Start a report in the Incidents, Feedback, Improvement, or Repairs register and simply select 'Save as Draft' to finish it later.
- Your Drafts, Your Privacy: Your drafts are private, visible only to you (and selected users with the 'View all items' feature).
- Easy Access: Find your drafts quickly via the new Drafts button in the primary navigation bar at the top of your screen.
- Seamless Mobile and Web Integration: You can start a report on Logiqc Mobile (coming soon) or in the web application and continue working on it across either platform. Pick up where you left off and complete your report whenever and wherever it's most convenient for you.
Saving a report as a draft
- Complete the Description field in the incident, feedback, improvement or repair report. You must fill in the Description field at a minimum. The remaining fields on the form can be completed later, after the draft is saved.
- Click 'Save as draft' located at the bottom of the form. Users you specify in the ‘Report to’ or ‘Notifications’ fields will not receive any notification of a draft item.
Note:
Users you specify in the ‘Report to’ or ‘Notifications’ fields will not receive any notification of a draft item.
Business rules are applied to draft items so a number of fields may be automatically populated as you complete the form. This will not affect your access to return and complete the draft.
Accessing your draft report
- Once saved, your report will appear in the Draft tab. You can find this tab when viewing the register.
- For quick access and as a reminder of incomplete reports, links to your draft items are displayed in the notification icon in the header bar, located at the top-right section of your platform.
Submitting your draft report
- Open your draft report and complete the required fields including any relevant attachments. Then click Submit to send your report to the person you’ve specified. Any additional email notifications to people you’ve specified will also be sent at this time.