Statuses
      Back to home
      1. Help Center
      2. Item Workflow
      3. Statuses

      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 will appear with a light gray color.

       

      How do I save an Item as a Draft?

      To save an Item as a Draft:

      • Click 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 .

      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.



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

      • Click 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 in the resulting drop-down menu.


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



      When finished, click .