Saving a Funder Report

Auto-Save

To review Auto-Save functionality, please review this guide: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/2060681276

Funder Reports that are saved via the Auto-Save feature will be saved as a DRAFT. This will not be a completed report. Staff will need to:

1. Click on the DRAFT

2. Click on EDIT FUNDER REPORT

3. Make any edits/additions to the report

4. Scroll down to the bottom and click SAVE or SAVE AS

Save Button

Clicking the SAVE button will save a completed report in the FUNDER REPORT section for the client.

If the Auto-Save feature did not execute while you were working on the Funder Report, the SAVE button will be your only save option.

If the Auto-Save feature executed while you were working on the Funder Report a DRAFT will be created. When you click the SAVE button you will have two options:

Open

SAVE ANYWAYS: This option will save over the Draft that was Auto-Saved

SAVE AS NEW REPORT: This option will save the document as a new report and the DRAFT will remain in the Funder Report list for your client.

Save As Button

Clicking the SAVE AS button will save a completed report in the FUNDER REPORT section for the client, the DRAFT version that Auto-Saved will also still be saved and accessible in the Funder Report list for your client.

The SAVE AS button will only appear if the Auto-Save feature executed while you were working on the Funder Report.