{"id":60170,"date":"2023-11-02T11:18:35","date_gmt":"2023-11-02T03:18:35","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=60170"},"modified":"2025-04-07T12:18:44","modified_gmt":"2025-04-07T04:18:44","slug":"entry-form-4-10-5","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/","title":{"rendered":"Entry Form (4.10.5)"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.10.5 of P2 Explorer. For the latest help, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">Entry Dialog.<\/a><\/p>\n<p class=\"overview\">The Entry Form is the dialog used to create and edit entries.<\/p>\n<p class=\"intro-text\">Entries are a record of cases, events or activities that have occurred and may need to be tracked for monitoring or reporting purposes.<\/p>\n<p class=\"intro-text\">The fields on an entry form will vary between forms and form types, and each type of form will contain a different set of mandatory fields.<\/p>\n<p class=\"intro-text\">Draft entries can be created to save information that may be incomplete, or not ready for submission. These entries can then be reopened, edited and submitted at a later time.<\/p>\n<p class=\"intro-text\">After an entry is submitted it becomes part of the relevant work flow. For example, a rule may be triggered, or an approval process actioned. Submitted entries cannot be later saved as draft entries, however they can be edited and resubmitted.<\/p>\n<p class=\"intro-text\">The main parts of an entry form are:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56708\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-600x317.png\" alt=\"\" width=\"1000\" height=\"528\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-600x317.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-768x405.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-150x79.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-1080x570.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-1280x676.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4-48x25.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_561d0a4.png 1440w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>1.\u00a0 \u00a0Title<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The title of the form:<\/p>\n<ul>\n<li>Shows if an entry is being added or edited<\/li>\n<li>Displays other information about the entry<\/li>\n<li>Varies between applications<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 15.6319%;\">\u00a0<\/td>\n<td style=\"width: 23.7055%;\"><strong>Case Management<\/strong><\/td>\n<td style=\"width: 26.5276%;\"><strong>Shift Log<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>New Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\">Create New Case<\/td>\n<td style=\"width: 26.5276%;\">Add Entry -\u00a0<em>Form Name<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>Edit Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\"><em>ID - Title<\/em><\/td>\n<td style=\"width: 26.5276%;\">Edit Entry -\u00a0<em> Form Name<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>Draft Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\"><em>ID - Title<\/em><br \/>\nDraft<\/td>\n<td style=\"width: 26.5276%;\">Edit Entry -\u00a0<em> Form Name<\/em><br \/>\nDraft<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>2.\u00a0 \u00a0Entry Actions<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr style=\"height: 23px;\">\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55309\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be.png\" alt=\"\" width=\"19\" height=\"5\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be.png 164w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be-48x13.png 48w\" sizes=\"auto, (max-width: 19px) 100vw, 19px\" \/><\/td>\n<td style=\"width: 90%;\">The share, copy, create action, edit action and delete entry actions may be available when editing a Shift Log entry<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55313\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0.png\" alt=\"\" width=\"20\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0.png 79w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0-48x48.png 48w\" sizes=\"auto, (max-width: 20px) 100vw, 20px\" \/><\/td>\n<td style=\"width: 90%;\">Access online help<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55312\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296abbae.png\" alt=\"\" width=\"15\" height=\"15\" \/><\/td>\n<td style=\"width: 90%;\">Close the dialog<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>3.\u00a0 \u00a0Form Icons<\/strong><\/td>\n<td style=\"width: 79.7916%;\">The icons indicate the type of entry, and the label is either the entry type or the form name.<br \/>\nMultiple icons indicate shared entries and are a feature of Case Management and Shift Log.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>4.\u00a0 \u00a0Tabs<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The available tabs vary between applications:<\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 25%;\"><strong>Tab<\/strong><\/td>\n<td style=\"width: 75%;\"><strong>Application<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Add_a_Comment\">Commentary<\/a><\/td>\n<td style=\"width: 75%;\">Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Add_Attachments\">Attachments<\/a><\/td>\n<td style=\"width: 75%;\">Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#View_the_History\">Auditing<\/a><\/td>\n<td style=\"width: 75%;\">Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Related_Cases\">Related Cases<\/a><\/td>\n<td style=\"width: 75%;\">Case Management<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Instructions\">Instructions<\/a><\/td>\n<td style=\"width: 75%;\">Shift Log<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>These features, except Instructions, are only available after the page has been saved as a draft, or has been submitted.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>5.\u00a0 \u00a0Fields<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>Form fields that can be filled in for an entry.<\/p>\n<p>A field with a:<\/p>\n<ul>\n<li>Grey background cannot be edited (these are updated automatically by the system)<\/li>\n<li>Light red background is an <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Overdue_Entries\">overdue entry<\/a><\/li>\n<li>Blue outline is the active field<\/li>\n<li>Red outline is mandatory<\/li>\n<li>Asterisk beside the name indicates a required system field<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>6.\u00a0 \u00a0Authors<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>System fields that show who created, and modified the entry, and when.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>7.\u00a0 \u00a0Actions<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>Action buttons to:<\/p>\n<table style=\"border-collapse: collapse; width: 100%; height: 382px;\">\n<tbody>\n<tr style=\"height: 36px;\">\n<td style=\"width: 23.7796%; height: 36px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56712\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e.png\" alt=\"\" width=\"91\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e.png 182w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e-150x49.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e-48x16.png 48w\" sizes=\"auto, (max-width: 91px) 100vw, 91px\" \/><\/td>\n<td style=\"width: 76.2204%; height: 36px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Draft_Entries\">Saves an entry as a draft<\/a> and leaves the dialog open.<\/td>\n<\/tr>\n<tr style=\"height: 36px;\">\n<td style=\"width: 23.7796%; height: 36px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56711\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png\" alt=\"\" width=\"74\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png 146w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7-48x19.png 48w\" sizes=\"auto, (max-width: 74px) 100vw, 74px\" \/><\/td>\n<td style=\"width: 76.2204%; height: 36px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Submit_an_Entry\">Saves and submits<\/a> a completed entry and closes the dialog.<\/td>\n<\/tr>\n<tr style=\"height: 48px;\">\n<td style=\"width: 23.7796%; height: 48px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56713\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f.png\" alt=\"\" width=\"86\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f.png 171w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f-150x53.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f-48x17.png 48w\" sizes=\"auto, (max-width: 86px) 100vw, 86px\" \/><\/td>\n<td style=\"width: 76.2204%; height: 48px;\">Resubmits a previously submitted entry that has been edited. Closes the dialog.<\/td>\n<\/tr>\n<tr style=\"height: 36px;\">\n<td style=\"width: 23.7796%; height: 36px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56912\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_210d0a3e.png\" alt=\"\" width=\"75\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_210d0a3e.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_210d0a3e-48x19.png 48w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><\/td>\n<td style=\"width: 76.2204%; height: 36px;\">Clears unsaved changes from the entry form.<\/td>\n<\/tr>\n<tr style=\"height: 36px;\">\n<td style=\"width: 23.7796%; height: 36px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56894\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png\" alt=\"\" width=\"64\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png 92w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065-48x22.png 48w\" sizes=\"auto, (max-width: 64px) 100vw, 64px\" \/><\/td>\n<td style=\"width: 76.2204%; height: 36px;\">Closes the dialog.<\/td>\n<\/tr>\n<tr style=\"height: 190px;\">\n<td style=\"width: 23.7796%; height: 190px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56745\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png\" alt=\"\" width=\"69\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png 141w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17-48x21.png 48w\" sizes=\"auto, (max-width: 69px) 100vw, 69px\" \/><\/a><\/td>\n<td style=\"width: 76.2204%; height: 190px;\">\n<p>Opens the Unsaved Changes confirmation dialog from the entry form dialog.<\/p>\n<p>Returns to the entry form dialog from the Unsaved Changes dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fcd70f.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56747\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fcd70f.png\" alt=\"\" width=\"250\" height=\"138\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fcd70f.png 340w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fcd70f-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fcd70f-48x27.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"note\"><strong>Note:<\/strong> Different forms contain different fields and are used for different purposes.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Add an Entry<\/h2>\n<p class=\"intro-text\">To add a new entry:<\/p>\n<p class=\"intro-text\">1. Open the required entry form.<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr class=\"intro-text\">\n<td style=\"width: 33.3333%;\"><em>Case Management:<\/em><\/td>\n<td style=\"width: 33.3333%;\"><em>Shift Log:<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 33.3333%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55563\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22f0c6bb.png\" alt=\"\" width=\"235\" height=\"100\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22f0c6bb.png 223w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22f0c6bb-150x64.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22f0c6bb-48x20.png 48w\" sizes=\"auto, (max-width: 235px) 100vw, 235px\" \/><\/td>\n<td style=\"width: 33.3333%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55571\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22fac757.png\" alt=\"\" width=\"268\" height=\"100\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22fac757.png 244w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22fac757-150x56.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_22fac757-48x18.png 48w\" sizes=\"auto, (max-width: 268px) 100vw, 268px\" \/><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">2. Fill in the necessary <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Fields\">fields.<\/a><\/p>\n<p class=\"intro-text\">3. <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Save_a_Draft_Entry\">Save the draft<\/a> or <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Submit_an_Entry\">submit the entry<\/a>.<\/p>\n<p class=\"intro-text\">4. Close the dialog.<\/p>\n<p class=\"intro-text\">After the entry is saved:<\/p>\n<ul class=\"intro-text\">\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Add_a_Comment\">Comments<\/a> can be added<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Add_Attachments\">Attachments<\/a> can be added<\/li>\n<li>The <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#View_the_History\">History<\/a> of the entry can be viewed<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Related_Cases\">Related Cases<\/a> can be viewed in Case Management<\/li>\n<\/ul>\n<p class=\"intro-text\"><em>A submitted Shift Log entry form:<\/em><\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56738\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-600x285.png\" alt=\"\" width=\"1000\" height=\"475\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-600x285.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-768x365.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-48x23.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918.png 1006w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"left-bar\"><strong>Read more:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Subform_Entry_Fields\">Subform Entry Fields<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-overview\/#Case_Categories\">Case Categories<\/a><\/p>\n<p class=\"left-bar-red\"><strong>Important:\u00a0<\/strong>Rules are not run when a draft entry is saved. They only run when an entry is submitted or resubmitted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Save a Draft Entry<\/h2>\n<p class=\"intro-text\">To be able to save an entry as a draft, the system required fields must contain data. It is optional to enter data into any of the other fields, including the mandatory fields.<\/p>\n<p class=\"note\"><strong>Note:<\/strong> System required fields have an asterisk beside their name.<\/p>\n<p class=\"intro-text\"><em>Entry dialog showing system required field and tooltip:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56726\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-600x313.png\" alt=\"\" width=\"1000\" height=\"522\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-600x313.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-768x401.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-150x78.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-1080x564.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-1280x668.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-48x25.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b.png 1329w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">Click:<\/p>\n<ul>\n<li class=\"intro-text\"><b>Save Draft\u00a0<\/b>to save the draft entry<\/li>\n<li class=\"intro-text\"><strong>Close<\/strong> to close the entry dialog<\/li>\n<\/ul>\n<p class=\"left-bar\"><strong>Read more:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Draft_Entries\">Draft Entries<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Submit an Entry<\/h2>\n<p class=\"intro-text\">To be able to submit an entry, all mandatory fields must contain data.<\/p>\n<p class=\"intro-text\">Click:<\/p>\n<ul>\n<li class=\"intro-text\"><strong>Submit<\/strong> to save and submit the entry, and close the dialog<\/li>\n<li class=\"intro-text\"><strong>Cancel<\/strong> to clear the unsaved data<\/li>\n<li class=\"intro-text\"><strong>Resubmit\u00a0<\/strong>to save and submit an edited entry<\/li>\n<li class=\"intro-text\"><strong>Close<\/strong> to close the entry dialog<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 10.8501%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56711\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png\" alt=\"\" width=\"74\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png 146w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7-48x19.png 48w\" sizes=\"auto, (max-width: 74px) 100vw, 74px\" \/><\/td>\n<td style=\"width: 10.8812%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56745\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png\" alt=\"\" width=\"69\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png 141w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17-48x21.png 48w\" sizes=\"auto, (max-width: 69px) 100vw, 69px\" \/><\/td>\n<td style=\"width: 11.8187%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56887\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539.png\" alt=\"\" width=\"86\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539.png 171w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539-150x53.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539-48x17.png 48w\" sizes=\"auto, (max-width: 86px) 100vw, 86px\" \/><\/td>\n<td style=\"width: 66.4499%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56894\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png\" alt=\"\" width=\"64\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png 92w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065-48x22.png 48w\" sizes=\"auto, (max-width: 64px) 100vw, 64px\" \/><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Edit an Entry<\/h2>\n<p class=\"intro-text\">To change an entry:<\/p>\n<ul>\n<li class=\"intro-text\">Click on an entry row in the table to open the entry dialog and make the required changes<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55576\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-600x201.png\" alt=\"\" width=\"500\" height=\"167\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-600x201.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-150x50.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-48x16.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267.png 610w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n<p class=\"intro-text\">To save a draft entry click:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Save Draft<\/strong>, or<\/li>\n<li><strong>Submit<\/strong><\/li>\n<\/ul>\n<p class=\"intro-text\">To save a submitted entry click:<\/p>\n<ul>\n<li class=\"intro-text\"><strong>Resubmit<\/strong><\/li>\n<\/ul>\n<p class=\"intro-text\">When a form is open for editing, the tabs on the right hand side of the dialog are available.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1640d7c8.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56831\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1640d7c8.png\" alt=\"\" width=\"500\" height=\"116\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1640d7c8.png 560w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1640d7c8-150x35.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1640d7c8-48x11.png 48w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Delete an Entry<\/h2>\n<p class=\"intro-text\">Entries can only be deleted in Shift Log.<\/p>\n<p class=\"intro-text\">Deleting an entry will remove it from the system, along with any comments and attachments for that entry.\u00a0<\/p>\n<p class=\"note\">Note: You will only be able to delete entries you created, or if you are a Shift Log administrator.<\/p>\n<p class=\"intro-text\">How you delete an entry depends on how the entry was created.<\/p>\n<p class=\"intro-text\">Entries created in Shift Log in Field Operator are deleted from the delete button at the bottom of the entry form dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57323 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-600x95.png\" alt=\"\" width=\"600\" height=\"95\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-600x95.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-150x24.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-48x8.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1.png 681w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\">Entries created in an entry form dialog and saved as draft or submitted, can be deleted by:<\/p>\n<ul class=\"intro-text\">\n<li>Clicking the 3 dots on the right side of the entry in the entry table, or the entry dialog<\/li>\n<li>Selecting <strong>Delete this Entry<\/strong><\/li>\n<li>Clicking <strong>Delete<\/strong> to confirm<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr class=\"intro-text\">\n<td style=\"width: 50%;\"><em>Entry table:<\/em><\/td>\n<td style=\"width: 50%;\"><em>Entry dialog:<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 50%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56832\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336.png\" alt=\"\" width=\"350\" height=\"251\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336.png 444w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336-150x108.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336-48x34.png 48w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/a><\/td>\n<td style=\"width: 50%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56833\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243.png\" alt=\"\" width=\"270\" height=\"297\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243.png 338w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243-136x150.png 136w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243-44x48.png 44w\" sizes=\"auto, (max-width: 270px) 100vw, 270px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">Subforms can only be deleted:<\/p>\n<ul class=\"intro-text\">\n<li>From within the entry form dialog<\/li>\n<li>When they have a status of New<\/li>\n<\/ul>\n<p class=\"intro-text\"><em>Create a subform entry:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56811\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-600x383.png\" alt=\"\" width=\"450\" height=\"287\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-600x383.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-150x96.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295.png 634w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Click on the <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56828\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_162718e7.png\" alt=\"\" width=\"15\" height=\"17\" \/> icon to delete the subform entry:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56813\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-600x120.png\" alt=\"\" width=\"450\" height=\"90\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-600x120.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-150x30.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-48x10.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5.png 617w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Click <strong>Delete<\/strong> to confirm:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56826\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30.png\" alt=\"\" width=\"320\" height=\"177\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30.png 354w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30-48x27.png 48w\" sizes=\"auto, (max-width: 320px) 100vw, 320px\" \/><\/a><\/p>\n<p class=\"note\"><strong>Note:<\/strong> Subform entries exist as separate entries in the relevant table after the originating entry form has been submitted.<\/p>\n<p class=\"left-bar-red\"><strong>Important: <\/strong>If a draft entry containing a subform entry is deleted, the subform entry will also be deleted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Add a Comment<\/h2>\n<p class=\"intro-text\">To add a comment to an entry:<\/p>\n<ul class=\"intro-text\">\n<li>Click on the entry to open the entry dialog<\/li>\n<li>Click the <strong>Commentary<\/strong> tab on the right side (if it is not already selected)<\/li>\n<li>Click in the \"Enter a new comment\" box, and type the comment<\/li>\n<li>Click <strong>Save<\/strong>\u00a0to finish the comment and save it<\/li>\n<\/ul>\n\r\n\t<!-- Begin Video.js -->\r\n\t<video id=\"example_video_id_1560731794\" class=\"video-js vjs-default-skin\" width=\"1026\" height=\"614\" controls preload=\"auto\" loop muted data-setup='[]'>\r\n\t\t<source src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/videos\/Comments-Entry.mp4\" type='video\/mp4' \/>\r\n\t\t\r\n\t\t\r\n\t<\/video>\r\n\t<!-- End Video.js -->\r\n\n<p class=\"left-bar\"><strong>Read more:<\/strong>\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-primers\/comments-in-explorer\/\">Comments in Explorer<\/a>.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Add Attachments<\/h2>\n<p class=\"intro-text\">Photos and documents can be attached to an entry.<\/p>\n<p class=\"intro-text\">An entry must first be saved before attachments can be added, and not all <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/#Banned_Attachment_Types\">file types<\/a> are allowed.<\/p>\n<p class=\"intro-text\">1. Click on an entry to open the entry form<\/p>\n<p class=\"intro-text\">2. Click on the <strong>Attachments<\/strong> tab on the right side (if it is not already selected)<\/p>\n<p class=\"intro-text\">3. Click in the grey \"<em>Upload an attachment<\/em>\" box, and use the Windows file selector to find the file you want to add<\/p>\n<p class=\"intro-text\">Alternatively, drag and drop the attachment from your desktop or another location on your computer.<\/p>\n<p class=\"intro-text\">When using mobile devices, such as a tablet, you can tap the attachment box to take a photo or choose one of your existing photos.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56836\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-600x127.png\" alt=\"\" width=\"1000\" height=\"212\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-600x127.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-768x163.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-150x32.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-1080x229.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-1280x271.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18-48x10.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1645bf18.png 1528w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">4. Change the title and description of the attachment if required, and click the <strong>Upload<\/strong> button.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1646f824.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56837 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1646f824-600x270.png\" alt=\"\" width=\"600\" height=\"270\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1646f824-600x270.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1646f824-150x68.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1646f824-48x22.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1646f824.png 701w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\">5. The file is attached and saved with the entry. <br \/>\nTo open the attachment, click the preview image and save it to your computer.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143.png\" rel=\"lightbox-15\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56838 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143-600x349.png\" alt=\"\" width=\"600\" height=\"349\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143-600x349.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143-768x446.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143-150x87.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143-48x28.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16489143.png 888w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Delete an Attachment<\/h3>\n<p class=\"intro-text\">To delete an attachment from an entry, click the red <strong>Delete<\/strong> icon next to the attachment.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16495445.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56839\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16495445.png\" alt=\"\" width=\"250\" height=\"213\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16495445.png 274w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16495445-150x128.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16495445-48x41.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<h3>Banned Attachment Types<\/h3>\n<p class=\"intro-text\">The following file types are <strong>not<\/strong> permitted as attachments.<\/p>\n<table style=\"width: 100%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">ade<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">hpj<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mcf<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">plg<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">sct<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">adp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">hta<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mda<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">prf<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">settingcontent-ms<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">app<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">inf<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mdb<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">prg<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">shb<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">appcontent-ms<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ins<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mde<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">printerexport<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">shs<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">asp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">isp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mdt<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ps1<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">theme<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">bas<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">its<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mdw<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ps1xml<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">tmp<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">bat<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">jar<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mdz<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ps2<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">url<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">cer<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">jnlp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msc<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ps2xml<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">vb<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">chm<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">js<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msh<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">psc1<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">vbe<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">cmd<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">jse<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msh1<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">psc2<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">vbp<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">cnt<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ksh<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msh1xml<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">psd1<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">vbs<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">com<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">lnk<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msh2<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">psdm1<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">vsmacros<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">cpl<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mad<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msh2xml<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pst<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">vsw<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">crt<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">maf<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mshxml<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">py<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">webpnp<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">csh<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mag<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msi<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pyc<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">website<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">csx<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mam<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pyo<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">ws<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">der<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">maq<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mst<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pyw<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">wsc<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">diagcab<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mar<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">msu<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pyz<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">wsf<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">exe<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mas<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">ops<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pyzw<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">wsh<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">fxp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mat<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">osd<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">reg<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">xbap<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">gadget<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mau<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pcd<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">scf<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">xll<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">grp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">mav<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pif<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">scr<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">xnk<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 20.0418%;\" width=\"139\">hlp<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">maw<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">pl<\/td>\n<td style=\"width: 19.9374%;\" width=\"139\">\u00a0<\/td>\n<td style=\"width: 20.0418%;\" width=\"139\">\u00a0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">View the History<\/h2>\n<p class=\"intro-text\">Every time a change is made to an entry, the system keeps a record of what has changed. These changes can be seen in the Auditing section on the right side of the entry.<\/p>\n<p class=\"intro-text\">To view an entry's history:<\/p>\n<ul class=\"intro-text\">\n<li>Click on the entry to open the entry dialog<\/li>\n<li>Click the <strong>Auditing<\/strong> tab on the right side (if it is not already selected)<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584.png\" rel=\"lightbox-17\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56840\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584-600x242.png\" alt=\"\" width=\"1000\" height=\"403\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584-600x242.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584-768x309.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584-150x60.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584-48x19.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164a7584.png 1023w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/primers\/workbooks\/\">Workbooks<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/getting-started\/search-and-filter\/\">Filtering Logs<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Related Cases<\/h2>\n<p class=\"intro-text\">In Case Management, all of the cases for a particular entity can be viewed in the Related Cases section of the entry form.<\/p>\n<p class=\"intro-text\">To view the Related Cases:<\/p>\n<ul class=\"intro-text\">\n<li>Click on the entry to open the entry dialog<\/li>\n<li>Click the <strong>Related Cases<\/strong> tab on the right side<\/li>\n<li><span style=\"font-family: 'Segoe UI', Arial, sans-serif;\">Use the column filters to reduce the number of cases displayed.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641.png\" rel=\"lightbox-18\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56870\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641-600x176.png\" alt=\"\" width=\"1000\" height=\"293\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641-600x176.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641-768x225.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641-150x44.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641-1080x316.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641-48x14.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_182ec641.png 1096w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Instructions<\/h2>\n<p class=\"intro-text\">In Shift Log, instructions can be added to the form configuration in P2 Server Management.<\/p>\n<p class=\"intro-text\">To view the instructions for the entry:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul class=\"intro-text\">\n<li>Click on the entry to open the entry dialog<\/li>\n<li>Click the <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56868\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18283fb9.png\" alt=\"\" width=\"8\" height=\"17\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18283fb9.png 25w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18283fb9-24x48.png 24w\" sizes=\"auto, (max-width: 8px) 100vw, 8px\" \/> icon or the <strong>Instructions<\/strong> tab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c.png\" rel=\"lightbox-19\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56869\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-600x163.png\" alt=\"\" width=\"800\" height=\"218\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-600x163.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-768x209.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-150x41.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-1080x294.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-1150x314.png 1150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c-48x13.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18291c8c.png 1153w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p class=\"left-bar\"><strong>Related:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Form Configuration<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Draft Entries<\/h2>\n<p class=\"intro-text\">Creating a draft entry is a way of saving an entry for submission at a later date.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a.png\" rel=\"lightbox-20\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56780\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-600x470.png\" alt=\"\" width=\"500\" height=\"392\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-600x470.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-150x118.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-48x38.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a.png 616w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n<p class=\"intro-text\">The draft entries can be searched for, viewed, and edited by the entry creator and administrators.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85.png\" rel=\"lightbox-21\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56777\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-600x158.png\" alt=\"\" width=\"1000\" height=\"264\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-600x158.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-768x203.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1536x405.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-150x40.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1080x285.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1280x338.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-48x13.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85.png 1697w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">They have an edit icon on the left side of the entry in the relevant table,<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d.png\" rel=\"lightbox-22\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56760\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d.png\" alt=\"\" width=\"250\" height=\"218\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d.png 289w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d-150x131.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d-48x42.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<p class=\"intro-text\">and have the subtitle Draft in the edit entry dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d.png\" rel=\"lightbox-23\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56763\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d.png\" alt=\"\" width=\"250\" height=\"139\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d.png 348w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d-48x27.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<p class=\"intro-text\">Entries that have been created from a subform within a draft entry dialog, are not able to be saved as draft. They need to be completed and saved when entered, and will appear in the relevant table after the draft entry has been submitted.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c.png\" rel=\"lightbox-24\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56774\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-600x393.png\" alt=\"\" width=\"1000\" height=\"656\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-600x393.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-768x504.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-150x98.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-1080x708.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c.png 1220w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"note\"><strong>Note: <\/strong>Entries cannot be moved back to a draft state after being submitted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Overdue Entries<\/h2>\n<p class=\"intro-text\">Entries become overdue if the current date\/time is past the date\/time in the Due Date field.<\/p>\n<p class=\"intro-text\">Overdue entries have a pale red background colour in the Shift Log and Case Management entry tables, and in the Due Date field in the entry dialogs.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1.png\" rel=\"lightbox-25\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55577\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-600x194.png\" alt=\"\" width=\"1000\" height=\"323\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-600x194.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-768x248.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-1080x348.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-48x15.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1.png 1252w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">When someone is assigned an entry that has a date in the Due Date field, the due date is also shown in the Notifications in the Info Zone.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png\" rel=\"lightbox-26\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56842\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png\" alt=\"\" width=\"450\" height=\"306\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png 595w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028-150x102.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028-48x33.png 48w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Fields<\/h2>\n<p class=\"intro-text\">Some of the types of fields that may be in a form are:<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\">\n<p><strong>Text<\/strong><br \/>\nAn alphanumeric text value. Multiline text fields usually allow you to apply formatting to your text (see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/formatting-text\/\">Formatting Text<\/a>).<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8.png\" rel=\"lightbox-27\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55363\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8.png\" alt=\"\" width=\"300\" height=\"74\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8.png 458w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8-150x37.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8-48x12.png 48w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<\/td>\n<td style=\"width: 50%;\"><strong>Datetime<\/strong><br \/>\nThis is a date, time, or a combination of date and time. Click in the field or on the calendar button to open the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/time-picker\/\">Date\/Time Picker<\/a> and select a date and time.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field.png\" rel=\"lightbox-28\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44559 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200.png\" alt=\"\" width=\"151\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200.png 151w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200-150x26.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200-48x8.png 48w\" sizes=\"auto, (max-width: 151px) 100vw, 151px\" \/><\/a><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>User<\/strong><br \/>\nA user is any person who is entitled to use the system. Start typing their name, and then select the correct one from the list that appears.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/user.png\" rel=\"lightbox-29\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44568\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/user.png\" alt=\"\" width=\"148\" height=\"26\" \/><\/a><\/td>\n<td style=\"width: 50%;\"><strong>Entity<\/strong><br \/>\nAn entity is usually some piece of equipment, although in some situations it could refer to another type of object or something like an area.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/entity.png\" rel=\"lightbox-30\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44566 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/entity-e1568628364721.png\" alt=\"\" width=\"168\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/entity-e1568628364721.png 168w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/entity-e1568628364721-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/entity-e1568628364721-48x7.png 48w\" sizes=\"auto, (max-width: 168px) 100vw, 168px\" \/><\/a><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>Number<\/strong><br \/>\nA numerical value. Depending on the configuration, it would either be a whole number or a decimal number.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number.png\" rel=\"lightbox-31\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-thumbnail wp-image-44603\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number-150x31.png\" alt=\"\" width=\"150\" height=\"31\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number-150x31.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number-48x9.png 48w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/a><\/td>\n<td style=\"width: 50%;\"><strong>Yes\/No<\/strong><br \/>\nA yes\/no or true\/false value is shown by a check box - tick the check box for yes (or true), or clear the check box for no (or false).<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/checkbox-e1568628373115.png\" rel=\"lightbox-32\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44564\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/checkbox-e1568628373115.png\" alt=\"\" width=\"12\" height=\"12\" \/><\/a><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>Selection<br \/>\n<\/strong>An arrow pointing down indicates that you can choose an item from a list. Click the arrow to see the options available, and then click one of the options to choose it.\u00a0<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop.png\" rel=\"lightbox-33\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44567 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523.png\" alt=\"\" width=\"168\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523.png 168w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523-48x7.png 48w\" sizes=\"auto, (max-width: 168px) 100vw, 168px\" \/><\/a><\/td>\n<td style=\"width: 50%;\">\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\"><strong>Subform<\/strong><\/a><\/p>\n<p>A form that opens from inside another form. Click the Create button to open the subform.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56935\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_21b3f1f7.png\" alt=\"\" width=\"71\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_21b3f1f7.png 90w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_21b3f1f7-48x20.png 48w\" sizes=\"auto, (max-width: 71px) 100vw, 71px\" \/><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Subform Entry Fields<\/h3>\n<p class=\"intro-text\">A Subform is an entry form dialog that is opened from within another entry form dialog.<\/p>\n<p class=\"intro-text\">The field used to open the subform has the data type Entry, and can be configured to use any Case Entry form.<\/p>\n<p class=\"intro-text\">When added to a form, the entry field gives the option of creating an entry in the form defined in the field configuration.<\/p>\n<p class=\"intro-text\"><em>Field HSE Incidents is of type Entry and uses the form HSE Case:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a.png\" rel=\"lightbox-34\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56768\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a.png\" alt=\"\" width=\"550\" height=\"530\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a.png 591w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a-150x145.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a-48x46.png 48w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Entry Form HSE Case opened from HSE Incidents field in form East Area:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3.png\" rel=\"lightbox-35\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56770\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-600x416.png\" alt=\"\" width=\"800\" height=\"555\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-600x416.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-768x533.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-150x104.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-1080x750.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-48x33.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3.png 1134w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p class=\"left-bar\"><strong>Related:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Form Configuration<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Entry Form (this release, 4.10.5):\n<ul class=\"overview\">\n<li>Save in draft mode<\/li>\n<li>Submit entry<\/li>\n<li>Subform entry<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul class=\"intro-text\">\n<li class=\"overview\">Previous Related Releases\n<ul class=\"intro-text\">\n<li>Shift Log Entry Form (4.0)<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-management-entry-form-4-9-3\/\">Case Management Entry Form (4.9.3)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Entry Form is used to create and edit entries, which are a record of cases, events or activities that have occurred and may need to be tracked for monitoring or reporting purposes.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":55608,"parent":56701,"menu_order":14,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[],"class_list":["post-60170","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","Version-4-10-5","Product-ap","Product-case","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/60170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=60170"}],"version-history":[{"count":10,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/60170\/revisions"}],"predecessor-version":[{"id":70079,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/60170\/revisions\/70079"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/56701"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/55608"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=60170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=60170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=60170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}