OK I got it working the way I want (I think) still a bit more testing to do tomorrow.
The only thing that remains that I would like is to have an event on the copy rules for Authorized or Completed or something like that.
I want to set this up to wait for IT (or secondary) authorization, in case that is needed down the line, & only make the change once it is authorized.
Perhaps there is a way to null the changed entries through an action on the process upon rejection?
I set up the IT authorization step in the process for now, but will leave that de-selected on the template until I have a solution.
Thanks again!