) code, with upper and lower case letters the same.

   Do not use a space, comma, or semicolon in the code, as these are used as delimiters (characters that mark the beginning or end of a unit of data) when entering activity code/profile strings into the schedule grid. For more information, see Steps for Adding a Schedule or Calendar Directly into the Grid.

9. Click on the Finish button in the left pane.

   There are now matching activity codes in the organization units.