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1.5. Transferring Report Templates

Last Updated 05/15/2023

How to Transfer Reports when Staff Leaves

When staff leave, any report templates used in their login accounts can be cloned for use by others.

Share the templates

Before a new user can clone the old templates, the departing staff of the SLAM should share the templates. The departing staff or the SLAM must log into the old account and share the template folders to the system level.

To share a report folder:

1. Navigate to the Template folder where the templates to be cloned are saved.
2. Select the Manage Folder link in the top right.
3. Select Share this folder from the dropdown menu. A second drop-down menu will appear.
4. Select your system from the new menu.
5. Click Share this folder.

Clone the shared templates

Once the folder is shared with the system, anyone logging in from any workstation in your system (rather than with any particular login account) will be able to clone it.

1. Log into the account that will host the templates.
2. Under the Shared Folders section, locate the shared folder that holds the templates to be cloned. Click the linked folder name to open it.
3. In the folder contents list, check the box beside the report you want to clone.
4. Choose Clone selected template from the dropdown menu.
5. Select the new folder to clone the template into. Selecting the folder will automatically open an editable template.
6. Make any needed changes to the title or description of the template.
7. Click the Save Template button.

The processes outlined above allow you to clone templates of reports in accounts set to be deactivated. However, if you want those templates to produce output, you will need to set up the reports from the newly cloned templates. To do so, follow the instructions laid out in the Reports Knowledge Book.