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Copy / replicate Types & Categories (to other sites) (#MVCRTC01)

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 Types & Categories to other sites?

  1. From the Maintenance menu, select Types & Categories.
  2. Using the Data to view dropdown at the bottom of the screen, select the area that you wish to view. The, if you wish to copy / replicate ALL data from the current Type / Category data to all (or a select number of other) sites, click Copy to all Facilities. If you only wish to transfer a few selections from the current Type / Category, 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 data for the current Type / Category to all sites, click Yes. Or, to copy / replicate the current Type / Category 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.
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