How to save your progress when completing an offline activity

When completing an Offline Activities Form, you may not always have all the information you need at once. This feature allows you to start filling in the form, save your progress as a draft, and return later to complete and submit it. By saving your work at any point, you can avoid losing information and finish the form at a time that suits you.

Saving your progress stores the information you have entered so far in the Offline Activities Form. This ensures you can pause your work safely, even if you have not completed all required fields.

You can save your progress at any time while completing the form.
Select the Save Progress button to store everything you have added so far. You do not need to complete every required field before saving. This allows you to continue later without reentering any information.

After selecting Save Progress, you will receive a confirmation message to let you know that your input has been saved successfully.
You may need to refresh the webpage for the Offline Activities Drafts table to appear.

When you return to the Offline Activities Drafts section, your previously saved information will automatically appear in the relevant fields. You can continue from where you left off without repeating any steps.

If you want to delete an existing draft, select the draft you wish to remove and then choose the Delete Draft option.

Once all required fields have been completed, select Create Training Record to submit your form.

You can now save and resume your progress when completing offline activities, making the process more flexible and user friendly. If you experience any issues or have further questions, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].