Add the Ability to Copy an existing Company. This new feature will allow you to copy the following:

  • User Groups
    • A listing of all Groups that are associated with the Template Company will be listed, unless the Group is already set to "Auto Add"
  • Company Options (will not copy Address fields)
  • User Defined Variables
  • User Defined Labels
  • Required Fields
  • You will have the option to copy Document records
  • You will have the option to copy the following Lists
    • Approval Policies - Must also copy Group records for this to work.
    • Buildings - Must also copy Locations for this to work.
    • Calibration Type
    • Classifications
    • Compliance Report Types
    • Count Types
    • Department
      • Department Contact Group - Must copy Groups
      • Item Approval Name - Must copy Approval Policies
      • Calibration Approval Policy Name - Must copy Approval Policies
    • Document Types
    • Equipment Types
    • Instrument Types
    • Locations
    • Maintenance Types
    • Manufactures
    • Priorities
    • Signal Types
    • Statuses
    • System Types
    • User Defined Lists