I opened a record, clicked edit, made changes and saved it. Why isn't it showing up on the final record?

[Jennifer Bliss]

Because Kuali Research uses an staged workflow. If you didn't click the "submit" button, it's still in a "saved" status and the content does NOT replace the original.

For example, let's say you started a new record (called a document by Kuali) or you open+edit an existing record. If you never clicked the "save" button and you close or cancel it, Kuali deletes your work. If you click the "save" button Kuali saves your work but doesn't replace the original. If you click the "cancel" button next, Kuali deletes your work. If you click the "submit" button your changes will replace the original. 

[Jennifer Bliss]

NOTE that if a NEW record is saved and no final version exists, anyone who opens the saved version and cancels it DELETES the whole thing from Kuali. In other words, if no submitted (aka: final) version of a record exists, and you open the only saved version of it and cancel instead of saving it or submitting it, you will delete it from Kuali. 

[Jennifer Bliss]

To find SAVED docs:

1. go to Doc Search
   
2. click on 'detailed search' on the top righthand corner
   
3. for Document Type enter (or lookup) 'InstitutionalProposalDocument'
   
4. select Document Status of 'saved'
   
5. click search - and you can use export options at bottom if you desire.

This can be used on other document types to find other saved or outstanding work for like Awards also. 

On Thursday, December 15, 2016 at 9:45:41 AM UTC-8, Jennifer Bliss wrote: