Duplicating Systems, Policies, and Training

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."

2. Execute the Duplicate Command

You can initiate a copy directly from the folder tree:

• Right-click on the title of the item you want to copy.

• Select Duplicate from the dropdown menu.

3. Choose the Destination Folder

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

• Navigate through your organization's hierarchy.

• Click the specific folder where the new version should live (e.g., Marketing > Social Media).

• Click the Duplicate button to confirm.

4. Customize the New Version

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

• Locate the copy: It will appear instantly in the destination folder you chose.

• Edit: Click the Edit button to enter edit mode.

• Refine: Update the Title immediately to distinguish it from the original. Add or remove the specific steps that make this version unique.

• Publish: Save your changes to make the new system live for your team.