General

•      You can’t copy or move anything to an Action, Defect, Log Book or Inspection

•      You can’t copy or move a Log Book or an Inspection

Assets

•      You can’t copy Assets unless the option set in the System Options allows it:

•      All

•      Administrators

•      None

•      You can’t copy or move Assets to a parent Asset, if the resulting number of Child Assets for the target Asset would exceed 999

•      You can’t copy or move an Asset to itself

•      You can’t copy or move an Asset to one of its descendants

•      You can’t copy or move an Asset if you don’t have edit permission on the Asset

•      You can’t move an Asset, if it, or any of its descendants, is checked out to Conquest Mobile

•      Rules for Valued Assets, for which the definition is; an Asset that has the ‘Valuation Asset’ checkbox ticked:

•      You can’t copy Valued Assets unless the System Option ‘Allow valued assets to be copied’ is ticked

•      You can’t copy Disposed Assets

•      You can’t copy or move a Proposed or Existing Asset to become a descendent of a Disposed Asset

•      You can’t copy or move a Valued Asset, to a place in the hierarchy that makes it a descendant of another Valued Asset

•      Copying a Valued Asset will create a new Valued Asset with zero valuation data

•      Rules for Valuation Child Assets:

•      Copying a Valuation Child Asset to a location in the hierarchy, where it no longer has above it a Valuation Asset that is valued by children, creates a standard, non-Valuation Asset

•      Moving a Valuation Child Asset to a location in the hierarchy, where it no longer has above it a Valuation Asset that is valued by children, changes the Valuation Child to a standard, non-Valuation Asset

Defects

•      You can’t move Defects to the root node of the Asset Explorer

•      You can’t copy Defects

•      You can’t move Defects to a Disposed Asset

•      When moving Defects, if the Defect is the only one associated with the original Asset and Inspection record then that Inspection record is deleted

Actions

•      You can’t copy or move Actions to the root node of the Asset Explorer

•      You can’t copy or move an Action if you don’t have edit permission on that Action

•      You can’t copy or move Log Book or Cyclic Actions

•      You can’t copy or move Disposal Actions to a Proposed Asset

•      You can’t copy or move Purchase Actions to an Existing Asset

•      You can’t copy or move any Action to a Disposed Asset

•      Copying an Action copies:

•      All the Tasks, Resources and Estimated data but not the Actual data

•      All the Repeatable Action schedules.  If the start date for the schedules is prior to the current date, they will be changed to be the current date plus 1 day for each schedule

Standard Defects

•      You can move Standard Defects anywhere in the Asset Type Explorer except the root node

Standard Actions

•      You can copy or move Standard Actions anywhere in the Asset Type Explorer except the root node

•      Copying a Standard Action copies:

•      All of its Tasks, Resources and Estimated data