Copy RME records and versions

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About copying RME records

This help page explains how to copy RME records and manage versions.

You can make a copy or even create a new version of the RME core record you are currently viewing in some RME modules.

Prerequisites

The Allow Copy page action must be assigned for the relevant Page View.

To copy as a version, the Allow Versioning page action must be assigned as well as Allow Copy.

RME administrators, for more about assigning page actions, see: Page View Actions.

Copy as a new record

To make a copy of a record:

1.     Open the record you wish to copy.

2.     In the toolbar at the top of the core page, select Copy.
If you don't see this button or it is disabled, you cannot copy the record. If you need this action, contact your RME Administrator.

3.     In the Copy Record popup, select Copy as a new record.

4.     A code may be automatically generated in the Code field depending on system configuration. If not, enter a unique user code for the new record.

Administrators: This can be configured to be completed with an auto-generated code in User Code Configuration.

5.     Select the related items that you wish to copy to the newly created record.

•        Some related items are dependant on each other. When you select a related item that is dependant on one or more other related items, the dependant related items will also be selected automatically. For example, in a Project record, if you select the Budget Financials related item, the Fund Schemes and Investigators related items are automatically selected, if they were not already.

•        You will only be able to select related items that you have access to based on your data security access and permissions.

6.     Click the OK button to copy it, or select Cancel if you don't wish to proceed.

Result: An exact copy of the current record will be created with all the same field data and the selected related items, replacing the original.

Copy as a new version of this record

•        The Copy as a new version option is only available for Project, Ethics and Contract records.

•        You cannot create a new version of a non-current record.

To create a new version of a record, follow the steps for copy above, but in the Copy Record popup for step 3, select Copy as a new version of this record.

Results:

•        A copy of the current record will be created in the system with the same user code and selected related items.

•        The original record will be marked as non-current.

•        The version number of the original record will remain the same or set to 0 if no previous version exist.

•        The version number of the new record will increment by 1.

•        Impacts to search: The default search behaviour is to show only current records in results. If you want users or a particular role to be able to view all versions of records, such as RME administrators and Research Office staff, in the Page View for the module core page, assign the page action: Allow Access to Older Version to the user or role.  

ID: Copy_records_and_versions.htm