3. Clone Intake

Cloning an intake in SELMA is straightforward. It is similar to creating a new intake, with the key difference being that all information from the original intake will also be copied to the cloned intake.  This include schedule events, staff (if specified), components, and all compliance related matter. The name, code, and dates will differ based on what you set at the configuration level. 

To clone an intake, navigate to Cohorts in the navigation bar and select Clone Intake.

This will direct you to the Clone Intake Configuration page. From here, you can create either a single cloned intake or multiple intakes, depending on your needs.

To create a single intake, simply fill in all the mandatory fields and click the blue Create button.

To create multiple intakes, click the green Add New Intake + button to add additional intake card, fill in the required details for each intake and click the blue Create button.

 

 

Below is an example of how you can create a cloned intake. You are not limited to selecting only one intake to clone—you can clone as many different intakes as needed, as shown below:

The Copy Staff? flag indicates whether the Staff currently linked to the original intake will also be linked to the cloned intake(s). 

 

Once you are done with your setup, simply click the blue Create button to create the intake(s). You will then be taken to a page listing the intakes you have created. Each intake name is a hyperlink—clicking it will take you directly to the intake profile. If you only created one cloned intake, then you will be redirected straight away to the intake profile of the intake you have created. 

 

 

If you now check the cloned intake, under the Events tab, you will see a note added automatically. This note specifies when the intake was created, which intake it was cloned from, and who performed the cloning.

 

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