Software & apps · Website help · Multi-step task state

Distinguish saved draft state from completed submission

A draft-saving indicator can be mistaken for final submission, particularly when both actions use a green success message. Visitors may leave believing the practice received a completed request.

What to change

Ask the supplier to distinguish saving progress from sending the request through labels, status feedback and the review screen.

A worked example

Illustrative example

A portal reports Draft saved and still shows Review and submit. Only the later completed action produces the request confirmation and reference.

How to check the result

Accept when visitors can tell whether work is merely retained, currently saving, failed to save or fully submitted.

A mistake to avoid

A tick icon shared across several states needs explanatory text; its colour alone cannot convey these different outcomes.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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