You can use the Copy Existing Checklist/Node feature to copy an existing Checklist or Node from one PHA to another. If you have the necessary access and permissions, you can also copy a Checklist or Node from one Plant to another. When copying a Checklist or Node, it will include the following fields by default:
- Group (What-If/Checklist)
- Question (What-If/Checklist)
- Guideword (HAZOP)
- Scenario
- Consequences/Hazards
You also have the option to include these additional fields:
- Before Risk Ranking*
- After Risk Ranking*
- Recommendation Filters**
- Controls
- Comments
- Recommendation
- Actions
- Assigned To
- Due Date
- Status***
- Completed Date***
- Attachments
*Risk Rankings are available if the Source and Destination are using the same Risk Matrix.
**Recommendation Filters are available to select if the Source and Destination are within the same Company (and they exist)
***The Status and Completed Date fields are linked – if you select or deselect one, it will select or deselect the other one as well.
How do I copy an existing Checklist?
1. Navigate to Compliance > Process Hazard Analyses (PHA) > What-If/Checklist and select the PHA you want to copy a Checklist to.
![apsm-demo-existing-checklist-step-one](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1277,h_482/https://apsm.net/wp-content/uploads/2022/02/existing-checklist-step-one.png)
2. Then select the Copy Existing Checklist Button on the left-hand side.
![apsm-demo-existing-checklist-step-two](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1277,h_525/https://apsm.net/wp-content/uploads/2022/02/existing-checklist-step-two.png)
3. Select a Source Plant for the PHA with the Checklist you want to copy and select the Next Button.
![apsm-demo-existing-checklist-step-three](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1072,h_455/https://apsm.net/wp-content/uploads/2022/02/existing-checklist-step-three.png)
4. Select the PHA(s) you want to copy Checklist(s) from, then select the specific Checklists and fields you want to include, and select the copy Button.
![apsm-demo-existing-checklist-step-four](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1051,h_1307/https://apsm.net/wp-content/uploads/2022/02/existing-checklist-step-four.png)
5. After selecting the Copy Button, the Checklists will be copied to the Destination’s PHA.
![apsm-demo-existing-checklist-step-five](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1326,h_644/https://apsm.net/wp-content/uploads/2022/02/existing-checklist-step-five.png)
How do I copy an existing Node?
1. Navigate to Compliance > Process Hazard Analyses (PHA) > HAZOP and select the PHA you want to copy a Node to.
![apsm-demo-existing-node-step-one](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1426,h_345/https://apsm.net/wp-content/uploads/2022/02/existing-node-step-one.png)
2. Then select the Copy Node Checklist Button on the left-hand side.
![apsm-demo-existing-node-step-two](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1430,h_629/https://apsm.net/wp-content/uploads/2022/02/existing-node-step-two.png)
3. Select a Source Plant for the PHA with the Node you want to copy and select the Next Button.
![apsm-demo-existing-node-step-three](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_971,h_409/https://apsm.net/wp-content/uploads/2022/02/existing-node-step-three.png)
4. Select the PHA(s) you want to copy Node(s) from, then select the specific Nodes and fields you want to include, and select the Copy Button.
![apsm-demo-existing-node-step-four](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_892,h_1274/https://apsm.net/wp-content/uploads/2022/02/existing-node-step-four.png)
5. After selecting the Copy Button, the Nodes will be copied to the Destination’s PHA.
![apsm-demo-existing-node-step-five](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1200,h_614/https://apsm.net/wp-content/uploads/2022/02/existing-node-step-five.png)