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Copy / replicate Analysis Codes (to other sites) (#MVCRAC01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20100412 (Andy)   MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

Why would I want to copy / replicate settings to other sites?

If you use our MultiView product, you can replicate many common settings between sites. This allows you to standardise our operation and "cookie-stamp" (or clone) settings & configurations to new sites within a matter of minutes.

By using the 'Copy to all Facilities' function, you can copy the current settings & configurations to all (or a select number of other) sites within your MultiView environment at the push of a button.

 

How do I copy / replicate Analysis Codes to other sites?

  1. From the Maintenance menu, select Analysis Codes.
  2. If you wish to copy / replicate ALL Analysis Code data to all (or a select number of other) sites, click Copy to all Facilities. If you only wish to transfer a select few Analysis Codes, highlight them on the screen (use your mouse with SHIFT or CTRL to assist), then click Copy to all Facilities. Note: If you do not see this button, please check that you are indeed running your sites via a StorMan MultiView environment or check with your area / head-office manager to see if your user-login has permission to use this setting.
  3. To copy / replicate the highlighted Analysis Codes to all sites, click Yes. Or, to copy / replicate the highlighted Analysis Codes to certain sites only, click Select Sites (then choose the sites in question). Of course, you may also click No which will cancel the operation.

  4. You will now be asked if you wish to delete all unused Analysis Charge Codes before duplicating. This means that any Analysis Codes (in the selected batch) that are NOT in use by any transactions (at the site you're copying from) will be deleted from the current site and, additionally, will not be copied / duplicated. Click the relevant option to continue. Your selected Analysis Codes will now be duplicated using the options selected.
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