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How to Copy Unit Properties from Another Unit

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

Overview

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

  3. Click the Setup tab.

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

    The unit Setup page with the Copy From Unit button highlighted

    The unit Setup page with the Copy From Unit button highlighted

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

    Copy From Unit page with Use Properties from Unit search bar highlighted

    Copy From Unit page with Use Properties from 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 From Unit page with the Select All button highlighted

    Select Properties to Copy section on the Copy From Unit page with the Select All button highlighted

  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 from the unit you chose to the current one.

    The Applying process modal with the Close button highlighted

    The Applying process modal with the Close button highlighted

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

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