Draft Task


  1. Purpose

  • The record will be initiated in the draft task. 

  • All the necessary of a record will be recorded at this step.    

  1. Visible sections


Sections

Visible

Editable

Identification Details

✔

✔

Approved Attachment

✔

✔

Related Documents

✔

✔


  1. Routing

  • Record will be routed to Completed Record step. 

  1. Entering Draft task

  • Draft task is entered after starting a new Record.

  • Document Type will be automatically set to Record. 

  • Author will be automatically set to the current user.

  • Created Date will be automatically set to the current date. 


  • Record number will be automatically set to the format REC-XXXXX and is in readonly after click Save.


  • Revision number will be automatically set to one if it is the first version and is in readonly after click Save. 







  1. Submitting Draft task 


  • Submitting Draft Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.