How To Duplicate a Form

Some forms, like the First Aid Kit log, often remain unchanged from month to month. For these cases, you can save time by duplicating an existing form instead of creating a new one from scratch. This article walks through how to duplicate a form in Kipu Compliance.

Note: Only duplicate forms when the data is expected to remain consistent. Always review and update any necessary details, including dates and signatures.

Duplicating a Form

To begin the duplication process:

1. Click the search icon in the top-right corner to open the Find feature.
2. Click into the dropdown and search field. Begin typing the name of the form you want to duplicate, select the desired form from the list
3. Review the forms to ensure you duplicate the correct one, then click the blue arrow to the right of it to proceed.
4. From the pop up action list, click Duplicate.
5. A confirmation prompt will appear. Click Duplicate Now to confirm.

After duplicating:

• All primary form content will carry over.
• Signature fields must be completed again.
• If there are secondary requirements, the system will prompt you to complete them.

Important: Always verify the duplicated form for accuracy. Check all dates, fields, and signatures before submitting. 

Note: Duplicating forms is not suitable for all types of forms. This feature should only be used when the data is expected to remain consistent and identical. Users must carefully double-check all dates and details on duplicated forms to ensure accuracy.