How to know when / where to save forms
Saves the form and all entered data without closing it, allowing you to continue working.
Prompts you to select a form status before saving and closing the form.
Choosing the Right Submission Status
Submit to 'Draft'
Use this option when:
- The form is incomplete.
- Additional information still needs to be added (e.g., test results, hourly tests, or forms with a grid).
Submit to 'Review'
Use this option when:
- The form is fully completed.
- The assigned time period has ended (e.g., at the end of the day for daily forms, at the end of the week for weekly forms).
This ensures that forms are properly saved and submitted at the right time, making workflow management smoother.