Copying Criteria

Copying Criteria

Criteria in any status can be copied to expedite the criteria creation process. When a criteria is copied, the newly created criteria has a new criteria number and opens in the Define Criteria window in the Inworks status.

1. From the Criteria record, click Other Actions > Copy Criteria.
   OR
   From the Criteria search results list, click the drop down button next to the appropriate criteria and select Copy.
   Result: The Copy Criteria window is displayed.

2. Enter a comment about copying the criteria. This field is not required.
3. Click the Sign-off button.
   Result: The Sign-off window is displayed.
4. Enter your user ID and password and then click the Sign-off button.
   Result: The Result window is displayed. The Result window is a window that displays after copying and asks the user where they would like to go next, such as to the Criteria Detail, to the Define Criteria window(for the new criteria), or back to the Portal Page.

See Also

Revising Criteria

Managing Criteria Attachments

Voiding Criteria

Expiring Criteria

Exporting Criteria

Creating Criteria in Microsoft Excel

Importing Criteria

Making a Criteria Current

Criteria End User Steps