Copying a docket (ticket) to the current day

  • Updated

Work done on one day is often the same or similar to work done on a previous day. In the Assignar Mobile App, you can easily copy a previous docket to the current day.

There are two ways you can copy a docket:

  1. Copy from an allocation

  2. Copy from the list of dockets

 

Copy a Docket (Ticket) from an allocation

  1. In the mobile app, go to the Allocations page

  2. Open the allocation from which you'd like to copy the docket (ticket) 

  3. Expand the 'Dockets' (Tickets) section

  4. Go to the 'Completed' tab

  5. Open the relevant docket (ticket) 

  6. In the top right, click the 3 dots

  7. Select the 'Copy this to a new docket (ticket)' option

  8. Update the docket (ticket) as required

  9. Save and/or submit the docket (ticket) when it is ready

 

Copy a Docket (Ticket) from the list of dockets (tickets)

  1. In the mobile app, go to the Dockets (Tickets) page

  2. Select the 'Completed' tab

  3. Find the docket (ticket) you'd like to copy to today

  4. In the top right, click the 3 dots

  5. Select the 'Copy this to a new docket (ticket)' option

  6. Update as required

  7. Save and/or submit the docket (ticket) when it is ready

 

You can also copy a docket (ticket) directly from an allocation by going into the allocation and selecting the completed docket (ticket). From there, start at Step 4 above.

 

Notes:

  • This will not link the docket (ticket) to an allocation

  • Signatures will not be copied from the old docket to the new docket (ticket)

Was this article helpful?

1 out of 2 found this helpful