Copy Panel/Test to Another Organization

Overview

This tool copies diagnostic tests and panels from one organization to another, so you can seed a new client organization from your master panel list instead of recreating every test by hand. It sits on the same page as New Diagnostic Test, under the heading Copy Panel/Test to Another Organization.

Prerequisites

1. You are signed in as a reseller owner. The page is owner-only — any other role is redirected away.
2. You know the source org id whose tests you want to copy. 0 is your master panel list.
3. You know the target org id, and that organization already exists.

Workflow

1. In the sidebar, open Diagnostic Tests and Panel → New Test or Panel. (The page header reads New Diagnostic Test.)

2. Scroll down to Copy Panel/Test to Another Organization.

3. Fill in the form:

   Field	What to enter
   Source Org Id	The organization to copy from. Defaults to 0, your master panel list.
   targetOrgId	The organization to copy into. Must be different from the source.
   Overwrite existing panels in target org	See Overwrite vs add missing below.

4. Submit. The page reports how many rows were copied and how many were deleted.

Overwrite vs add missing

Panels are matched by panel name, and the match ignores case — a target panel named CBC matches a source panel named cbc.

• no - add missing panels only (the default) — panels whose name is already in the target are left alone. Only panels the target does not have are added. This is the safe choice and never deletes anything.
• yes - replace matching panels — for every panel name present in both organizations, the target's tests under that panel are deleted and the source's tests are copied in their place.

Replacing cannot be undone. The replacement tests are written as new rows with new ids, so the tariff rates and accounting item linkage of the old tests are not carried over — you have to re-enter the rates and re-link the accounting items. Reported results and service requests already recorded against the old tests are not affected by the copy itself.

To change the result messages you see:

• Tests copied successfully — at least one panel row was copied.
• Nothing to copy - the target org already has these panels — the copy had nothing to do. With overwrite off, this means every source panel name already exists in the target.

Common Issues

The copy says "Nothing to copy - the target org already has these panels". Expected, not an error. With Overwrite existing panels in target org set to no - add missing panels only, there is nothing to add. Switch to yes - replace matching panels if you want to refresh those panels from the source.

Tests were copied but the tariff rates or accounting items are empty. That is what replacing does — the tests are new rows with new ids, so their rates and accounting linkage must be re-entered. See Overwrite vs add missing.

The copy failed or the request errored — is the target org half-updated? No. The delete and the inserts run in a single transaction, so either the whole copy applies or nothing does. Re-check the source and target org ids and submit again.

"targetOrgId is required" or "sourceOrgId and targetOrgId must be different". The target org id was left blank, or the target equals the source. Enter a different, existing organization id.

FAQ

Q: Does copying overwrite my existing panels by default? A: No. The form defaults to no - add missing panels only, which never deletes anything.

Q: Can I undo a replace? A: No. The old tests are deleted and replaced by new rows with new ids. Re-enter tariff rates and accounting links if you need them back.

Q: Are panel names matched case-sensitively? A: No. Matching is case-insensitive, so CBC and cbc are treated as the same panel.

Q: What does source org id 0 mean? A: It is your master panel list — the set of tests and panels you maintain centrally and copy into client organizations.

Q: Who can use this feature? A: Only a reseller owner. Other roles cannot open the page.