Smartstaff, administrator
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Changes
→Copying a single record
1. Select the '''Copy Restrictions''' button.<br />[[File:CopyOptions_CopyRestriction-01.PNG|thumb|none|middle|700px|Copy Restrictions button as appears within the Copy Option Settings page.]]
2. The Copy Restrictions page will display with several options<br/>
** A list of roles will display to the left. This is the list of roles that currently have access to the Copy Option for that entity within the UTA.
** To the right you can specify which section(s) will '''Let user specify''', '''Copy from record''' or '''Do not copy'''.
[[File:CopyOptions_CopyRestriction-02.PNG|700px|none|middle|Copy Restriction settings page.]]
3. Once you have completed making the desired restrictions, click on '''Save''' to store the changes.
== Copying a single record ==
Once you have the feature enabled you can copy a single record and its [[Level 2 Entity|Level 2]] record by following these steps: 1. Open the record you wish to copy.2. Select '''Copy''' from the '''Options''' button menu.<br />[[File:CopyOptions_SingleCopy-01.PNG|thumb|none|middle|700px|Initiate a record copy.]]3. Accept the prompt confirming you wish to copy the record.4. A list of fields will display allowing you to confirm the fields to be copied as well as make changes if the option is available to your role.<br />[[File:CopyOptions_SingleCopy-02.PNG|thumb|none|middle|700px|Fields to be copied from the record.]] 5. If Copy Restriction has copy L2 enabled, a L2 type and status filter will be displayed and the user can use it to filter the L2s to copy. 6. Click '''Copy''' when you have finished specifying how to copy the record.
== Copying multiple records ==
