Autosave for Client Report Templates and Funder Reports

CLIENT REPORT TEMPLATES

AUTOSAVE & DRAFT

Autosave:

When staff are creating a client report template, Rethink will autosave work that has been completed as a draft every 5 minutes.

Autosave with Client Report Templates:

With the 5 minute autosave, every 5 minutes you will have a new draft saved as you actively create or edit a template.

You will see the Draft label in red below the title of the template.

Open

Draft:

When staff are creating or editing a client report, a notification pop up will be shown with a draft option when:

1-Staff are logged out or log out while creating or editing a template with unsaved changes.

2- Staff exit out of the template page with unsaved changes.

If staff attempt to exit the template without saving, they will receive a popup stating “There are unsaved changes, do you want to save them?”

• Yes - by selecting this, your template will be saved

• No - by selecting this, your template will NOT be saved

• Save as a Draft - by selecting this, a draft of the template will be saved

Notification with draft option with Client Report Templates:

Open

Draft of client report template listed on the client report template page:

Autosave and Draft are features available with all templates:

• Treatment Reports Templates

• Custom BIP Templates

• Billable Session Note Templates

• Non-Billable Session Note Templates

Mobile Version of Client Report Templates

Autosave and Drafts with client report templates work the same way on the mobile version of the site as it does on the desktop version of the website.

Mobile Site View:

Autosave:

Draft notification for client report template:

Draft of client report template listed on the client report template page:

This feature can be used on both the desktop version and mobile version of the website.

Funder Reports

Autosave:

When staff are creating or editing a funder report, Rethink will autosave work that has been completed as a draft every 5 minutes.

Autosave with Funder Reports:

With the 5 minute autosave, every 5 minutes you will have a new draft saved as you actively create or edit a funder report.

You will see the Draft label in red to the left of the report name field.

Draft:

When staff are creating or editing a funder report, a notification pop up will be shown with a draft option when:

1-Staff are logged out or log out while creating or editing a funder report with unsaved changes.

2- Staff exit out of the funder report page with unsaved changes.

If staff attempt to exit the funder report without saving, they will receive a popup stating “There are unsaved changes, do you want to save them?”

• Yes - by selecting this, your funder report will be saved

• No - by selecting this, your funder report will NOT be saved

• Save as a Draft - by selecting this, a draft of the funder report will be saved

Notification with Draft Option when creating or editing a funder report:

Draft of funder report listed on the client’s funder report tab:

Mobile Version of Funder Reports

Autosave and Drafts with funder reports work the same way on the mobile version of the site as it does on the desktop version of the website.

Mobile Site View:

Autosave

Notification with Draft Option when creating or editing a funder report:

Draft of funder report listed on the client’s funder report tab:

This feature can be used on both the desktop version and mobile version of the website.