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 24-4; Effective Sept. 1, 2024

If the Service Request folder or one of the wizards is 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 appears with the following choices:
    • Submit changes to the person to the Outbox.
    • Save changes into Draft to continue with the person later.
    • Delete changes or No changes made to the person.
  2. Select Save changes into Draft to continue with the person later.
  3. Select OK.

The user exits the SASO application, and the case, including all entries made, is saved in Draft.

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.