Cut/Paste Daily Report(s)
Depending on your privileges, a Daily Report (DR) can be moved between folders the user has access to using the Cut function. Since the Cut action is protected by role-based permissions to safeguard Daily Reports, the user must have the Cut role enabled in the DR role section.
TTo cut one or more Daily Reports (DRs):
Select the folder containing the DR(s) you want to move.
In the List View, click the checkbox(es) next to the DR(s) to be moved.
Click the Cut button.
Navigate to the destination folder.
Click the Paste button to complete the move.
When items are successfully cut, the following message will appear:
“2 Item(s) Cut to Clipboard.”
The Cut button remains disabled until one or more DR(s) are selected.
The Paste button remains disabled until one or more DR(s) have been cut to the clipboard.
Once DR(s) are moved to a new location, a success alert will appear in the top-right corner with the message:
“Item(s) pasted successfully.”
DR selection is not preserved after the user successfully pastes the DR(s) into another folder. Currently, DR(s) can only be moved within the same project.
Moving DR(s) will update the Date Modified and Modified By attributes, but will not automatically change the DR(s) name or prefix