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Version: 3.1

Clone a questionnaire

Overview​

This flow describes how to copy a saved questionnaire in Care. Care creates a new questionnaire with the same questions and layout.

Pre-requisites​

  • The questionnaire is saved in Care, and you open it to make a copy.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create/Update QuestionnairesLets you create the copy in each organization that you select.

Steps​

1. Start the clone​

In the Properties panel, click Clone Questionnaire. Care opens a panel.

Note: The Clone Questionnaire button shows only for a saved questionnaire.

2. Set the slug​

The Slug field holds the slug of the original questionnaire and the suffix "-copy". Keep this value, or enter a different slug.

3. Select the organizations​

Under Add organizations, click Select Organizations.

Enter the name of an organization. Click the organization in the list. Care adds a badge under Selected Organizations.

Select at least one organization. The Clone button stays inactive until you select an organization.

Note: To close the panel without a copy, click Cancel.

4. Create the copy​

Click Clone. Care creates the new questionnaire.

Expected Outcome​

  • Care creates a new questionnaire with the same questions and layout as the original.
  • The new questionnaire has the title of the original questionnaire and the suffix "(Clone)".
  • The new questionnaire starts in Draft status.
  • Care opens the new questionnaire so that you can change it.

Concepts:

Flows: