Use Draft Manager to monitor, archive, and communicate with users about their draft records.
Step 1: Open Draft Manager
Go to Record Manager in the navigation bar.
Select Draft Manager.
Step 2: Select a Form
Choose a form with active draft records.
You’ll see a count of how many drafts exist for each form.
Step 3: Review Draft Details
For each draft, view:
Last Modified date and user
Created By date and user
Record name
Use filters to narrow results as needed.
Step 4: Manage Drafts
Click a row to open the form directly.
Select the trash can icon to archive a draft.
Click the bell icon to send a notification to the user who created or last modified the draft.
Tip: Notifications can be customized to remind or encourage users to complete drafts. Administrators can choose to send these notifications through Apricot (in-app) or via email.
In-app notifications can be viewed at the top of the Apricot page by clicking the Notifications icon, located to the left of the user badge and to the right of the site/program selection dropdown.