Question:

Why the Clone button is not available on the Advanced Coaching Report in Veeva CRM?

Answer:

The Clone button availability is determined by the following:

• Clone_vod button is placed on the page layout
• Employee_vod is not the current user
• The parent Survey_vod record meets the following:
  • Status_vod = Published_vod
  • Today < End_Date_vod

Additionally, there are two states of a Coaching Report that allow cloning:

• The Coaching Report's Status_vod = Completed_vod
• The Coaching Report's Status_vod = Under_Employee_Review_vod AND Recalled_Datetime_vod != NULL

Related Documentation:

CRM Help Documentation: Advanced Coaching Reports