Publication Date: 11/12/2024
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Select the Rename/Copy
The following information/options are available in this window: Copy radio button Select this radio button to copy the 'From T/C' to a new T/C in the system. When Copy is chosen, if T/C authorization is “On” (via System Administration/Explorer/System Transaction Configuration), the Authorization Status of the copy will be set to 'Pending'. The user will be required to enter new revision information in the New Revision field. Rename radio button If selected, the record will be renamed, not copied. This option deletes the 'From' record and replaces it with the new 'To' record. From Task Card The original Task Card being renamed or copied from. To Task Card The Task Card being copied or renamed. Company The Company used to auto generate the Task Card reference. This field only appears when G/L Interface Switch Note: For more information, refer to the Multi Company Functionality. Control Select from the drop down if the Task Card is to be utilized for P/Ns or A/C. If selecting the A/C Control, select the A/C Type/Series to auto generate the Task Card reference for naming purposes only. Sub The Sub is used to auto generate the Task Card reference. This is a free text field used for naming purposes only. _____________________________________________________________________________________ Note: All information (effectivity, attached documents) associated to the Task Card being copied (i.e. Task Card 001) will be copied to Task Card 002. The only information that will not be copied are compliance records and authorization history.
Rename/Copy Button: When renaming a Task Card that has been placed on a Work Order, the system will display the following prompt indicating the Task Card is assigned to the specified Work Order(s).
The user must have security in order to rename a Task Card on a Work Order. The system will display the following hard warning if the user does not have the security to rename the Task Card on the indicated Work Order(s)
Renaming Closed W/O T/Cs: Task Cards that have been closed on a Work Order cannot be renamed. Attempting to do so will produce the following warning: |
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Publication Date: 11/12/2024
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