Copying Activities

 

Using our ‘Copy activities’ feature will help reduce the time it takes for you to create your seasonal programs each year. In order to use this feature, you must have already created the activity in the ‘Define Activities’ sections of the software. Below, we outline the best practices when copying activities. If you have additional questions after reviewing this document you can reach out to our support consultants for additional help.

Prerequisites:  You must have permissions for ‘Define Activities’ for Registration offered by a Sportsman System Administrator.

Recommended Documents:

Activity Categories
Registration Questions
Understanding Registration Methods
Setting Up and Editing Your Activity Tree Hierarchy
Defining Activities

This Document will go over:

ü Editing/ Coping Existing Categories and Sub Categories

Copying Activities

To begin, navigate to Define > Activities for Registration at the top left of the Application. This should pull up the “Define Activities for Registration” page

Next, you will need to create a new header for the current year. Click on the [Add Menu Category] on the right side of the box. For our example, we will create a heading called Summer 2021. (See screenshot)

 

Next, select and highlight the activity/program you wish to copy. Then click on the [Copy Activity] button on the right.

This should pull up an option page. Here, you can update the name of the activity, change the start and end dates, as well as the signup dates and GL account if different. When you have made your adjustments, click [Ok]
 
The copied activity should now appear in the same Menu Category as the original.

**NOTE** The copied activity will default into the same Menu Category as the original activity.

Next, you will need to move the new copied activity to the new main category that you created in the first step. Highlight the copy you created and click the [Move Item].

 

Then, select the main category and click [Ok].

 

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