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Save and Submit an Item as a Draft

Whenever you’re creating a new improvement in KaiNexus, you have the ability to initially save it as a draft. A “Draft” is a preliminary version of an Item; the submitter has entered some of its information but has not yet submitted it. Only people on the draft's team can see it. You can save an Item as a draft if you still need to gather requirements or are waiting on information that needs to be entered into the form. Anything that is in a Status_-_Draft.png status will appear with a light gray color.

 

How do I save an Item as a Draft?

To save an Item as a Draft:

  • Click Green_Create.png at the top of the screen.

  • Click the name of the Template you wish to use to create your new Item.

In the resulting window:

  • Depending on the type of Workflow, different information will be required; there may be optional Fields and Attributes as well. You will be required to enter a short summary of the Item - this Fields is often called the “Title”, “Summary”, or “Theme”.

  • Once you’ve entered in the “Title”, be sure to populate any additional Fields or Attributes in order to successfully proceed.

  • Click Save_as_Draft.png.

NOTE: Only you and Users you assign to the Team can view an Item you have saved as a Draft.

 

PRO-TIP: If you fail to complete submission when creating an Item in KaiNexus, the Item will auto-save as a draft for you to revisit later.

NOTE: An Item will be saved this way for 14 days from when it was last updated, after that it will be automatically deleted.

AutoSaveDraftMessage.jpg

  • Click View__blue_.png to resume your submission of the Item you in the process of creating.

  • Click Delete__gray_.png to delete the Item you were in the process of creating.

  • Click “Dismiss Message” to continue using KaiNexus. You will be prompted again to take action on this Item later.



How do I submit an Item in Draft status?

Open the drafted Item you wish to submit, then:

  • Click the status picker in the top left of the Item.

  • Click Status_picker_-_Submit.png in the resulting drop-down menu.

SaveasDraft1.jpg

In the resulting window, you can make any additional edits to the Item, if necessary.

SaveasDraft2.jpg

When finished, click Save.png.

 

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