Copying excursions

Owned by Richard Kennedy (Unlicensed)
Last updated: Oct 24, 2019
5 min read

To copy an excursion:

  1. Search for the excursion to be copied. See Searching for excursions.
  2. Select the excursion to be copied in the Excursion Selector Window
  3. Click  found in the Top Right Hand Corner of Excursion Maintenance.
    The Copy Excursion window is displayed.
  4. Type the new excursion code into the New Code field.
  5. Type the new excursion description into the New Description field.
  6. Select fields in the Please select the groups you want to copy area to determine the Excursion Maintenance data to be copied. For example, selecting Location copies the Location bar data from the source excursion.

    Note: For information about the exact information copied by selecting each group, see the Copy Excursion window key fields and buttons below.

    Tip: You can click  or  to quickly select or clear all fields.

  7. Click .
    The following notification is displayed.
  8. Click .
    The following confirmation window is displayed.
  9. Click .
    The new excursion is displayed.


Copy Excursion window key fields and buttons

Note:  Approvals are not copied, Approvals must be gained for each individual Excursion. 

GroupDescription
Copy From CodeCode of the excursion to be copied.
Copy From DescriptionDescription of the excursion to be copied.
New CodeNew code for the excursion copy.
New DescriptionNew description for the excursion copy.
Please select the groups you want to copy...
















Select fields in this area to determine the groups of information copied into the new excursion.

GroupDescription
Details

Select this field to copy field values from the Details bar of Excursion Maintenance. See Excursion Maintenance - Details bar.

Selecting this group copies the following fields:

  • Description
  • Objectives
  • Attire
  • Comment
  • Type
  • Max Attendance
  • Max Tickets per Attendee.
Details Dates

Select this field to copy date field values from the Details bar of Excursion Maintenance. See Excursion Maintenance - Details bar.

Selecting this group copies the following fields:

  • Event Date From
  • Event Date To
  • Invite Date
  • RSVP.
Excursion StatusSelect this field to copy the value of the Status field on the Details bar of Excursion Maintenance. See Excursion Maintenance - Details bar.
Location

Select this field to copy location field values from the Location bar of Excursion Maintenance. See Excursion Maintenance - Location bar.

Selecting this group copies the following fields:

  • Location Code
  • Location Description
  • Contact
  • Show in Community Portal Process:

    - Location HTML
    - Address
    - Location Description.
Attributes

Select this field to copy all field and table values from the Attributes bar of Excursion Maintenance. See Excursion Maintenance - Attributes bar.

Organisers

Select this field to copy all field and table values from the Organisers bar of Excursion Maintenance. See Excursion Maintenance - Organisers bar.

Attendees (Attendee)

Select this field to copy attendee information from the Attendees bar of Excursion Maintenance. See Excursion Maintenance - Attendees bar.

Selecting this group copies IDs that have an Attendee Type with a SynergyMeaning of Attendee. See luAttendeeType lookup table.

When the ID is copied this also copies the attendee attributes of the ID including:

  • Attendee Type
  • Name
  • Constituencies.

The following fields are not copied:

  • Status 
  • Consent
  • Payment.
Attendees (Staff)

Select this field to copy attendee information from the Attendees bar of Excursion Maintenance. See Excursion Maintenance - Attendees bar.

Selecting this group copies IDs that have an Attendee Type with a SynergyMeaning of Staff. See luAttendeeType lookup table.

When the ID is copied this also copies the attendee attributes of the ID including:

  • Attendee Type
  • Name
  • Constituencies.

The following fields are not copied:

  • Status 
  • Consent
  • Payment.
Attendees (Assistant)

Select this field to copy attendee information from the Attendees bar of Excursion Maintenance. See Excursion Maintenance - Attendees bar.

Selecting this group copies IDs that have an Attendee Type with a SynergyMeaning of Assistant. See luAttendeeType lookup table.

When the ID is copied this also copies the attendee attributes of the ID including:

  • Attendee Type
  • Name
  • Constituencies.

The following fields are not copied:

  • Status 
  • Consent
  • Payment.

Update of Details

Select this field to copy all field and table values from the Update of Details bar of Excursion Maintenance. See Excursion Maintenance - Update of Details bar.

Consent

Select this field to copy all field and table values from the Consent bar of Excursion Maintenance. See Excursion Maintenance - Consent bar.

Required Resources

Select this field to copy all field and table values from the Required Resources bar of Excursion Maintenance. See Excursion Maintenance - Required Resources bar.

Web

Select this field to copy information from the Web bar of Excursion Maintenance. See Excursion Maintenance - Web bar.

Selecting this group copies the following fields:

  • Publish Date From, if the Web Dates group is also selected
  • Publish Date To, if the Web Dates group is also selected
  • Return Email
  • Payment Option
  • Merchant ID
  • External Reference
  • Comments
  • Web Page.

Important: Selecting this group does not copy the Show in Community Portal field.

Notifications

Select this field to copy all field values from the Notifications bar of Excursion Maintenance. See Excursion Maintenance - Notifications bar.

Note: Notifications history is not copied.

Risks

Select this field to copy all field and table values from the Risks bar of Excursion Maintenance. See Excursion Maintenance - Risks bar.

Groups

Select this field to copy information from the Groups bar of Excursion Maintenance. See Excursion Maintenance - Groups bar.

Selecting this group copies the following fields:

  • Group Type field of the Event Group Types grid area
  • Sub Groups, Staff and Responsible Staff Member fields of the Event Sub Groups & Responsible Staff Members grid area

Note: The Sub Group Members grid area fields are not copied, but the grid area is populated based on the list of attendees. See Excursion Maintenance - Attendees bar.

DocMan

Select this field to copy all field and table values from the DocMan bar of Excursion Maintenance. See Excursion Maintenance - DocMan bar.