8400, Draft Functionality in CCSE Wizards

Revision 17-1; Effective March 15, 2017

A functionality called Draft is available in conjunction with the CCSE wizards. Draft permits the user to store a partially finished case for completion at a later time. Draft appears as a button in the Navigator shortcut window.

If the software shuts down in an abnormal operation, the individual record is automatically saved in Draft. Access the case record in Draft after rebooting.

8410 Storing a Case in Draft — CCSE

Revision 17-1; Effective March 15, 2017

If the Service Request folder or one of the wizards has been accessed for a case:

  1. The user can close that case by clicking the X in the upper right-hand corner of the window on display. A message box will appear with the following choices:
    • Submit changes to the individual to the Outbox.
    • Save changes into Draft to continue with the individual later.
    • Delete changes/No changes made to the individual.
  2. Select Save changes into Draft to continue with the individual later.
  3. Select OK.

The user can exit out of the SASO application and the case will be saved in Draft, including all entries made to that point.

8411 Accessing a Case Stored in Draft — CCSE

Revision 17-1; Effective March 15, 2017

To continue working on a case previously stored in Draft:

  1. Select the Draft button in the Navigator shortcut window.
  2. Double click on the case name displayed in the SASO Data List window.

The case will open and is available for the user.