Saving vs. Submitting a form
Most of the forms and questionnaires that we provide allow you to save you progress as you move through each form.
This is particularly useful with very long forms like the Annual Canvass Questionnaire of the Annual Election questionnaires.
So what is the difference between saving & submitting each form?
Below is an explanation of the difference between the 2 terms and how you can use them:
Saving:
Any form that is broken down into multi-page steps will allow you to save your data as you progress through the form. This means that all of the data that you enter into the questionnaire will be stored and you can come back at any time and continue where you left off.
Each of these forms will display a 'Save Draft' button at the bottom of the form which you can click at any time to manually save all of the information entered up to that point. When you click on the 'Save Draft' button, a message will appear at the top of the form informing you that your 'draft entry' has been successfully saved.
However, the forms will also automatically save drafts when you move between sections. Each time you click on the 'Next' button at the bottom of the form, a draft version will automatically be saved for you.
This allows you to move back & forward through the form and update your requirements at any time, and the latest set of information will always be saved for you.
Below is a screenshot to assist you:
Drafts
Any form that has been saved, but not submitted is know as a 'draft entry'. To continue or complete a draft entry you can look up the order in the relevant Job History App and choose to Continue or Delete the draft.
Here is a screenshot to help you:
Submitting:
It's important to note that a saved entry is not a completed entry. Although you can save entries as you progress through the forms, to successfully complete the order, you must follow the form to the very end and click on the final 'Submit' button.
Once your form has been 'Completed' a notification will be sent to your FDM Account Manager and the information within the form will be submitted to us as approved.
Here is a screenshot to help you.
Most forms will still allow you to edit a completed entry by looking up the entry in the Job History App, and clicking on the 'Edit This Entry' button.
You can edit any completed entry up until the data cut-off date.
Here is a screenshot to help you.
Comments
0 comments
Please sign in to leave a comment.