Copy a guide to another facility

Copy a guide when another facility needs one like it: the same sections, instructions, photos, videos and documents. You can copy it to any facility you work on, even one in another entity, or to the same facility to start a new version.

1. Open the guide and choose Move or copy at the bottom of the page. (Or, on the facility's User guides tab, choose the Move or copy button next to the guide.)
2. Leave Copy chosen.
3. Choose the facility to copy it to. They're grouped by entity.
4. Choose Copy guide.

The copy opens straight away. It's a draft, so check it and change anything that's different at the new facility, such as room names, keys and contacts. Then publish it.

What's copied

• Every section and sub-section, in the same order, with its instructions.
• Photos, uploaded videos, video links and PDF documents, with their captions.
• Which parts need the access PIN.
• The title and description. If the facility already has a guide with the same title, the copy's title ends in "(copy)".

What isn't

• QR codes: the copy gets its own, so codes printed for the original keep opening the original.
• Reporting: the copy's views start from nothing.
• The facility's contact, logo and colours: the copy shows the new facility's.

When a facility says "Won't fit"

The guide has more than that facility's licence allows, such as more sections, or more photos in a section, or parts that need an access PIN the facility doesn't have. Choose the facility to see why. Then give it a licence or set its PIN, and try again.

Anyone who works on both facilities can copy a guide. To take a guide out of one facility and put it in another, move it instead.