When you create a new Item 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 is not yet ready to submit 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.
Draft Items are not included in Report data.
Who can see a draft?
Only people on the draft's Team can see it.
Save an Item as a draft
To save an Item as a draft:
- Click Create in the Navigation Bar at the top of the screen.
- If you can only create one type of Item — one Template — that Template's Create screen will open.
If you can create more than one Template, a drop-down menu listing every Template you can create will open. Click the Template with which you want to work and its Create screen will open.- Templates may be nested under folders, indicated by an arrow to the right of the folder's name. Hover over the folder's name to expand the drop-down and see the Templates it contains.
- If you do not see a certain Template in the drop-down menu, you may not have permission to create that Template based on your Location or System Roles.
- In the resulting Create window, you'll be able to fill in your new Item's information as you normally would.
Note: For a complete guide to creating Items, check out this support article.
- Click Save as Draft.
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Pro Tip: 14 days after you save an Item as a Draft, you will receive an in-app notification to remind you about it. This notification will be sent once a week until you submit the draft or archive it.
Auto-saved drafts
If you fail to complete submission when creating an Item in KaiNexus, the Item will be automatically saved as a draft for you to revisit later. This "auto-saved draft" will be stored for a period of 14 days from its most recent update. After this time, the draft will be automatically deleted.
The next time you log in to KaiNexus after the system auto-saved a draft for you, you'll see a pop-up reminding you that you were in the process of submitting an Item.
- Click View to reopen the Create window for that auto-saved draft and resume working on it.
- Click Dismiss Message to close the pop-up and continue using KaiNexus. Your auto-saved draft will not be affected by this action and you will be prompted with this same pop-up the next time you log in to KaiNexus.
- Click Delete to delete the auto-saved draft.
CAUTION: When you delete a draft, it is permanently removed from KaiNexus and can not be recovered.
Submit a draft
When you're ready to submit a draft so that work on it can officially begin, open the draft with which you want to work, then:
- Click the Item's Status indicator.
- Click Submit in the resulting drop-down menu and the Item's Submit window will open.
- Finalize the Item's information as you normally would during the creation process.
- Click Save.