The COI system allows you to copy a pre-approval request that you previously submitted. Copying a pre-approval request is helpful if the pre-approval requests are similar but the start and end dates of the activity are different.
When you copy a pre-approval request, all details, including the type of request and activity information are copied along with it. Once the pre-approval request is copied, the new pre-approval request can be edited before the new pre-approval request is submitted for review. You remain the discloser for the new pre-approval request, and it appears in your inbox.
To copy a pre-approval request from the pre-approval request workspace
From the Top Navigator, click COI and then click Requests.
The Requests page appears.From the Requests page, open the pre-approval request you wish to copy.
From the pre-approval request workspace, click Copy Request.
Type a name for the new pre-approval request in the New request name box.
Click OK.
You are taken back to the pre-approval request workspace.On the History tab, click the new pre-approval request ID link.
The new pre-approval request workspace appears.
To copy a pre-approval request from your disclosure profile
From the Top Navigator, click COI and then click Disclosures.
The Disclosure workspace appears.
Click the Pre-Approval Requests tab, select the drop-down menu in the Execute Activity column of the pre-approval request you wish to copy.
Type a name for the new pre-approval request in the New request name box.
Click OK.
You are taken back to the disclosure profile workspace.The new pre-approval request workspace appears on the pre-approval requests tab. Click the new pre-approval request to open it.
You can continue to edit the pre-approval request until you submit it for review.