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Task drafts

Save work-in-progress tasks as drafts, resume them later, and understand how drafts sync to the server.

Required role

Technician, Mapper, Admin, PegotecUser (any mobile-enabled role that can execute tasks).

Overview

A draft is an in-progress task that you've started but haven't submitted yet. It lives locally on the device until you either:

  • Submit it — moves to the server for approval.
  • Discard it — deletes the local record.
  • Hand it off — in the rare case that a teammate needs to pick up where you left off (not supported natively; see below).

Drafts exist because real maintenance work is interrupted: radio call, shift handover, lunch break, another task that just became urgent. Drafts let you save progress without losing a partial form and come back to it.

Drafts save automatically on every field change — you don't have to remember to tap Save. But there's an explicit Save draft button too, mostly as a visual confirmation.

When the app creates a draft

You create a draft implicitly as soon as you:

  1. Tap Start on a task.
  2. Acknowledge any safety procedures.
  3. Enter data in any field.

From that moment on, the task state is preserved locally. Leaving the app — closing it, restarting the device, swapping to another app — doesn't lose data.

Find your drafts

Menu → Tasks → Drafts shows every task you have in progress. Each row shows:

  • Task name and asset.
  • When you started (relative — "2 hours ago").
  • Fields filled vs fields remaining.
  • A draft badge icon.

Tap any row to resume from where you left off.

Resume a draft

Tap the row. The task form reopens with everything you'd entered intact:

  • Form fields — values preserved.
  • Photos — thumbnails attached.
  • Safety acknowledgements — already-acknowledged steps remain acknowledged.
  • Notes — preserved.

You can continue filling in fields, attach more photos, or tap Submit when done.

Don't re-acknowledge safety

If you resume a draft that has safety acknowledgements already on it, don't re-tap them. The timestamps on the original acknowledgements are what get stored with the submission. Tapping again only updates the display and does no harm, but it's wasted effort.

Discard a draft

  1. Open the draft from Tasks → Drafts.
  2. Three-dot menu → Discard.
  3. Confirm.

Discarded drafts are gone from the device. The server-side task instance remains unsubmitted — it's still assigned to you as if you'd never started.

Discard is permanent

You can't un-discard. Any partial data — measurements, photos, notes — is lost. Discard only when you're sure.

Submit a draft

Normal submit flow. See Executing a task → Submit.

  • Online: the submission uploads immediately.
  • Offline: queues in the outbox; shows in the Pending uploads count until it uploads.

The draft is removed from Tasks → Drafts as soon as it's submitted (whether the upload has completed or not).

Auto-save cadence

The app saves to local storage on every meaningful state change:

  • Every keystroke in a text field (debounced).
  • Every dropdown / toggle change (immediate).
  • Every photo attachment (immediate).
  • Every safety acknowledgement (immediate).

So you can't lose more than the last few keystrokes, even if the device crashes mid-typing.

How long does a draft live?

Indefinitely, on the device.

However:

  • A draft for a task that has been reassigned to someone else becomes orphaned. The app warns you on next sync and offers to discard it.
  • A draft for a task that has been deleted server-side becomes orphaned. Same warning.
  • A draft older than ~30 days prompts you with a "still relevant?" banner. You can dismiss the banner and keep the draft, but it's a nudge to either submit or discard.

Drafts don't expire on their own.

Draft-aware actions

Some actions treat drafts specially:

Factory reset

Settings → Factory reset destroys all drafts along with everything else. The app prompts you if Pending uploads or Drafts is non-zero.

Sign out

Signing out doesn't destroy drafts — they persist and are available when you sign back in. (If a different user signs in on the same device, they won't see your drafts; drafts are scoped per-user on the device.)

Uninstall

Deleting the app deletes all drafts. Check Tasks → Drafts is empty before uninstalling.

Handing off a draft to a teammate

Not natively supported. A draft is tied to the user on the device.

If you genuinely need to hand off:

  1. Discard the draft on your device.
  2. Ask your Supervisor to reassign the task to the other technician.
  3. They start fresh.

In practice, this rarely matters — drafts are usually short-lived.

Drafts and offline mode

Drafts work identically online and offline. The only visible difference:

  • Online: the form is saved locally; no server-side state exists for the draft.
  • Offline: same.

Drafts don't attempt to upload until you submit. If the app is offline when you submit, the submission queues in the outbox (separate from drafts). See Working offline.

Things to watch for

Submit promptly when you come back

A draft you abandoned two weeks ago may be referencing measurements that are no longer current. Check against current conditions before submitting old drafts.

Drafts don't show to your Supervisor

Your draft is invisible to everyone else until you submit. If a Supervisor asks "where's task X?" and it's still a draft, they have no way to see it. Submit or tell them.

Multiple drafts for the same task

You can't have two drafts for the same task instance — the app resumes the existing one when you tap Start again. If you genuinely need to retry from scratch, discard the draft first.

Common patterns

Start, then get pulled away

You start a lubrication task, acknowledge safety, enter two fields, and a repair request calls you away:

  1. Close the task (or the app).
  2. Handle the repair.
  3. Later, Tasks → Drafts → resume.
  4. Finish the lubrication form and submit.

End of shift with open drafts

  1. Check Tasks → Drafts.
  2. Finish anything that's ~90% done.
  3. For anything substantial, leave a note in the task's notes field so the next shift can pick up context.
  4. Discard any drafts that are no longer relevant.

Shift handover

  1. Brief your incoming colleague on what you have in drafts.
  2. The draft stays on your device — see "Handing off a draft" above.

Troubleshooting

Problem Fix
Draft disappeared Check Tasks → Drafts filter; confirm you're signed in as the same user
Can't resume — "task was modified on the server" The task changed while you were offline; discard and start fresh, or file a conflict
Submit fails from a draft Check required fields; see Sync is stuck or failing
Photos attached to a draft aren't showing Force sync; photos may still be queued