Cloning a Session
  • 11 Dec 2024
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Cloning a Session

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Article summary

Purpose: Cloning a Utilization allows users to create one Utilization for another date without having to go through the steps to create a Utilization.  

  1. Locate the Utilization

  2. Click on the Utilization number

  3. Select Clone Session from the drop-down menu using the ▼ symbol

  4. Select a new date using the calendar pop-up and then click Save Session

    1. All Utilizations may be Cloned regardless of status

    2. Verify that all fields are accurate on the Activity (e.g. Rate (Hourly), Time (15-min units), Service Provider, Allocation) for the new date of service

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