How do I manage Draft Records as an Administrator?

Use Draft Manager to monitor, archive, and communicate with users about their draft records.

Step 1: Open Draft Manager

1. Go to Record Manager in the navigation bar.

2. Select Draft Manager.

Step 2: Select a Form

1. Choose a form with active draft records.

2. 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.

What else do you need help with?

• How do I enable Drafts on a form?

• How do I save progress on a record?

• How do I manage my own drafts as a user?

• How do I find draft records in Record Search?

• Understanding Draft Records

How do I manage draft records as an administrator in Apricot? | Where do I find all draft records in Apricot as an admin? | How do I delete draft records in Apricot? | Why can’t I see draft records in Apricot? | How do I restore or edit someone’s draft record as admin? | What rights do I need to manage drafts in Apricot? | How do I filter draft records in Apricot?