Alchemy and Company Specific Observations can be copied. The observation copy can be edited and saved as a new observation.
How to Copy an Observation
- In Manager, navigate to Activities and select Observations.
- Click the title of the Observation you wish to copy.
- Click COPY on the bottom of the screen.
- Edit the details of the Observation.
- Change the name of the Observation Title.
- Note: You are not required to change any of the details; the title, if not changed, will have "_1" at the end of the title.
- Change the Language if you will be translating the Observation to a different language.
- Select Link to existing observation parent if the observation grants credit as another observation.
- Change the name of the Observation Title.
- Click ADD.
After adding the observation, you can edit and make the changes to the copied draft. Learn How to Edit Observations