Clone (Copy) Master Item

Description

This function is part of the Design Administration subsystem and is used to clone a master item. The clone function allows the user to make an exact copy of all the master item information except the item number, the status, the use dates, and the internal audit information. The user can then enter a new item number and add or modify remaining data. The clone function may be useful, for example, when one master item is expired and the user wants to make a new master item based on the expired item.

The Clone Master Item function provides part of the Master Items Maintenance functionality and is accessed from the Master Item Detail screen when the user clicks the CLONE button.

Note: Throughout the master items Help documentation, the term 'master items list' refers to the comprehensive list of item numbers and their associated details which are stored in the ECMS database. This term is used to distinguish this list from the 'Construction Items Catalogue', a document about the master items, which is maintained outside of ECMS.

The Clone Master Item function can be accessed by authorized users.

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Design Admin option.	The Design Administration options available to your user group are displayed.
Select the Master Items Maint option from beneath the Design Admin option on the navigation bar.	The Master Items List Maintenance home page is displayed.
Select the first four digits of the item number for which you want to search from the Item drop-down list.	The value you selected appears in the field. Note: With the exception of the Status field, which defaults to "Active", the search fields on the home page are optional. However, it is strongly recommended that you select at least one criterion to narrow your search.
Enter the last four digits of the item number for which you want to search in the Number field.	The value you entered appears in the field.
Click the SEARCH button.	The Master Items List is displayed and includes the item number for which you searched.
On the Master Items List page, click the item number hyperlink.	The Master Item Details screen is displayed in read mode.
Use the down arrow in the upper left corner of the screen display to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode, and the CLONE button is displayed at the top of the screen next to the Item Number field.
Click the CLONE button.	A message is displayed asking you to confirm that you want to clone the master item.
Click OK on the message box.	The message closes and a 'please wait' message is displayed. When the processing is completed, a second message is displayed informing you the item was successfully cloned.
Click OK on the message box.	The message box closes, and you are returned to the Master Item Details screen. The following fields have been copied from the original master item: Item Prefix Unit of Measure Material Asphalt/Diesel Stored Materials Requirements Special Provision Item Catalog Justification Indicator Work Class Codes
Complete the remaining required fields.	Enter or select valid data in the following fields: Item Number Project Use Dates
Click the SAVE or SAVE & EXIT button.	The new master item is saved in Pending status and must be approved and placed in Active status prior to being available for use on ECMS projects. The 'save successful' message is displayed.
Click OK on the message box.	The message box closes, and you are returned to the Master Item Details screen (if you clicked SAVE) or the previous page in the browser history (SAVE & EXIT).

Related Help Documents

 

Topic	Help Document
Home page	Tell Me About Master Items List Home Page
List of all master items stored in ECMS	Tell Me About Master Items List
Select master item for project use	Tell Me About Add Item From Master List
Special provision	Tell Me About Add Standard Special Provision
Work class codes	Tell Me About Add Work Class Code
Approve master item	How Do I Approve Master Item
Create master item	How Do I Create Master Item
Delete pending master item	How Do I Delete Master Item

Created by	Last Modified by
Joseph D Howe/PennDOT on 03/16/2005 at 10:49:23 AM	Wanda Taylor/PennDOT on 03/18/2005 at 02:29:05 PM