Copying a Master Cover

To reduce unnecessary data entry, Master Covers can be copied to produce a new product.  If a planned product is similar to an existing product, the Master Cover for the existing product can be copied and modified to suit the new requirements.

  1. In the main menu, select Product Design, then select Master Covers.  A list of all available master covers is displayed.

    Tip: By default, only Active master covers are displayed.  Clear the filter in the Status column to view all master covers.

  2. Click a link in the Name column to open the master cover to the General Information page and open the Screens widget.  If there are a large number of available master covers, see the Using Grids section for help on finding the appropriate master cover.
  3. Click the Copy button.  A full copy of the master cover is generated and saved, and a message shows Successfully Copied.
  4. The new master cover can now be modified to suit the new product.

Notes:  

  • The copy is Active, and in Draft mode, regardless of the status of the original master cover.

  • The name is set to the same name as the original master cover, except that “ – Copy (01)” is added at the end.  If other copies already exists, the number in parentheses increases.

    Examples:

    Master Cover

    Master Cover – Copy (01)

    Master Cover – Copy (02)

    This name can be changed to whatever is required.

  • All information is copied exactly as it exists in the original master cover, except for the following:

    • The name is modified as described above.
    • The Code field is left blank.  If the new master cover is to be used for integration purposes, a new and unique code must be entered.
    • The Created By and Last Modified By details are changed to identify the user who created the copy, along with the date and time the copy was created.
  • The settings for Policy Numbering are copied.  These should be modified as necessary to ensure unique identification of policies.