Submitting Records
General guidance on saving drafts, submitting records, and understanding workflow progression.
When working with records in myosh, you typically have options to save progress or submit the record to move it to the next stage.
Saving a Draft
Select 'Save' (or 'Save and Continue') if you need to add more information later before sending the record to the next person or step. Saved records are typically marked with a 'Draft' status (often indicated by a pencil icon) and may only be visible to the author.
Submitting a Record
Select 'Submit' (or a context-specific button like 'Submit for Sign Off', 'Complete', 'Scheduled') when you have completed the necessary information for the current stage. Submitting typically changes the record's status (e.g., to 'Open', 'Pending Sign Off', 'Completed') and often triggers notifications to the relevant person (e.g., Supervisor, Assignee, Internal Authoriser). A confirmation message usually appears.
Workflow Buttons
Depending on the module and the record's current status, different buttons will be available at the bottom of the record (e.g., 'Save', 'Submit', 'Investigate', 'Submit For Sign Off', 'Complete', 'Archive', 'Re-Open'). These buttons control the progression through the defined workflow.
Version: 3