Duplicate a Process skill

How to duplicate Process skills and manage their referenced activities.

Duplicate a Process skill to customize it or create multiple copies.

Duplicating a Process skill does not duplicate the Classification and Document skills it references — the duplicates reuse the originals. If those skills are configured to train automatically from verification results, they will train on results from every Process skill that references them, including the duplicates. To isolate a copy, duplicate its referenced skills manually.

To give the copy its own Classification and Document skills, duplicate the Process skill manually:

1. Duplicate the Process skill

   Duplicate the appropriate Process skill.

2. Duplicate the referenced skills

   Duplicate every Classification and Document skill referenced by the Process skill from step 1.

3. Edit the skill duplicates

   Edit the skill duplicates if required.

4. Publish the skill duplicates

   Publish the skill duplicates.

   Unpublished skills can’t be selected for editing.

5. Swap in the duplicated skills

   Edit the Process skill duplicate from step 1. In the Skill Designer:

   • Click the workflow activity.
   • Delete the existing Classification or Document skill by clicking the Delete icon to the right of the skill name in the Actions pane.
   • In the drop-down in the Actions pane, select the corresponding skill duplicate created in step 2.
   • Repeat for each relevant Process skill activity.

Related topics

• Process skill
• Set up a Process skill