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How to Duplicate an Occurrence Type in Qualiex?

The duplicate occurrence type feature was created to make the process faster and more practical.
When using this function, part of the information from the original type is automatically copied into the new record, avoiding the need to fill everything out from scratch.
You only need to review the copied 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 Type

Click on the “Types” tab, then right‑click the desired type or open the context menu and select “Duplicate.”
 
To duplicate a type, 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 copied record.

In the title, the system will automatically add the label “- Copy” after the original type name.

After making the necessary changes, click .

After clicking “Save,” the type will be registered and a confirmation message will be displayed:
 
 

See Also:

  • How to access the Qualiex Occurrences module?
  • Types and Categories of occurrences in Qualiex: what they are and what they are used for
  • How to register a type?
  • How to edit a type?
  • How to remove a type?
  • How to deactivate and activate an Occurrence Type in Qualiex?