Draft Task


  1. Purpose: 

  • The author will start uploading a new record at this step of the workflow. 

  • All the necessary information will be recorded at this step of the workflow. 

  1. Visible sections:


Sections

Visible

Editable

Record Details

✔

✔

Select Records

✔

✔


  1. Routing: 

  • Please refer to the diagram in the Overview section to see an end-to-end workflow.

  • Upload Record can be routed forward to Upload step



  1. Entering Draft Task:

  • The draft task is entered after starting a new upload record.



  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.