Duplicating Systems, Policies, and Training

🔍 Step 1: Identify the Source Content

Locate the existing system, policy, or training you wish to replicate in your side menu.

• When to duplicate: Use this whenever a new process is 70–80% identical to an existing one to avoid "reinventing the wheel".

⚡ Step 2: Execute the Duplicate Command

You can initiate a copy directly from the folder tree without needing to open the system first:

1. Right-click on the title of the item you want to copy.
2. Select Duplicate from the dropdown menu.

📂 Step 3: Choose the Destination Folder

A window will appear asking where you would like to place the new copy:

1. Navigate through your organisation's hierarchy.
2. Click the specific folder where the new version should live, such as "Marketing > Social Media".
3. Click the Duplicate button to confirm.

🛠️ Step 4: Customize the New Version

systemHUB will create an exact replica of the original content, including any videos, text, or attachments.

1. Locate the copy: It will appear instantly in the destination folder you chose.
2. Edit: Click the Edit button to enter edit mode.
3. Refine: Update the Title immediately to distinguish it from the original. Add or remove the specific steps that make this version unique.
4. Publish: Save your changes to make the new system live for your team.

🎉 You're All Set!

Your new process variation has been created. Duplicating your existing systems ensures your documentation remains rapid, consistent, and easy to manage!