Duplicating data requests

You might have to create data requests that are almost identical or very similar to an existing one. For this purpose, you can duplicate data requests and update the duplicates as needed.

Before you begin

  • You must be signed in with the Data requests: Manage privilege.
  • The data request to be duplicated can be in draft state, submitted, or completed but must be in a matter that is open. Release data requests cannot be duplicated.

About this task

The new data request will differ from the duplicated data request in the following respects:
  • The new data request gets a new ID and a new creation date. In addition, it must have a new unique name, which you can specify.
  • The user who duplicates the existing data request becomes the creator of the new data request.
  • Attachments are not copied to the new data request.

In the duplicate, you can change all fields and add and delete custodians as needed. You can even change the data request type or the template used.

Procedure

To duplicate a data request, complete these steps:

  1. Click Matters and then click the matter that contains the data request to be duplicated.
  2. On the Data Requests page, click Duplicate next to the data request to be duplicated.
  3. In the Duplicate Data Request window, either accept the system-generated name or specify a different unique name, and change any of the other fields as required. Then, click Duplicate.
    A data request in draft state is created in the same matter as the original data request. If you accepted the system-generated name, the new data request is displayed as original_DR_name - Copy (n) of DR_ID, where n is the number of the copy.

    When you change the template, keep in mind that only those attributes are copied that exist in the request information of both the original and the new template.

  4. On the Request Information, adjust the request information if necessary.
  5. On the Custodians page, you can change the list of custodians and the request information for the custodians.
  6. Submit the new data request.