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Authorization Copy Button, via Task Card Authorization Steps

The Authorization Copy but_copy_ec_small button allows users to copy existing authorization steps from another Task Card category to the Task Card category the user is in.

From the Task Card Authorization Steps window, select the Authorization Copy but_copy_ec_small button. The Authorization Copy information pop-up appears. Select OK.

ENG_auth_copy_button1.jpg

TRAX displays the drop down selection window for the available Task Card category types. Select desired category. It will become highlighted in blue when selected. Double click on selection.

ENG_auth_copy_button2.jpg

TRAX displays the following following question in the Authorization Copy box. Select Yes to copy the Authorization Steps from category ACTC to category B-CHECK. In the following example, the user will select 'Yes'.

ENG_auth_copy_button3.jpg

Upon selecting 'Yes,' the following Warning prompt will appear, asking the user if they would like to save any changes. Select 'Yes'.

ENG_auth_copy_button4.jpg

The Authorization Steps from category ACTC are now copied to category B-CHECK.

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Note: If a Department or Authorization Group is not selected, the following warning will appear:

ENG_auth_copy_button5.jpg

See Also

Task Card Authorization Steps Button, via Task Card Authorization

Notes Button, via Task Card Authorization Steps

Top of Page Publication Date: 8/17/2026 Share Print