Contents

• Overview
• How to Copy a Program
• What Gets Copied
• Next Steps

Overview 

This guide shows Organization Owners and Client Admins how to duplicate (copy) an existing program in Next, so you can quickly set up a new program with the same settings, forms, and workflow.

Step-By-Step Instructions 

How to Copy a Program

1. Log in to your account. 
2. From the Programs page, click the three-dot icon in the upper-right corner of the program card you want to duplicate, and select Duplicate Program from the dropdown. 
   
   

3. In the pop-up, select the award cycle you want to copy from the existing program.

📌 Note: You can only select one cycle to copy.

4. Review the duplication details. The message at the top of the pop-up names the program and cycle being duplicated and lists what's included in the copy — settings, forms, and workflow configurations.

5. Enter a name for your new program.

6. Review the auto-populated URL slug and edit it if needed.

⚠️ IMPORTANT: URL slugs must be all lowercase with no special characters other than dashes and underscores.
📌 Note: Slugs must be unique. If your slug is already in use, you'll receive an error. Try another slug.


 

7. Click Duplicate in the bottom-right corner of the pop-up. 

• A message appears briefly on screen. 
  
  
   
• When the system is finished duplicating the program, it will appear in its own program card under the Programs page in your account. 
  
  

What Gets Copied

When you duplicate a program, the following components are included:

• Program settings - All configuration options
• Selected cycle settings - Settings from the cycle you chose 
• Forms - All form configurations
• Workflow configurations - Review and approval workflows

Next Steps 

After duplicating a program:

1. Review your new program's settings and update anything specific to it. See ➡️Manage Your Program Settings
2. Rename the duplicated cycle, if desired. See ➡️Rename an Award Cycle. 
3. Review your cycle's settings and update anything specific to it. See ➡️Navigating Cycle Settings
4. Invite Program Members. See ➡️Add New Program Members

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