Copy a Coalition

Duplicate an existing coalition record into a new reporting period, choosing which sections to carry forward.

Copy an existing coalition to quickly create a new record for a subsequent reporting period. When copying, you can choose which sections to bring forward from the original record.

1

Open the coalition to copy

Navigate to the coalition record you want to duplicate and click the Copy button.

2

Select the sections to copy

Choose which sections to carry forward into the new coalition record. Available options include:

• Collaborators — Copy all collaborators from the original record.

• Coalition Members — Copy all members and their details.

• Evaluation — Copy the evaluation data, including relationship depth and assessment results.

• Meetings & Events — Copy all logged meetings and event details.

Deselect any sections you do not want to carry forward. You can always add or modify these sections after the copy is created.

3

Enter a new name

Provide a Name for the copied coalition. By default, the name is set to the original coalition name with "(Copied)" appended.

4

Confirm the copy

Click Save to create the new coalition record with the selected sections. The copied coalition will open so you can review and update it as needed.