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How to Duplicate an Occurrence Category in Qualiex?

The category duplication feature was created to make the process faster and more practical. When using this function, part of the information from the original category is automatically copied into the new record, preventing the user from having to start from scratch. This way, you only need to review the data and adjust what needs to be updated, saving time and reducing the risk of errors.
 

1. Access the Module

Click here to learn how to access the Occurrences module in Qualiex.

2. Duplicating the Category

Click the “Categories” tab, then right‑click the desired category or open the context menu and select “Duplicate.”
 
To perform the duplication, you must have the “Manage types, categories, and cause classifications” permission, defined under Configurations > Roles and Permissions.
Click here to learn how to configure permissions for the Occurrences module.

When selecting the “Duplicate” option, a window will open, allowing you to make changes to the copy. The title will automatically include the suffix “- Copy” in front of the original category name.

After making the necessary changes, click .

After clicking “Save”, the category will be registered and a confirmation message will appear: