How to Save and Submit a Form

Saving and submitting a form allows employees to capture completed form data during a visit while ensuring information remains connected to the correct channel, visit, and form version. Drafts provide flexibility to review and update information before final submission, helping employees manage multiple forms within a single visit. In this guide, you will learn how form drafts and submissions work as part of the visitation process.

Once forms are submitted, the records become read-only and are permanently linked to the completed visit. The system validates required targets before allowing submission and processes all form drafts together to maintain data consistency. This ensures that visit records, form responses, and reporting data remain accurate, complete, and synchronized throughout the submission process.