Issue:

• Unable to save a draft
• Autosave feature not functioning

Environment:

• PolicyStat Editor

Additional Information:

PolicyStat features an autosave feature that saves your progress as you work on a draft.

If a draft contains unsaved modifications, the autosave box will appear red and look like this:

When modifications have been saved, the box will turn green.

To save more frequently, click the Save Now button at the bottom of the draft page.

Cause:

On occasion, a draft may not save or it may identify as having gone stale.

A draft that saves, but will not turn green, we strongly recommend immediately copying the contents of the document to your computer clipboard to preserve it.

Here are a few potential causes for failure to save:

• If you are working in the Edit page for a draft is open in another tab, and then continued to use the first tab
• Having two browser tabs with PolicyStat open, and "logout" is clicked from another tab
• If an anti-virus scan is running while you are working, it may have cleared your browser's cookies
• If you are using a proxy server there may be a disconnection
• Disruption of network/internet connection
• The browser session times out

Resolution:

PolicyStat's Autosave feature preserves your draft files while you write to ensure the content is maintained before the Approval Workflow begins.

However, saving a draft requires information be entered in a few key areas.

1. Enter a Policy Title
   
   
2. Locate and click the Policy Properties tab.
   
3. From the Policy Propeties menu, select information for each of the following:
   • Owner
   • Area
   • Approval Workflow
     
4. At the bottom of the Policy Properties tab, the Next Review date is also featured with a red asterisk like the other areas. This date is pre-populated when the Area is assigned, but can be adjusted as needed.

With these criteria addressed, the draft will be automatically saved every 5-10 seconds.

This article applies to the following user roles: