Using the Copy Service Button

Using the button allows you to enter in your service details without having to enter all of the fields in. Once the button is selected, most of the information is automatically brought in for you and you can change any of the fields that may be different. Use the steps below to utilize the button.

1. From the Activities/Service screen, use the Search button to locate an event that has already been entered into the application that is similar to the event that needs to be entered.

*Note: For detailed instructions on using the Search feature, see Using the Search Feature.

2. Once the desired event is displayed in the Activities/Service screen, select the button. This will begin a new record. The only field that must be filled in is the Service Date. Any other information may be edited to suit this new event.

3. Make any changes needed to the details.

4. Click Save from the left toolbar.

*Note: To exit this screen without saving any of the changes you have made, click Cancel.

(This is a sample screenshot displaying the Multiple Classroom Service Page. This is a partial screenshot.)

· The Copy Service feature is only available for Single and Multiple-Classroom services.