Create a duplicate of an existing Control Plan

You can create a duplicate of an existing Control Plan to maintain consistency, reduce the risk of errors or omissions in the new plan, incorporate best practices and lessons learned from previous Control Plans. Duplicating an existing Control Plan saves time and effort compared to creating a new one from scratch, especially when dealing with similar projects or products.

Prerequisites

You must have an existing Control Plan before you can duplicate it.

Procedure

1. Navigate to the folder containing the source Control Plan, and open the Control Plan.

2. Click Duplicate . If you are in the Tree view, click More to get the Duplicate option.

3. Right-click each child object and select one of the following actions. You can also select these actions from the work area toolbar.

Action

Description

Remove

The child object is not included in the new Control Plan.

Replace

The child object is replaced with the replacement child object that you specified in the Replace panel.

Save As

A copy of the child object is added to the new Control Plan. You can edit the Revision Name and Description of the child object.

Clone

A copy of the child object is added to the new Control Plan. You can edit the Revision Name and Description of each child object.

4. To run the duplicate process in the background or foreground, select or clear the Run in Background check box. If you choose to run the duplicate process in the background, you receive a notification in Alerts after the Control Plan is duplicated.

5. To create the duplicate Control Plan, click Duplicate.