Summary


In addition to the previous redesign of the Store Check work item page, we have implemented the ability to copy and move Store Check to do items form one Date Set to another.


NOTE: You are unable to copy or move Account Updates, Rep Initiated Over and Aboves, Competitor Information and Product Checks to Date Sets already containing the to do item.



Copying/moving a Store Check to another Date Set

  1. Log into Web Administrator and go to Diary > Call Types then click on the Work Items for the Call Type containing the Store Check work item you wish to copy.

  2. Click on the Store Check work item with the Store Check item you want to copy/move.

  3. Click on the Copy/Move link on the Store Check item you would like copied/moved.

  4. Once the Copy/Move to Date Set popup loads, choose the either Copy or Move the Store Check item, then Select the Date Set you wish to copy/move it to.
    NOTE: You are able to select as many Date Sets to copy a Store Check item to, but can only choose 1 Date Set to move an item to.

  5. Save Changes to copy/move the Store Check item.