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      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 OfieNote: For a complete guide to creating Items, check out this support article.

      • Click Save as Draft.

      Ofie Profile PicPro 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.

      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.