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How to Copy Unit Properties to Another Unit

Learn how to copy selected properties from the current unit to another unit using the Copy To Unit option on the Setup tab.

Overview

The Copy To Unit option lets you copy selected properties from the unit you are currently viewing to another unit within the same facility. You access it from the Setup tab on the unit's detail page. This article walks you through copying properties from the current unit to another one.

Steps

  1. At the Facility level, select Units in the sidebar menu. The List of All Units page opens.

  2. From the list, open the unit whose properties you want to copy by clicking on it.

  3. Click the Setup tab.

  4. Click Copy To Unit button. The Copy To Unit page opens.

    The unit Setup page with the Copy To Unit button highlighted

    The unit Setup page with the Copy To Unit button highlighted

  5. In the Set Properties to Unit field, search for the unit you want to copy properties to, then select it.

    Copy To Unit page with Set Properties to Unit search bar highlighted

    Copy To Unit page with Set Properties to Unit search bar highlighted

  6. In the Select Properties to Copy section, choose the properties to copy. To copy every property, select Select All. To copy specific properties, select each one individually.

    Select Properties to Copy section on the Copy To Unit page with properties selected manually

    Select Properties to Copy section on the Copy To Unit page with properties selected manually

  7. Click Copy Properties button in the bottom right corner. The Applying process modal opens and shows each property as it is copied, with a "Copying completed successfully" status for each one.

    The Applying process modal with properties that are being copied

    The Applying process modal with properties that are being copied

  8. When the process finishes, click Close. The selected properties are now copied to the unit you chose.

    The Applying process modal with the Close button highlighted

    The Applying process modal with the Close button highlighted

ℹ️ Info: Properties are copied from the unit you are currently on to the unit you select in the destination field. Copy To Unit works between two units only. You cannot copy to multiple units at once.

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