TiQ understands that our users need the ability to save documentation to complete at a later time. In this guide, we will break down how to save documents in TiQ and utilize the Draft Status on documentation

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Draft Status is when a form has been saved and closed. The form is not completed and/or has not been submitted. The form can still be edited. The form will not count in any alerts or workflow automation in draft status

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How to save, close, and keep a form in draft status

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From within any form, you will see a Save & Close button

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When selected you will see the following message:

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Once you Confirm, you will see that your form is in the list with a status of Draft

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In Draft status, you can Edit and Delete your form

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Edit will open the form to make further changes

Delete will remove the form entirely

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If a form has been submitted, it can be edited within 7 days before the document is locked

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If a form has been submitted, then edited within 7 days and the user then saves the form, please take note that the form will lock once it is submitted again and 7 days have passed

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If 7 days have passed from the first submission date, you will need to utilize the Amend option

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Starting Documentation from the Calendar

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If you are starting documentation from the calendar and already have a form in Draft Status you will see the following message:

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Because only 1 Draft Status form is allowed at a time, you will need to decide if you want to:

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Continue and override the draft documentation with information that will be added from this new documentation

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OR

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Cancel and complete the draft documentation first then return to this document at a later time.

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