Move/Copy Cases

This option allows the user to move or copy cases from one database to another.  This is helpful when cases need to be moved from the network database to another database, such as an archive file, in large numbers. It is also useful when working on special reports concerning a batch of cases. Simply copy the cases from the network to the archive created for the report and work on them as needed without locking the cases for other users.

To use this option, first run a search on the cases that you’d like to move/copy.  For archiving, use the appropriate option in the Search Name dropdown list.  For a special report, enter the needed criteria and run the search. Then go to the File menu, choose Move/Copy Cases and select the Destination Database. You can specify either All Selected Cases (cases that are highlighted) or All Displayed Cases. If you would like to copy cases, check the Copy Cases checkbox. If you are moving cases to an archive database and would like to update the system tables, check the Copy System Tables checkbox.  When you have completed these steps, click OK. The cases will now move.