{"id":64254,"date":"2023-12-01T07:26:01","date_gmt":"2023-11-30T23:26:01","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=64254"},"modified":"2025-12-05T12:12:48","modified_gmt":"2025-12-05T04:12:48","slug":"saving-entries","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/saving-entries\/","title":{"rendered":"Saving Entries"},"content":{"rendered":"\n

This article applies to version 4.14 and later of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For more, see Release History<\/a>.<\/p>\n

Entries can be saved or submitted, and are a record of what has happened.<\/p>\n

Entries are used in A-Plus<\/a>, Case Management<\/a> and Shift Log<\/a>.<\/p>\n

Save actions vary between applications. For example, in Case Management and Shift Log a draft copy of an entry can be saved for submitting at a later date, and in A-Plus, entries can be closed before being saved.<\/p>\n

Save actions on a Shift Log entry dialog:<\/em><\/p>\n

\"\"<\/a><\/p>\n

Actions on a confirmation dialog:<\/em><\/p>\n

\"\"<\/a><\/p>\n

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Save an Entry<\/h2>\n

After adding a new entry or editing a saved entry, you need to save the entry.<\/p>\n

The different save actions and where they can be used are:<\/em><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Save Action<\/strong><\/td>\nApplication<\/strong><\/td>\nDescription<\/strong><\/td>\n<\/tr>\n
\"\"<\/td>\nCase Management
\nShift Log<\/td>\n		Saves an entry as a draft<\/a> and leaves the dialog open.<\/td>\n<\/tr>\n
\"\"<\/td>\nCase Management
\nShift Log<\/td>\n		Saves and submits<\/a> a completed entry and closes the dialog.<\/td>\n<\/tr>\n
\"\"<\/td>\nCase Management
\nShift Log<\/td>\n		Saves and resubmits a previously submitted entry that has been edited. Closes the dialog.<\/td>\n<\/tr>\n
\"\"<\/td>\nA-Plus<\/td>\nCloses the completed entry and leaves the dialog open. The entry is locked.<\/td>\n<\/tr>\n
\"\"<\/td>\nA-Plus<\/td>\nReopens an entry, enabling it to be edited and saved.<\/td>\n<\/tr>\n
\"\"<\/td>\nA-Plus
\nCase Management
\nShift Log<\/td>\n		Clears unsaved changes from the entry form.<\/td>\n<\/tr>\n
\"\"<\/td>\n\n

A-Plus<\/p>\n<\/td>\n

Saves the entry and leaves the dialog open.<\/td>\n<\/tr>\n
\"\"<\/td>\nA-Plus<\/td>\nSaves the entry and closes the dialog.<\/td>\n<\/tr>\n
\"\"<\/td>\nA-Plus
\nCase Management
\nShift Log<\/td>\n		Closes the dialog.<\/td>\n<\/tr>\n
\"\"<\/a><\/td>\nA-Plus
\nCase Management
\nShift Log<\/td>\n		\n

Returns to the dialog.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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Save a Draft Entry<\/h2>\n

Draft entries are used to save incomplete entries that you wish to submit at a later date.<\/p>\n

Important:\u00a0<\/strong>Rules are not run when a draft entry is saved. Rules only run when the entry is submitted or resubmitted.<\/p>\n

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

Note:<\/strong> System required fields have an asterisk beside their name.<\/p>\n

Entry dialog showing system required field and tooltip:<\/em><\/p>\n

\"\"<\/a><\/p>\n

Select Save Draft<\/b>\u00a0to save the entry as a draft.<\/p>\n

Read more:<\/strong> Draft Entries<\/a><\/p>\n

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Submit an Entry<\/h2>\n

Shift Log and Case Management entries can be saved as a draft<\/a> or submitted. 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

To be able to submit an entry, all mandatory fields must contain data.<\/p>\n

Select:<\/p>\n