Defining the Scope by Copying the Scope of an Existing SA

When defining the scope, you can copy the scope of an existing supervisory activity.

About this task

You can efficiently reuse or copy existing scopes from their agency's SAs. This functionality enables users to select a predefined scope from an existing SA, serving as a template for new SA. Copying the scope of an existing SA copies the key details, including business types, scope, information requests (IRs) (including custom ones), and procedures.
The following business rules apply when copying the scope of a SA:
  • The user’s agency must be the lead agency.
  • The user can copy the scope of both a single state SA or multistate SA.
  • The system will copy over the Review Period, Business Activities (Bas), Scope Type, IRs, Procedures, including those that were manually added to a SA.
  • The system will not copy any removed or cancelled IRs or Procedures.
  • If the user selects a SA that has different business types than the newly created SA, the system will overwrite the new SA’s business types.
  • All copied fields are editable after they have been copied over from the existing SA.
  • The user can see the SA ID of the scope they copied on the scope tab of the newly created SA.

Copying the scope of an existing SA is intended to save agencies time with their daily supervision work by selecting a pre-defined scope that is customized to the agency user’s needs.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Scope.
    Click the Scope command on the menu
  3. Click Define Scope in the top right.
    The Define Scope button is located on the top right corner of the screen.
  4. Click Copy Scope.
  5. Select a supervisory activity from the list to begin copying the scope.
  6. Select whether or not to include custom IRs.
  7. Click Copy Scope.