Question

• Can I copy notes from one job to another in DASH™ ?
• Can I merge notes from one job to another in DASH?

Before You Begin

• Copy Direction: Start the process from the originator job (the source of the data). You will then select the destination job where the dates should be applied.
• To use the Copy Notes feature, you must have the appropriate security permissionsenabled: 
  1. Navigate to Administration > Employee/Security Settings > Security (or Group Security).
  2. Select the specific User or Group title from the top-right corner.
  3. Expand the Other security section.
  4. Expand Copy Jobs.
  5. Select the checkboxes for the applicable use cases.

Copying Dates

1. Select Copy Job button on the job you intend to copy job information from.
   
2. Using available filters and the search bar, search for the job where you will copy the information too.
3. Select the checkbox next to the job and hit Next
   
4. Select the Notes tab. Check the notes you want to copy to the destination job or select all notes.
   
5. Click Next to copy the notes over

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