The Clone Customer feature can be used to copy an entire Customer (including all Facilities, Buildings, Systems, Components, and Tests) or can also be used to copy a specific part of an existing Customer (e.g., A user can copy a System, with its Components, Tests, and Products, to an existing Building).
Accessing Clone Customer:
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Customers: Go to the Customers section.
Select “Customer List”: Click on the “Customer List” option to display all Customers associated with your organization.
Clone Customer Button: Click the clone customer button to open the interface for cloning customers.
Clone Customer Interface:
Source: The source section determines which item is being copied from.
Hierarchy: After the appropriate client is chosen, filling out the hierarchy here chooses what customer, facility, building, system, or component will be used as the targeted template.
selecting only a customer will have the system copy ALL Facilities, Buildings, Systems, and Components under them.
going down to a specific component will only clone that component and its hierarchy.
Destination: The destination section displays where the cloned item will be copied to.
Hierarchy: This hierarchy will determine where the cloned copy will be created.
New Name: Enter the new name. This can be edited later if needed.
Configuration Switches:
Copy Customer Products
Copy Calculated Test Input Assignments
Copy Existing User Groups
Utilizing Clone Customer:
In the Clone Customer Interface there are a number of different was to use the clone function. These are explained in the video and broken down in the sections below.
Cloning Customer:
Cloning Customer:
Source Hierarchy Selection: Use the hierarchy to select the customer being used as a template.
Destination Hierarchy Selection: Select which client the new customer will be organized under.
Customer Name: Enter the name of the new customer in the destination setting.
Additional Settings: If needed, turn on copying of Customer Products, Calculated Test Input Assignments, or Existing User Groups. The "Calculated Test Input Assignments" option is on by default.
Clone the Customer: Click on the clone button to move on to adding customer information.
Add Customer Information: Enter the new customer's information. Please note that the name, address, and primary phone number are required.
Save: Click "Save Customer" to finalize the cloning process.
Note: Cloning a customer will not copy any of the saved reports, only the report templates will copy over.
Cloning Facilities:
Cloning Facilities:
Source Hierarchy Selection: Use the hierarchy to select the facility you want to copy.
Destination Hierarchy Selection: Select which customer the new facility will be organized under.
Facility Name: Enter the name of the new facility in the destination settings.
Additional Settings: If needed, turn on copying of Customer Products, Calculated Test Input Assignments, or Existing User Groups. The "Calculated Test Input Assignments" option is on by default.
Clone the Facility: Click on the clone button to move on to adding facility information.
Add Facility Information: Enter the new facility's information. Please note that the name, address, and primary phone number are required.
Save: Click "Save Facility" to finalize the cloning process.
Cloning Buildings:
Cloning Buildings:
Source Hierarchy Selection: Use the hierarchy to select the building you would like to copy.
Destination Hierarchy Selection: Select which facility the new building will be organized under.
Building Name: Enter the name of the new building in the destination setting.
Additional Settings: If needed, turn on copying of Customer Products, Calculated Test Input Assignments, or Existing User Groups. The "Calculated Test Input Assignments" option is on by default.
Clone the Building: Click on the clone button to move on to adding the new building's information.
Add Building Information: Enter the new building's information.
The name is required, and notes and an account number can be added or edited.
User access can also be configured.
Save: Click "Save Building" to finalize the cloning process.
Cloning a System:
Cloning a System:
Source Hierarchy Selection: Use the hierarchy to select the system being used as a template.
Destination Hierarchy Selection: Select which building the new system will be organized under.
System Name: Enter the name of the new system in the destination setting.
Additional Settings: If needed, turn on copying of Customer Products, Calculated Test Input Assignments, or Existing User Groups. The "Calculated Test Input Assignments" option is on by default.
Clone the System: Click on the clone button to move on to adding customer information.
Add System Information: Edit the system name and add an account number if needed.
Save: Click "Save System" to finalize the cloning process.
Cloning Components:
Cloning Components:
Source Hierarchy Selection: Use the hierarchy to select the component being used as a template.
Destination Hierarchy Selection: Select which system the new component will be assigned to.
Component Name: Enter the name of the new component in the destination setting.
Additional Settings: If needed, turn on copying of Customer Products, Calculated Test Input Assignments, or Existing User Groups. The "Calculated Test Input Assignments" option is on by default.
Clone the Component: Click on the clone button to move on to adding component information.
Add Component Information: Edit the short or long name of the component if needed.
Save: Click "Save" to finalize the cloning process.
The Clone Customer feature allows you to copy an entire Customer, including all Facilities, Buildings, Systems, Components, and Tests. Alternatively, it can be used to copy a specific part of an existing Customer. For example, a user can clone a single Component, along with it's System, Building, Facility, and Customer.