Copy inspection data between reports with "mapping"
Paul King
As a dashboard user, I'd like to copy inspection records from one template and paste them into a template with a different data structure to move my data around in a flexible way.
Use cases:
- When carrying out a re-inspection, the original report may have been created using an old template. For the re-inspection, I want to use the most up-to-date template.
- I want to copy data from one report to another. e.g. copy register data from an asbestos survey to an asbestos management plan.
- I want to copy data from an old report template (e.g. Asbestos Survey v3) to a new template (e.g. Asbestos Survey v4) where the data columns may have changed.
Paul King
FYI, this is now technically possible (excluding images) by exporting data from the source report and then importing it into the destination report:
Export Data
Import Data
So, while the problem can be solved as I've described above, I'll leave this feature request open in case we decide to develop a dedicated 'Copy with Mapping' feature in future.
I
Ian Smith
Same data structure, just two reports from the same building, basically adding another 80 odd reports to the old report.
Ian Gregory
Love to be able to reuse old reports minus some of the key data.
For instance some of our fire damper reports, keep everything except the pictures and status. That way we can ensure we have haven’t missed any.
Paul King
Ian Gregory: Yep, I think this is an excellent use case Ian.
The copy reports feature is good but sometimes you want to "copy selected fields"
Exactly what this feature could be used for...
Mark Malone
Another possible use case could be if a 2nd report is accidentally added to a job and inspection records are split between them. This feature could be used to merge the 2 partial reports to create a complet report.
Ian Gregory
Mark Malone: yep, that’s an arse when that happens.