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How to Copy or Delete a Standard

  • Updated

Overview

Standards in your Clarifresh system can be easily duplicated or removed using the Copy and Delete functions. These actions are located in the top-right corner of the standard details page and give you quick control over your standard library.

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Copying a Standard

When to Copy

You might want to copy an existing standard when you need to:

  • Create a similar standard for a different customer
  • Duplicate a standard with the same structure but different criteria values
  • Quickly build new standards based on proven templates
  • Save time instead of recreating standards from scratch

How to Copy a Standard

  1. Navigate to the standard you want to copy by selecting it from your Standards list in the left sidebar
  2. Locate the Copy icon in the top-right corner of the screen (it looks like two overlapping squares)
  3. Click the Copy icon — the system will instantly create a duplicate of your standard
  4. Edit the copy as needed:
    • Update the standard name to distinguish it from the original
    • Modify attributes, defect criteria, or other parameters
    • Adjust tolerance levels if required
    • Assign it to different customers or products

Note: The copied standard appears as a new, independent standard. Changes to the original do not affect the copy, and vice versa.

Deleting a Standard

When to Delete

You might want to delete a standard when you need to:

  • Remove outdated or no longer used standards
  • Clean up your standard library
  • Eliminate duplicates or test standards
  • Maintain a streamlined list of active standards

How to Delete a Standard

  1. Navigate to the standard you want to delete by selecting it from your Standards list
  2. Locate the Delete icon in the top-right corner of the screen (it looks like a trash can)
  3. Click the Delete icon — a confirmation dialog will appear
  4. Confirm the deletion when prompted

Important Warnings Before Deleting

⚠️ Permanent Action: Deletion is irreversible. Once a standard is deleted, it cannot be recovered.

⚠️ Check Dependencies: Before deleting, verify that:

  • The standard is not currently in use by any active processes
  • No quality control reports depend on this standard
  • The standard is not assigned to any customer specifications

Best Practices

Before Copying

  • Review the original standard to ensure it includes the elements you need
  • Plan any modifications before copying to save time
  • Use consistent naming conventions for duplicated standards

Before Deleting

  • Document the standard specifications if you might need them later
  • Inform team members who might rely on this standard

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