How to copy a workflow

This article outlines how to copy a workflow, including all of its sections and answers. Copying or changing a workflow will not affect any completed session records.

Note: only admins and managers can copy workflows

Select a workflow to copy

To get started, navigate to Workflows.

Compass software example of navigating to the list of all workflows

Then select a workflow from list that you want to copy.

Copy the workflow

Choose the Copy Workflow button from the workflow editor sidebar.

Compass software example of the copy workflow button

After you select to copy the workflow, the page will refresh and you will be located on the page for the copied workflow. The name for the new workflow will have the words “Copy” appended to it.

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