Issue:

• Unable to save a draft
• Auto-save feature not functioning
• Network/Internet connection failure

Environment:

• PolicyStat Editor

Additional Information:

PolicyStat features an auto-save feature that saves your progress as you work on a draft.

If a draft contains unsaved modifications, the auto-save 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

IMPORTANT:  Do not close the window on the original document in draft until following the steps noted below.

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 Properties 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.

If all else above has not worked

To Recover a Draft that Will Not Save

Copy the HTML text

1. Go to the window with the document in draft edit mode.
2. Click the Source icon from the Editor toolbar.  The toolbar button looks like this and the hover text will say "Source".  
   
3. Highlight and Select All (Ctrl+A) of the content from within the HTML pop-up window.  Be sure to highlight all the text.
4. Copy (Ctrl+C) the content to your clipboard.
5. Click OK.

Open a new window with the same document

1. Go to the document in draft in a new separate window but leave the original window open in the editor.
2. Confirm the changes you lost did not save on the newly opened window. 
3. If they still have not saved, click the View Source icon from the editor.
   
4. Paste (Ctrl+V) the HTML code from the clipboard into the pop-up and click OK. 
5. All the content will not be in the document.
6. The document should now auto-save.
7. Once it has auto-saved the original window can be closed.

If you still cannot save please do not close the window on the original document.  Contact us in support immediately.

This article applies to the following user roles: