Previously, only Improvements or Incidents - if the Incident Module is enabled for your organization - could be saved as a draft within KaiNexus. With the latest update, however, we’ve made it possible to also save all other workflows - Projects, Tasks, and Charts - as drafts!
How do I save an item as a draft?
Click 
at the top of the screen.
All of your organization’s templates will be listed in the resulting drop-down menu, with the workflow denoted by the icon alongside its name:
- An Improvement template or a grouping of Improvement templates.
- An Incident template or a grouping of Incident templates.
- A Project template or a grouping of Project templates.
- A Task template or a grouping of Task templates.
- A Chart template or a grouping of Chart templates.
Click the name of the template you want 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 field is often called the “Title,” “Summary,” or “Theme.”
- Once you’ve entered in the Title, be sure to populate any additional required fields or Attributes in order to successfully proceed.
- Click
.
NOTE: Only you and users you assign to the team can view an item you have saved as a draft.
How do I submit an item in Draft status?
Open the item you want to submit, then:
- Click the status indicator.
- Click
in the resulting drop-down menu.
In the resulting window:
- Review all of the item’s information and make any necessary changes.
- If necessary, configure the status and team as you would while creating a new item.
- Click
.