Cloning Controlled Documents

Purpose

As a Document Owner, clone a controlled document in CQ to create a new document by copying information from an existing document.

Before creating a template document, confirm with your CQ Administrator which method your organization uses to introduce new documents.

Prerequisites

Installation Package: CQ Core
Product: QualityQuest
Function: Controlled Documents, Template Documents
User Profile: Standard User
Permissions: CQ Base User PSG, CQ Document Owner PSG
Record: Controlled Document in any Status

Steps

Open the Controlled Documents tab.
Select the Controlled Document to be cloned.
Select Clone from the Action Menu.
Specify this information:
- Document Number
  Specify a number, for example DOC-0000001, or leave the field set to Auto to use automatic numbering.
- Revision
  Specify Revision Number.
- Title
  Specify the title.
- Template
  Specify Template, if applicable.
- Changes
  Leave this field blank. This feature is not used with cloning documents.
- Primary Content
  Leave this field blank if copying content from the previous document.
Specify Data to Copy to Cloned Document:
- Approvers
  Specify approvers to copy from the Workflow tab.
- Linked Files
  Specify Linked Files to copy from the Attachments tab.
- Related Documents
  Specify Related Documents to copy from the Reference tab.
- Distribution Tracking
  Specify Distribution Tracking to copy from the Distribution Tracking Quick Link.
- Link Notes
  Specify Link Notes to copy from the Notes tab.
- Requirements
  Specify Requirements to copy from the Training tab.
- Qualified Trainers
  Specify Requirements to copy from the Qualified Related list tab.

Note: Qualified Trainers displays for Course Record Types only.

Click Save.

Expected Outcome

A new controlled document is created.
The data selected to be copied is copied to the new record.

Additional Resources

ComplianceQuest

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