Copy a Pre-Approval Request

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

1. From the Top Navigator, click COI and then click Requests.
   The Requests page appears.

2. From the Requests page, open the pre-approval request you wish to copy.

3. From the pre-approval request workspace, click Copy Request.
   
   

4. Type a name for the new pre-approval request in the New request name box.

5. Click OK.
   You are taken back to the pre-approval request workspace.

6. 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

1. From the Top Navigator, click COI and then click Disclosures.

   The Disclosure workspace appears.

2. 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.
   
   

   Open

   

3. Type a name for the new pre-approval request in the New request name box.

4. Click OK.
   You are taken back to the disclosure profile workspace.

5. The new pre-approval request workspace appears on the pre-approval requests tab. Click the new pre-approval request to open it.