Cloning Reports
Cloning a report gives you a head start on the next one, focus on what's new, and don't lose track of what's still there.
Step 1. Click Clone from the report you wish to roll over:
The item ID numbers are generated based on Report Number - Section Number - Item Number (ex. 1.2.3 is from the first report, second section, and the third item in that section)
You will notice the item ID numbers for all items remain unchanged. This is to highlight the fact that these are not new items and are connected to existing reports. The IDs will remain unchanged for as long as you continue to roll them over.
Step 2. Update existing Items.
With each new report, you can edit existing items (perhaps change the status of a deficiency from 'Open' to 'closed'), add new text, update the images, or all of the above!
Drawings on cloned items
Drawings picked from ProjectFiles stay on the revision they were pinned to. If a newer revision has been issued since, the item shows Newer revision available. To move to it, use Replace, then add the pins again. See Field Reports - Add Drawings.
If you clone the report without attachments, item drawings stay on their items but are not attached to the new report, so they will not print at the end of the report.
Step 3. Remove any resolved or outdated items. Click the delete icon to remove an item from the new report. This will not affect previously issued reports.
Why Don't I See the Clone Option on a Report?
A report can only be cloned once. As soon as a clone has been created from a report, the Clone option won't show up again on that same report going forward.
For example, if report 9 is cloned to create report 10, the Clone option will no longer appear on report 9, even though report 10 (and anything cloned from it later) can still be cloned.
To bring the Clone option back on the original report, delete the clone that was made from it. The system works this way so information isn't lost if a report ends up getting cloned more than once.
Why Can't I Reopen a Report?
Only the most recent report can be reopened. Once a newer report has been created from it, the older report is locked and can't be reopened.
For example, if report 1 is cloned to create report 2, report 1 can't be reopened while report 2 exists.
To reopen the older report:
- Delete the newer report that was created from it.
- Open the older report and select Reopen.
- Make your changes and issue the report again.
- Clone it again when you're ready to start your next report.
Note: Deleting the newer report removes anything that's been added to it, so this works best when the newer report is still an empty draft.
The system works this way so no information is lost and item numbering stays in order from report to report.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io