Duplicate an existing coalition record into a new reporting period, choosing which sections to carry forward.
Copy an existing coalition to quickly create a new record for a subsequent reporting period. When copying, you can choose which sections to bring forward from the original record.
1
Open the coalition to copy
Navigate to the coalition record you want to duplicate and click the Copy button.
2
Select the sections to copy
Choose which sections to carry forward into the new coalition record. Available options include:
Collaborators — Copy all collaborators from the original record.
Coalition Members — Copy all members and their details.
Evaluation — Copy the evaluation data, including relationship depth and assessment results.
Meetings & Events — Copy all logged meetings and event details.
Deselect any sections you do not want to carry forward. You can always add or modify these sections after the copy is created.
3
Enter a new name
Provide a Name for the copied coalition. By default, the name is set to the original coalition name with "(Copied)" appended.
4
Confirm the copy
Click Save to create the new coalition record with the selected sections. The copied coalition will open so you can review and update it as needed.
