Copy Multiple Partnerships

Use this method of copying if you would like to copy Partnership records from the previous reporting year to the current reporting year. Alternatively, to copy data from a Partnership record in the current reporting year to a new Partnership record in the current reporting year, see this article: Copy a Partnership.
  1. From the PEARS homepage, hover the cursor over the Track menu and click on Partnerships:
    Track, Partnerships
  2. The Partnerships list displays. Click the Copy Multiple Partnerships button:
    Copy Multiple Partnerships Button
  3. The Copy Multiple Partnerships list displays. By default, records from the current reporting period are shown. Click the filter button to select a previous reporting period.
    Copy Multiple Partnerships Filter
    Once the desired filters have been selected, click Apply to show Partnership records that fit the selected criteria.
    Apply Partnership Copy Filters
  4. Click on the check box next to every Partnership that needs to be copied to the current reporting year:
    Partnership Checkboxes
  5. When all applicable Partnership check boxes have been marked, click the Copy button at the bottom of the page:
    Multiple Partnership Copy Button
  6. The Partnerships list displays. An alert confirms that all Partnerships selected in step 4 have been copied, and the copied partnerships are shown in the list:
    Copied Partnerships
  7. Check the copies to make sure all copied data is applicable to the new Partnership records. If needed, edit the partnerships and save changes.