Add a Daily Report(s)
To add a Daily Report (DR) user role must have an “add“ privilege (link to respective page) enabled.
To add a DR in a List View:
Select the folder that will contain the new DR(s) from the folder tree on the left-hand side.
Click on “+ Add” button in the data table action menu.
“+ Add” button becomes available when selected folder has a folder prefix.
A new Daily Report (DR) will be automatically generated and displayed at the top of the DR list.
If successful, a confirmation message will appear in the top-right corner:
“Submittal [DR Name] has been created successfully.”
If the operation fails, an error message will be shown:
“Error Occurred: Failed to create [DR Name].”