How do I copy a site diary?
Copy a site diary using this step-by-step guide for duplicating and managing diary entries.
Step 1: Accessing the Correct Project
Ensure that you are on the correct project in your application. Navigate to the project's dashboard or homepage to get started. If you are not already logged in, sign in with your credentials.
Step 2: Locating the Site Diaries Section
Once you are in the right project, look for the "Site Diaries" section. Depending on your application's layout, it may be located in the main menu or under a specific project management tab.
Step 3: Copying a Site Diary Entry
In the "Site Diaries" section, you will find a list of all the site diary entries that have been created previously. Locate the specific diary entry you want to copy. To initiate the copying process, look for the "Copy" or "Duplicate" icon, typically represented by two overlapping pages or a plus sign.
Step 4: Selecting the Diary Date
Upon clicking the copy icon, the application will prompt you to choose a date for the new copied site diary entry. You have the flexibility to select a date from today, a past date, or even a future date, depending on your needs. Pick the date that you want the new site diary to represent.
Step 5: Modifying Details (Optional)
Once the site diary is copied across to the chosen date, you can make any necessary modifications. For example, if the weather was inaccurately recorded in the original diary, update it to reflect the correct conditions. Similarly, you can add attendance records or any other relevant information as needed.
Step 6: Save the Copied Site Diary
After making any desired changes, click on the "Save" or "Update" button to finalise the copied site diary entry. Your new entry is now saved and updated with the changes you made.
This feature is invaluable for efficiently documenting repetitive activities or updating previous diary entries. Remember to review and verify the information before saving the copied diary entry. If you have any questions or require further assistance, do not hesitate to reach out to the support team. Happy site diary management!