Copy/Paste Daily Report(s)
Depending on your privileges, a Daily Report (DR) can be duplicated from folders the user has access to using the Copy function. Since the Copy action is protected by role-based permissions to safeguard Daily Reports, the user must have the Copy role enabled in the DR role section.
To duplicate one or more Daily Reports (DRs):
Select the folder containing the DRs to be copied.
In the List View, click the checkbox(es) next to the DRs you want to duplicate.
Click the Copy button.
Navigate to the destination folder.
Click the Paste button to complete the duplication.
When items are successfully copied, the following message will appear:
“2 Item(s) Copied to Clipboard.”
The Copy button remains disabled until one or more DR(s) are selected.
The Paste button remains disabled until one or more DR(s) have been copied to the clipboard.
Once DR(s) pasted to a new location, a success alert message will appear on the top right hand corner with message: “Item(s) Pasted successfully“
DR(s) 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.