Feature Overview: Form Draft

The Form Draft feature has been updated on AlayaCare Cloud. This feature ensures that drafts will be saved when users cannot successfully submit a form. Previously, when users submit a form and receive an error, or accidentally delete a form, they will no longer be able to access the form and its data. When this happens, users need to re-create their form all over again. Or, users will see the following on their mobile app whenever a form fails to upload. Please note that this article contains instructions on using Form Draft both on the web app, and on mobile. 

You may also refer to this article for additional details on how to create, edit, delete, and view Form Drafts on mobile.

• Automatically saved drafts
• Cross-platform draft access
• Saving a draft
• Deleting a draft
• Offline Mode and Local Drafts
• Workflow Permission
• Workflow Overview

Automatically saved drafts

Users can now access an automatically saved draft of the form they originally created on the mobile app. The draft is accessible under Care Documentation > Client Forms on ACC's Web app, as shown below.

Cross-platform draft access

The feature also allows users to start a new draft on one platform, such as mobile, and continue filling out the form draft on the web app, and vice-versa. In an agency, any user with access to the forms ACL can access all form drafts on web created by another user for a particular client. Please note that users will only be able to see their own drafts when accessing form drafts on mobile. 

Saving a draft

When a mobile user navigates away from the form, the draft of that form is automatically saved. A message will be displayed, confirming that the draft has been saved. At any time, users can tap on the top left "X" to trigger the alert, so to save the form on both iOS and Android. In addition, if there are issues associated to the draft while saving, it will be shown on your screen as per below.

Deleting a draft

To delete a form draft on mobile, head to Forms > Form Drafts, then tap on the overflow menu (the three dots) to delete the draft.

     

Offline Mode and Local Drafts

Drafts can now be saved locally, when the mobile user does not have an active internet connection. When the mobile user is in offline mode. a form draft will be saved locally or to the device. When the user regains internet access, the app will sync all locally saved drafts with both the mobile and the web app. Local drafts saved to the device will appear at the top of the "drafts" list, which can be accessed by navigating to Forms > Form Drafts. 

Workflow Permission

On the web app, a new permission called “Edit/delete all form drafts” is now available under the “Workflow” folder, accessible under the applicable role via Settings > Roles and Permissions.

When this permission is checked, users can edit and delete ALL form drafts, including ones where they are not the author. Unchecking this box ensures that the user will only be able to edit and delete their own form drafts.

Please note that this workflow permission is currently only available on the web app.

Stay tuned to this space as we will continue to update this article for future Form Draft improvements.