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TriLine: Copy (Duplicate) a Process Control
TriLine: Copy (Duplicate) a Process Control
TriLine: Copy (Duplicate) a Process Control
Written by Christina Pan
Updated over a week ago

Use the Process Control Copy functionality to duplicate an existing Process Control.

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the Process Controls tab. Click the Create a copy of this Process Control icon 1 of the record to be copied.

  3. The Copy Task window displays. Add a unique Sequence Identifier in the Sequence field 1. Optionally, update the fields on the Details and Schedule tabs (see The Details tab elements) for more information on each field). Click the Save icon 2 to save the copy. (Or, click the Cancel icon 3 to abandon the copy.)

    Note: If you paste content, please review Paste From Word

  4. A confirming message will display and the copied record 1 will display in the Process Control list.

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