Transfer (Move) a Process Control

You can transfer a Process Control (and its associated history if it exists) to another Compliance Process to save time, or to restructure your data.

Note: Before transferring a Process Control, check that the ‘Actioned By’ Position(s) has at least ‘View’ Record Security Rights to the target Compliance Process. Otherwise, you will need to assign another ‘Actioned By’ Position who has these rights.

  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 Transfer this Process Control icon 1 of the record to be moved.

  3. The Transfer Process Control window displays. Select the target Compliance Process from the ‘To’ 1 drop-down list.

  4. A preview list of the existing Process Controls for that Compliance Process is displayed. This allows you see all existing Sequence numbers. Using this information, enter a unique New Seq 1. Click the Transfer icon 2 to complete the move. (Or, click the Cancel icon 3 to abandon the move.)

    Note: If you type a Sequence Identifier in the ‘New Seq’ field that already exists amongst the Process Controls in the target Compliance Process, an error message is displayed and you will be prompted to change your entry to a unique Sequence Identifier.

  5. The transferred Process Control will no longer appear in this Process Control list. The target Compliance Process Process Control List contains the Process Control at the entered sequence number.



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