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Creating a new program from an existing program

Roles and permissions

The following roles can create a new program from an existing program:

  • Administrators who are members of the existing program

  • Compliance managers who are members of the existing program

Prerequisites:

  • A completed program with controls

  • A new program without controls. If you need help creating a new program, refer to Creating a program. Important: Do not select the Include controls checkbox when creating your new program!

To create a new program from an existing program:

  1. From the left menu, select Programs.

  2. Select your new program.

  3. Select the ... More options tab, then click Jumpstart.

    jumpstart-menu.png

    The Jumpstart settings window opens.

  4. Toggle on your completed program.

    jumpstart-settings.png

    Note

    You can create a new program using multiple completed programs. However, there is no quick way to undo this action should you no longer need any of those controls. If necessary, you’ll need to unlink controls one by one.

  5. Click Next.

    The Linking controls window opens.

  6. Click Confirm.

    The controls are linked.

    Note

    When you complete this process you may still have some requirements without associated controls. To address this issue, you should conduct a gap assessment. For more information, see Gap assessment best practices.