{"id":15204,"date":"2025-07-16T18:19:33","date_gmt":"2025-07-16T18:19:33","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=15204"},"modified":"2026-06-22T15:08:49","modified_gmt":"2026-06-22T15:08:49","slug":"draft-documents-2","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=15204","title":{"rendered":"Finalisation of Draft Documents detailed guide"},"content":{"rendered":"

How to Finalise Draft Documents<\/h1>\n
Scenario<\/div>\n

You or a team member has\u00a0 saved a document as a draft and now you want to finalise it.<\/p>\n

Instructions<\/div>\n
    \n
  1. Within PowerChart, select Draft Documents <\/strong>from the view menu.<\/li>\n
  2. Draft Documents where one or more of these criteria are met will display:\n
      \n
    • You created the document<\/li>\n
    • You are the lead clinician<\/li>\n
    • You are the signing clinician<\/li>\n<\/ul>\n<\/li>\n
    • The Finalised <\/strong>column will display the\u00a0 status of the document:\n
        \n
      • Documents that are not finalised<\/strong> it will display an x<\/b><\/li>\n
      • Documents that are finalised<\/strong> but not signed<\/strong> (by the lead\/signing clinician) will display a \u2713<\/b><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

        \"\"<\/p>\n

          \n
        1. Select a document in the list. Action buttons display in the bottom right corner:\n
            \n
          • Edit<\/strong> – This allows you to make changes to the document. It can then be saved as a draft again or finalised from the Document Creation screen.<\/li>\n
          • Reassign<\/strong> – This allows you to assign the document to a new owner.<\/li>\n
          • Finalise<\/strong> – This allows you to finalise the document immediately<\/strong> without making changes.<\/li>\n
          • Reject<\/strong> – This will reject the document. The document will no longer be viewable in the Draft Documents screen or in the patient record.<\/li>\n<\/ul>\n<\/li>\n
          • \u00a0Once the document has been finalised it will move into the Document Signing<\/strong> list for the specified clinician(s).<\/li>\n<\/ol>\n
            <\/i> The document must then be signed by the lead or signing clinician via the Document Signing list before it will be sent to the Document Store Print App.<\/div>\n

            \"\"<\/p>\n

             <\/p>\n","protected":false},"excerpt":{"rendered":"

            How to Save & Finalise a Draft Document<\/p>\n","protected":false},"author":10,"featured_media":1657,"parent":8557,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"detailed-guide.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[427,14,15],"tags":[],"class_list":["post-15204","page","type-page","status-publish","has-post-thumbnail","hentry","category-document-store","category-erecord","category-powerchart"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/15204","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15204"}],"version-history":[{"count":30,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/15204\/revisions"}],"predecessor-version":[{"id":24250,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/15204\/revisions\/24250"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/8557"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1657"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15204"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15204"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15204"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}