Work Plans, Check Lists, Scripts, and Documents:

  1. Click the “Save” button under the edit toolbox for each item.

    Note: If you attempt to navigate away without saving, a warning will appear, prompting you to save, cancel, or delete your changes.

Uploaded Files, Custom Forms, Policy Notes, Video, and Audio:

    1. Uploaded Files: Files will automatically save when uploaded or dragged into the upload field.
    2. Custom Forms: After selecting a field, you will see options to Save, Edit, or Delete. You must save changes before navigating away.
    3. Policy Notes: Click the “Save” button at the bottom of the policy note after creating or editing.
    4. Video and Audio: Files will automatically save when uploaded or dragged into the upload field

Continue below for additional resources: