Members may require the same service more than once or on a regular schedule. ClubExpress allows you to create this service and then copy it multiple times.
The Copy function also copies Special Instructions, the Staff Alert, Starting Location and Destination.
The Copy function is not available for Contractor Referrals.
Navigate to the Control Panel > Services Tab > Admin Functions > Member Services.
Use the search panel to find the service request you want to copy.
Click the Copy (clipboard) icon.
Making Individual Copies
Enter a date and time for the copy. You can then click Add Another to open a new set of fields for a second and third copies, all the way up to a maximum of 10 copies. You can also click the Remove link to remove an entry.
Check the Include Selected Service Provider(s) box to include the assigned providers in each copy. Check the Include Service Request Status box also to copy the status. If this box is not checked, the new service requests will have Pending status. Use these options if you are copying requests where the provider has agreed in advance to provide the service for multiple instances.
Once you copy a request, the copies will be separate and independent service requests, not linked to the original request. If you need to make a change, it must be made separately on each request.
Making Repeating Copies
Specify the copy frequency, then complete the same steps as discussed above.
- Daily - For Daily copies, you can copy the event every 1 to X days or on every weekday. For the Copy Range, specify a number of occurrences or the finish date. A maximum of 50 copies can be made.
- Weekly - For Weekly copies, you can copy the service request every X weeks, with individual control over which days of the week will receive the copies. For the Copy Range, specify a number of occurrences or the finish date. A maximum of 52 copies can be made.
- Monthly - For Monthly copies, you can copy the service request to a specific day of the month and every X months. Or you can copy to the first, second, third, fourth or last day of the week of every X months. For the Copy Range, specify a number of occurrences or the finish date. A maximum of 24 copies can be made.
- Yearly - For Yearly copies, you can copy the service request to a day of a specific month. Or you can copy to the first, second, third, fourth or last day of the week of a specific month. For the Copy Range, specify a number of occurrences or the finish date. A maximum of 12 copies can be made.