Save and Submit an Item as a draft

Save a preliminary version of an Item before you're ready to officially submit it.

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.

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.

The KaiNexus header with an arrow pointing to the Create button

  • 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.

Two Line OfieFor a complete guide to creating Items, check out this support article.

  • Click Save as Draft.

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.

Two Line OfieCAUTION: 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.

An Item work panel with an arrow pointing to the Draft status picker

  • 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.