There may be times when a Time entry should be added to multiple Cases. Neos allows an item or items from any list tab within a Case Folder to be copied to another Case or Cases using the Copy feature. Associated Value items created from billable Time entries will also be copied. One or multiple Time entries can be copied while in the list view.
NOTE: You must have Modify permissions to Case > Time Tab to copy Time entries.
To copy one or more Case Time item(s) from the Time list view to another Case or Cases:
To copy a single Time entry, click the kebab menu and select Copy To Another Case.
To copy one or more Time entries, use the checkboxes to select the desired Time entries to be copied. The top check box can be used to select all Time entries. Click the Bulk Actions dropdown and select the Copy To Other Case(s) option.
The Case Selection window will display containing a list of any Companion Cases. Select the Case(s) to where you wish to copy the Time item(s). Alternatively, click the Search button at the bottom of the window to locate another Case in your Neos database.
Click the Save button to continue.
Confirm your selection on the following message box.
Click the Yes button to copy the Time (and any associated Value) item(s) to the selected Case(s).
Click the No button to abort the Copy Time process and return to the Time Tab list view.
6. A success banner will display when the Yes button is clicked and the copy process is complete.
